Topic: Stock Returns

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

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

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

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

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

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

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

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

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

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

Research Brief / Stock Market

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

A short squeeze can ripple across short sellers’ positions

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

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

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

Lettered wooden pieces arranged to spell the words "stock" and "bond". The two words share a single "O" piece. Research Brief / Corporate Investment

How Bond and Stock Prices Combine to Influence Corporate Investment

Equity volatility can encourage — or dampen — investment, depending on a firm’s bond spread

Close up of a smartphone Research Brief / Investing

GameStop Aside, Retail Investors Might be Terrible at Momentum Investing

Using Chinese A and B shares, institutional players outperform individuals