Investing
Recently Posted
Beta, benchmarks, and risk: Measuring volatilityPlus 4 ways to use beta beyond vol.
In search of alpha: Hard to prove; hard to sustainAlpha is in the eye of the beholder (and the fund manager).
The grand IPO rollout: Form S-1 and the transition from private to publicFrom red herring to road show to market.
Alternative InvestmentsSee all
What is private credit? A guide to direct lendingDiversifying in the alternative debt market.
How to invest in art and collectibles: From pastime to portfolioCould your collection bring you riches?
Direct peer-to-peer lending: An alternative investment?Know the risks if you want to lend like a bank.
Bonds & Fixed IncomeSee all
Private activity bonds: Bridging private capital and public needsPerfect for public purpose project payment.
How convertible bonds balance income, equity, and riskPay a premium and have it both ways.
Double your money in 20 years with Series EE savings bondsBut watch your effective interest rate.
ETFs & Mutual FundsSee all
Factor ETFs and their smart beta cousinsCan academic researchers help you beat the market?
Dividend ETFs: Growth and income in one packageIncome-producing stocks made easy.
Diversify your portfolio with commodity ETFsAnd potentially protect against inflation.
Economic DataSee all
Labor force participation rate: Completing the employment pictureEven the jobs report gets participation points.
Wall Street’s winged icons: How hawks and doves shape the economyHawks remove the punch bowl; doves spike the punch.
An alchemy of assets: Understanding the Federal Reserve’s balance sheetYour Fed balance sheet cheat sheet.
Fundamental AnalysisSee all
EBIT or EBITDA: Different ways of looking at net incomeHow to calculate and use them.
Statement of cash flows: Money spent on operations, financing, and investingCash management matters.
Investing in speculative start-up stocks? 14 alternative fundamentals to followYou can’t look at the P/E if the company has no E.
Markets & RegulationSee all
Financial engineering: Agent of innovation or market chaos?The Dr. Jekyll and Mr. Hyde of Wall Street professions.
Oversight and management: The corporate C-suite and board of directorsBalancing power in the interest of shareholders.
Retail investors vs. institutional investors: Bridging the divideThe small money can still be the smart money.
Portfolio ManagementSee all
Beta, benchmarks, and risk: Measuring volatilityPlus 4 ways to use beta beyond vol.
In search of alpha: Hard to prove; hard to sustainAlpha is in the eye of the beholder (and the fund manager).
6 ways to start investing on a budgetGrow your portfolio without breaking the bank.
Stocks & IndexesSee all
The grand IPO rollout: Form S-1 and the transition from private to publicFrom red herring to road show to market.
The rise of hyperscalers: Reshaping cloud computing and businessServers, scalability, and a bridge to AI.
Activist investors: Who they are, what they do, and how they do itLots of shares, lots of influence.