Wall Street Currents

As Wealthy Families Turn to Hard Assets, Portfolio Managers Get Creative - Real assets such as farmland and infrastructure are increasingly attractive to high-net-worth individuals seeking long-term investments.

Investors Holding Cash Confounded By Market Action - Until today, when the S&P 500 Index declined .22%, the market had managed to move higher on the prior six trading days. The six day climb followed what som...

Milk – That’s One Illiquid Liquid - We just so happened to stumble upon the table below courtesy of the Food and Agriculture Organization of the United Nations showing a nice breakdown of the...

New Home Sales, Other Housing Numbers Weak - Recent reports on housing show weakness despite continued rising prices. New Home sales in March were down 14.5% from February and 13.3% below March 2013....

Russia Is in No Economic Shape to Fight a War - Last Friday evening, the Russian Security Council met. In attendance were 12 men—almost all of whom are around 60 years old and who once worked in the KG...

Hoisington Investment Management – Quarterly Review and Outlook, First Quarter 2014 - In today’s Outside the Box, Lacy Hunt and Van Hoisington of Hoisington Investment have the temerity to point out that since the Great Recession officially ...

A President’s View of the Art of Negotiation - [image: Jamil Mahuad]It isn't often that you get a chance to listen to a former sitting president discuss the art of negotiation; and it is rarer still tha...

Human capital and income inequality - Most developing countries have made a great effort to eradicate illiteracy. As a result, the inequality in the distribution of education has been reduced b...

Economic Indicators Dashboard – April 2014 update - The Economic Indicators Dashboard is showing all indicators within historical typical ranges. Learn more about one key indicator: Interest rates.

Practice Essentials: Sukuk Liquidity Trends - While global sukuk issuance declined by 13% in 2013, the liquidity of the sukuk market, as tracked by the Dow Jones Sukuk Index, showed a slight improvemen...

Another Mediocre Housing Data Point - The National Association of Retailers released its existing home sales data for March this morning. The number continued to confirm softness in housing ...

Economix Meets the Gales of Change - Economix is coming to an end, but it will be succeeded by The Upshot, a new politics, policy and economics site.

A Better Way to Cut Power-Plant Emissions - In pushing electric-power producers to curb carbon-dioxide emissions, the Environmental Protection Agency should allow more time and set stricter limits.

A Gut-Wrencher of a Rotation… - The post A Gut-Wrencher of a Rotation… appeared first on 361 Capital.

Introduction to the Floating-Rate Note Treasury Security - Ezechiel Copic, Luis Gonzalez, Caitlin Gorback, Blake Gwinn, and Ernst Schaumburg Introduction The U.S. Department of the Treasury (Treasury) auctioned its f...

Last Week in VIX – 4/20/2014 - So earlier this weekend I posted a blog about VXST and the streak of twenty higher closes for the CBOE Short-Term Volatility Index that comes after a three...

Rob Arnott: Demographics Are the Markets' 800-Pound Gorilla - It's a big reason why the finance guru likes emerging markets long term.

Is China Really Prepared to Shift to Market-Driven Interest Rates? - Rate liberalization is vital to sustaining long-term growth but comes at a big cost — rising defaults and a loosening of Beijing’s control.

Investors Ignore Frightful Geopolitics - By: John Browne Thursday, April 17, 2014 When the former Soviet Union collapsed almost 25 years ago, most global strategic forecasters assumed tha...

Global Equity Market Watch - April 2014 - The *Global Equity Market Watch* is a monthly publication that looks at global equity markets through the lens of the Barra Global Equity Model (GEM2). I...

A Dangerous Knowledge Gap - A Dangerous Knowledge Gap The Investment View From Prescott, Arizona Over my 27 years in the business, I’ve learned that... [ Read More ]

Investment Strategies for Reducing Fossil Fuel Exposure - [image: jpg_msci_fossilfuelwebinar_424x342_wo.jpg]In response to the 350.org call for divestment, investors globally are taking a closer look at the role...

Meet "Lowflation": Deflation's Scary Pal - By: Peter Schiff Friday, April 4, 2014 In recent years a good part of the monetary debate has become a simple war of words, with much of the confli...

The impossible quest for fair markets: Pokemon cards, HFT and Life lessons - In my last post, I looked at the Insider Trading 2.0 doctrine advanced by Eric Schneiderman, the Attorney General for New York, and argued that is was over...

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...