Institutional Research
-
Modern Finance Is Seeing Historic Levels of Speculation
-
[image: Adrian Bell]Not surprisingly, the 2008–2009 global financial crisis
sent many financial professionals looking to history for a sense of
appropriate...
2 hours ago
-
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.
3 hours ago
-
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...
9 hours ago
-
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...
13 hours ago
-
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....
14 hours ago
-
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...
18 hours ago
-
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 ...
18 hours ago
-
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...
1 day ago
-
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.
1 day ago
-
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...
1 day ago
-
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 ...
1 day 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.
1 day ago
-
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.
2 days ago
-
A Gut-Wrencher of a Rotation…
-
The post A Gut-Wrencher of a Rotation… appeared first on 361 Capital.
2 days ago
-
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...
2 days ago
-
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...
3 days ago
-
Rob Arnott: Demographics Are the Markets' 800-Pound Gorilla
-
It's a big reason why the finance guru likes emerging markets long term.
3 days ago
-
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.
4 days ago
-
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...
6 days ago
-
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...
1 week ago
-
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 ]
1 week ago
-
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...
1 week ago
-
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...
2 weeks ago
-
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...
4 weeks 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...
8 months ago
