COF: DFS: QQQ
The big are getting bigger. CapitalOne (credit and debit card issuer) and Discover (card issuer and acquirer) are both large financial services concerns that own
February 24, 2024
Bank-to-Nonbank Lending Breaches $1TN
Over one trillion dollars. That’s what the Federal Reserve’s weekly H.8 report started showing for the week ending January 24, 2024. The report tracks the
February 18, 2024
Block, PayPal Retrench, but the Messaging is Different
January 2024 ended with a wave of layoffs among ‘big tech’ companies, including Google and Microsoft, as publicly traded entities look to sure-up profitability through
February 4, 2024
Quantum’s Here
No fintech, payments or software deal made it to the top of my list for most noteworthy funding to start off the year. Instead, it’s
January 28, 2024
One NRF Takeaway – Beyond the Jetsons
Retail’s “Big Show”, the NRF 2024 event in New York city this week, did not disappoint. Ostensibly an opportunity for the largest global retailers to
January 21, 2024
Generative AI Takes On Vertical Software – Fault Lines Appear
I began reading about it last year. In dribs and drabs, articles appeared noting how adept generative AI systems had become at producing workable scripts
January 14, 2024
Bitcoin’s Big Week
Both social and traditional media were ablaze this week with anticipatory hype over what appears to be the final countdown to the SEC clearing the first
January 7, 2024
The Consumer, Insurance & Private Credit: A Tangled Web of Risk
No predictions this year. But if you weren’t planning on paying attention to the insurance sector in 2024, you might want to. In a year
December 31, 2023
Banging the Drum – Apple and Payments Still No Good Together
I’ve been banging this drum for years. I suspect I will continue to do so. This week marked the formal “beginning of the end” of
December 3, 2023