Archive | Bear and the Bull

Sector Deep Dives

Ethnic bank or $50B unicorn? Why Nubank will surprise everyone

Feb 4, 2026

•

15 min read

Ethnic bank or $50B unicorn? Why Nubank will surprise everyone

The immigrant economy is NOT a niche — it's $2.8 trillion

Here's 3 reasons why you shouldn't celebrate the Brex exit

Jan 26, 2026

•

10 min read

Here's 3 reasons why you shouldn't celebrate the Brex exit

The acquisition looks like a win, until you do the math

5 Questions

Jan 20, 2026

•

8 min read

5 Questions With Branch's Atif Siddiqi

Where capital, regulation, and product are colliding

Ilona LV

Money Memories

A $38,000 house changed everything for this real estate investor

Jan 18, 2026

•

7 min read

A $38,000 house changed everything for this real estate investor

How a health professional overcame limiting beliefs to build a real estate empire

Ilona LV

Market Maps

I talked to the CEOs who think tips on your own wages are insane

Jan 14, 2026

•

9 min read

I talked to the CEOs who think tips on your own wages are insane

5 fintechs rethinking how we access our pay

Sector Deep Dives

Your paycheck is late. Healthcare bills aren't.

Jan 7, 2026

•

9 min read

Your paycheck is late. Healthcare bills aren't.

The healthcare timing crisis no one's talking about

What the decline of resellers teaches us about defensibility

Dec 16, 2025

•

9 min read

What the decline of resellers teaches us about defensibility

Not every visible market is venture-backable

Sector Deep Dives

AI is redrawing the real estate map - where will it lead to?

Dec 14, 2025

•

10 min read

AI is redrawing the real estate map - where will it lead to?

The built world is entering its software moment

5 Questions

Nov 26, 2025

•

5 min read

5 Questions With Aunt Flow's Claire Coder

How a founder turned reframed period care into public infrastructure

Ilona LV