Shein’s IPO risk factors farce on.ft.com/4nyYILj

Saylor’s latest strategy for Strategy: selling new shares to pay dividends on.ft.com/3GjWrTI

Is investment banking still a jewel in Wall Street’s crown? on.ft.com/3IyN5Ei | opinion

Wall Street avoided a Q2 bloodbath, but dealmaking remains strangely sluggish. Is investment banking losing its strategic relevance? My latest column in this weekend’s Financial Times : ft.com/content/49773f…

Opinion column I wrote for weekend FT

nice catch here by the FT on a potential change in the MSTR endgame

My latest on $MSTR

Many late-career professionals return to university to seek intellectual nirvana and campus highs, only to find the transition much harder than expected. My “After the Bell” column in Financial Times : ft.com/content/376261…

My column today ⬇️

Figma’s IPO was fine, actually on.ft.com/4mijTAx

Financial Times Great article - understanding your franchise strength and leveraging it is better, but harder, than hiring some familiar hands. Laterals that succeed can take 18-24m to kick in and in a mass recruit may not make up for the disruption of those that don’t.

“The previously successful treasury strategy seems now to be preventing stockholders from fully participating in the very bitcoin rally they are funding. In fact, the rush of stock sales by Strategy insiders in November 2024 appears to have been well-timed.” My take on $MSTR

La strategia di (Micro) Strategy di Michael Saylor, che mette a leva il bitcoin, inizia a battere in testa. Sarà un botto epocale. Quando, non se. ft.com/content/c38c90…

"The (Micro)Strategy saga remains one of the most extraordinary stories ever in the capital markets. But the story is showing signs of decay as the stock loses momentum despite bitcoin’s strong performance." ft.com/content/c38c90…