Institutional Research
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Austerity and recovery: East Asian lessons for Europe
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In the wake of the Great Recession, a contentious debate has erupted over
whether austerity is helpful or harmful for economic growth. This column
compar...
3 hours ago
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Weekend Reads for Global Investors: Warren Buffett Reveals the Secret of
His Success
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[image: Weekend Reads for Global Investors: Warren Buffett Reveals the
Secret of His Success]It was an eventful week: In their annual letter,
Warren Buffet...
5 hours ago
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Market Rationality and the Digital Age
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In an era when a tweet can send a stock price racing, human judgment and
nuance are all the more important in putting together an equity portfolio.
13 hours ago
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From the Vault: Tracking Subprime Auto Loans
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Recent news of banks scaling back on the issuance of car loans to borrowers with a weak credit history, coupled with recent media investigations into auto ...
16 hours ago
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Managed Futures February Performance
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Trees don’t grow to the sky, we’re told – and we saw that in Feb as managed
futures snapped their 6 month winning streak. Back in August of 2014,
Managed ...
16 hours ago
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MSCI Insights - March 2015
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The newly titled MSCI Insights is a monthly publication where we provide
commentary on the market using MSCI Barra Equity Models, the MSCI
Macroeconomic...
1 day ago
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Ukraine Has Escaped Financial Meltdown—But Challenges Lie Ahead
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The desperate financial crisis that Ukraine faced in February has been
lifted temporarily by recent positive actions in Kiev. Ukraine is far from
out of ...
1 day ago
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Lower Oil Prices Benefit Oil-Importing Emerging Markets
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Brent crude may hover around $60 a barrel. That will give markets a break
on inflation and energy imports and curtail fuel subsidies.
1 day ago
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Is the Fed changing the way it looks at the unemployment rate?
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In the first edition of their “Chart of the Week” series, Frank Barbera,
Jr., CMT, Co-Portfolio Manager of Sierra Mutual Funds argues that... [ Read
More ]
1 day ago
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S&P Ratings Shares 2015 Overview Of Australia’s Housing Market And RMBS
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Standard & Poor’s Ratings Services has just published its annual overview
of Australia’s housing market and residential mortgage backed securities
(RMBS). ...
1 day ago
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The Kingdom Of Denmark
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In Thoughts from the Frontline, I am in the middle of writing a series on
debt. I realized on Sunday that the second installment wasn’t ready for
prime tim...
2 days ago
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Economic Indicators Dashboard – January 2015 update
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Assess the health of the U.S. economy with the latest Economic Indicators
Dashboard update.
2 days ago
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Greek Problems Born from Socialism
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Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
wri...
2 days ago
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Where did you find your Bonus Points?
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The post Where did you find your Bonus Points? appeared first on 361 Capital
.
3 days ago
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S&P Price to Peak Earnings Multiple
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Below is an update of a chart that I first ran last year around this time.
It’s the multiple of the S&P 500 using “peak” […]
The post S&P Price to Peak ...
3 days ago
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The Herd Can Be Blind
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Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
wri...
3 days ago
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VIX Last Week – 2/23 – 2/27
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The S&P 500 hardly budged on a week over week basis and VIX drifted lower.
The March future drifted lower basically in sync with the index, but is
still at...
4 days ago
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TIAA-CREF's Saira Malik's International Stock Picks
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Saira Malik expects strong markets both here and abroad—but is most focused
on the international consumer.
6 days ago
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Market Advance Not Extraordinary In Terms Of Magnitude And Duration
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In prior post over the past year I have highlighted the current market
advance as it relates to prior bull market*s*. This information has been
prepared by...
6 days ago
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The Aging of the Tech Sector: The Pricing Divergence of Young and Old Tech Companies
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As the NASDAQ approaches historic highs, Apple’s market cap exceeds that of
the Bovespa (the Brazilian equity index) and young social media companies
like...
1 week ago
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Inside the S&P 500®: Dividends & Reinvestments
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Over 400 of the 500 stocks in the S&P 500 pay dividends. Watch this video
as David Blitzer, Chairman of the Index Committee, discusses the S&P 500
Dividend...
1 week ago
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2015 ESG Trends to Watch
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[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 ...
1 month ago
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Good Poker Players Aren't Lucky
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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...
9 months ago
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Economix Meets the Gales of Change
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Economix is coming to an end, but it will be succeeded by The Upshot, a new
politics, policy and economics site.
10 months ago
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Friday Fun: Read the Fine Print
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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...
1 year ago
