Equity Premium
How much of a return premium should investors in equities expect?
Latest, Oct 2026 Are Target Retirement Date Funds Attractive?
Research Categories
All 29 categories in the archive: 3,977 articles since 2004. For the same research arranged by question, see the research guides.
Asset classes
Bonds
How much of a return premium should investors in bonds expect?
Latest, Oct 2026 Are Target Retirement Date Funds Attractive?
Gold
Can investors/speculators use gold as a hedge for equities or as a general safe haven?
Latest, Oct 2026 Growth-inflation Regimes and Asset Class Returns
Commodity Futures
These entries address investing and trading in commodities and commodity futures as an alternative asset class to equities.
Latest, Oct 2026 Growth-inflation Regimes and Asset Class Returns
Currency Trading
Currency trading (forex or FX) offers investors a way to trade on country or regional fiscal/monetary situations and tendencies.
Latest, Sep 2026 Are Managed Futures ETFs Working?
Real Estate
Most investors hold real estate as a home.
Latest, Oct 2026 Growth-inflation Regimes and Asset Class Returns
Aesthetic Investments
Are aesthetic investments other than gold (such as art, gems, stamps and wine) viable portfolio options?
Latest, Jul 2026 Are ESG ETFs Attractive?
Indicators and signals
Fundamental Valuation
What fundamental measures of business success best indicate the value of individual stocks and the aggregate stock market?
Latest, Oct 2026 Strictly Fundamental Valuation by AIs
Guide: Market Indicators
Technical Trading
Does technical trading work, or not?
Latest, Jun 2026 To Buy, or Not to Buy, the Dip?
Economic Indicators
To what degree do macroeconomics and the stock market go hand-in-hand, if at all?
Latest, Oct 2026 Yield Curve as a Stock Market Indicator
Guide: Market Indicators
Sentiment Indicators
Investors/traders track a range of sentiments (consumer, investor, analyst, forecaster, management), searching for indications of the next swing of the psychological pendulum that paces financial markets.
Latest, Aug 2026 Testing a Proxy for the Goldman Sachs Panic Index
Guide: Market Indicators
Political Indicators
To what degree do politics matter for equity investors?
Latest, Oct 2026 Stock Market and the National Election Cycle
Guide: Calendar Effects
Equity Options
Can investors/speculators use equity options to boost return through buying and selling leverage (calls), and/or buying and selling insurance (puts)?
Latest, Jun 2026 Historical U.S. Equity Returns for a 5-Year Horizon
Guide: Options and Leveraged ETFs
Investors, experts and strategy
Strategic Allocation
Is there a best way to select and weight asset classes for long-term diversification benefits?
Latest, Nov 2026 Giving Claude More Freedom to Compete with SACEMs
Investing Expertise
Can analysts, experts and gurus really give you an investing/trading edge?
Latest, Nov 2026 Giving Claude More Freedom to Compete with SACEMs
Individual Gurus
These blog entries consist of reviews of the performance of individual gurus based on information freely available on the web.
Latest, Feb 2026 A Professor’s Stock Picks
Guide: Guru Grades
Mutual/Hedge Funds
Are there ways to exploit fund behaviors?
Latest, Sep 2026 Are Hedge Fund ETFs Working?
Individual Investing
What does it take for an individual investor to survive and thrive while swimming with the institutional and hedge fund sharks in financial market waters?
Latest, Oct 2026 AI Panel Assessment of SACEMS
Animal Spirits
Are investors and traders cats, rationally and independently sniffing out returns?
Latest, Oct 2026 How Are Renewable Energy ETFs Doing?
Big Ideas
These blog entries offer some big ideas of lasting value relevant for investing and trading.
Latest, Aug 2026 Update on Demographics and the Stock Market
Also in the archive: Miscellaneous (441), Cartoons (20).