October 29, 2017

Fintech Deck

Nice little summary deck from Kleiner… Chart and download —- —- Download Fintech Trends Link http://www.kpcb.com/ Get a Free Subscription! If you send me an email with a link or attachment to a piece you think readers would love, and […]
January 1, 2017


Here are three pieces to start out the new year!  Three charts then three downloads…best wishes for a prosperous 2017! —- Downloads PIMCO Value and Carry in FX Salient The Free Lunch Effect Blackrock Robos Come of Age
July 14, 2016

Asset Management Distruption

Great piece from Morgan Stanley on the asset management industry…with implications for lots of investment companies and stocks… Chart then download: —- —- Download Disruption Trends Website www.morganstanley.com Get a Free Subscription! If you send me an email with a […]
June 7, 2016


This very comprehensive piece isn’t on an investment idea but rather on investment tech – specifically the automated investment space. And at 140 pages it is very thorough. Chart then link: —- —- Article Link Are the Robots Taking Over? The […]
January 6, 2016

Hedge Fund TV

A fear years back I wrote about a handful of million dollar fintech ideas.  Many of these ideas have been attempted with varying levels of success. One idea was a “best ideas” podcast, and another was a long form interview in […]