Wall Street Currents

A President’s View of the Art of Negotiation - [image: Jamil Mahuad]It isn't often that you get a chance to listen to a former sitting president discuss the art of negotiation; and it is rarer still tha...

Human capital and income inequality - Most developing countries have made a great effort to eradicate illiteracy. As a result, the inequality in the distribution of education has been reduced b...

In a Crowded Field, Activist Investors Choose Dialogue over Diatribes - Changing conditions create opportunities for kinder, gentler activists who can work with boards, CEOs and institutions.

Investor Letter Spring 2014: The Weather Is To Blame - As we noted in our fourth quarter Investor Letter, we cautioned investors about looking at past returns and projecting those into the future. The first qua...

Economic Indicators Dashboard – April 2014 update - The Economic Indicators Dashboard is showing all indicators within historical typical ranges. Learn more about one key indicator: Interest rates.

Practice Essentials: Sukuk Liquidity Trends - While global sukuk issuance declined by 13% in 2013, the liquidity of the sukuk market, as tracked by the Dow Jones Sukuk Index, showed a slight improvemen...

Another Mediocre Housing Data Point - The National Association of Retailers released its existing home sales data for March this morning. The number continued to confirm softness in housing ...

A New ECB Outlook: Part II - As argued in Part I of this posting, the European Central Bank (ECB) has tiptoed toward a policy of monetary easing but is unlikely to act quickly. Here ...

Economix Meets the Gales of Change - Economix is coming to an end, but it will be succeeded by The Upshot, a new politics, policy and economics site.

Top 10 Managed Futures Performers of March - While one month’s performance is no way to judge an investment that has 3 to 5 year cycles, a glance at who’s doing well in the different environments mont...

Housing Looking for Good Old Days - Rising Home Prices are boosting property taxes while mortgage lenders may be getting more generous. Bloomberg reports that property tax collections are ris...

A Better Way to Cut Power-Plant Emissions - In pushing electric-power producers to curb carbon-dioxide emissions, the Environmental Protection Agency should allow more time and set stricter limits.

A Gut-Wrencher of a Rotation… - The post A Gut-Wrencher of a Rotation… appeared first on 361 Capital.

Introduction to the Floating-Rate Note Treasury Security - Ezechiel Copic, Luis Gonzalez, Caitlin Gorback, Blake Gwinn, and Ernst Schaumburg Introduction The U.S. Department of the Treasury (Treasury) auctioned its f...

Last Week in VIX – 4/20/2014 - So earlier this weekend I posted a blog about VXST and the streak of twenty higher closes for the CBOE Short-Term Volatility Index that comes after a three...

Rob Arnott: Demographics Are the Markets' 800-Pound Gorilla - It's a big reason why the finance guru likes emerging markets long term.

Is China Really Prepared to Shift to Market-Driven Interest Rates? - Rate liberalization is vital to sustaining long-term growth but comes at a big cost — rising defaults and a loosening of Beijing’s control.

Investors Ignore Frightful Geopolitics - By: John Browne Thursday, April 17, 2014 When the former Soviet Union collapsed almost 25 years ago, most global strategic forecasters assumed tha...

Dare to Be Great II - I can’t tell you how many thousands of hours I have spent, over the years, thinking about, reading about, and talking about how to be a consistently succes...

Technical Note - MSCI Prepayment Model Tuning Overlay - April 2014 - This Technical Note introduces the MSCI Tuning Overlay, a new feature offered in RiskManager that allows users to select MSCI preset tuning parameters fo...

A Dangerous Knowledge Gap - A Dangerous Knowledge Gap The Investment View From Prescott, Arizona Over my 27 years in the business, I’ve learned that... [ Read More ]

Investment Strategies for Reducing Fossil Fuel Exposure - [image: jpg_msci_fossilfuelwebinar_424x342_wo.jpg]In response to the 350.org call for divestment, investors globally are taking a closer look at the role...

Meet "Lowflation": Deflation's Scary Pal - By: Peter Schiff Friday, April 4, 2014 In recent years a good part of the monetary debate has become a simple war of words, with much of the confli...

The impossible quest for fair markets: Pokemon cards, HFT and Life lessons - In my last post, I looked at the Insider Trading 2.0 doctrine advanced by Eric Schneiderman, the Attorney General for New York, and argued that is was over...

Friday Fun: Read the Fine Print - A Russian man didn’t like the terms offered to him by a local credit card company, so he took it upon himself to make them more favorable: But instead of r...