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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
End of Fintech? Biden GSE Release?
Is AFRM maturing from a hot new fintech entrant to a familiar face headed for a bank license?? Yikes.
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Dec 31, 20237 min read
Is Stripe Worth $55 Billion? Really?
CEO Patrick Collison is guiding investors and the media to a $200 million profit in 2023. Selective disclosure??
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Feb 21, 20236 min read
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