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Tag: Investor

The Weakening US Consumer | CFA Institute Enterprising Investor

The United States is a consumption-driven economy. But over the last half…

Dhruv Goyal, CFA Dhruv Goyal, CFA

Bitcoin Valuation: Four Methods | CFA Institute Enterprising Investor

For more on crypto valuation, read Valuation of Cryptoassets: A Guide for…

Rob Price, CFA Rob Price, CFA

Book Review: Plunder | CFA Institute Enterprising Investor

Plunder: Private Equity’s Plan to Pillage America. 2023. Brendan Ballou. PublicAffairs. People…

Janet J. Mangano Janet J. Mangano

Do-It-Yourself High-Dividend Strategies | CFA Institute Enterprising Investor

Introduction What do business development companies (BDCs) and covered call and preferred…

Nicolas Rabener Nicolas Rabener

Sentiment Analysis Revisited | CFA Institute Enterprising Investor

Daniel Kahneman earned the Nobel prize in economics for his research on…

A US GDP-Weighted Index? | CFA Institute Enterprising Investor

Index fund investors have various choices when selecting the weighting style of…

Derek Horstmeyer Derek Horstmeyer

ESG (In)Efficiency | CFA Institute Enterprising Investor

Passive environmental, social, and governance (ESG) investing has become increasingly active. It’s…

Rob Lehnherr, CFA Rob Lehnherr, CFA

Evaluating Benchmark Misfit Risk | CFA Institute Enterprising Investor

This article is adapted from a version originally published in the fall…

Book Review: Demographics Unravelled | CFA Institute Enterprising Investor

Demographics Unravelled: How Demographics Affect and Influence Every Aspect of Economics, Finance…

Mark S. Rzepczynski Mark S. Rzepczynski

Outperformance Ain’t Alpha | CFA Institute Enterprising Investor

Introduction Around 90% of US drivers rate themselves as safer and more…

Nicolas Rabener Nicolas Rabener