Blog Posts

When it comes to trading and investing, there are two main types of strategies: alpha and beta. Alpha refers to generating returns through active management, while beta refers to achieving returns by matching market returns. Smart beta is a combination of the two involving harvesting beta in a more efficient way. Alpha strategies Alpha strategies […]

Pink sheets are a service provided by the OTC Markets Group. It provides quotes and current market information for stocks not listed on a major stock exchange such as NASDAQ or the New York Stock Exchange. Companies that trade on pink sheets are usually small, often foreign, companies with limited assets and operations. Buying and selling […]

What is EBIT? EBIT is an acronym that refers to a company’s earnings before interest, and taxes. EBIT is also often referred to as operating income, and is a key metric used by investors to assess a company’s profitability and overall financial health. EBIT can be calculated by adding a company’s total revenue, and then […]

What Is Shareholder Activism? Shareholder activism is the practice of shareholders using their voting power to influence the actions and policies of a company. Activist shareholders may push for changes in management, strategy, or operations, with the goal of increasing the company’s value and performance. Activists may also push for environmental, social, or governance (ESG) […]

In markets, there is commonly the “hot thing” going around. There are always so-called hot assets that are the thing that nobody should miss out on. Sometimes it’s a certain stock or group of stocks: the Nifty Fifty in the late-60s and 1970s Cisco, Enron, Worldcom, among others of the dot-com bubble Tesla was the […]

Investing in Africa can be a lucrative opportunity for investors looking to diversify their portfolios. This is a highly diverse continent with more than 50 different sovereign nations, each with their own profile to consider for prospective investors. Africa boasts abundant natural resources, a growing middle class, and a youthful population, creating a favorable investment […]

The price of anything is the money and credit spent on it divided by the quantity. So while there are many strategic approaches to trading the markets, such as value, momentum, etc., what it ultimately boils down to is who is buying and selling, in what quantities, and for what reasons. It’s buying and selling […]

If you have $100k in cash or are wondering what to do with $100k in the bank, in this article, we cover a balanced approach to what to do with this kind of money. Assuming you have no debt, an emergency fund of 3-6 months of living expenses, and are already maxing out your retirement […]

A Synthetic Put is a trading strategy that allows an investor to mimic the payoff of a put option using a combination of stock and options. How to Create a Synthetic Put Specifically, a Synthetic Put involves: Short selling a stock, and simultaneously Buying a call option on that same stock with an in-the-money (ITM) […]

The Marshall-Lerner condition is a fundamental concept in international economics. It relates to the price elasticity of imports and exports. The condition states that a currency devaluation will only improve a country’s trade balance if the sum of the price elasticities of imports and exports is greater than one.   Key Takeaways – Marshall-Lerner Condition […]