Seeking a Smooth Ride (.pdf)
Four ways to scan for volatility in the mutual fund universe.
Editor’s Note: this is one article in the entire August issue of Fidelity Outlook, which is a .pdf document. So, you will have to scroll down to page 8 (page 6 of the magazine) to read it.
Content: Article | Author: Jeff Schlegel | Source: Fidelity Outlook | Subjects: Finance, Industry Specific | Industry: Investing
Risks and Costs of Socially Responsible Investing
Socially responsible investors don’t want their money to support companies that do things they disapprove of, such as selling tobacco, alcoholic beverages or weapons. They may be willing to sacrifice some financial returns for their convictions—but how much must they give up? In one of the first studies of socially responsible investing on a risk-adjusted basis, Wharton’s Christopher C. Geczy, Robert F. Stambaugh and David … [ Read more ]
Content: Article | Source: Knowledge@Wharton | Subjects: Finance, Social Responsibility (ESG) | Industry: Investing
Socially Responsible Investment (SRI) Market
CEOcast
CEOcast is a financial news site for investors that specializes in interviews with chief executives of small- to medium-sized public companies. The CEOs are given a chance to describe their businesses and then are questioned about recent financial results. Not exactly hostile interviews, these sessions are nevertheless an interesting chance to hear top execs discuss their industries and how they run the business. What we … [ Read more ]
Content: Article | Source: CEOcast | Subjects: Industry Specific, People | Industry: Investing
Why So Many People (Not You, Of Course) Made So Many Brain-Dead Investments (And How Not to Make Them Again)
Behavioral economists seek to explain why we so often make financial choices that are, to put it bluntly, really damn stupid.
Content: Article | Author: Gary Belsky | Source: Business 2.0 | Subjects: Organizational Behavior, Personal Development | Industry: Investing
Securities Class Action Clearinghouse
The Securities Class Action Clearinghouse provides detailed information relating to the prosecution, defense, and settlement of federal class action securities fraud litigation. The Clearinghouse maintains an Index of Filings of 1763 issuers that have been named in federal class action securities fraud lawsuits since passage of the Private Securities Litigation Reform Act of 1995. The Clearinghouse also contains copies of more than 2000 complaints, briefs, … [ Read more ]
Content: Online Resource | Source: Stanford University | Subjects: Finance, Legal | Industry: Investing
Stress and Short-Termism (.pdf)
We always assume rationality of our market participants, but are they? Are you? One argument against this rationality is the way humans are “wired.” As a result of this wiring homo sapiens have developed a fight or flight response that while may serve us well in the event of physical danger, may be counter productive when facing financial risks. That is … [ Read more ]
Content: Article | Authors: Kristen Bartholdson, Michael J. Mauboussin | Source: FMA | Subject: Finance | Industry: Investing
Now, Dow?
How an irrelevant index survived the tech meltdown.
Editor’s Note: If you don’t know what the DJIA really is (or if you’re not sure), read this…it’s really interesting. For more instruction on the basics of market indices finance, visit
Content: Article | Author: Daniel Gross | Source: Slate | Subjects: Finance, Industry Specific | Industry: Investing
The Warren Buffett Business Factors
Cesar Labitan, Jr. MD (an MBAE student at Purdue University – Calumet) has assembled a collection of selected passages from the letters of Warren E. Buffett to the Shareholders of Berkshire Hathaway Inc. The idea was borrowed from Professor Lawrence Cunningham’s 1997 book, “The Essays of Warren Buffett: Lessons for Corporate America” but differs from that book in the manner and order the sections are … [ Read more ]
Content: Online Resource | Author: Cesar Labitan Jr. | Subjects: Finance, People | Industry: Investing
Socially Responsible Investing
Mapping Out Your Options
Treat these employee perks as a real part of your portfolio, not as a lottery ticket.
Content: Article | Author: Lewis Braham | Source: BusinessWeek | Subject: Finance | Industry: Investing
David Pottruck
co-CEO of Charles Schwab & Co.
Content: Thought Leader | Source: Context Magazine | Subject: Management | Industry: Investing
Security Analysis
Graham and Dodd’s 1934 classic explains the principles of value investing. “It’s a textbook, really, about how to value companies. The nuts and bolts.” Like, for example, how to assess a fixed-value investment, and how to choose common stocks. A must-have for rising analysts and an enduring bible for any investor who wants to know when to buy, sell, or hold. [Byron Wein Annotation]
Content: Book | Authors: Benjamin Graham, David L. Dodd | Subject: Finance | Industry: Investing
E-Trading in Europe
Analyze This
Josef Lakonishok says stock prices are driven by gut-wrenching emotion that smart investors can exploit. Eugene Fama says an efficient market governs prices, which means stock picking is a cruel illusion. When both invest, who does better?
Editor’s Note: See another article on this theme, ‘Is That a $100 Bill Lying on the Ground? Two Views of Market Efficiency’, at
Content: Article | Author: Seth Lubove | Source: Forbes | Subject: Finance | Industry: Investing
The 14-Year Bear Itch
Article takes a look at historical bull and bear runs that occur in roughly 14-year cycles (secular = major multi-year trends in Wall Street speak).
Content: Article | Author: David Simons | Source: Forbes | Subjects: Economics, Finance | Industry: Investing
Should You Follow the Insiders?
Mimicking their trades in company stock is no sure road to riches.
Content: Article | Authors: David Henry, Timothy J. Mullaney | Source: BusinessWeek | Subject: Finance | Industry: Investing
Bet With the Pros
Institutions spend $50 billion a year selecting stocks. Here’s how to tap their knowledge for free.
Content: Article | Author: Ira Carnahan | Source: Forbes | Subjects: Finance, Industry Specific | Industry: Investing
Out of Options
High-tech companies and their investment bankers have a cozy symbiotic relationship regarding stock options. Caught in the crush is a new victim: the worker.
Content: Article | Author: Neil Weinberg | Source: Forbes | Subjects: Finance, Human Resources | Industry: Investing