Wall Street Currents

The economic assimilation of the Famine Irish in America - Negative sentiment towards immigrants is often based on fears about their ability to integrate into economic, political, and social institutions. This colu...

US-EU Trade Negotiations: A Daunting Mission - The Trump administration’s trade team has embarked on the extremely challenging task of negotiating a free trade agreement with the European Union. Five ye...

Post-Crisis Financial Regulation: Experiences from Both Sides of the Atlantic - To celebrate the 100-year anniversary of the Banca d’Italia’s New York office, the Federal Reserve Bank of New York and the Banca d’Italia hosted a worksho...

Bull in the China Shop - The production of souls is more important than the production of tanks.... And therefore I raise my glass to you, writers, the engineers of the human soul.

Hiring and Firing Portfolio Managers: Process and Outcomes - Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

Holding On - 361 Capital Market Commentary | January 14, 2019 Who has it easier? This climber or a Federal Reserve Board Member? After last week’s member talks and in...

Back to Class: A Teaching Manifesto! - I am convinced that each of us is granted moments of grace, where, if we are open to the possibility, we find out what we are meant to do with our lives. F...

NAAIM Speaks: 1.9.19 - View NAAIM Speaks Online The NAAIM Indicator Wall: Fundamentals Are Improving By: National Association of Active Investment Managers Updated: 12.16.18... [...

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...

Dogs Of The Dow A Winning Strategy In 2018 - With the 2018 investing year now closed, one strategy that turned out to be a winning one was the Dogs of the Dow strategy. The Dogs of the Dow strategy is...

Good News at the Gas Pump for Drivers - The chairman and CEO of Marathon Petroleum says that lower crude-oil prices and plentiful inventories should allow average gasoline prices to stay close to...

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...

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,...

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...