The New Retirement Savings Time Bomb
FedEx rises on a strong holiday quarter. Nike stumbles on earnings. Williams-Sonoma surges on strong stay-at-home sales. Laser technology company Coherent rises on competing buyout offers. Five Below ramps up […]
Trading at All Hours: The Portfolio Implications
All the day trading by the new class of retail investors has not helped the long-only crowd. Read More
Capitalism Is Dead, Long Live Debtism
Should a loan that one neither intends nor is required to repay be considered debt or equity? Read More
GameStop, Adobe, and Domino
GameStop
How to Manage Inflation Risk: The Local Inflation Factor
Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios? Read More
COVID-19 and 17 May: Tax Day Considerations for Clients
Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities? Read More
Spring Cleaning for Investors
Do you have stocks that need to be cleaned out of your portfolio? What about trimming the gains of your high-fliers? Does any stock in your portfolio spark joy in […]
Book Review: Machine Learning for Asset Managers
This short work will help readers appreciate the potential power of machine learning techniques. Read More
Refreshing Revenue, the Cash Conversion Cycle, and Free Cash Flow
GAAP sometimes misrepresents business reality. We can use that fact to generate some alpha. Read More
Zero Emissions Vehicles: Making Sense of the Transition with SASB Standards
Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves. Read More