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The Institutional Risk Analyst
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
Logan Riffs on SOMA; XYZ and SYF Say No Recession Yet
Like 2023 and 2024, the year 2025 may end up being relatively stable, yet investors remain worried about stealth externalities.
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Feb 258 min read
Interest Rates, Fintech & MSRs
Regulatory skepticism about mortgage assets could effect financing rates for lenders, which means higher mortgage rates for consumers.
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Oct 26, 20239 min read
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