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Jul 1, 2025
The empirical research (for example, here, here, here and here) on insider trading demonstrates that insider transactions have significant predictive power for
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Jun 27, 2025
How passive investing fuels mega-firm growth, distorts prices, and impacts volatility—key insights for investors in index funds and ETFs.
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Jun 19, 2025
For the past three decades, the US dollar and American stock market performance have been closely linked, with periods of dollar strength typically coinciding with US equity...
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Mar 31, 2025
Explore the driving forces behind U.S. equity outperformance from 2008-2024. This in-depth analysis breaks down the role of earnings growth, valuation shifts, and currency effects,...
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Feb 14, 2025
Dividends are just a tax-inefficient way to return capital to shareholders.
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Feb 11, 2025
Probably not
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Feb 1, 2025
Every year the markets provide us with lessons on prudent investment strategies. With great frequency, markets offer remedial courses covering lessons they taught in previous years.
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Jan 6, 2025
Investing formulas are simple, easy-to-implement, systematic, stock screeners that provide instructions on how to outperform the total stock market.