Wall Street’s 2023 Bets – Markets Tumble
This week, two of Wall Street’s top equities analysts placed their bets on markets for the first half of 2023, and in no uncertain terms,
December 4, 2022
Visa’s Al Kelly on Cryptocurrency Future
In my experience, it’s not unusual for CEOs to let loose a little (i.e. tell us how they really feel) when they’ve got one foot
November 27, 2022
TRANSACT Scores BIG (Apple) – Payments, Fintech, & Capital
Another week in November, another conference, or so it seems. This week’s travels took the Wellesley Hills Financial team to New York City for the
November 20, 2022
Venture Dallas – Plenty of Sizzle, Plenty of Steak
Venture Dallas 2022, a regional conference for technology startups – many in fintech and B2B software – and the financial sponsors who invest in them,
November 6, 2022
Eagle Vision & Blind Spots – A Money 20/20 Fintech Breakdown
‘Twas that time of year again – this week’s Money 20/20 USA annual event in Las Vegas – this one being the second in-person gathering
October 30, 2022
American Express Loss Provisions Add to Mystery of Strong Consumer
The mystery of the state of the U.S. consumer’s financial health got stranger this week when American Express reported earnings Friday morning. The results sent
October 23, 2022
Peeling Back the U.S. Consumer Onion – An Economic Mystery
The economic impact of the Fed’s quantitative tightening was on full display this week as three of the world’s largest commercial banks, and one of
October 16, 2022
‘October Surprise’ Clears Way for Marijuana Banking
In an October Surprise for the ages, President Joe Biden issued a proclamation on Thursday, granting a sweeping, executive pardon for the offense of “simple
October 9, 2022
As Corporate Paper Goes, So Too Shall M&A
This week’s global bond market convulsions were dizzying, leaving investors with much to ponder. The Bank of England jolted global markets on Wednesday with its
October 2, 2022