Does a Stock’s Price Influence Its Risk Profile?
uttu As a stock’s nominal share price falls, what happens to its risk profile? The answer to this question…
Investment
Outperformed by AI: Time to Replace Your Analyst?
Your Analysts Have Competition — And It’s Not Human. Six AI models recently went head-to-head with seasoned equity…
AI to the Rescue? Overhauling the US Power Grid on the Path to Net Zero
We’re witnessing a dramatic transformation of the US utility sector, driven largely by climate change and the swift…
CAPE Is High: Should You Care?
Robert Shiller’s cyclically adjusted price-to-earnings ratio (CAPE) is approaching historically high levels. In fact, CAPE’s current value has…
Book Review: Enrich Your Future
Enrich Your Future: The Keys to Successful Investing. 2024. Larry E. Swedroe. Wiley. Before you reach the introduction…
Equity Income Investing Redux | CFA Institute Enterprising Investor
The last 12 months have been difficult for equity income investors. The top 20% of dividend-paying stocks in…
What Price Risk? Unpacking the Equity Risk Premium
Editor’s Note: This is the second in a series of articles that challenge the conventional wisdom that stocks…
Book Review: Trailblazers, Heroes, and Crooks
Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor. 2024. Stephen R. Foerster, CFA. John Wiley…
Meir Statman: Your State of Mind Influences Your Investing Success
Editor’s Note: Our Enterprising Investor podcast features intimate conversations with some of the most influential people from the…
IFRS Accounting Standard Will Support Better Investment Decisions
IFRS 18 Presentation and Disclosure in Financial Statements will usher in the most significant change to the statement…