Wall Street Currents

Populism: Roots, consequences, and counter strategy - Populism represents a challenge to liberal democracy, pluralism, human rights, and the exchange of ideas. This column examines the features and drivers of ...

The Rules Will Change but That’s (Probably) OK - “But the emperor has nothing at all on!” said a little child.

Europe's New Leaders Need to Think Now about the Next Economic Downturn - Europe has rebounded nicely, if unevenly, after its last double-dip recession by relying on the monetary stimulus of the European Central Bank (ECB) and ot...

FATalks: How Can Indexing and ETFs Change Adviser Practice Management? - Learn more about indexing and ETFs as a set of tools for advisers to use and master.

Just Released: The New York Fed’s New Regional Economy Website - Jaison R. Abel, Jason Bram, Richard Deitz, and Jonathan Hastings The New York Fed today unveiled a newly designed website on the regional economy that...

500 Startups: How Diversity Drives Deals - Vera Futorjanski of 500 Startups discusses the value of diversity in an interview with Barbara Stewart, CFA.

About That “Retest”… | Still Bullish | A Perfect 10.0 | What Will Q1 Earnings Reveal About the Economy? | What About Those Small-Caps? | Sometimes Sideways Is A Good Thing | Have An Exit Strategy | Earnings Roulette | True Diversification is a Process, Not a Set of Assumptions | Riding the Trend - NAAIM Speaks is bi-monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]

Quelle Horreur - 361 Capital Market Commentary | April 15, 2019 Absolutely crushed to see the Notre Dame Cathedral go up in flames today. Definitely one of the highlights...

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...

The Tax Cut And Jobs Act Is Distorting 2019 Estimated Earnings Growth - With first quarter earnings season shifting into high gear (50 companies reporting the week of April 15), investors will contend with a slower pace of earn...

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,...

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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