Wall Street Currents

Weekend Reads - Here are articles we found interesting this week.

Interview: Ukraine Stalemate: Is the Geneva Accord a Dead Letter? - Anders Åslund says the deal reached by US Secretary of State John Kerry is unenforceable and that Vice President Biden should be prepared to announce new...

Poll: What Innovative Force Will Exert the Greatest Positive Influence on Stock Prices in Next Five Years? - Last week, researchers at the University of Louisville announced a major breakthrough in spinal cord research. Using epidural electrical stimulation of the...

Mortgage Reform Is Worth the Small Extra Cost to Borrowers - The higher cost for borrowers in a Senate bill reforming Fannie Mae and Freddie Mac corresponds to the protection for taxpayers that was missing in the old...

How Liquidity Standards Can Improve Lending of Last Resort Policies - Prior to the Great Recession, the focus of bank regulation was on bank capital with little consensus about the need for liquidity regulation.

Economist Thomas Piketty Proposes Global Tax to Fight Inequality - The increasing concentration of capital in relatively few hands threatens globalization and democracy, Piketty argues.

Market outlook update: 7 points to watch - See how elements of Russell’s 2014 economic and market outlook have changed and remained the same as we go into the second quarter.

Properties Under Water at Lowest Level in Two Years - RealtyTrac® released its U.S. Home Equity & Underwater Report on April 17th. For the first quarter of 2014, the report shows that 9.1 million U.S. resident...

Derivatives and the Eurozone crisis - In retrospect, it is striking that the sovereign bond spreads of peripheral Eurozone countries surged while the economic conditions were gradually deterior...

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...

Custodian Banks Expand Their Data Analytics Offerings - With help from new tools that make it easier to glean useful information from portfolio data, investors can better assess pricing and risk.

Insights: A Quarterly Newsletter Dedicated to Index Innovations Spring 2014 (PDF) - A Quarterly Publication Dedicated to Index Innovation

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 ]

Kleptocrats' Loot Could Rebuild Ukraine - International agreements on retrieving stolen assets need to be strengthened.

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...

Inventory to Sales Ratio Trending Higher - The Census Bureau released business inventory data along with retail sales data this morning. Typically I don’t pay a huge amount of attention to invent...

Last Week in VIX – 4/13/2014 - VIX did what VIX does when the stock market sells off, it moved up. Specifically VIX rose 22% last week settling just over 17 as the S&P 500 showed some r...

It has been a great run… - The post It has been a great run… appeared first on 361 Capital.

Week Ahead Magazine: April 13, 2014 - Many of the links in this week's magazine cover commentary about the recent rotation that appears to be occurring within the equity market. Additionally, s...

Finding Growth Stocks in a Shaky Market - Ivy Asset Strategy fund has lightened its equity exposure. The managers still like Sands China and CBS.

Chinese Checkers with Gold Prices - By: John Browne Thursday, April 10, 2014 For decades many of us in the hard money world have speculated that cloak and dagger activity by large fi...

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...