Wall Street Currents

Tomorrow’s Timber: Identifying Unconventional Investments with Leo de Bever (Video) - According to Leo de Bever, opportunities in energy, food, materials, and enabling technology can reward long-term investors who are willing to embrace disc...

Practice makes permanent - Preparation is an essential component of an athlete’s life in order to perform under the pressures of competition. I believe this should also be the case f...

When Investing in Russian Equities, Seek the Silver Lining - The forecast for the Russian economy is gloomy, but the stock market offers bargains. The key: knowing which sectors are safest.

India's WTO Problem--A Proposal - After more than a decade of failure to break an impasse on a new global trade round, the World Trade Organization (WTO) managed last year in Bali to acco...

Mohamed El-Erian Forecasts Dollar Rally Against the Euro and Yen - Look for the dollar to continue on a forward march against other developed-markets currencies for at least the next six months, if not longer.

Even Bad Diversification Works - The point, as Josh Brown points out, is to have shorter drawdowns. The point is to be able to regain a peak sooner. The point is to be able to not panic at...

Could Half of Wall Street Already Be in The Hamptons? - The post Could Half of Wall Street Already Be in The Hamptons? appeared first on 361 Capital.

Research quality assessment tools: Lessons from Italy - Assessing the quality of academic research is important – particularly in countries where universities receive most of their funding from the government. T...

Week Ahead Magazine: July 27, 2014 - Except for the pullback in the equity markets on Friday, this past week was pretty uneventful. I guess I should say uneventful except for small cap stock i...

VIX Last Week – 7/27/2014 - VIX rose over 5% last week despite the S&P 500 being basically flat on the week. There could be some of that anticipation we see in VIX (as opposed to reac...

The Most Important Things To Understand About This Market Are… - This remains one of the most hated bull moves that I’ve seen in my career. Stocks have been running higher... [ Read More ]

Time to Put a New Economic Tool in the Box - [E]conomists are at this moment called upon to say how to extricate the free world from the serious threat of accelerating inflation which, it must be admi...

Investment Advice from the Federal Reserve: Unusual, unwise and unseemly! - On July 15, Janet Yellen made news with her semiannual policy testimony to Congress, with her views on interest rates, bubbles and the debt market. After m...

Redefining Value, so Even Google Makes the Cut - How Sound Shore Management has done well, even in sharp market corrections.

Company Notes Digest 7.25.14 - These are some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. The Macro Outlook Construction. […]...

Yellen: Where No Man Has Gone Before - By: Peter Schiff Friday, July 25, 2014 Although Fed Chairwoman Janet Yellen said nothing new in her carefully manicured semi-annual testimony to C...

Becoming More Alike? Comparing Bank and Federal Reserve Stress Test Results - Stress tests have become an important method of assessing whether financial institutions have enough capital to operate in bad economic conditions.

US Foreclosures drop 2% in June to Lowest Level Since June 2006 - RealtyTrac® released its Midyear 2014 U.S. Foreclosure Market Report™ on July 17th, which shows a total of 613,874 U.S. properties with foreclosure filing...

The Growing Use of MSCI's RiskMetrics RiskManager in the APAC Broker-Dealer Market - The Asia-Pacific (APAC) broker-dealer market has seen a significant transformation over the past ten years. With the liberization of markets has ...

Market Spin Cycle - The Rotation Continues... - In "Market Spin-cycle: Uncovering Style and Sector Rotation in a Flat Market", we investigated the sector and investment style rotations in the US market ...

Sector Distribution of the High Quality Portfolio and its Performance in Different Market Environment - Understanding the sector distribution

Time To Do Less Not More - By: John Browne Friday, June 27, 2014 The current situation in Iraq is a modern tragedy. But in more practical terms it is a very stark illustrati...

Good Poker Players Aren't Lucky - An Idaho court rules that poker is a game of skill, not a game of chance like craps or roulette. If card players are lucky, maybe the Justice Department wi...

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.

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...