Practical analysis for investment professionals

stocks


Short Squeezes: A Four-Factor Model

To determine whether a stock might become the target of a short squeeze, there are four criteria to keep in mind.

What Can AI Do for Investment Portfolios? A Case Study

One AI equity trading model hints at the technology's potential to transform investment management.

Bonds and Fixed Income: Where’s the Hedge?

When have fixed-income assets actually done what portfolio managers and investors expect them to do?

Growth, Value, and Skewness: Are Growth Stocks a Lottery-Like Bet?

How does skewness in returns relate to other factors in asset pricing?

Digital Gold or Fool’s Gold: Is Crypto Really a Hedge against Equity Risk?

When it comes to hedging equity risk, bitcoin and cryptocurrencies are less "digital gold" and more fool's gold.

Tell Me a Story: Aswath Damodaran on Valuing Young Companies

When valuing companies, "You don't have to be right to make money," Aswath Damodaran says. "You just have to be less wrong than everybody else.”

Lessons in Behavioral Bias: The COVID-19 Equity Markets

The pandemic-era stock markets have been a showcase of behavioral biases in action.

Why Invest in Stocks?

Equities are not necessarily more risky than such "safe" assets as US Treasuries. 

Book Review: The Synergy Solution

Mark L. Sirower and Jeffery M. Weirens subject traditional analyses of M&A transactions to well-warranted scrutiny.

Technical Analysis Revisited: Moving Averages = Above Average Returns?

How have moving averages performed as an investment strategy over the decades?