Wall Street Currents

High and higher: The Money in Marijuana! - In 1992, when Bill Clinton was running for president of the United States, and was asked whether he had ever smoked marijuana, he responded that he had, bu...

Getting to the finish line - As you make your fall push before year-end, remind yourself and your team: It takes a strategic plan, training, persistence and grit to reach the finish line.

Liquidity Effects of Post-Crisis Regulatory Reform - The post-crisis regulatory reform efforts to improve capital and liquidity positions of regulated institutions provide incentives for banks to change not o...

The impact of the US-China trade war on East Asia - The US-China trade war has rapidly escalated, promising to disrupt trade flows between the two countries and beyond. This column provides the first estimat...

361 Capital Shortlisted in Three Categories for 2018 HFM US Hedge Fund Performance Awards - DOWNLOAD PDF > DENVER, October 15, 2018—361 Capital, a leading boutique asset manager, today announced that the 361 Managed Futures Strategy Fund (AMFZX)...

Everything You Know about Cross-Country Convergence Is (Now) Wrong - A quarter-century after the empirical growth literature set out to explain why poor countries aren’t catching up with rich ones, cross-country regressions ...

Payment Decisions: Reflections of Culture, Options, and Self - How does progress in the payments industry affect the payment decisions we make at an individual level?

Nobel Prize-Winning Economist Joseph Stiglitz on Why Globalization Is Under Threat - Joseph Stiglitz, a professor at Columbia University, sat with Barron’s to discuss a range of problems he sees unfolding—an economic cold war with China, th...

Pullbacks, Fear And Opportunity - From early 2016 to early 2018 the S&P 500 Index moved higher with very little downside volatility. As the below chart shows, that stretch of time was an ab...

Red Hot China Mailbag - An odd aspect of being a writer is you never know in advance what will excite readers. I’ve written letters I thought very provocative only to draw mostly ...

Protecting Workers Without Tariffs -

Company Notes Digest 8.26.18 - 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...

Tulane University Professors Win the 2018 NAAIM Founders Award and $5,000 - Littleton, CO – May 7, 2018 – Professors Shuoyuan He and Gans Narayanamoorthy of Tulane University in New Orleans, LA,... [ Read More ]

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...

Science-Based Targets: How Aligning Carbon Reduction Targets With Climate Science Can Drive Business Growth - Science-based targets (SBTs) are environmental performance targets that are set to align business objectives with scientific evidence on the planet’s abili...

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...