Investing

[ad_1] Last month, the US House of Representatives passed a bill banning the Federal Reserve from issuing a central bank digital currency (CBDC), heading warnings from the American Banking Association about “unacceptable risks and costs to the US financial system.” While I don’t dismiss concerns raised by the American Banking […]

[ad_1] “We are living in a Big Data World and no single analyst or team of analysts can capture all the information on their positions.” — Dan Joldzic, CFA Big data, artificial intelligence (AI), machine learning, natural language processing (NLP). For several years now, we’ve heard how these technologies will […]

[ad_1] If you are wringing your hands over large-cap stocks due to high market concentration and lofty valuations, allocating to small-cap stocks may give you some piece of mind. Beyond concentration and valuation considerations, there are several good reasons why this is a good time to consider adding small caps […]

[ad_1] As the most followed CFA charterholder on LinkedIn, Eric Sim, CFA, has expertly leveraged social media to connect with other professionals, build his personal brand, and advance his career. In the How to Master Social Media series, adapted from his recent book Small Actions: Leading Your Career to Big Success, […]

[ad_1] Dynamic and “emergent” complex systems. can be found everywhere from ecosystems to economies to our underlying biology. By striving to understand the way these systems work, we can make sense of the world in which we live and better prepare for future events. This approach is known as systems […]

[ad_1] Adapted by Lisa M. Laird, CFA, from “Communicating Clearly about Investment Objectives and Risks” by Karyn Williams, PhD, and Harvey D. Shapiro, originally published in the July/August 2021 issue of Investments & Wealth Monitor.1 Effective investment management requires clear communications. Everyone involved must understand the returns they are seeking […]

[ad_1] The meat industry has a terrible carbon footprint. While diet is a personal choice, might financing vegetarian products be the game changer that moves our consumer habits in a more sustainable direction?  It very well may be. Vegetarian-related investing has evolved from a fringe idea into unicorn territory. Once […]

[ad_1] Earlier this year, I wrote about an experiment performed by some researchers at Dartmouth College who let reindeer pick stocks from the Wall Street Journal. The reindeer did quite well in the first month after picking their stocks and managed to outperform the S&P 500 by 4.9%. As 2021 […]

[ad_1] “The energy and digital transition will devastate the environment in untold ways. Ultimately, the environmental price of building this new civilization is so staggering that there is no guarantee you will succeed. Your power has blinded you to the point that you have lost the humility of the sailor […]

[ad_1] 1. The Buffett Indicator Revisited: Market Cap-to-GDP and Valuations How useful is the Buffett Indicator really? Navin Vohra, CFA, shares his analysis. 2. GameStop or: Why the Short Sellers Win The GameStop short sellers might have left the market, Joachim Klement, CFA, observes. But don’t for a minute think […]