Topic: Investing
Market Bubbles Aren’t Entirely Irrational Exuberance
A model examines the relationships between innovation, speculation and market values
Borrowings Suggest Small Company Owners Face Higher Risk
Analysis uses business credit card loans to gauge market perception
Separating Auditing from Consulting: More Complex than it Seems
Market concentration, price and quality drive choice of firms
Often Reviled, Short Sellers Are Newly Vulnerable to the Meme Mob
A short squeeze can ripple across short sellers’ positions
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
One Data Set That Warns Against Margin Trading
As a group, Chinese futures traders more likely to suffer margin call than to profit
When Financial Intermediaries Sneeze, These Assets Catch a Cold
Some investment vehicles are more reliant than others on the health of trading firms
Banks Rent Out Their Balance Sheets — So Derivatives Cost More
Even before Dodd-Frank rules, the costs were significant
As Passive Investing Spreads, Overall Market Becomes Less Competitive
Active investors take up some — but not all — of the slack created by index funds
How Bond and Stock Prices Combine to Influence Corporate Investment
Equity volatility can encourage — or dampen — investment, depending on a firm’s bond spread
A Skeptical Board Can Protect Shareholders From an Empire-Building CEO
Director expertise disciplines CEO into providing better information
GameStop Aside, Retail Investors Might be Terrible at Momentum Investing
Using Chinese A and B shares, institutional players outperform individuals
Underappreciated Investment Edge: Company Trademark Filings
Not part of financial reporting, trademark activity predicts stock returns
46 Possible Stock Market Strategies from Academics Get a Retest
We won’t call it debunking, but not all investing tips hold up
Does Cross Ownership By Big Investors Make Industries Less Competitive?
Examining executive pay tied to revenue growth to identify any correlation
The Collective Wisdom of Options Trades as Interest Rate Predictor
Skewness, measuring the range of biases, strongly suggests rate moves