Anyone who agrees the S&P 500 could cross that landmark can mimic the private-market trades by trading call options on the State Street SPDR S&P 500 ETF.
3 minute read
Five ARK ETFs purchased a combined 141,108 AMD shares on Wednesday, following the chip maker’s biggest drop in more than eight years.
1 minute read
Americans weighed down by student loans are putting off key life events such as the purchase of a home.
2 minute read
The growth of AI agents creates increased demand for Okta’s services. The stock is a buy.
Long Read
Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets.
3 minute read
Banks’ dividends are growing at a good clip and, more important, their fundamentals look solid.
Long Read
A steep selloff in software should be a wake-up call to diversify and take other measures to keep your portfolio aloft.
4 minute read
The equipment manufacturer’s stock has outperformed the S&P 500 since we recommended buying it a year ago. Let it ride.
4 minute read
Earnings beat expectations but the stock still dropped. The thesis remains intact. Stay invested.
4 minute read
A J.P. Morgan Private Bank survey of global single-family offices find more than half aren’t exposed to private companies leading the AI boom.
4 minute read
More alternative investments are available in exchange-traded funds, making it easier for retail investors to own them.
4 minute read
Artificial Intelligence may find deductions or credits you missed, catch an error on your tax return, or spot a red flag that could lead to an audit.
Long Read
Activists also report to the SEC on Rogers, Apogee Therapeutics, and Cogent Biosciences.
2 minute read
The markets in the hands of Big Tech once again. That’s worrisome, given the concerns around the AI bubble and circular spending that has consumed investors in recent months.
3 minute read
Some 68% of gold’s price movement over the past year is explained by U.S. policy shifts.
Long Read
President Trump has threatened to restrict defense companies’ dividends and stock buybacks. How worried should investors be?
3 minute read
Innodata stock has gained 73% since our recommendation. This deal only helps.
2 minute read
With its shares down 17% this week, much of its problems may now be reflected in the stock price.
3 minute read
The stock has moved little despite impressive financial results. Its expansion into private credit is one avenue to growth.
Long Read
Retirees are likely to see costs increase at a faster clip than the 3.5% official inflation rate for healthcare. Taking these steps can help.
4 minute read
Merck, which reports Feb. 3, looks especially compelling.
3 minute read
Investors are expected to allocate more to private markets in search of returns and diversification, according to a survey by Hamilton Lane.
Long Read
Financial markets have a new attitude, exemplified by innovations like prediction markets and zero-dated options. Many people view the markets as a casino.
3 minute read
The head of financial planning at Morgan Stanley discusses why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning.
Long Read
These stocks are benefiting from a global armaments push.
3 minute read