Investment Topics
Leveraged ETFs aren’t about more risk, they’re about using less capital to achieve a desired risk profile in household portfolios.
AI’s growing capabilities challenge traditional investment skill, shifting competitive advantage toward governance, process, and judgment.
Why S&P 500 reliance can undermine retirement outcomes, and how diversification, valuation discipline, and withdrawals reshape long-term portfolio risk.
Decompose CTA returns into fast, medium, and slow trend horizons to reveal true risk drivers, benchmark overlap, and behavior during market stress.
AI automates tasks in finance and boosts efficiency, but reflexive markets ensure interpretation and oversight remain irreducibly human work.
For financial analysts covering government contractors across defense, healthcare, and IT, auditor specialization signals earnings quality, reporting credibility, and filing timeliness.
Tight stop-losses feel disciplined but can erode long-term returns. Robust investing favors resilience over optimization.
Closed-end funds have their place in a diversified portfolio, but investors shouldn't expect to make a quick buck.
With valuations stretched in the US, international markets are emerging as a compelling new source of growth.
SRTs help banks free up capital, but growing use has raised concerns about rollover risk, investor concentration, and leverage.