Wall Street Currents

Suddenly Single: How to Plan with Female Clients - We all start out single and most women, whether they marry or not, will end up that way. Barbara Stewart, CFA, considers the implications.

Combating Inequality: Rethinking Policies to Reduce Inequality in Advanced Economies - The Peterson Institute for International Economics (PIIE) will hold a major conference on "Combating Inequality: Rethinking Policies to Reduce Inequality i...

Just Released: Introducing the SCE Public Policy Survey - Kosar, Smith, and van der Klaauw introduce the SCE Public Policy Survey and highlight some of its features.

The impacts of private provision of Medicaid - There is much debate, and nowhere more than in the US, about whether public services such as healthcare should be provided by private companies, which may ...

Investment Loss Calculator - With market uncertainty, those nearing retirement may not have time to rebound from significant losses in a market downturn. Too many investors fail to r...

Advisor Implementation of ESG - How does ESG work in purpose-built portfolios? Mona Naqvi of S&P DJI takes a closer look at the myth of the ESG performance trade-off while exploring what ...

A China Trade Deal: Reset Higher In Market And Economic Expectations - The equity market ended this past week on an upbeat note, reacting positively to a China/U.S. trade deal. In looking at the Dow Jones Industrial Average In...

IPO Lessons for Public Market Investors - This year, I have found myself returning repeatedly to the IPO well, as high profile companies have chosen to go public, and like a moth to a flame, I have...

Our Nuts Are in Danger - Life would be so much easier if we didn’t have to worry about our financial futures. Though I suppose we don’t have to worry. Animals don’t. Squirrels inst...

A Big List of Alternative Investment Folks on Twitter - We all love listicles, amiright? Well this particular listicle is our favorite because it gives an in-depth look at the Fintwit world and who is talking Al...

Assuming The Worst (Again) | Can Bulls Make a Stand? | ETFs Kill Fundamentals (And Why Technicals Matter) | The Primary Cycle Remains Bullish | Does Junk Hold the Key? | The Cycles Have Shifted | About That Big Shift To Small Caps | P/E Expansion Is Now P/E Contraction | NAAIM Managers Remain Cautious - NAAIM Speaks is bi-monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]

What People Say About the Economy Can Set Off a Recession - When will the next recession arrive? Economists are evaluating such factors as President Trump’s endlessly shifting tariff policy, the monetary policy of t...

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...

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...