Investing

Metallic cubes with the letters ETF against a stock chart background.
Investing
What to know about leveraged and inverse ETFs
Unless you’re day-trading, steer clear.
A white unicorn in a meadow with a rainbow in the background.
Investing
How to spot and invest in a unicorn company
The payoff (and the risks) can be real.

Recently Posted

Goodwill accounting: A complicated part of mergers and acquisitions
Keeping the balance sheet balanced … with an asterisk.
Investing
0DTE options trading: High risk or hype?
Every weekday is expiration day. Is that a bad thing?
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4 ways to invest in cryptocurrency stocks
An indirect path to crypto exposure.
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A trio of inflation indicators: CPI, PPI, and PCE
Price indexes to track inflation.
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Altcoins, coins, and tokens: What’s the difference?
Dissecting “crypto-speak.”
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Alternative investments: Beyond stocks and bonds
What are alternative investments?
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Analyzing an income statement: A key to fundamental stock analysis
Tracking business health and profitability.
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Angel investor vs. venture capitalist: What’s the difference?
Do angels lead the way where VCs fear to tread?
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Arbitrage and the invisible hand: Enhancing price efficiency across markets
From Adam Smith to market makers (and Airbnb)
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Basic stock analysis for beginners
Getting down to fundamentals (and technicals).
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Basics of margin calls: An unpleasant flip side of using leverage
When the double-edged sword draws blood.
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Beyond banks and brokers: All about decentralized finance (DeFi)
Can it be trusted with your assets?
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Bollinger Bands: A powerful technical tool for traders
Dual insights from a single indicator.
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Bond duration: Price, yield, and time to maturity
Long-dated bonds are so sensitive …
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Bond market basics: Here’s what to know
Let your comprehension mature.
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Bond ratings: Report cards for risk
The AAA to D of fixed-income ratings.
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Bull and bear markets: What to know about each
… and how savvy investors respond.
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Business structure basics: Corporation, partnership, sole proprietor, LLC
It’s about control, flexibility, liability, and taxes.
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Common trading biases and how to overcome them
Don’t fall victim to overconfidence, confirmation, recency, or cognitive fallacies.
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Consumer spending: Here are the top reports to follow
Tracking the state of the consumer.
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Contango vs. backwardation: What’s the difference?
Navigating the price slopes.
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Crypto forks: What they are and how they work
When a blockchain needs to forge its own path.
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Crypto use cases: 9 ways to use cryptocurrency to manage money
It’s becoming more useful—but be careful.
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Cryptocurrency regulation: Rules are in development
Crypto policies are maturing (and changing).
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Cryptocurrency scams: 8 crypto cons to avoid
Stay informed and be alert.
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Cryptocurrency wallets: The ultimate beginner’s guide
Some like it hot; some like it cold.
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Decentralized autonomous organizations: DAOs as an alternative investment
Blockchain is changing the structure of organizations.
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Decoding the Sharpe ratio: A measure of risk vs. reward
Is your portfolio manager using risk appropriately?
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Direct peer-to-peer lending: An alternative investment?
Know the risks if you want to lend like a bank.
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Directional risk in options: Understanding delta and gamma
The rate of change of the rate of change.
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Do I need fixed-income investments in my portfolio?
The bonds that hold it together.
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Dots and dollars: The Fed dot plot, explained
For interest rate projections, read between the dots.
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Entrepreneurs vs. small business owners and corporate executives: What’s the difference?
Building a business from the ground up—and assuming the risk.
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ETFs vs. mutual funds: A comparison of fund types
What are the differences?
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Fibonacci trading strategies: Analysis, techniques, and debates
See it in nature; see it in price patterns.
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Financial advisors: Why you might or might not need one
There’s no right or wrong answer.
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Financial regulators: The market police
Guardians of the markets.
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Following the money flow: How the global currency market works
Money: It sorta makes the world go round.
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Fractional shares: Slicing stock into bite-size pieces
No long-division calculations necessary.
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Futures contract specifications: Know the delivery terms before jumping in
Specs are a key part of any risk assessment.
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General partner vs. limited partner: Differences, pros, and cons
Rights, responsibilities, and risks.
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Get your portfolio’s passport stamped: Reasons to consider international investing
Own a little bit of the great big world out there.
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Gold-plated investing strategy? Shiny metal and your portfolio
All that glitters is an alternative investment.
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Goodwill accounting: A complicated part of mergers and acquisitions
Keeping the balance sheet balanced … with an asterisk.
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Green bonds: ESG investing meets the fixed-income market
Fight climate change and earn a return.
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Harry Markowitz and modern portfolio theory
Whatever you call it, MPT revolutionized finance.
Investing
How the capital asset pricing model (CAPM) changed investing
You probably use it, even if you don’t know it.
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How to invest according to your values or your faith
Aligning your money and your beliefs.
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How to invest in art and collectibles: From pastime to portfolio
Could your collection bring you riches?
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How to spot and invest in a unicorn company
The payoff (and the risks) can be real.
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How to start investing while repaying student debt and loans
An early start can make a big difference.
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How to understand mutual fund expense ratios
Are you getting your money’s worth?
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How you can use SWOT analysis when choosing investments
Strengths, weaknesses, opportunities, threats.
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Inflation protection from Uncle Sam: Here’s how I bonds can help you save
A partial offset to the pain of rising prices.
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Introduction to financial markets: What are markets, and why do they exist?
Finding a fair price and allowing for easy exchange.
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Investing in chip stocks: What are semiconductors?
A micro thing with a macro impact.
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Investing with a robo-advisor
A cyber-financial planner.
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IPO need-to-knows: Basics of initial public offerings
A company’s way to say “hello.”
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Is a dividend investing strategy right for you?
Owning a stock has its entitlements.
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Is Bitcoin bad for the environment? Targeting ESG-friendly crypto investments
Crypto, climate change, and your portfolio.
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Jobless claims and JOLTS: Piecing together the job market jigsaw
The puzzling job of analyzing jobs.
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Line, bar, and candlestick charts: Three types technical analysts use
Learn to read the stories charts are telling.
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Margin account vs. cash account: What to know before you trade
Stability and simplicity vs. flexibility and buying power.
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Market makers: Keeping markets efficient, liquid, and robust
They bridge the gap between buyer and seller.
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Market volatility: Identifying and quantifying investment risks
The battle between fear and greed in the market.
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maturity
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Mergers, acquisitions, and other ways companies join forces
The risk is huge, and so is the reward.
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My stock is drifting down. Should I buy the dip?
Just watch out for falling knives.
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Navigating the markets with moving average convergence/divergence (MACD)
A technical indicator that tracks momentum.
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Navigating the pattern day trader rules
Active trader? Capital required.
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NFT use cases: 8 innovative ways to use non-fungible tokens
NFTs can tokenize almost anything.
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Option collar strategy: Can you get free price protection?
Kinda sorta. But there are trade-offs.
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Option theta, vega, and implied volatility: Navigating uncertainty
Time and tide wait for no option contract.
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Payment for order flow: How it works and why it matters
The price of low (and zero) commissions.
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Portfolio diversification: What investors need to know
That eggs-and-baskets advice.
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Primary markets and secondary markets: Two important cogs in the wheel of capitalism
Buy and sell—not necessarily at bargain prices.
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Private economic reports: Looking beyond Uncle Sam’s data
Second opinions aren’t just for medical info.
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Private equity: What is it, and can I invest in it?
You’ll need patience and deep pockets.
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Rare earth metals: What are they, and are they a solid investment?
It’s amazing how much they impact modern life.
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Read before investing: Why the prospectus matters
It’s the rule book and the playbook.
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Ready to roll? Keeping an option strategy intact past expiration
Lots of options for rolling options
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Regulation Best Interest: A rule to protect investors
Your broker-dealer is required to be on your side.
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Regulation of the OTC derivatives market: Before and after the Dodd-Frank Act
Making the swaps market work, even in times of crisis.
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REITs: Targeting income, capital appreciation, and diversification
Real estate investing goes beyond your home.
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Retail forex trading: An introduction for active investors
The global currency market at your doorstep.
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Running the life insurance numbers: Determining your coverage
How much do you need, and how much will it cost?
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Selling call and put options: A guide to the risks and rewards
Your rights vs. your obligations.
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Shining a light on shadow banking: Benefits, risks, and regulations
We all use them, even if we don’t know it.
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Should I try to time the market? Tops, bottoms, and trends
Timing your trades? Don’t get clocked.
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Slicing the market pie: How stock splits work and why they matter
If you cut it in half, will it grow back?
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Smart contracts vs. dApps—how are they different?
Digital handshakes for specific conditions.
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Special purpose acquisition companies (SPACs)
A twist on IPO investing.
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Stock sector performance and a sector investing example
Different components, different outcomes.
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Strategies to diversify your cryptocurrency portfolio
Four ways to spread out your crypto risk.
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Supply chain management: From raw materials to retail
Getting from ground to gadget.
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Tax-loss harvesting: Maximizing tax efficiency in your investment portfolio
Strategies for capital gains and loss optimization.
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Technical analysis: Is there predictive power in chart data?
Discover why the trend is your friend.
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Technical indicators: The tools of the trade
Analyze price trends, trading volume, and more.
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The broker and the exchange: Getting the order filled
Who all is involved in your trades?
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The great debate: How growth vs. value stocks differ and why each could be worth owning
It’s the ultimate argument among stock investors.
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The greater fool theory: The root cause of market bubbles?
Bubbles blow, bubbles grow, bubbles pop.
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The income statement: Money coming in and going out
A tool for tracking revenue and expenses.
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The life cycle of a buy or sell order: How trades happen
Complex transactions in the blink of an eye.
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The life-cycle theory of savings and personal finance
Your lifetime spending habits affect more than you might think.
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The stock investor’s guide to Blue Ocean Strategy
Dive into innovation without getting bitten.
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Trading with price action analysis
Explore price territory without a map.
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Understanding the complexities of exchange-traded notes (ETNs)
They look like ETFs, but they’re quite different.
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Unlocking the power of the Chaikin money flow indicator
A technical analysis tool for tracking accumulation and distribution.
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Using moving averages to gauge market trends
Smooth out price volatility.
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Video streaming services: Who’s who and what’s next?
After the streaming war comes the subscription fatigue.
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Want to be an activist investor? As a shareholder, start with proxy voting
It’s your chance to vote your views and your conscience.
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Want to limit your downside risk? Introducing the protective put strategy
Collision insurance for your stock holdings.
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What are closed-end funds, and are they risky?
Yields can be enticing, but understand why.
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What are exchange-traded funds (ETFs) and how do they work? An investor guide
They’re like mutual funds, but different.
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What does the monthly jobs report tell us and why is it so important?
The big kahuna of government economic reports.
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What investment types can I use to build a diversified portfolio?
The usual, but there are alternatives.
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What is a corporate social responsibility (CSR) report?
The sustainability scorecard.
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What is a fixed-income ladder?
Rungs and interest rates.
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What is a futures contract?
They’re uniquely forward-looking.
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What is blockchain and how does it work?
Decentralized and immutable.
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What is crypto mining and how does it work?
It’s like digging for digital gold.
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What is cryptocurrency staking?
HODLing your way to passive income.
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What is dollar cost averaging?
Getting more for your money?
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What is market seasonality and why does it occur?
To everything—turn, turn, turn.
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What is reshoring, and why are American companies shifting toward it?
Globalization in reverse? Deglobalization?
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What is stagflation? A double whammy of headwinds
When the economy slows, but prices don’t get the memo.
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What is the Relative Strength Index (RSI)?
Identify what’s overbought and oversold.
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What is Web 3.0? Understanding Web3 decentralized Internet
Giving digital control and privacy back to users.
Investing
What to know about leveraged and inverse ETFs
Unless you’re day-trading, steer clear.