Wall Street Currents

Revenue per Worker Is Up. Are Firms Getting a Larger Share? - From the Great Recession until 2019, U.S. labor productivity growth disappointed. Nonfarm-business output per hour grew about 1 percent a year from 2010 to...

Estimating Industrial Policy Subsidies in China - The differing findings of the OECD and IMF studies highlight the challenges of accurately measuring Chinese industrial subsidies, making the estimates unre...

Stock Prices, Earnings and Cashflows: The AI Effect plays through! - In a post at the end of August 2026, I talked about interest rates in 2026 and marveled at the capacity of equities to keep rising in the face of rising ...

October 2026: Bulls Refuse to Yield | My Take: Economy is Humming Along | Back to Growth Mode? | Information Overload | NAAIM Indicator Wall: The Fundamentals | Key Earnings Are On The Way | Cracks Beneath The Surface | Fuel For Thought | The Huge US Bubble - NAAIM Speaks is newsletter containing market insights and analysis from NAAIM member firms. This newsletter is designed to provide a plethora of market a...

Lip Blush Tattoo Aftercare Australia 2026: The Practical Way to Heal - There is a rule of thumb for lip blush aftercare in Australia 2026: do not put lipstick on your lips, treat them as skin that is in the process of healin...

Markets in a Minute - Rate Pressures - Week Ending August 21st; Markets decline as the bond market flashes warning signs about US debt.

Enterprising Investor Is Moving - Enterprising Investor is moving to CFA Institute Research and Policy Center (RPC) on March 23. The post Enterprising Investor Is Moving appeared first on...

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Demystifying Volatility-Controlled Indices - Learn what volatility-controlled indices are, their general mechanics, and the potential benefits they provide to the insurance ecosystem.

Divest or engage? - When pension giant ABP faced protests about its fossil fuel investment strategy, did it choose to exert pressure on oil companies or divest from them? Jeff...

Asset Class Scoreboard – H1 2021 - The Q2 numbers are in – and there’s just no stopping commodities, it seems, as they put in another three months of gains to lead all assets YTD as we hi...

Analytic Global Alpha Model - Analytic Global Alpha Model Global Factor allocation Five years ending March 31, 2021 Past performance is not indicative of future results. For investmen...

Light in the COVID Tunnel - If you ever think you just can’t win, I know how you feel. I’m labeled both a doomsayer and a Pollyanna—sometimes in reaction to the same letter.

Now Available: Narrative Economics - From Nobel Prize–winning economist and New York Times bestselling author Robert Shiller, a new way to think about how popular stories help drive economic ...

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...

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.

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...