Wall Street Currents

Breaching the debt ceiling is not the same as a government shutdown. Its consequences could be dire. - On January 19, 2023, US Treasury Secretary Janet Yellen told Congress that the United States had reached its current debt ceiling of $31.381 trillion and b...

Is Warren Buffett About to Become Greedy? - As in prior crisis periods for the banks, like the 2008/2009 financial crisis, some investors used the crisis to structure favorable deals. One such invest...

Myth-Busting: The Economy Drives the Stock Market - How much does the state of the economy really matter to stock market performance?

InsuranceTalks: Incorporation of Sustainability - What is the role of climate change in insurance portfolios?

Is Your Apartment Breaking because Your Landlord Is Broke? - Thirty-one percent of housing units in the United States are rental units, and rental housing is unique because unlike in the case of homeownership, renter...

Data Update 7 for 2023: Dividends, Buybacks and Cash Flows - This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most most misunderstood and misplay...

March 2023 Edition: Bostic Boost | Hating, Disavowing and Fighting the Rally | More Upside Ahead? | The Message From the NAAIM Indicator Wall | All About the Fed (Still) | Staying Bullish | Watching the 200-Day | Ready to Roll! - 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...

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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...

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...