Wall Street Currents

Credit mechanics: A precursor to the current money supply debate - Credit mechanics and related approaches were developed by a group of German monetary economists during the 1920s-1960s. This column assesses the analysis o...

Macron's Fiscal Easing May Enhance His Stature in Europe - Nearly eight years after the “Arab Street” shook the foundations of the Middle East in the Arab Spring, the “French Street” featuring protesters in yellow ...

Trend In Index Earnings More Important Then A Slowing Rate Of Earnings Growth - One issue strategists are highlighting of late is the fact the earnings growth rate for the S&P 500 Index in 2019 is expected to decelerate from the mid to...

Whistleblowing: The Risks and Rewards - “You do not wake up one morning saying, ‘Well, I am going to be a whistleblower,’” says Stephanie Gibaud.

NAAIM Speaks: 12.12.18 - The NAAIM Indicator Wall: Is It Time To Go The Other Way? By: National Association of Active Investment Managers Updated:... [ Read More ]

361 Capital Wins a Pensions & Investments “Best Places to Work in Money Management” Award for Third Consecutive Year - DOWNLOAD PDF > DENVER, December 11, 2018—For the third consecutive year, 361 Capital, a leading boutique asset manager, won a Pensions & Investments Best...

Will 2019 be the year non-U.S. markets take the lead? - Is now the time to take money out of the U.S. and put it elsewhere? Read why our experts believe global diversification is especially important now.

The Housing Boom Is Already Gigantic. How Long Can It Last? - We are, once again, experiencing one of the greatest housing booms in United States history. How long this will last and where it is heading next are impos...

Is there a signal in the noise? Yield Curves, Economic Growth and Stock Prices! - The title of this post is not original and draws from Nate Silver's book on why so many predictions in politics, sports and economics fail. It reflects the...

Cryptocurrencies, Tariffs, “Too Big to Fail,” and Other Top LSE Posts of 2018 - “Cryptocurrency” hit the cultural mainstream in 2018. In March, Merriam-Webster added “cryptocurrency” to the dictionary, and in what was perhaps a greater...

European Threats - Someone asked recently how many times I had “crossed the pond” to Europe. I really don’t know. Certainly dozens of times. It’s been several times a year fo...

Raghuram Rajan Is a Central Banker Willing to Speak His Mind - The well-respected finance professor and former head of India’s central bank talks about the challenges for global monetary policy and the risks of the wor...

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...

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,...

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) -

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...

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