Topic: Stock Returns

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

Stock market ticker displays Feature / Stock Returns

New Appreciation for a Classic Stock Market Gauge

The relationship between short- and longer-term moving averages has strong predictive power for share price returns

A warped S&P 500 logo in red on a white background Research Brief / Stock Returns

More Money Into Stock Index Funds Suggests Lower Future Returns

As index fees decline, will funds draw big money away from bonds?

Downhill race with aerodynamic push cars Research Brief / Investing

Momentum Investing: It Works, But Why?

After a quarter century of sprawling study, it’s time to narrow the focus and settle on an explanation

LED stock market ticker Research Brief / Stock Returns

Low-Quality Earnings: The Uncoupling of Stock Price from Fundamentals

Studying Chinese A and B shares reveals investor uncertainty

Silver line graph, bar chart and analytical trend lines on black background having stock quotes. Illustration of the concept of investment. Research Brief / Investing

Inclusion in an ETF Can Improve the Pricing of Underlying Stocks

It can also help management make capital expenditure decisions

Chinese investors having a discussion Research Brief / Investing

In China, Big Investors Have Brilliant Timing ― Or Do They Know Someone?

A scan of a million brokerage accounts finds the wealthy trade ahead of market-moving news

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

Illustration of a balance Research Brief / Investing

How Very Small Stocks Skew Investing Wisdom

Well-known market anomalies are largely absent among the biggest stocks

Illustration of a man stressed by laptops, smartphones Research Brief / Investing

How Tech’s Disruption Alters Investors’ Appetite for Risk

New technology’s upending of the old creates demand for alternative assets to offset risk

Illustration of a man looking at a stock chart Research Brief / Corporate Investment

How ETFs Muffle Stock Market Feedback to Managers

The rise of passive investing leaves companies mistrusting market signals on how best to deploy capital

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

Illustration of a woman with reflection of line chart going up Research Brief / Investing

How an Excess of Stock Analyst Optimism Lands on Companies Least Deserving of It

Results of financially weak firms are difficult to forecast; in uncertainty, Wall Street’s views are overly generous

A collage of faces in white frames on a light green background Research Brief / Investing

How a Stock Analyst’s Face Affects Their Earning Estimates

Trustworthy and dominant-seeming men: access to corporate management. Dominant-seeming women: not so much.

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