Skip to Navigation Skip to Search Skip to Main Content Skip to Footer Links

Topic: Stock Returns

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

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

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 / Stock Market

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

A short squeeze can ripple across short sellers’ positions

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

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

A man using a laptop on his kitchen table Research Brief / Investing

Puncturing the Small-Investors-are-Bad-Investors Narrative

Individuals using the Robinhood trading app appear to beat the market

A man dressed in pink dress shirt and tie pointing at himself in the mirror Research Brief / Finance

“How’re Sales, Roger?” “Good Question, Roger!”

When CEO and analyst share a first name, earnings estimates are sharper

Tall buildings from the perspective of a person looking up Research Brief / Economics

A Broader Measure of Value Creation at Corporations

A tool in the debate over shareholder primacy and wealth disparities

Digital map Research Brief / Markets

Does Better Corporate Disclosure Boost Markets?

Stronger financial reporting standards seem to mean more for growth of countries’ credit markets than their stock markets

Illustration of a man cooking books in a pot Research Brief / Corporate Finance

Upside Earnings Surprise Issued Late: Signal of Possible Manipulation

Companies that take longer than expected to announce results may be buying time for accounting tricks

High speed view in a tunnel Feature / Investing

At Last, the Momentum Investing Puzzle Solved?

The simplest explanation — “I can’t believe you know something I don’t” — may trump all the rest

Woman shopping for a new home Research Brief / Personal Finance

How Will You Spend Your IPO Windfall?

“Uh, I already bought a house”: Tech workers spend ahead of actual stock sales

A person looking a computer screen with stock ticker Research Brief / Stock Returns

A Tool for Finding Mispriced Stocks

Less sophisticated investors reveal their sentiment in certain trades, and a 20-year study measures it company by company

Illustration of people riding a rollercoaster Research Brief / Investing

Rethinking Buy-and-Hold Investing

The case for using rising market volatility as a signal to pare back on stocks — does higher risk always mean higher return?