Net Interest

Home
Banking Crisis
Investing
Fintech
Market Structure
Banks
Archive
About
Next Steps for Net Interest
Introducing a paid tier
 • 
Marc Rubinstein
16
New
Top
Community
The Most Important Bank in the World
Plus: Starling Bank, Norinchukin, Citigroup
 • 
Marc Rubinstein
1
Capital One: Buffett’s Latest Banking Pick
Plus: Zombie Ratio, UBS/Credit Suisse, Podcasts
 • 
Marc Rubinstein
7
Vivat Charles Schwab
The history and current challenges of the king of discount brokers
 • 
Marc Rubinstein
2
Doom Loop
PacWest, Western Alliance and all the other banks
 • 
Marc Rubinstein
11
Return of the Zombies
Plus: Deutsche/Numis, European Banks, UK Challenger Banks
 • 
Marc Rubinstein
3
The Price of Confidence
Plus: Bank Earnings in the Aftermath of Crisis (Week 2)
 • 
Marc Rubinstein
4
So You Want to Launch a Hedge Fund?
Plus: Bank Earnings in the Aftermath of Crisis
 • 
Marc Rubinstein
4
Net Interest
Net Interest
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.
Recommendations
View all 14
The Generalist
The GeneralistMario Gabriele
Doomberg
DoombergDoomberg
The Overshoot
The OvershootMatthew C. Klein
C
Capital Flows and Asset MarketsRussell Clark
s
scuttleblurbscuttleblurb
Meta Posts (Unlocked)
Next Steps for Net InterestNet Interest is Going Paid
The Cautionary Tale of Equity ResearchAn Analyst Turns His Sights on His Own Industry
Banking Crisis
The Demise of Silicon Valley Bank
Contagion
Managing a Bond Fund (And How Banks Do It)
Investment Management (Unlocked)
Zuckerman's Curse and the Economics of Fund ManagementDiminishing Returns to Scale in Asset Management
Other People's MoneyThe Quest for Permanent Capital: From Buffett to Ackman and Apollo
Market Structure (Unlocked)
What Sort of a Business is Investment BankingWhy Credit Suisse is Bad at Investment Banking
The Quest for MonopolyHow the NYSE lost its dominant market position, only to build it up again
The New Power BrokersGlobal Exchange Groups
The Business of BenchmarkingCapturing Value from Standard-Setting in Financial Services
© 2023 Marc Rubinstein
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing