Wall Street Currents

The Witch of October Is Here: Remember Short-Term Pain = Long-Term Progress - The month of October strikes fear in the hearts of many Wall Street veterans — and for good reason.

Measuring the Ampleness of Reserves - Over the past fifteen years, reserves in the banking system have grown from tens of billions of dollars to several trillion dollars. This extraordinary ris...

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...

Reaping the Whirlwind: A September 2022 Inflation Update! - In my early 2021 posts on inflation, I argued that while the higher inflation that we were just starting to see could be explained by COVID and supply ch...

Equity Market Testing June Low - The month of September is living up to its reputation as one of the worst performing months during calendar years. In just the past two weeks alone the S&P...

September Edition: A Long Slog? | Stocks Cranky as 2-Yr Soars (Again) | Sadly Just a Bear Market Rally | The Message From the NAAIM Indicator Wall | Bears Large and In Charge | Hanging By a Thread | The NAAIM Dynamic Allocation Model | When It Just Ain’t So | Please Don’t Fight the Fed/Fundamentals! - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. This newsletter is designed to provide... [ Read More ]

Corruption risks loom large over financing of green infrastructure -

Indexing Islamic REITs - Learn more about Shariah-compliant real estate indices and their growing appeal among conventional and Shariah investors.

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...

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.

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...

-