Blog Posts

Much has been made of the idea that value investing is badly lagging other trading strategies. When liquidity is abundant, as it mostly has been since 2009 due to the fallout from the financial crisis, long-duration growth stocks tend to outperform value. Nonethless, AQR’s value gauge is reporting the highest value spread since the dot-com […]

Does trading and investing seem too complicated? In this article, we look at various examples of simple portfolios to make the process less intimidating. When something is less confusing, it’s also easier to get started. And the easier it is to get started, the faster you can start reaping the benefits. A key part of […]

A new form of cryptocurrencies, called algorithmic stablecoins, is seeking to replicate the stability of the US dollar. But critics of these stablecoins say they are just another disaster waiting to happen. The rise in popularity of algorithmic stablecoins Algorithmic stablecoins surged in popularity starting in early-2022, stirring debate over whether they are a good […]

Real estate is often considered a good inflation hedge. Is it? Let’s take a look at the pros and cons of considering real estate as an inflation hedge. Arguments for real estate as an inflation hedge These are the main arguments in favor of real estate as a source of inflation protection. It’s a real […]

Financial markets are a mix of different participants, who have different sizes and different motivations. This is important to get at because the prices of all assets are just the total amount spent on them (with either money or credit) divided by their quantity. All markets and their pricing are just mixes of these participants. […]

A commodity trading advisor (CTA) is a US financial regulatory term for an individual or firm that makes investment decisions on behalf of clients in the commodities and commodity futures markets. This may include services related to trading future contracts, swaps, or commodity options. CTAs are responsible for trading managed futures accounts. CTA managed futures are an increasingly popular product […]

In this article, we’re going to cover more than 25 of the most common types of equity offerings and security types. What are equity offerings? An equity offering is when a company sells its shares in the open market. This can be done through an equity dealer or on a stock exchange. There are many […]

Corporate restructuring, corporate transactions, and other catalyst-based events in markets are often referred to as special situations. There are many traders, investors, and other market participants who base a portion or all of their strategy on special situations. We’ll cover the various types of special situations, which popularly include spin-offs and divestitures, share repurchases, security issuance or repurchase, […]

Environmental, social, and governance (ESG) considerations are increasingly driving corporate strategy in asset classes globally. When these issues impact policymaking the decisions of capital providers and allocators, they will impact prices, making them relevant to everyone’s trading and investing at some level. But when it comes to developing real estate, is the environmental impact a critical […]

Exchange-traded notes (ETNs) are unsecured, senior debt securities issued by an underwriting bank and traded on a major exchange. ETNs represent a promise by the issuing institution to pay the note holder a cash amount equal to the performance of a specified market index, minus fees and expenses. ETNs are similar to other debt securities, […]