Investing

[ad_1] To mark Enterprising Investor’s 10th anniversary, we have compiled retrospectives of our coverage of the most critical themes in finance and investing over the last decade. The next big thing is always elusive. When the first Enterprising Investor post with fintech in the title was published almost exactly six years ago, little […]

[ad_1] Some time ago, I wrote about grit as a vital characteristic for investors. That triggered some email exchanges with younger readers who are at earlier career stages than financial analysts and money managers. In general, the discussions revolved around the skills a successful analyst and investor should have. And […]

[ad_1] Capitalism is the economic system most advanced nations have adopted to foster growth and prosperity. Its Marxian definition, describing the principles of wealth accumulation through the appropriation of profits, certainly has many flavors. But all imply that private ownership and free enterprise are key inputs. The methods of wealth […]

[ad_1] Years of research show female investors outperform men, Blair duQuesnay, CFA, observed in her January 2019 New York Times opinion piece. Yet only about one in five brokers are women. duQuesnay acknowledged that while gendering any ability or trait can make people uncomfortable these days, there is ample evidence […]

[ad_1] To mark Enterprising Investor’s 10th anniversary, we have compiled retrospectives of our coverage of the most critical themes in finance and investing over the last decade. The story of the markets over the last 10 years has been one of remarkable change. Whether it’s capital market structure, capital formation, […]

[ad_1] Evergrande Group is the latest listed company to unexpectedly teeter on the verge of bankruptcy. When businesses are thrust into public view for the wrong reasons, my first thought is always whether we could have seen the trouble coming ahead of time. As a qualified accountant, I treat the […]

[ad_1] China’s emergence as a global economy on the world stage is perhaps the biggest economic story of the last 30 years. During the last several decades, China’s industry has modernized, many of its tech companies have debuted on Chinese stock exchanges via initial public offerings (IPOs), and the nation’s […]

[ad_1] The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street. 2021. Max Frumes and Sujeet Indap. Diversion Books. Bankruptcy law trumps contract law in the United States. When you obtain a mortgage loan, issue bonds, sign a lease, or […]

[ad_1] Introduction Direct indexing is hot. In October 2020, Morgan Stanley bought the asset manager Eaton Vance primarily for its direct indexing subsidiary Parametric. BlackRock followed one month later by purchasing Aperio, the second-largest player in the space. This year, JPMorgan bought OpenInvest in June, Vanguard took over their partner […]

[ad_1] “Those who stand for nothing fall for anything.” Alexander Hamilton, first US Secretary of the Treasury In Act 1, Scene 2 of William Shakespeare’s play, Julius Caesar, a soothsayer warned Caesar to, “Beware the Ides of March.” But Caesar failed to heed this advice, and he was assassinated on […]