A fintech analysis newsletter by Jevgenijs Kazanins that dissects business models and strategy of payments and lending companies such as Wise, Affirm and embedded lending providers. Readers get structured, investor-oriented breakdowns of where fintech companies are heading and which opportunities are worth watching.
Website: https://www.popularfintech.com
Independent essays that read the EU payments legislation (PSD2, the proposed PSR) and card scheme rules directly, to explain what they mean for 3-D Secure and fraud liability. Readers get article-level analysis of how authentication, refunds and monitoring obligations apply to issuers and payment providers.
Long-form essays on financial infrastructure such as payments, banking regulation, fraud and compliance, written from an insider's perspective. Readers get historical context, regulatory explanation and analysis of live policy controversies.
Weekly essays on the financial sector from a former hedge fund manager, mixing market data, history and personal anecdotes. Readers get analysis of bank earnings, financing trends such as AI infrastructure debt, and the use of AI tools in investment research.
Long-form analysis of how AI is reshaping enterprise operations, covering topics such as expense fraud controls, integration platforms in the agent era, and data retention inside AI systems. Each issue states a clear thesis, cites specific data points and gives executives concrete recommendations.
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