Wall Street Currents

Book Review: Poor Charlie’s Almanack - The rerelease of Charlie Munger’s bountiful wit and wisdom is a celebration of nearly a century of success and deserves to be at the top of our reading lists.

How does decarbonization change the fiscal equation? - This paper explores the fiscal implications for countries of global climate mitigation in the medium term. If climate action is unilateral, it might be lim...

FHA First-Time Buyer Homeownership Sustainability: An Update - An important part of the mission of the Federal Housing Administration (FHA) is to provide affordable mortgages that both promote the transition from renti...

TalkingPoints: S&P 500 Sector-Neutral Dividend Aristocrats Index - While most dividend products tend to have large sector biases versus their underlying benchmark, the S&P 500 Sector-Neutral Dividend Aristocrats Index is d...

Keeping An Eye On The Unemployment Rate As A Recession Signal - A year ago many strategists were predicting the U.S. economy would be in a recession by this time in 2023. Far from a recession though, the economy continu...

Tesla in November 2023 : Story twists and turns, with value consequences! - I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never leaves the news. Some o...

October 2023 Edition: Time For A Rally? | Bulls Have The Edge | Seasonality Strikes Again! | The Message From the NAAIM Indicator Wall | A Weak Environment | Big Move Coming! | NAAIM Dynamic Allocation Model | Failure is Concerning | Time To Manage Risk! - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. This newsletter is designed to provide... [ Read More ]

تركيب واجهات حجر هاشمي بافضل الاسعار - تركيب واجهات حجر هاشمي بافضل الاسعار من واجهات حجر هاشمى , بواجهات حجر هاشمى , يستخدم حجر هاشمي واجهات فى مختلف الديكورات واعمال البناء والتشطيب , يضفي حجر...

FOMO Helped Drive Up Housing Prices in the Pandemic. What Can We Expect Next? - Existing home prices in the United States soared 45 percent from December 2019 to June 2022, when Covid emerged and then gripped the nation. That rate of...

Divest or engage? - When pension giant ABP faced protests about its fossil fuel investment strategy, did it choose to exert pressure on oil companies or divest from them? Jeff...

Hello world! - Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

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...

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...