Investing
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GDP deflator: Nominal output vs. real outputFor apples-to-apples comparisons, check what apples cost last year.
The liquefied natural gas (LNG) market: From regional to global commoditySuper chilled; superbly transportable.
Carried interest and the tax loophole: Here’s how it worksTool for capital growth or tax dodge for the wealthy?
Alternative InvestmentsSee all
The liquefied natural gas (LNG) market: From regional to global commoditySuper chilled; superbly transportable.
Carried interest and the tax loophole: Here’s how it worksTool for capital growth or tax dodge for the wealthy?
What is a business development company? Understanding public and private BDCsA deep dive into opportunity.
Bonds & Fixed IncomeSee all
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.
How convertible bonds balance income, equity, and riskPay a premium and have it both ways.
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
GDP 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.
How housing inflation is measured: Prices, rent, and construction costsNo single number tells the full story.
Fundamental AnalysisSee all
Insider transaction reports: What stock deals can tell you about a companyRead between the filings.
Gross, operating, and net profit margins: Why they matter (and how to use them) Cracking the margin code.
EBIT or EBITDA: Different ways of looking at net incomeHow to calculate and use them.
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
How value at risk (VAR) helps estimate investment lossesThe science of worst-case comfort.
Should you pay a financial advisor? 4 fee types and how they workFee structure drives incentives.
Financial benchmarks: Does your portfolio measure up or fall short?A scorecard for your investments.
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.