Investing
Recently Posted
- Bond risk: How rates, duration, and structure drive fixed-income performanceWhen safety comes with a warning label.
- Systematic risk: The PRIME forces that move marketsYou can’t just diversify them away.
- K-shaped economy: When growth moves in two different directionsA tale of two recoveries.
Alternative InvestmentsSee all
- Strategic and critical minerals: What they are and how to invest in themThe keys to national security, the energy transition, and your smartphone.
- The energy market: Oil, solar, and everything in betweenInvesting in energy, from fossil fuels to renewables.
- The liquefied natural gas (LNG) market: From regional to global commoditySuper chilled; superbly transportable.
Bonds & Fixed IncomeSee all
- Bond risk: How rates, duration, and structure drive fixed-income performanceWhen safety comes with a warning label.
- Secured overnight financing rate (SOFR): Setting the variable interest rate standardThe new(ish) benchmark for short-term interest rates.
- Private activity bonds: Bridging private capital and public needsPerfect for public purpose project payment.
ETFs & Mutual FundsSee all
- How to read Morningstar mutual fund ratingsDecoding style boxes, stars, and medals.
- How to choose mutual funds that fit your goalsPick funds with confidence.
- Factor ETFs and their smart beta cousinsCan academic researchers help you beat the market?
Economic DataSee all
- K-shaped economy: When growth moves in two different directionsA tale of two recoveries.
- GDP price deflator: Nominal output vs. real outputFor apples-to-apples comparisons, check what apples cost last year.
- The alphabet soup of unemployment data: U-3, U-6, and beyondUnemployment, underemployment, and marginal attachment.
Fundamental AnalysisSee all
- How companies use forward guidance to shape investor expectationsAnd why it matters as much as the numbers themselves.
- Momentum investing: Riding the wave of winning stocksJust know when to jump off.
- Top-down vs. bottom-up: Two paths to smarter stock picksThe macro and micro of fundamental analysis.
Markets & RegulationSee all
- The role of repurchase agreements (repos) and reverse repos in financeBorrow, buy back, repeat.
- Parent companies and subsidiaries: A consolidated viewSometimes it’s a tricky balance (sheet).
- Understanding public benefit corporations: Profit with a purposeBalancing the books and the planet.
Portfolio ManagementSee all
- Systematic risk: The PRIME forces that move marketsYou can’t just diversify them away.
- How to build an investment policy statement—even if you don’t have a financial advisorYour money; your road map.
- Ready to invest? A beginner’s guide to managing a portfolioA Britannica Money Learning Journey
Stocks & IndexesSee all
- Netflix, Paramount, and the battle for Warner Bros. DiscoveryAnatomy of an acquisition.
- The grand IPO rollout: Form S-1 and the transition from private to publicFrom red herring to road show to market.
- Hyperscale data centers: Reshaping cloud computing and powering AISeparating the hype from the hyperscalers.