Stock-based Compensation: A Love/Hate Relationship with Simon Erickson

FEATURING 7 INVESTING’S, FOUNDER & CEO, SIMON ERICKSON @7Innovator   In today’s full-throttle world, we’ve gone numb to hearing about stock-based compensation. During earnings calls, we yawn or mentally check out when companies start talking about their “adjusted earnings” or their “adjusted margins”. We already know and have come to accept that Silicon Valley’s fast-growing tech … Continued

Predicting Q3 Earnings through FAANG with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig   FAANG – An analysis of FAANG heading into Q3 earnings FAANG is a well known acronym that includes some of the most successful tech companies: Facebook, Amazon, Apple, Netflix and Google. These highly liquid stocks generally lead the market, as they have certainly done this year. … Continued

Overvalued Markets, Big Decisions & Cherry-Picking with Nick Maggiulli

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, CHIEF OPERATING OFFICER, NICK MAGGIULLI @DOLLARSANDDATA One of the biggest questions on investors’ minds today is whether the stock market is overvalued. After all, if you look at the data, it seems abundantly clear that prices have outpaced fundamentals (i.e. earnings) over the past couple of years. For example, from January 2020 … Continued

Fund Flows Review: August 2021

Welcome to the first edition of Fund Flows Review from YCharts, a monthly series in which we’ll use asset flows to better understand market trends and momentum. As always, feel free to download and share any visuals with clients and colleagues, or on social media.  Watch our key takeaways from mutual fund and ETF flows … Continued

Why $PINS Plummets & $SNAP Summits with Nikki Dunn

FEATURING SHE TALK FINANCE’S, FOUNDER, NIKKI DUNN @shetalksfinance Pinterest (PINS) and Snapchat (SNAP) shares have been pretty great performers over the past few years in the social media space. A recent earnings season however, is starting to show a clear divergence in how the market is perceiving these two companies. While Snapchat has enjoyed modest gains … Continued

Not all that Glitters is Gold with Tadas Viskanta

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, DIRECTOR OF EDUCATION, TADAS VISKANTA @abnormalreturns The pitch for gold is simple: It is a hedge against inflation and societal uncertainty, which sums up the past year or more. The issue, however, is that gold has not cooperated.   Download Visual l Modify in YCharts l Click to view Tweet In the past year, … Continued

How to Discuss $HOOD and New IPO Stocks with Clients

Is your client excited about new IPO stocks hitting the market like Robinhood (HOOD), but you’re unsure how to approach the conversation? Considering the fanfare around major IPOs, they can be hard to ignore — but it isn’t always easy to decide whether to invest in one or not. While the potential to win big … Continued

Today’s Wholesaler — An Asset, Guide & Consultant to Advisors

As the asset management industry continues to evolve, so do advisors’ expectations of the mutual fund wholesaler. With an emphasis on their fiduciary responsibilities to their client, financial advisors seek to provide the most value possible in a growing competitive landscape. While there are intricacies depending on your function as either a central office internal … Continued

Free Guide: How Do Presidential Elections Impact the Stock Market?

Are you or your clients wondering how U.S. presidential elections affect their investments? Every four years, uncertainty about the next president and their policies leads to further uncertainty for advisors and their clients. To help advisors understand the true impact of elections on the market, and effectively pass insights onto their clients, we studied every … Continued

Investment Scorekeeping with Investopedia’s Caleb Silver

  FEATURING: INVESTOPEDIA EDITOR-IN-CHIEF CALEB SILVER Q: Describe your day-to-day at Investopedia. With all of the great content on the site, what are the key areas in which you’re trying to educate investors? A: As the Editor-in-Chief of Investopedia, I’m responsible for ensuring content quality across the site, which includes our 30,000 articles and financial … Continued