Wall Street Currents
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Here it is, the Big Sell Off… has been Wrong the past 169 Times
In case you missed it, the Dow was down around 300 points yesterday to bring the index into negative territory for the year (just a handful of days after h...
2 hours ago
Institutional Investor: Trading & Technology
What Happens When Bond Investors Want Their Money Back
With Wall Street shying away from fixed-income trading, bond managers are positioning their portfolios for an inevitable liquidity crisis.
2 hours ago
Institutional Investor: Banking & Capital Markets
Four Years Later: Dodd-Frank and Derivatives
Since the passage of the regulatory reforms, derivatives market players can step back and see what’s worked and what needs improvement.
7 hours ago
VIX Action Today – 7/31/2014
Today was a heck of a day in the equity markets. We got our biggest on day S&P 500 drop in a few months and the first down month for the S&P 500 since Janu...
12 hours ago
Weekend Reads for Investors: Taxing Matters
[image: Weekend Reads]The rise of inversions may say as much about the lack of opportunities for growth that companies see as it does about the burdensome ...
18 hours ago
Moving beyond the volatility hurdle… when there is no volatility
In the latest Financial Professional Outlook, advisors pointed to clients’ volatility concerns – despite historically low volatility levels. How can you tu...
18 hours ago
A Look at the S&P Global Dividend Aristocrats Index
Vinit Srivastava and Jonathan Morgan discuss the creation of the S&P Global Dividend Aristocrats Index and provide highlights on its construction and perfo...
19 hours ago
How the Cities Did in May 2014
Click on table for larger image
20 hours ago
Peterson Institute Update
Working Paper 14-4: Demographic versus Cyclical Influences on US Labor Force Participation [pdf]
This paper applies time series analysis to distinguish between cyclical and demographic causes of the decline of the labor force participation rate. Some...
20 hours ago
Liberty Street Economics
Just Released: Updated Study of the Competitiveness of Puerto Rico’s Economy Proposes Steps to Address the Island’s Fiscal Stress
An Update on the Competitiveness of Puerto Rico’s Economy, released today, offers six steps that the Island’s government should consider taking to restore it...
21 hours ago
Avondale Asset Management
QE’s Not So Special Anymore
QE is still underway, but yesterday’s taper was important because the pace of purchases has now fallen to a level that is consistent with “normal” […] Th...
22 hours ago
Market Insight - Historic Drawdowns - A review of recent mutual fund active performance - July 2014
Actively managed large cap mutual funds have significantly underperformed their benchmarks from March 1 through April 30 this year, which has raised ques...
23 hours ago
Dealing with the threat of climate catastrophe
Many ecological systems feature ‘tipping points’ at which small changes can have sudden, dramatic, and irreversible effects, and scientists worry that gree...
1 day ago
Big Banks Shift to Lower Gear
For today’s Outside the Box, good friend Gary Shilling has sent along a very interesting analysis of the big banks. Gary knows a lot about what went down w...
1 day ago
361 Capital Research
Could Half of Wall Street Already Be in The Hamptons?
The post Could Half of Wall Street Already Be in The Hamptons? appeared first on 361 Capital.
3 days ago
Horan Capital Advisors
Week Ahead Magazine: July 27, 2014
Except for the pullback in the equity markets on Friday, this past week was pretty uneventful. I guess I should say uneventful except for small cap stock i...
4 days ago
The Most Important Things To Understand About This Market Are…
This remains one of the most hated bull moves that I’ve seen in my career. Stocks have been running higher... [ Read More ]
4 days ago
Musings on Markets
Investment Advice from the Federal Reserve: Unusual, unwise and unseemly!
On July 15, Janet Yellen made news with her semiannual policy testimony to Congress, with her views on interest rates, bubbles and the debt market. After m...
5 days ago
Redefining Value, so Even Google Makes the Cut
How Sound Shore Management has done well, even in sharp market corrections.
6 days ago
Economic Commentary (Peter Schiff)
Yellen: Where No Man Has Gone Before
By: Peter Schiff Friday, July 25, 2014 Although Fed Chairwoman Janet Yellen said nothing new in her carefully manicured semi-annual testimony to C...
1 week ago
The Growing Use of MSCI's RiskMetrics RiskManager in the APAC Broker-Dealer Market
The Asia-Pacific (APAC) broker-dealer market has seen a significant transformation over the past ten years. With the liberization of markets has ...
2 weeks ago
Euro Pacific Brokers’ Corner
Time To Do Less Not More
By: John Browne Friday, June 27, 2014 The current situation in Iraq is a modern tragedy. But in more practical terms it is a very stark illustrati...
5 weeks ago
Bloomberg - Op-Eds
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...
2 months ago
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.
3 months ago
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...
11 months ago
Seeking Alpha (Editor Picks)