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No, this study won’t tell you how to be a successful investor
Key takeaways The Bessembinder study is rigorous research, but the popular MarketWatch interpretation oversimplifies it into “stock picking is a lottery, so buy index funds.” Measuring lifetime buy-and-hold returns does not reflect how real investors
8 hidden risks of passive investing
Key takeaways Passive funds now hold over 55% of U.S. fund assets, but their popularity doesn’t eliminate structural risks. The top 10 S&P 500 holdings represent roughly 37% of the index, creating concentration risk that
Every sailing metaphor used in finance (that we could find)
If you’ve ever noticed that financial writing is stuffed with sailing metaphors, you’re not alone. Pundits talk about headwinds and tailwinds. Analysts warn of choppy waters. CEOs claim to be staying the course. The language
16 of the Worst Investments in History: How to Avoid the Next One
Investing can be a powerful tool for building wealth, but not all investments are created equal. Throughout history, there have been numerous examples of investments that have gone terribly wrong, resulting in significant losses for
Circular financing in AI looks a lot like 1929
The largest companies in artificial intelligence are financing each other in an increasingly closed loop. Nvidia invests in OpenAI. OpenAI buys Nvidia chips. Nvidia invests in CoreWeave. CoreWeave buys Nvidia chips and provides cloud services
Rooftop solar is a fixed-income alternative yielding ~10%
Fixed-income investors face a challenging environment. Traditional bonds struggle to keep pace with inflation. Meanwhile, residential solar panels can quietly deliver double-digit returns for homeowners who view them through an investment lens. A solar installation
Hidden mutual fund fees to avoid
Many mutual fund investors pay more in fees than they realize. These costs come directly out of investment returns, reducing an 8% gain to 7% or less. The difference compounds over time, significantly affecting long-term
Tax planning for equity compensation in 2025
Equity compensation has become a cornerstone of modern employment packages. Yet most people struggle with the tax implications. The rules are complex. The stakes are high. Poor planning can cost thousands of dollars. The 2025
What the best investors studied in college
Aspiring investors often search for the best college major for an investing career, wondering what degree will give them an edge on Wall Street. Research into the educational backgrounds of many legendary investors reveals a
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