Enterprising Investor
Practical analysis for investment professionals
Book Review: The Tax-Smart Donor: Optimize Your Lifetime Giving Plan

Readers and investors will learn how to turn charitable giving into a strategy to save on taxes, maximize charitable impact, and give smarter.

Financial Selection and Investor Herding: Lessons from Evolutionary Biology

Markets can mimic peacock mating as flashy signals seduce capital while real economic fitness risks are ignored until reality bites.

Tokenized Money Market Funds Emerge, Piloted by Industry Big Whigs

Tokenized money market funds promise faster settlement and flexibility but face hurdles in scale, regulation, interoperability, and true market adoption.

Stay the Course: Navigating Euro Inflation

ECB credibility holds: despite post-COVID inflation swings, long-term euro expectations remain anchored, easing pressure for overly restrictive policy.

Book Review: Digital Assets: Pricing, Allocation and Regulation

Digital assets are reshaping portfolios, challenging valuation models, and pressuring regulators—from cryptocurrencies to stablecoins.

Hiding in Plain Sight: Accounting for Capex

EBITDA can mask CAPEX risks. Monitoring capital allocation is key to spotting whether investments create cash flow or quietly drain value.

AI in Investment Management: 5 Lessons from the Risk Frontier

As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.

Quarterly Earnings: Signal vs. Noise, Cost vs. Benefit

As policymakers weigh semiannual earnings, data suggest quarterly reports still give investors vital insight.

When the Fed Cuts: Lessons from Past Cycles for Investors

History of Fed easing cycles shows how cuts, hikes, and yield curves shape markets and style factors, offering late-cycle lessons for investors.

Coaching Investors Beyond Risk Profiling: Overcoming Emotional Biases

Emotional biases can distort risk profiling. Advisors who coach investors through them help build resilience and better long-term outcomes.