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The Institutional Risk Analyst
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Do Stablecoins Help or Hurt Crypto?
The intriguing thing about private coin empires is that they are obviously not a positive for existing payment systems, yet neither are they dependent upon crypto. Larger sponsors may be able to create exclusive coin ecosystems without actually touching crypto assets at all. Fiat to AMZN coin, “ZON,” is really all that the sponsor needs.
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Jun 158 min read


Post-Trumpian Fintech Bounce: How High? How Long?
At one point last year, HOOD was up several hundred percent, but has given back much of those gains. Yet the leaders of our finance group have outperformed the broad market.
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May 126 min read


HOOD: Is the Bloom off the Rose?
And just why do financial firms like HOOD, SoFi Technologies (SOFI) and Block (XYZ) talk about EBITDA in their investor materials?
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Feb 134 min read


The Trump Trade & Sovereign Ratings
What happens to the Trump Trade and the broader equity markets if the FOMC passes on a December rate cut?
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Dec 4, 20246 min read


Atlas Stumbles, Silvergate Wallows; 360 Mortgage v. Fortress (and RITM)
Are nonbank mortgage firms a risk to Ginnie Mae? Or is it really the other way around?
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Mar 6, 20238 min read


Fed Chairman Jay Powell as RobinHood
There is, after all, no free lunch for investors when the Fed is serving the thin meal of Financial Repression
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Aug 19, 20216 min read
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