Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Agentic Commerce Predictions – 2025
April 7, 2025, 2:51 p.m.
Understanding Merchants – Cards on FIle
April 1, 2025, 12:03 p.m.
The Realities of On-Chain Finance: Why Closed Ledgers Will Lead the Way
March 10, 2025, 3:01 p.m.
Agentic Payments – Card Considerations
March 4, 2025, 1:59 p.m.
ApplePay is Bank Friendly
March 2, 2025, 4:20 p.m.
Google Payments – Why they will Win – Globally
March 2, 2025, 11:28 a.m.
eCommerce Acquiring – Beyond Tokens – The Next Big Wave of Improvement
Feb. 26, 2025, 5:12 p.m.
Visa Investor Day – The 7 Reasons Why I Invest in Visa
Feb. 25, 2025, 6:54 p.m.
eReciepts – The Politics and Economics of SKU Data
Feb. 13, 2025, 4:47 p.m.
Scenario – Agentic Wallets and Federated Data
Feb. 12, 2025, 3:24 p.m.
Wallets and Privacy
Feb. 8, 2025, 12:12 p.m.
Wallets and Networks: The Backbone of Digital Transactions
Feb. 6, 2025, 4:20 p.m.
Agentic Commerce – Hype and Reality
Jan. 30, 2025, 1:38 p.m.
Real-Time Settlement Coming to US Cards?
Jan. 23, 2025, 5:56 p.m.
eCommerce 2025 – Wallets, Share Shift, Conversion Rates and Key Segments
Jan. 15, 2025, 4:47 p.m.
Winning in Network of Networks: Collaboration
Jan. 8, 2025, 3:43 p.m.
Tokens and Binding 101
Dec. 17, 2024, 4:09 p.m.
Sling Money – StableCoin Model that will be the future of P2P and more
Dec. 12, 2024, 1:41 p.m.
Wrapping up 2024 – Key Areas I’m Tracking
Dec. 4, 2024, 11:37 a.m.
Networks, Value Assembly and Organizational Structures
Nov. 25, 2024, 9:07 p.m.
Digital Wallets – Core Functions and Competitive Strategies
Nov. 10, 2024, 7:43 p.m.
RTP and Pay By Bank Challenges
Oct. 16, 2024, 6:45 p.m.
TCH RfP is Live (for Consumers)
Oct. 9, 2024, 5:16 p.m.
Fastlane Update – Autofill for Everyone?
Oct. 8, 2024, 8:32 p.m.
DOJ Complaint – ?Is Visa is a Debit Monopoly?
Sept. 25, 2024, 12:05 p.m.