AI Can Pass the CFA® Exam, But It Cannot Replace Analysts
Recent headlines have highlighted how large language models (LLMs) perform well and…
Book Review: Irrational Together – CFA Institute Enterprising Investor
Irrational Together: The Social Forces That Invisibly Shape Our Economic Behavior. 2025.…
Adapt to Lead: Career Lessons from Kam Shing Kwang, CFA
What does it take to thrive in finance over three decades of…
Frankenstein’s Index Fund – CFA Institute Enterprising Investor
Arthur Frankenstein did not set out to create a monster. He had…
Investment Opportunities in Mexico | CFA Institute Enterprising Investor
Mexico has become an increasingly attractive destination for investors. The country boasts…
Elusive Alpha, Corrosive Costs | CFA Institute Enterprising Investor
In 1688, Joseph de la Vega wrote, “Profits on the exchange are…
The Weakening US Consumer | CFA Institute Enterprising Investor
The United States is a consumption-driven economy. But over the last half…
Bitcoin Valuation: Four Methods | CFA Institute Enterprising Investor
For more on crypto valuation, read Valuation of Cryptoassets: A Guide for…
Book Review: Plunder | CFA Institute Enterprising Investor
Plunder: Private Equity’s Plan to Pillage America. 2023. Brendan Ballou. PublicAffairs. People…
Do-It-Yourself High-Dividend Strategies | CFA Institute Enterprising Investor
Introduction What do business development companies (BDCs) and covered call and preferred…
