Wall Street Currents

Utilizing Global Macro Strategies - The post Utilizing Global Macro Strategies appeared first on 361 Capital.

Greece Has Chosen, but It Doesn't Get to Decide by Itself - The radical leftist party Syriza won the election in Greece on Sunday with 36 percent of the vote, propelled by a campaign demanding an end to tough aust...

Crude Oil Wrapped Bacon (and Beef) - The first month of 2015 has been anything but dull in the futures markets. Many point to Crude’s Unbelievable sell off, or the Swiss Franc shooting up arou...

5 Years after Firing Jeff Gundlach, TCW Rebuilds - Once a magnet for star money managers, Los Angeles–based TCW has created a successful investment formula by instead focusing on teams.

Global Equity Market Watch - January 2015 - 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...

Cross-border financial linkages: Identifying and measuring vulnerabilities - There has been spectacular growth in cross-border financial linkages over the last 20 years. Moreover, boom-bust cycles in international financial flows...

India’s Infrastructure Investments: Huge Opportunities but No Takers - [image: India’s Infrastructure Investments: Huge Opportunities but No Takers]It’s no secret that big economies poised for rapid growth need robust infrastr...

How Global Interest Rates Deceive Markets - “You keep on using that word. I do not think it means what you think it means.” – Inigo Montoya, The Princess Bride “In the economic sphere an act, a habit...

Last Week in Volatility Indexes and ETPs – 1/25/2015 - Last week was another roller coaster ride for the equity market and subsequently the volatility markets. The VXST – VIX – VXV – VXMT volatility curve shift...

Reflecting Back… - As I drove home from Vermont the other day on Martin Luther King Day, I thought about past MLK Days,... [ Read More ]

Investor Letter Winter 2014: Expectations In The Coming Year - We recently published our final Investor Letter for 2014. In the letter we take a look at the market and economy in 2014 and our outlook for 2015. As we co...

Davos Participants Look to U.S. for Growth Amid Uncertainty - Chinese Premier Li Keqiang delivered a confident address at the World Economic Forum, where Russian President Vladimir Putin was a no-show.

Tsunamis Most Often Come Without Warning - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the wri...

Company Notes Digest 1.23.15 - Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important […] ...

Underwater Properties Decreasing as Equity Rises - RealtyTrac® released today its U.S. Home Equity & Underwater Report for the fourth quarter of 2014, showing that at the end of the year there were 7,052,5...

Looking for a potential alternative to bonds? Look no further. - For those investors intent on finding an alternative to bonds, the pickings currently appear slim, in Russell’s view.

Switzerland Wins As Its Central Bank Surrenders - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the wri...

Just Released: January Business Leaders Survey Indicates Regional Business Conditions Are Finally Back to Normal - The New York Fed’s January Business Leaders Survey indicates that the regional economy kicked off the New Year on a positive note.

FA Talks: Two Sides of the Same Coin? - Emily Wellikoff recently chatted with Michael McClary, Chief Investment Officer at TOPS®/ ValMark Advisers, to get his perspective on managing volatility.

2015 ESG Trends to Watch - [image: jpg_msci_esgtrendstowatch_300x250_without.jpg]*Happy New Year from all of us at MSCI ESG Research!* If 2014 was any guide, there is a shortening ...

A Contrarian View of Emerging Markets - An interview with Brian Singer, head of dynamic allocation strategies at William Blair in Chicago.

Up, up and away! A crowd-valuation of Uber! - In June 2014, I tried to value Uber and arrived at an estimated value for the firm of $6 billion, an impressive number for a young firm, but well below the...

Good Poker Players Aren't Lucky - An Idaho court rules that poker is a game of skill, not a game of chance like craps or roulette. If card players are lucky, maybe the Justice Department wi...

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.

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...