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COVID-19 and 17 May: Tax Day Considerations for Clients

Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?

Trading at All Hours: The Portfolio Implications

All the day trading by the new class of retail investors has not helped the long-only crowd.

Capitalism Is Dead, Long Live Debtism

Should a loan that one neither intends nor is required to repay be considered debt or equity?

Two Months Left to Apply for US$20,000 Prize on Ethics and Trust in Finance for a Sustainable Future

The Ethics & Trust in Finance for a Sustainable Future, which is supported by CFA Institute and other organizations, is a global prize in its eighth cycle (awarded every two years) that will award winners a pool of US$20,000.

Myth-Busting: Earnings Don’t Matter Much for Stock Returns

The relationship between earnings and equity returns is more illusion than reality.

Book Review: Fed Watching for Fun and Profit

Edward Yardeni's Fed Watching for Fun & Profit is a crash course in monetary policy actions, financial markets, and the economy in general.

Moats or Market Power?

Instead of searching for firms with moats, we should be looking for those with market power.

Fraud and Deception Detection: Five Language Fingerprints

Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.

ESG Q&A: The Taskforce on Nature-Related Financial Disclosures

We talked to Chris Hart, senior sustainable finance associate at Global Canopy—one of the four founding organizations behind the initiative to form TNFD—to better understand the issue of natural capital and how we can expect it to become part of the investing process.