Wall Street Currents

Tennis Lessons for Alternative Investors - What does the current era of professional tennis have to teach us about the state of venture capital (VC) and private equity (PE)?

Trade Talks Episode 102: Is Trump Beating the Chinese Economy? -

Macroprudential policy could have reduced imbalances in the euro area - The boom-bust cycle in the euro area periphery has almost toppled the euro. This column suggests that region-specific macroprudential policy could have sub...

Insights on VC Pricing: Lessons from Uber, WeWorks and Peloton! - As a confession, I started this post intending to write about Peloton, the next big new offering hitting markets, but I got distracted along the way. As I ...

“Oi, get your filthy hands off my desert!” - 361 Capital Market Commentary | September 16th, 2019 Roger Waters’ famous lyric from The Final Cut seems like an appropriate pivot for the market’s new a...

Crude Traders…. Remember the Middle East? - Like a Fresh Prince of Bel Air flashback from the early 1990s, middle east violence and geopolitical fears shot back into commodity traders’ lexicon yester...

What People Say About the Economy Can Set Off a Recession - When will the next recession arrive? Economists are evaluating such factors as President Trump’s endlessly shifting tariff policy, the monetary policy of t...

Black Hole Investing - Scientists say the rules change in a cosmic “black hole” at what astrophysicists call the event horizon. How do they know that? Not by observation, since w...

Data Around Jobs Suggests Continued Economic Growth - The NFIB Small Business Optimism Index released this morning was largely a positive report in my view with the Index reported at 103.1, but down 1.6 points...

Indexing Listed Property Stocks in New Zealand - Find out how publicly traded property stocks in New Zealand allow investors to gain exposure to real estate without sacrificing the liquidity benefits of l...

Bulls Look to Maul Bears | Is Volatility Your Friend Or Foe? | Much Ado About Nothing? | If You Are Looking For Something To Worry About | Good News From The Chart Of | House of Cards | NAAIM Allocation Mode: Overweight Equities for September | Not Out of the Woods | Just Like That, The Environment Changed | - NAAIM Speaks is bi-monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]

The Transmission of Monetary Policy and the Sophistication of Money Market Fund Investors - In December 2015, the Federal Reserve tightened monetary policy for the first time in almost ten years and, over the following three years, it raised inter...

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...

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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