Fintech and the Macroeconomic Cycle
We are nearing the end of this macro cycle. The next bear market is inevitable even if not imminent; we cannot ...
Tag: Investing & Capital Markets
Regtech for EMIR reporting: Capptivate
Do you have a complaint to share about being compliant? Regulatory compliance is complex, moving, and cross cutting (more in ...
XBRL creates a new equities research value chain & democratizes the stock market
This is Part 2 of a 2 Part Research Note, where we look at how XBRL could enable a new equities research ...
Regulatory & market pressure forcing transparency on equities research
This is Part 1 of a 2 Part Research Note, which describes how regulation and market pressure is forcing transparency on equities ...
Structured Products & Securitization Move Online
“Structured finance isn’t dinner table conversation for most people — and the terminology, market dynamics and ecosystem can be imposing” ...
Who Is Afraid of P2P Securitization?
In my last research note I discussed the role of WebBank in the triangle of Lending marketplaces in the US. ...
Swiss Vollgeld initiative could end Fractional Reserve Banking
It was an odd Xmas present to the global banking industry. On 29 December headlines were announcing that: “Switzerland to ...
Tiny bank, huge ROE: WebBank’s Fintech hidden recipe
“A US FDIC-insured industrial bank with a 59% ROE and a very low risk classification” (Source of ROE & Financial health ...
If Warren Buffet Was a Digital Native, What Would He Invest In?
Investing used to mean buying shares in a company where you knew and liked the product, with an expectation of a ...
Lending Marketplaces Grow Up (and Get Boring)
Lending marketplaces are about to get boring. From Birth of P2P loans to Maturity via securitization, the recipes and cookware ...
