Writing
An operator's analysis of Latin American fintech: monthly deal roundups, quarterly investment research, and longer essays on product, distribution and AI. Published on Substack and LinkedIn.
Essays and analysis
Longer pieces on where the market is going and how financial products get built and sold.
Brazil tightened stablecoin rules. Volume grew right through them anyway
Brazil's central bank set new rules for stablecoins, and usage kept climbing. What that says about who is using them, and for what.
Fintech trends 2026–2027: $504B in global revenue, 15% growth in LatAm, and the seven trends running the next cycle
Global fintech trends, tested against what is actually happening in Latin America.
Embedded insurance and digital distribution playbook
How insurance gets sold inside other companies' apps, written from the operator's seat.
Mexico just overtook Brazil in fintech funding for the first time in a decade. Here's the full H1 2026 data
The H1 numbers country by country, and why global capital is betting that Mexico is where the next decade of LatAm digital banking is won.
Investment research
Quarterly and half-year reports. PDFs and methodology are on the research page.
Fintech Bites
The monthly roundup: fundraising, M&A, launches and regulation by country, ending with the takeaways that matter. Published on LinkedIn and Substack.
Recent editions on LinkedIn
The July, August and September 2026 editions fed the Q3 report.
Audio
Narrated editions of selected essays. See the podcast page.
Latest on Substack
Newest first. Everything is in the Substack archive.