Marc Rubinstein

Former Bloomberg Opinion Contributor

Marc Rubinstein is a former hedge fund manager. He is author of the weekly finance newsletter Net Interest.

Latest

Kalshi Billboards Ahead Of New York Mayoral Election

Bloomberg Opinion

Kalshi's Wild $11 Billion Ride Will Hit a Limit

December 15, 2025

December 15, 2025

OpinionMarc Rubinstein

Kalshi's Wild $11 Billion Ride Will Hit a Limit

Kalshi Billboards Ahead Of New York Mayoral Election

November 26, 2025

November 26, 2025

OpinionMarc Rubinstein

Meme Stock Traders Are Growing Up

GameStop Corp - Photo Illustration

November 13, 2025

November 13, 2025

OpinionMarc Rubinstein

Can Western Union Keep Reinventing Itself?

Shoppers in Kuala Lumpur Ahead of Malaysia's CPI Figures

October 29, 2025

October 29, 2025

OpinionMarc Rubinstein

Credit Cockroaches Are Being Held at Bay — For Now

USA-MIAMI-CITY-FLORIDA

October 8, 2025

October 8, 2025

OpinionMarc Rubinstein

Comerica’s Sale to Fifth Third Is a Rare Win for Bank Activists

Fifth Third Bank To Buy Comerica In The Year's Biggest US Bank Deal

September 24, 2025

September 24, 2025

OpinionMarc Rubinstein

In JPMorgan’s Data Deal With Plaid, the Giants Cement Their Position

The agreement setting a price for customers’ financial information stands to benefit the biggest market players.

Cashless Pay Service

September 10, 2025

September 10, 2025

OpinionMarc Rubinstein

Managing the S&P 500 Index Still Needs the Human Touch

A secret committee decides who enters and leaves the stock benchmark.

Managing the S&P 500 Index Still Needs the Human Touch

August 4, 2025

August 4, 2025

OpinionMarc Rubinstein

Unicorns May Throw a Lifeline to Stock Analysts

Beleaguered research shops eye a new revenue model covering private companies.

US-ECONOMY-MARKET-STOCKS

July 23, 2025

July 23, 2025

OpinionMarc Rubinstein

Substack Plays With the Giants. Can It Be Valued Like One?

Having birthed a humble newsletter service, the platform’s founders now have their sights on YouTube.

Substack Asks Its Newsletter Writers To Become Investors Starting At $100

July 16, 2025

July 16, 2025

OpinionMarc Rubinstein

The FICO Monopoly Is Living on Borrowed Time

Regulators are draining the moat that has protected the arbiter of creditworthiness.

US-ECONOMY-HOUSING-REAL ESTATE

June 26, 2025

June 26, 2025

OpinionMarc Rubinstein

Grumbling From Customers. Profits for Airlines.

Stingier loyalty programs are generating more revenue.

Fire At Substation Grounds Flights At Heathrow For The Day

June 11, 2025

June 11, 2025

OpinionMarc Rubinstein

London’s Incredible Shrinking Stock Market

Listings are heading to the US, accelerating a vicious circle.

Inside The London Stock Exchange

May 29, 2025

May 29, 2025

OpinionMarc Rubinstein

Wall Street Interns Are Safe From AI. Here’s Why.

The roles are an entry point for the next generation of bank leaders.

Wall Street Interns Return To Office, And Nightlife, After A Year Of Zoom Meetings

May 14, 2025

May 14, 2025

OpinionMarc Rubinstein

Buying the Dip Still Works — Even in This New World

The power of individual investors on display.

TOPSHOT-NORWAY-US-FINANCE-TARIFFS-TRADE

April 23, 2025

April 23, 2025

OpinionMarc Rubinstein

Yale Signals That Private Equity May Have Peaked

The university is considering selling a big chunk of its illiquid holdings.

Pro-Palestinian Protests Continue On US College Campuses

April 22, 2025

April 22, 2025

OpinionMarc Rubinstein

As US Recession Looms, Banks Brace for Worse

US lenders can deal with a bad economy, but stress tests may not capture the extent of the Trump risks.

Midland Bank Safe

March 27, 2025

March 27, 2025

OpinionMarc Rubinstein

Don’t Punish UBS for Doing the Right Thing

In emergency mergers that governments demand, banks shouldn’t have to face asymmetric risks.

SWITZERLAND-BANKING-MERGER-CREDITSUISSE

March 20, 2025

March 20, 2025

OpinionMarc Rubinstein

Dimon's ‘America Alone’ May Be a Moment for European Banks

Deutsche Bank, UBS and HSBC could regret leaving the business wide open to US dealmakers.

Vegas Auto Gallery Grand Opening

February 26, 2025

February 26, 2025

OpinionMarc Rubinstein

Is Warren Buffett's True Successor Bill Ackman?

The 94-year-old oracle of Omaha is still going strong, but says “it won’t be long” before someone picks up his mantle.

Inside The Berkshire Hathaway Annual General Meeting

February 11, 2025

February 11, 2025

OpinionMarc Rubinstein

Goldman Sachs’ Exclusive Investing Club Is a Powerful Draw

Employees’ privileged access to its own funds show a widening compensation gap on Wall Street.

Goldman Sachs Ahead Of Earnings