Investment Strategy

As a biller or merchant, you are vitally concerned about your payments “back office”, that set of core functions involved with accepting consumer payments. Whether you are in Treasury or Technology, if you are concerned with payments, you are asking yourself, every day, questions such as: Is my organization optimized to manage payments? Am I […]

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Of the Monday morning sessions at ATM, Debit & Prepaid Forum 2009, I was particularly interested in the analysts’ views of the payments sector.  The session included perspectives on transaction volumes, impact of consolidation and potential for new M&A activity, and areas the analysts are watching for investment and regulatory changes.  On the panel were […]

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Over at Information Arbitrage, Roger Ehrenberg has the following reflection on the predicament facing many blue chip companies in the midst of the financial crisis: Does GE really perceive themselves to be AAA if they are motivated to raise money on the terms proposed by Mr. Buffett? Something is grossly wrong with this picture. Either […]

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Are CFOs ready for the spotlight? According to CFO.com research from Greenwich Associates reveals that for the first time an annual survey of Wall Street equity analysts ranked the credibility of a company's finance chief as more important to the overall IR effort than that of the chief executive. But it was the endorsement of […]

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New research from Greenwich Associates indicates that corporates are willing to settle for lower investment returns in exchange for reduced risk on short-term investments. 293 CFOs, Treasurers, and Assistant Treasurers were surveyed in February and the results are compared to results of a similar survey in May of last year. Learn more: Treasury & Risk […]

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from the St. Louis Post Dispatch, via What I learned Today Meanwhile, up on Capital Hill the regulators were busy defending their actions, receiving coverage everywhere: CNBC Video: Financial All Stars on Capital Hill Wall Street Journal Bloomberg The New York Times American Banker

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The New York Times DealBook blog has a special section on globalization & Wall Street: Wall Street's fate is increasingly linked to far-off locales, whether they be bustling financial hubs like Dubai or emerging markets like Kazakhstan. In some cases, the link is more like a lifeline, such as when foreign money emerged to help […]

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The March issue of CFO magazine is focused on banking, or more pointedly, how companies are paying the price for the subprime crisis. There is an article on how poor risk management at banks contributed to the crisis, but more interesting was a thorough exploration of the impact on corporate lending: Credit Crunch As banks […]

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The recent financial uncertainty has prompted some eyebrow-raising metaphors in normally staid financial coverage. I'm amused. In a weekend news analysis piece on the global financial turmoil set off by subprime mortgages, the New York Times quotes a strikingly apt analogy likening derivatives to power tools: In the United States, regulators appear to think that […]

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In reaction to a recent article at BusinessWeek.com considering what Apple should do with its $12 billion cash hoard, Wall Street blogger Roger Ehrenberg explores the pros and cons of an internal VC fund for Apple and suggests that Steve Jobs et al consider the following questions: What is the right amount of cash Apple […]

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