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Area: Finance

Graphic of investor leisurely sitting in front of an investment terminal reading a book Research Brief / Investing

As Passive Investing Spreads, Overall Market Becomes Less Competitive

Active investors take up some — but not all — of the slack created by index funds

Composite image of stock charts overlaid on an image of a laptop Research Brief / Investing

Banks Rent Out Their Balance Sheets — So Derivatives Cost More

Even before Dodd-Frank rules, the costs were significant

Digital graphic of a mechanical claw hanging over a group of innovators like a claw machine Research Brief / Startups

It’s a Startup — and Almost Certainly a Future Acquisition by a Tech Giant

Patent histories show entrepreneurs focused on exit strategy

Lehman Brothers building on September 15 Research Brief / Investing

When Financial Intermediaries Sneeze, These Assets Catch a Cold

Some investment vehicles are more reliant than others on the health of trading firms

Map of Peru with gold nugget on top Research Brief / Banking

How Commodity Price Swings Destabilize Bank Relationships

Small firms in Peru shop nationwide for cheap credit, but loyalty runs two ways

Computer screen with stock trading software Research Brief / Trading

One Data Set That Warns Against Margin Trading

As a group, Chinese futures traders more likely to suffer margin call than to profit

Research Brief / Investing

Treasury Securities Are Actually Cheap Sometimes

They don’t trade at an absolute equal to intrinsic value, despite their image as the world’s investment bedrock

Research Brief / Stock Market

Often Reviled, Short Sellers Are Newly Vulnerable to the Meme Mob

A short squeeze can ripple across short sellers’ positions

Research Brief / Entrepreneurship

Borrowings Suggest Small Company Owners Face Higher Risk

Analysis uses business credit card loans to gauge market perception

Research Brief / Investing

Heading for a Divorce? Might Want to Go Easy on Stock Picking

Active traders lose their edge as a marital breakup approaches

A smiling person leans out of their window Research Brief / COVID-19

COVID-19-Induced Eviction Moratoria Reduced Hunger and Anxiety

Housing guaranteed, rent payments went toward food

Aerial view of two bridges over water with a dinghy passing underneath Research Brief / Investing

Why Risk and Reward Don’t Always Move in Concert

Investors initially underreact to volatility, then overreact

Six office workers seen talking and performing various tasks Research Brief / Finance

Adapting Value Investing to the 21st Century

Including intangible assets in book value vastly improves the strategy’s returns

An angled shot of the U.S. Federal Reserve building Research Brief / Banking

When the Fed Taps the Brakes, Not All Banks Slow Down

Some lenders’ balance sheets are less affected by a rising federal funds rate

Blurred image of people walking through a building Research Brief / Economics

Could Tech Giants Be Making Our Economy Less Innovative?

With a business model built on fewer employees, their dominance saps dynamism.

Elderly couple looking through paperwork and receipts Research Brief / Banking

Did Bank Capital Rules Make Credit Card Borrowing More Expensive?

Though defaults are low, rates on credit card loan-backed notes are high