Wall Street Currents

Will 2014 Be Another Year of Excess Savings? - A glut of savings and sluggish investment are keeping interest rates low and restraining growth.

Are towns stuck in the wrong places? - The world is urbanising quickly but many cities are poorly located. Such misplacement is associated with bad access to the world markets and frequent nat...

Positive Investor Equity Sentiment Has Not Translated To Overly Positive Equity Flows - One chart we have shared recently with our clients during our portfolio reviews with them is the chart of the S&P 500 Index overlayed with equity mutual fu...

Interview with Steve Forbes - I'm not certain how many interviews I've done over the last decade. Hundreds? I know it is a lot. There are some interviewers who can somehow tease out wha...

Games, Gambling, and Gadgets - Media pro Larry Haverty notes three companies he views as undervalued that are benefiting from the Internet.

Wall Street Finds Good News - A strong jobs report at a time when the Federal Reserve is considering doing less to help the economy will often spook equity markets, but not on Friday.

Weekend Reads - A new jobs report dominated financial media coverage today as the Labor Department reported an addition of 203,000 jobs in November, with the unemployment ...

December 2013 Investor Letter - Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients. It is reproduced here for informational purposes for th...

Corporate Buying for Rent - The Federal Reserve published a short research note on companies and investors buying single family homes to offer them as rental properties. The report sh...

Weekend Reads for Advisers: Psychophaths, Bubbles, and Black Holes - [image: Weekend Reads]If you are a regular reader of these posts, you won't be surprised by this week's headline and range of articles. But if this is your...

New York’s Transit Innovation Led to Disaster and Fears - A transit disaster hits New York City like a heart attack. On Dec. 1, four people died when a Metro- North Railroad train derailed. Explosions, collisions ...

Introducing the FRBNY Survey of Consumer Expectations: Household Finance Expectations - In this fourth and final post in our series describing the new FRBNY Survey of Consumer Expectations (SCE), we present the final component of the survey, ded...

Stovall on Sectors: 2014 Outlook - S&P Capital IQ’s Chief Equity Strategist Sam Stovall discusses this week’s Sector Watch and discusses the Investment Policy Committee’s stock market outloo...

November market review: U.S. equity still on top - Index returns in November 2013 continued the pervasive trend of this calendar year: U.S. equity outpaced the other major markets. Now might be a good time ...

Poland Doesn't Need to Fix Unbroken Pension System - Since 1989, Poland has stood out among the former communist countries as the most successful reformer with the highest cumulative economic growth. It sai...

NAAIM Offers $10,000 for Best Research Paper on Use of Active Investment Management - FOR IMMEDIATE RELEASE NAAIM Offers $10,000 for Best Research Paper on Use of Active Investment Management December, 2013... [ Read More ]

Model Insight - The Barra US Sector Equity Model Methodology and Empirical Notes - December 2013 - This Model Insight explains MSCI's motivation for building the Barra US Sector Equity Models, describes the methodology and factor structure, and provide...

Although a Slow Holiday Week… - The post Although a Slow Holiday Week… appeared first on 361 Capital.

Adding Value through Efficient Tax Management - [image: Adding Value through Efficient Tax Management] Investors and their advisors spend a significant portion of their time researching the best invest...

Ben's Rocket to Nowhere - By: Peter Schiff Monday, November 25, 2013 Herd mentality can be as frustrating as it is inexplicable. Once a crowd starts moving, momentum can be...

Value in the eye of the storm: Why you should welcome uncertainty! - One of the responses to my last post on valuing young companies was that even if you can value companies early in the life cycle, you cannot do so with an...

VIX Futures – Extended Trading Hours – 21,534 Contract Volume This Week – By Matt Moran - CBOE Futures Exchange (CFE) recently introduced two extended trading hours (ETH) periods for the popular futures on the CBOE Volatility Index® (VIX®): the ...

Keep Your Eyes on Bonds - By: John Browne Friday, November 15, 2013 Last month, Americans were transfixed by the amateur theatrics undertaken by the Washington political es...

Settlement with the Feds Leaves SAC’s Steven Cohen Unsettled - SAC Capital’s $1.2 billion settlement with the U.S. government has brought only a short respite for SAC’s troubled founder.

Friday Fun: Read the Fine Print - A Russian man didn’t like the terms offered to him by a local credit card company, so he took it upon himself to make them more favorable: But instead of r...