Stock Trading News

Portable alpha is an investment strategy that involves separating the alpha and beta components of an investment portfolio. The alpha component is the portion of the portfolio that seeks to generate returns through active management, while the beta component is the portion that tracks a benchmark index.   Key Takeaways – Portable Alpha Portable alpha […]

Forward-looking real return expectations for US, global developed, and emerging market equities have declined meaningfully compared to historical averages. We look at the projected ranges and drivers of return across these regions for the next 10 years and beyond, based on valuation, macroeconomic, and earnings growth inputs.   Key Takeaways – Expected Real Returns of […]

A covered call strategy is a type of implementation where a trader will sell a call option while at the same time owning the corresponding amount of the underlying security or instrument. Fundamentally, options are a form of financial insurance. The volatility risk premium associated with options is compensation paid by option buyers to the option […]

With all the ups and downs of markets, the key consideration behind any asset comes down to whether it makes money and whether it represents a yield commensurate with what you need and what risks you’re taking on in order to achieve it. In this article, we’ll look at various types of cash flowing assets […]

Emerging technologies are those which are new and haven’t yet been widely adopted among the public. But these trends and new markets that will be developed out of them can lead to outsized gains for traders and investors.   Emerging Tech and Trading Many traders believe the future will be a slightly modified version of […]

Tesla doesn’t trade particularly well on fundamentals like earnings, but instead moves according to flows, positioning, and sentiment-driven momentum.  Its massive options market – typically the largest for any single stock – has created powerful feedback loops that can drive price action independent of underlying performance.  We’ll discuss these more in this article.   Key […]

Tariffs are government-imposed taxes on imported goods that serve as both a revenue source and a strategic policy tool to influence trade balances, protect domestic industries, and respond to geopolitical tensions. In our current times, tariffs, debt cycles, monetary imbalances, geopolitical distrust, domestic political polarization, and deglobalization are converging to reshape capital flows, inflation dynamics, […]

Dollar-cost averaging (often abbreviated as DCA) is an investment strategy where an investor divides a lump sum of money into smaller, fixed amounts that are invested at regular intervals, regardless of the current price of the investment. The most common example is an individual investor taking their monthly savings and buying assets for their portfolio […]

Identifying resilient companies in an uncertain macroeconomic environment requires more than just screening for profitability or recent performance. The real test is how a business behaves when conditions tighten and change – whether it can preserve margins, maintain relevance, and continue delivering value. We give a framework that outlines the traits that help companies not […]

The concept of leverage involves using borrowed capital for investment and amplifying the potential returns. While leverage can magnify profits, it also magnifies losses. Below we focus on how you can generate leverage in your portfolio, through options, futures, borrowing, shorting, and more.   Key Takeaways – How to Generate Leverage in a Portfolio Leverage […]