Wall Street Currents

The cost of complexity in the Medicare Part D market - Launched in 2006, Medicare Part D allows beneficiaries to enrol in subsidised drug coverage plans sold by private insurers, but navigating the different pl...

Monthly Performance Update - In an effort to keep you updated on the 361 Global Long/Short Equity Fund, below are some highlights for the month – mainly to provide context around the...

Why Debt Won’t Spark Inflation - Modern technology was supposed to make travel less necessary. We can meet by phone, video, and now in virtual reality. But we’re still traveling more than ...

Book Review: Entrepreneurial Finance - Entrepreneurial Finance provides an excellent overview of the issues that investors and entrepreneurs alike must consider when financing new ventures.

Posen's Advice to ECB on Facing Threats Common to All Central Banks - All central banks face the dual threats of secular stagnation and right-wing political extremism, according to PIIE president Adam S. Posen. The European C...

How Can SPIVA Inform Active Manager Selection? - S&P DJI’s Aye Soe and Ed Ware join 3D Asset Management’s CIO Ben Lavine to discuss how financial advisors and institutional investors are using SPIVA® rese...

New China Tariffs Increase Costs to U.S. Households - Amiti, Redding, and Weinstein consider the cost of higher U.S. tariffs on imports from China to the typical American household.

Here We Go Again? | Tariff Tantrum Continues | Cash is A Position | Our Take: Stock Market Sells OffWeighing The Week Ahead: Stalemate? | Make Adjustments As Necessary | Markets Have Weathered The Storm Pretty Well | Cash Is A Position | Staying In Tune With Environment - NAAIM Speaks is bi-monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]

Investors Increasingly Bullish On Stocks, But Outflows Continue From Equity Funds - This past week saw the AAII individual investor bullish sentiment move higher to 43.1%. This pushed the bullish reading above its average reading of 38.5% ...

Uber's Coming out Party: Personal Mobility Pioneer or Car Service on Steroids? - After Lyft’s IPO on March 29, 2019, it was only a matter of time before Uber threw its hat in the public market ring, and on Friday, April 12, 2019, the co...

Modern Monetary Theory Makes Sense, Up to a Point - The term “modern monetary theory” has been talked about so much lately that we mainstream economists need to try to understand it. We’re having trouble, th...

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...

VIX + Quants - The perception out there is that VIX traders are typically cowboys—swinging for the fences a la Mr. 50 cent or turning a small stake into millions like the...

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...