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

An angled photo of brick building storefronts Research Brief / Entrepreneurship

Borrowings Suggest Small Company Owners Face Higher Risk

Analysis uses business credit card loans to gauge market perception

Two people sit opposite of each other while working on their laptops 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