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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
Update: Block Inc, Nu Holdings & Guild Holdings
Notice that SQ co-founder Jack Dorsey styles himself as "block head" in the corp roster, a silly affectation that does not help the stock
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Nov 15, 20247 min read
New & Old Names in Nonbank Finance
In dollar terms, the moves in 2023 were tiny vs the post March rally in 2020.
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Aug 21, 20247 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
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