Wall Street Currents

When distance drives destination, small towns can stimulate development - Despite potentially greater income gains in big cities, migrants from rural areas in developing countries often move to small towns. This column uses surve...

Can global trade cooperation be revived in 2021? - Global trade flows fell 5.3 percent in 2020, despite bouncing back to pre-pandemic levels by November. A full recovery is expected in 2021, but it will be ...

The Corporate Tax Burden: Facts and Fiction - The Biden Administration's $ 2 trillion infrastructure plan, announced with fanfare a few weeks ago, has opened up a debate about not only what comprises...

Haunted - Market Commentary | April 20th, 2021 “I’m haunted by my 2020 capital-gains tax.” (WSJ) Could there be a more epic quote for the current state of the fina...

Myth-Busting: Money Printing Must Create Inflation - Shouldn't all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not.

Income Equity Strategies Performing Well - Earlier this month I wrote a post on the Dogs of the Dow and highlighted the better performance this group of stocks is generating this year versus in 2020...

Looking Back at the First Roaring Twenties - We are in a second Roaring Twenties, or so you might think, from the countless comments suggesting that we are entering an exuberant decade that echoes t...

April Regional Service-Sector Survey Points to A Long-Awaited Rebound - While the manufacturing sector typically drives recessions and recoveries more than the service sector, the opposite has been true during the pandemic rece...

Yep, She’s Opening Up Option Eyes with NOPE It’s Lily - We apologize for potential audio issues with this episode – please download the transcript here NOPE – we’re not just going to be talking to our typica...

A Matter of Degrees: Aligning ESG Strategies with the Paris Agreement - The S&P PACT™ Indice sare created to give market participants access to strategies designed to be compatible with limiting global warming to 1.5°C.

April Edition: All Good News, But… | Tech Back in Vogue | A New Pattern Has Developed | Problems In The Fundamentals | Things Are Looking Up | A Tale of Two Tapes | No Roadblocks On The Horizon - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]

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...

Trump Plays with Fire on Trade - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the writ...

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.

A New Challenge to the Dollar - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the writ...

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...