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Fifth Third's purchase of Comerica serves as a template for frustrated shareholders everywhere, writes @MarcRuby (via @opinion) bloomberg.com/opinion/articl…
Wrote about the Canton blockchain in this week’s Net Interest- Ready Layer One- about the race to build finance-first blockchain infrastructure.
Don Wilson says every stock, bond etc will be tokenized, onchain in the next 5 years.
Open banking comes at a price that benefits the biggest the most, writes @MarcRuby bloomberg.com/opinion/articl…
All the details in latest issue of Net Interest.
Tom opened this letter live on our podcast. To hear his reaction and the Kafkaesque saga that led up to it, you can find the episode on my Substack page.
The humans who decide the makeup of the S&P 500 suggest a template for a world driven by algorithms, writes @MarcRuby bloomberg.com/opinion/articl…
Private credit + @MarcRuby + @huwsteenis = must-listen. open.substack.com/pub/netinteres…
Was great talking to @timlevene on latest episode of Net Interest Extra. As CEO of Europe’s only listed fintech VC vehicle, @AugmentumF, he is uniquely positioned at intersection of private and public markets in fintech. netinterest.co/p/new-pod-earl…
Highly recommend the latest Net Interest Extra w/ Davide Serra x @MarcRuby. They take a look at investing in financials, European macro & lessons learned Once there were 11 financials-focused specialist funds — now just 1 remains, led by Davide. Really engaging conversation
New pod is up. @EpsilonTheory is a font of wisdom so it was great to have a chance to chat. netinterest.co/p/new-pod-the-…
Congrats to Tom who has had his conviction quashed. He was always a scapegoat.
This is one of the best pieces bar non I have read on this. It also appears that the author may have actually done some research and reading. I strongly encourage anyone with interest to read it. Freeing the Scapegoat - by Marc Rubinstein - Net Interest netinterest.co/p/freeing-the-…
Substack is a facing a challenge that has humbled many media companies before it, writes @MarcRuby (via @opinion) bloomberg.com/opinion/articl…
PS the number of unsophisticated financial “investors” commenting on this thread is both sad and funny. It’s called leverage folks! Get an ISDA, be banked by a prime, put the trade on $5-10B a side. This is how it’s done.
FICO's days of 100%+ price increases are probably over - in the battle between monopoly profits and regulatory pressure, the regulators usually win, writes @MarcRuby bloomberg.com/opinion/articl…
"The upper middle class is getting too big. There are too many people who are millionaires and multi-millionaires and there simply isn’t enough space to accommodate them."
Uncomfortable truth: The upper middle class isn't special anymore. Why? Because there are too many people with too much money. My latest on The Death of the Amex Lounge: ofdollarsanddata.com/the-death-of-t…
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