Is Substack exposed to gig economy headwinds?
A lot of people ask me why I never opted for Substack when choosing my independent path. I had my reasons. Now that it has emerged that Substack has ditched plans to raise a Series C round due to souring market conditions, I thought it might be a good time to explain my rationale. First […]
ALTIF transcripts: The Barber boom and bust
The Barber boom and bust Available on Spotify. Gripped by sluggish growth and low investment, the UK decides to solve its problems by embarking on a “dash for growth” – spending big and cutting taxes. We talk to economic historian Duncan Weldon about the Heath government’s disastrous 1972 “Barber Boom” (named for the chancellor Tony Barber) […]
The “Gos market” blind spot in the inventory story
The local pub owner was telling my husband the other that he felt secure in the face of the inflation because he had pre-bought three months worth of beer supply. He could now relax for a bit because he knew what his costs would be for at least a quarter. After that, he was hoping […]
What’s up with Fed daylight overdrafts data?
I’m working on a bigger story to do with US dollar intraday liquidity, but until that’s done I wanted to quickly flag something specific to paid subscribers as a small preview. It’s the Daylight Overdrafts and Fees page of the Federal Reserve website: And specifically this bit: What’s important about that? Well, as the Wayback […]
That time I met Klaus Schwab in my gym kit
A moderate defence of Davos and a title that is clearly designed to shamelessly generate clicks.
Putting the Terra stablecoin debacle into “tradfi” context
This is an excerpt from The Blind Spot’s deep dive into the Terra stablecoin debacle, currently available in full to premium subscribers.
A market that fell under the spell of the moon
Why Luna is a lesson for all of finance.
Start-up diary: 9½ weeks later
This is the first installment of my start-up diary. It’s not actually been 9½ weeks, as per the title. More like 3½ months. But if I count it from the time I started selling subscriptions, that’s roughly right. So I will stick to the title for “da saucy clicks” anyway. So here goes… And apologies if […]
ALTIF Transcripts: Cryptocalypse Now!
The “A Long Time In Finance” Transcripts Cryptocaplyse Now! Cryptocurrencies are collapsing across the etherspace. Neil and Jonathan talk to Izabella Kaminska, founder of the Blind Spot and keen cryptowatcher, about Terra, Luna and Tether, the death spiral of the stablecoins, and whether anyone in the real world should care. Presented by Jonathan Ford and […]
Blind Spot collaborates with A Long Time In Finance
Back in the early days of the financial blogosphere, people liked to collaborate, hat tip and share quality content across their platforms. Then the mainstream media discovered Twitter (c. 2010) and, well, who knows what happened. It all went a bit pear-shaped. The collegiate atmosphere got a little less collegiate. And a lot of bloggers […]