Eagle Vision & Blind Spots – A Money 20/20 Fintech Breakdown
‘Twas that time of year again – this week’s Money 20/20 USA annual event in Las Vegas – this one being the second in-person gathering
October 30, 2022
American Express Loss Provisions Add to Mystery of Strong Consumer
The mystery of the state of the U.S. consumer’s financial health got stranger this week when American Express reported earnings Friday morning. The results sent
October 23, 2022
Peeling Back the U.S. Consumer Onion – An Economic Mystery
The economic impact of the Fed’s quantitative tightening was on full display this week as three of the world’s largest commercial banks, and one of
October 16, 2022
‘October Surprise’ Clears Way for Marijuana Banking
In an October Surprise for the ages, President Joe Biden issued a proclamation on Thursday, granting a sweeping, executive pardon for the offense of “simple
October 9, 2022
As Corporate Paper Goes, So Too Shall M&A
This week’s global bond market convulsions were dizzying, leaving investors with much to ponder. The Bank of England jolted global markets on Wednesday with its
October 2, 2022
Big Tech’s New BIG Legs?
In an effort to avoid wasting anyone’s time, this ‘week’s most interesting’ has absolutely nothing – NOTHING – to do with fintech, payments, software or
September 25, 2022
The Heavenly, ‘Unholy’ Union btw Debt & SaaS Startups
Heading home from my first in-person SaaStr event in the San Francisco Bay Area this week, I was struck by a trend that continues to
September 18, 2022
Echoes of the Past – Shopify v. Amazon Elicits Memories of ‘PayPal Wars’
Back in early 2000, a nascent PayPal – pre-merger with Elon Musk’s X.com – led by two of its founders – Luke Nosek and David
September 3, 2022
I Love Debt
For the second week in a row, a new breed of specialty finance concern – that which originates loans/ debt to high growth, B2B SaaS
August 21, 2022