I enjoy learning about finance and its diverse life form from your detailed, nuanced, yet pleasure to read essays Marc. As a member of the commercial banking community, I applaud your insights and your kindness to share them with such a great win win proposition. Cheers!
Thanks so much for the content! My William & Mary Professor (Carl Tack) introduced me to this newsletter. As a member of the fin-tech community at WealthForge, I greatly appreciate this insight and enthusiasm for finance. Keep up the good work!
Didn't even make it to the end of the email before I subscribed. Really glad to support this + see it grow; I find your insights thoughtful + thought-provoking. Hands down my favorite read at the end of the week ... that I share often with others.
Damn! End of a brief period! Thanks for explaining Blackrock's Alladin! Tobe honest the price is to high for me (to close to the cost of a full sub to the economist, WSJ, Bloomberg or FT)
Never seen in my life a successful partner at one of the most prestigious hedge funds starting a paid newsletter. Probably time to tell who was really calling the shots in your team. It was clear from the first post this was going to be ultimately your goal. I am not going to blame you for that. In the age of teenagers making millions dancing and playing videogames on tiktok & youtube, it's frankly refreshing seeing somebody monetising something more useful. I am not going to follow you in this journey going forward as I prefer more in-depth stuff but I found few of your posts worth exploring further. All the best!
Well done Marc. Fantastic newsletter. Proud to work with you and look forward to reading each week.
I enjoy learning about finance and its diverse life form from your detailed, nuanced, yet pleasure to read essays Marc. As a member of the commercial banking community, I applaud your insights and your kindness to share them with such a great win win proposition. Cheers!
Thank you, Michael
Marc, this is the right move. You absolutely deserve to be paid for your consistently high quality articles.
Thanks so much for the content! My William & Mary Professor (Carl Tack) introduced me to this newsletter. As a member of the fin-tech community at WealthForge, I greatly appreciate this insight and enthusiasm for finance. Keep up the good work!
Didn't even make it to the end of the email before I subscribed. Really glad to support this + see it grow; I find your insights thoughtful + thought-provoking. Hands down my favorite read at the end of the week ... that I share often with others.
Your insights are worth every penny. Excited to have been part of this journey since the very beginning. Onwards and upwards!
Congrats on your success!
Woo! Congrats on the big step, Marc! 💚 🥃
please ignore Marc - I found it.
Marc, I am a paid subscriber. Please send me a copy of your presentation How To Value a Bank. Thanks
pat@trico21.com
Damn! End of a brief period! Thanks for explaining Blackrock's Alladin! Tobe honest the price is to high for me (to close to the cost of a full sub to the economist, WSJ, Bloomberg or FT)
Never seen in my life a successful partner at one of the most prestigious hedge funds starting a paid newsletter. Probably time to tell who was really calling the shots in your team. It was clear from the first post this was going to be ultimately your goal. I am not going to blame you for that. In the age of teenagers making millions dancing and playing videogames on tiktok & youtube, it's frankly refreshing seeing somebody monetising something more useful. I am not going to follow you in this journey going forward as I prefer more in-depth stuff but I found few of your posts worth exploring further. All the best!
Thanks Andy, although not sure it was the goal from day 1, I’ve simply been overwhelmed by the level of interest.
Congratulations on the move, Marc.
Quick question: after Net Interest goes premium, will the past pieces be pay-walled?
That’s the idea, yes.
Do you offer free subscriptions to students? I’m really interested in reading more of your work. The parts I’ve read so far were very interesting.
Hope you will cover some credit/distressed investing topics in the future!