thekrazykobra.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

IB Career Rule #42 — Do not attempt to build a career far from the Mother Ship.

submitted 1 day ago • 1 comment

Citi’s ‘sun, sea, and spreadsheets’ experiment in Málaga is dead—and it was doomed from the start. The bank pitched junior bankers a dream, but in investment banking, remote hubs like Málaga become a professional purgatory. …. www.ft.com/content/5663...

submitted 1 day ago • 2 comments

This is a stunningly good piece on life after banking by Craig Coben. So much wisdom and insight on work, finance, retirement and what really matters in life. And as well written as anything by his brother Harlan! www.ft.com/content/1c64...

submitted 9 days ago • 0 comments

Retirement isn’t an epilogue — it’s a rewrite. I’ve been learning the hard way that freedom isn’t about doing everything — but choosing what matters. My essay on life after investment banking in @financialtimes.com Weekend Magazine is up on the website. www.ft.com/content/1c64...

submitted 9 days ago • 3 comments

Wall Street is in trouble. Stock prices tumbling, deals drying up, and inv banking revenues sliding. If 2025 marks 3rd bad year out of four, this isn’t just a cycle — it’s existential moment for dealmakers. My column today in @financialtimes.com www.ft.com/content/6091...

submitted 17 days ago • 0 comments

Rough start for CoreWeave’s second day of trading. My post-mortem on the IPO from this morning, published in @alphaville.ft.com : www.ft.com/content/5190...

submitted 26 days ago • 0 comments

My follow-up on CoreWeave IPO. The @alphaville.ft.com social media team channelling their inner Maureen McGovern

submitted 26 days ago • 0 comments

spot on from @thekrazykobra.bsky.social on CoreWeave and the enshittification of public markets on.ft.com/4c3VMAY

submitted 29 days ago • 2 comments

I think there's been a wealth of excellent coverage of the CoreWeave debacle in the FT over the last week, but for the wider ramifications this piece from @thekrazykobra.bsky.social on the "enshittification" of the IPO market is a must-read www.ft.com/content/11d0...

submitted 29 days ago • 0 comments

Another gem from Craig Coben - I was fortunate enough to get a sneak preview of these thoughts yesterday. Link to our chat in the comments @thekrazykobra.bsky.social on.ft.com/4l6pJ7F

submitted 29 days ago • 1 comment

Essential reading from @thekrazykobra.bsky.social on why shit floats. on.ft.com/4i1onIQ

submitted 29 days ago • 0 comments

“Perpetual Strife” is the perfect name for Saylor’s latest gambit. “It seems to defy financial logic, offering fixed-income investors an instrument with an unfavourably asymmetric return profile and piling on more dilution for common stockholders.” on.ft.com/4iwiGDO

submitted 36 days ago • 0 comments

My comment in @alphaville.ft.com on the bizarrely-named Perpetual Strife Preferred Stock offering announced by bitcoin-bingeing (Micro)Strategy. It’s the wildest story in the capital markets and with a name like “Perpetual Strife,” it promises to get even wilder. www.ft.com/content/2098...

submitted 36 days ago • 2 comments

Another great dive into MicroStrategy and Michael Saylor's regulator-baiting pump-and-pump, by @thekrazykobra.bsky.social www.ft.com/content/685c...

submitted 43 days ago • 0 comments

Masterful analysis of the company formerly known as Microstrategy by @thekrazykobra.bsky.social on.ft.com/3XTqC9D

submitted 43 days ago • 0 comments

A few thoughts from me in Financial Times Alphaville on the Oval Office dispute between Trump/Vance and Zelenskyy. Many people were understandably shocked by what they saw, but investment bankers will have seen this kind of rhetorical dominance in action over the years. www.ft.com/content/0805...

submitted 53 days ago • 3 comments

Good column on Jamie Dimon's "performative" town hall leak, by @thekrazykobra.bsky.social www.ft.com/content/db2c...

submitted 62 days ago • 2 comments

What Jamie Dimon’s viral leaked recording tells us about banking - column here from @thekrazykobra.bsky.social www.ft.com/content/db2c...

submitted 63 days ago • 0 comments

Column I wrote in today’s @financialtimes.com about the leaked audio of JPMorganChase CEO Jamie Dimon’s employee “town hall”, in which he railed against remote work, lack of focus, and bureaucratic bloat. www.ft.com/content/db2c...

submitted 63 days ago • 0 comments

I discuss in @alphaville.ft.com why MicroStrategy shares have been underperforming bitcoin after hitting all-time high, and I look at its new perpetual preferred stock issue. Microstrategy is the wildest, wackiest story in the capital markets. www.ft.com/content/b783...

submitted 82 days ago • 0 comments

Quoted in @bloomberg.com about how identical investment banking comp numbers can translate to a very different payout depending on which bank you work for. Another example of American outperformance! www.bloomberg.com/graphics/202...

submitted 85 days ago • 0 comments

When bankers wildly overhype an IPO, are forced to nearly halve the target range when investors call bullshit, and then still see it crap out on its debut, who you gonna call? Well, we obviously call @thekrazykobra.bsky.social for his thoughts. www.ft.com/content/4c96...

submitted 89 days ago • 1 comment

Wrote about the Venture Global IPO for @alphaville.ft.com Should’ve been a blockbuster but it was a bit of a bust, and I explain why. www.ft.com/content/4c96...

submitted 89 days ago • 0 comments

Quoted on front page of Financial News about banker compensation. George Clemenceau supposedly said: “The cemeteries are filled with irreplaceable people.” Or maybe it was De Gaulle. Anyhow, you wouldn’t have wanted them deciding your comp if you were a banker!

submitted 89 days ago • 0 comments

My latest in @alphaville.ft.com : Why I don’t expect Trump’s election to herald a change in office conduct norms at investment banks, even though top bankers are telling the financial media they feel “liberated” to use the r- and p-words www.ft.com/content/5af1...

submitted 93 days ago • 0 comments

Good FT piece on how bonus season plays out in the financial sector.

submitted 99 days ago • 0 comments

How bonus season now unfolds on Wall Street https://www.ft.com/content/9c5687aa-974b-4e0f-b5fc-65bcdb5f772a

submitted 99 days ago • 1 comment

My commentary on banker compensation day in the “On Wall Street” column for @financialtimes.com ….. writing it brought back memories

submitted 99 days ago • 0 comments

Interesting that JPMorgan CEO Jamie Dimon reiterated yesterday his criticism of bitcoin, even as his investment bankers have been actively underwriting convertible bonds for bitcoin mining firms. qz.com/jamie-dimon-... I discussed this conundrum late last year in @financialtimes.com (see below).

submitted 103 days ago • 0 comments

I’m almost famous! www.telegraph.co.uk/tv/0/harlan-...

submitted 108 days ago • 0 comments

Microstrategy accounted for 28% of total inflows into crypto in 2024. Saylor keen to accelerate purchases as his executives dump stock. Fascinating stuff from @thekrazykobra.bsky.social.

submitted 109 days ago • 1 comment