4 hours ago
Institutional Research
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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...
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Balancing the Moral and Financial Sides of Gun Divestment - A year and a half after the Sandy Hook tragedy, investor strategy on whether to pull out of gun investments is a debate of emotion versus reason.8 hours ago
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Redefining Value, so Even Google Makes the Cut - How Sound Shore Management has done well, even in sharp market corrections.12 hours ago
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A Big Wave Coming in Alternative Mutual Funds - The post A Big Wave Coming in Alternative Mutual Funds appeared first on 361 Capital.1 day ago
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The Resignation of the Ukrainian Government Was a Welcome Step - Prime Minister Arseniy Yatseniuk of Ukraine announced his government's resignation on July 24 after two of the three coalition partners, the Udar Party o...1 day ago
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Weekend Reads for Global Investors: Apple, Asia, and Ackman - [image: Weekend Reads]It has been an eventful couple of weeks. S&P 500 is marching on to the tune of 2,000. Or should we make that iTunes? Apple reported s...1 day ago
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SMEs lending: ‘Relationship lending’ vs arm’s length - The small and medium-size enterprises (SMEs) were among the most severely affected in the Global Crisis. This column discusses new evidence on how differen...1 day ago
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Geopolitics and Markets - Growing geopolitical risk is on everyone’s mind right now, but in today’s Outside the Box, Michael Cembalest of J.P. Morgan Asset Management leads off with...1 day ago
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Mid-year outlook: Beware that peaceful, easy feeling - Russell Investments’ Global Head of Investment Strategy Andrew Pease provides an overview of the newly released Strategists' 2014 Global Outlook - Third Qu...1 day ago
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How Much Do Earnings Need to Grow For Multiples to Contract? - So far Corporate America has surprised me this earnings season and appears to be generating profit growth that is stronger than I expected. Stock multip...2 days ago
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To Combat Inversions, It May Be Time to Raise Some Taxes - Stan Druckenmiller believes inversions present an opportunity to pursue broader reform of the U.S. tax system, tax hikes included.2 days ago
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The Bears Can’t Be Too Happy Right About Now - As a card-carrying member of the glass-is-at-least-half-full stock market club , I will have to admit that my bias is... [ Read More ]3 days ago
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Becoming More Alike? Comparing Bank and Federal Reserve Stress Test Results - Stress tests have become an important method of assessing whether financial institutions have enough capital to operate in bad economic conditions.5 days ago
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Week Ahead Magazine: July 20, 2014 - This past week was an event filled one as geopolitical concerns rose to the top of investor worries with issues in Ukraine. As Josh Brown noted in an artic...
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VIX Last Week – 7/20/2014 - What a day VIX had last week. We got a 32% plus move in VIX and the second highest VIX futures volume ever. And then we returned to the new normal of VIX b...5 days ago
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US Foreclosures drop 2% in June to Lowest Level Since June 2006 - RealtyTrac® released its Midyear 2014 U.S. Foreclosure Market Report™ on July 17th, which shows a total of 613,874 U.S. properties with foreclosure filing...1 week ago
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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 ...1 week ago
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Market Spin Cycle - The Rotation Continues... - In "Market Spin-cycle: Uncovering Style and Sector Rotation in a Flat Market", we investigated the sector and investment style rotations in the US market ...1 week ago
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Sector Distribution of the High Quality Portfolio and its Performance in Different Market Environment - Understanding the sector distribution2 weeks ago
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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...4 weeks ago
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The Bond Trap - By: Peter Schiff Monday, June 23, 2014 The American financial establishment has an incredible ability to celebrate the inconsequential while ignor...4 weeks ago
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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
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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
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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
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