With Q4 Earnings popping in I take a look at 20-Yr data to see where Global banks landed after their massive pre-crisis ambitions. As banks struggle to recalibrate, I try look at what potential areas of opportunity should look like. I also take a look at the Spectre of FinTech (which to paraphrase Jamie Dimon should have banks “scared shitless”), and dive into the unit economics thereof, courtesy Square and Ark Capital who have been most gracious with public disclosures
Global Banks: The Long View
Global Banks: The Long View
Global Banks: The Long View
With Q4 Earnings popping in I take a look at 20-Yr data to see where Global banks landed after their massive pre-crisis ambitions. As banks struggle to recalibrate, I try look at what potential areas of opportunity should look like. I also take a look at the Spectre of FinTech (which to paraphrase Jamie Dimon should have banks “scared shitless”), and dive into the unit economics thereof, courtesy Square and Ark Capital who have been most gracious with public disclosures