Wall Street Currents

Rising cereal prices and political violence in the croplands of Africa - We tend to associate rioting and mass protest with cities, but a surge in agricultural commodity prices can incite social unrest in rural areas as well. Th...

A Follow up on Inflation: The Disparate Effects on Company Values! - In my last post, I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on different asset c...

Book Review: Asset Allocation - William Kinlaw, Mark Kritzman, and David Turkington offer advice on a wide range asset allocation topics, backing up their recommendations with solid quant...

Next steps for US-EU trade and tech cooperation - The US-EU Trade and Technology Council will hold its second high-level meeting in Paris on May 16. What has happened since its creation six months ago? Imp...

Global Supply Chain Pressure Index: May 2022 Update - Supply chain disruptions continue to be a major challenge as the world economy recovers from the COVID-19 pandemic. Furthermore, recent developments relate...

InsuranceTalks: An Optimized Approach to Managing Risk - See what the S&P Risk Control Indices can offer practitioners in the insurance space.

Record Number Of Small Businesses Not Expecting Better Business Conditions - The National Federation of Independent Businesses reported no change in the Small Business Optimism Index for April, remaining at 93.2. However, small busi...

May 2022: Does the Fed Really Need to W.I.N.? | Lots of Market Worsts | Transitory? | Caution Remains Warranted | Hanging By A Thread | Sell In May Comes Early | Cash is King! - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. This newsletter is designed to provide... [ Read More ]

Inflation Is Not a Simple Story About Greedy Corporations - The word “Bidenflation” appeared in the news last summer, politicizing inflation and assigning blame for it. By December, the Consumer Price Index had rise...

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Asset Class Scoreboard – H1 2021 - The Q2 numbers are in – and there’s just no stopping commodities, it seems, as they put in another three months of gains to lead all assets YTD as we hi...

Analytic Global Alpha Model - Analytic Global Alpha Model Global Factor allocation Five years ending March 31, 2021 Past performance is not indicative of future results. For investmen...

حجر هاشمي هيصم: هل هو افضل انواع احجار تشطيب الواجهات؟ - الحجر الهاشمى هيصم: هل هو افضل انواع احجار الديكور؟ يعتبر حجر هاشمى هيصم من بين أنواع الحجر الهاشمي الأفضل على الإطلاق، خاصة وأنه يمتلك الكثير من المواصفات...

Light in the COVID Tunnel - If you ever think you just can’t win, I know how you feel. I’m labeled both a doomsayer and a Pollyanna—sometimes in reaction to the same letter.

The Case for Avoiding U.S. Stocks and Buying Asia Instead - CLSA strategist Christopher Woods lays out his views on Asian emerging markets and the potential Trump trade deal with China—and says why the U.S. is his l...

Elevate your discovery process to help win great clients - As an advisor, honing your skills in asking the deep discovery questions sets the tone for a superior client experience. These simple steps may help you bu...

Company Notes Digest 11.05.18 - Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some...

Brackets and Defense – LOVOL and VXTH Indexes (that Bought VIX Calls) Had Lower Volatility - Over the past two months, there has been increased interest in (1) portfolio protection strategies (2) learning more about prudent uses of VIX® futures and...

Home Equity Wealth at New High - The latest flow-of-funds data from the Federal Reserve confirmed that home-equity wealth reached a new nominal high this year: $13.9 trillion at mid-2017,...

Former Morgan Stanley Executive to Expand Rockefeller Capital Management - Gregory Fleming, formerly with Morgan Stanley, will expand Rockefeller Capital Management’s asset and wealth management businesses.

Econophysics of Business Cycles: Aggregate Economic Fluctuations, Mean Risks and Mean Square Risks (arxiv.org) -

Robots Expose Firms to Compliance Risks - Pressure to cut costs by replacing humans with robots may end up hurting firms if they’re not careful, PwC says.

MSCI Risk Monitor: RiskMetrics Europe - October 2015 - Under a standard RiskMetrics forecasting model, this monthly Risk Monitor reports on the evolution of risk forecasts for 12 key risk factors chosen for t...