Wall Street Currents

Emotions and Decision Making: Logic-Beating Biases - Why does emotion so often outweigh logic in decision making?

The dozen things experimental economists should do (more of) - Experimental economists must tackle the generalisability and applicability of the evidence they produce. This column discusses principles to enhance these ...

Europe Is Falling Behind on Infrastructure Spending - PIIE/William Melancon President Trump and Democratic congressional leaders have agreed to produce a $2 trillion US infrastructure plan, fulfilling a Trump ...

Just Released: Press Briefing on the Evolution and Future of Homeownership - The New York Fed today held a press briefing on homeownership in the United States, in connection with its release of the 2019 Survey of Consumer Expectati...

Prospects for a Trade Deal are Cooling… - 361 Capital Market Commentary | May 20, 2019 Few like lukewarm tea. It either needs to be piping hot or ice cold. As we patiently wait for the U.S. and C...

Takeaways from the SIC - There are these two young fish swimming along, and they happen to meet an older fish swimming the other way, who nods at them and says, “Morning, boys, how...

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% ...

Sector Primer Series: Financials - The Financials sector comprises companies primarily engaged in Banking, Diversified Financials, and Insurance.

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...