• Impact of Rising Rates on Financial Markets

    We've been in a low interest rate environment for so long that we aren't really sure what to expect when rates do finally start to rise. This infographic shows the historical impact of rising rates on stock and bond markets. For discussion:...
  • Technical and Fundamental Analysis of the Stock Market

    Technical analysis is the use of price and volume charts to forecast buy and sell signals in financial markets. The Efficient Market Hypothesis (EMH) says that market prices already reflect all we know about a stock--that is, full information--and therefore...
  • Safety in Safety Stocks

    When investors seek a safe investment, many think of bonds. Fixed coupons and stable prices are attractive to highly risk averse investors. As an alternatives to bonds, some investors buy so-called "safety" stocks, such as utility stocks and...
  • Should You Invest In This Market?

    The equity market has been climbing, and this video tells how investors are finally getting used to the idea. In fact, it claims that investors are learning to love this market where they have been nervous to join it so far For discussion What is...
  • How The Stock Market Works...Then and Now

    This very old film from 1957 describes how the stock market worked back then. Buying shares of stock meant investing in firms that employ people and produce goods and services. Owners of shares are entitled to any dividends that the company pays and they...
  • Financial Markets Over the Last 10 Years

    The low interest rates that we've seen over the last ten years were designed to get the economy back on its feet. To encourage consumers to borrow and spend, the Federal Reserve has been on a low interest rate path that has only recently begun its...
  • How to Value a Masterpiece

    Experts tell us that to figure out the value of fine art, the investor must take the following steps: Examine the physical condition of the work to find any tears or damage Authenticate by looking for the artist's signature Compare the piece...
  • Best Financial Advice is Available For Free

    In this video, this blogger claims that the best financial advice fits on a single index card and is available for free. So what is on the index card? Spend only what you need to spend Save for retirement Invest properly
  • History of NASDAQ PHLX Exchange

    The history of the Nasdaq PHLX exchange is described in this video below. From the day when trades were managed manually to the electronic trading today, the mechanics of exchange trading has changed.
  • The Naming of Wall Street

    Did you know that Wall Street was named after an actual wall? This short video tells the history of the naming of Wall Street. From Investopedia: As with many of the famous streets and roads in the world, Wall Street 's origins have historical...
  • Blue Ocean Strategy: Road to Revenues

    This video from Harvard Business Review explains how Cirque du Soleil was able to generate tremendous revenues in the declining circus industry. They took advantage of a "blue ocean" strategy, rather than try to compete in the existing "red...
  • Snap IPO: Healthy Demand or Classic Underpricing?

    Snap Inc. shares were priced at $17/share in its widely anticipated IPO, raising $3.4 billion for the original owners. Almost immediately after issue, the shares were up 40 percent. [ read more here ] The question is why this huge run up in the price...
  • Why Millenials' Retirement Options Aren't That Bad

    According to some experts, the financial outlook for millenials is bleak. A recent article in Forbes Magazine describes Mckinsey's outlook like this: But that vision is all but gone now, according to a Wednesday report from McKinsey and Company’s...
  • Blackberry: End of an Era

    On Wednesday, Blackberry announced it would no longer produce smartphones, bringing the age of Blackberry (aka "crackberry") to a close. From MSN.com : Originally known as Research in Motion, the company earned a dedicated following of "CrackBerry"...
  • Share Buybacks Boost Share Value...Or Do They?

    Share buybacks or repurchases are a "magical" way to boost the value of a company, and this video explains how they work. Unfortunately, share repurchases aren't all they're cracked up to be. According to this 2014 Wall Street Journal...
  • Investing in Government Bonds

    Investing in bonds or "fixed income securities" currently does not offer very attractive returns because interest rates are so low. This video from the Financial Times explains a few ways that investors find higher yields in bond markets. But...
  • What Are Hedge Funds?

    Hedge funds are popular among high net worth and institutional investors. They can offer higher returns, but they come with higher risks as well. The video above describes some of the features of hedge funds that distinguish them from traditional mutual...
  • The Family Balance Sheet

    Companies are not the only ones with balance sheets. Families and individuals also have balance sheets that describe their debt, assets, and net worth. The infographic below shows the American family balance sheet: source: find the original infographic...
  • What Makes a Growth Rate?

    This video interview with Warren Buffett explains some of the reasons why the growth rate of Coca-Cola is declining. Not that Coca-Cola is performing poorly--it isn't. In fact, according to the New York Times this month, Revenue in the quarter...
  • Bond Market and Equity Market Issuance

    Though most of the financial news centers on stock markets, the infographic below shows that bond market issuance is significantly larger than equity market issuance. Stock market issuance includes initial public offerings (IPOs) as well as secondary...
  • Will Santa Show Up For the 2015 Market?

    On average, the trading days between Christmas and New Year and the the two days following New Year have traditionally been up days for the stock market. Not every year, of course, but most years. This chart from PNC Chief Financial Strategist, William...
  • Preparing for Rising Rates

    According to Bloomberg ( Goodman and Surane, 23 Nov 2015 ), the odds of the Fed raising rates in Dec have increased. From the article: The probability the Federal Reserve will raise interest rates at its next meeting in December is at 74 percent, and...
  • What Drives the Stock Price?

    From Zacks investment analysis: Stocks are the most volatile asset class in the financial markets. They gain and lose value erratically at times and can go from the biggest, high-flying investment to a penny stock seemingly overnight. Sometimes the...
  • Tax Loss Harvesting

    Tax loss harvesting is the practice of selling investments that are down in value and using the losses to offset income in order to reduce your year-end tax bill. A popular practice among investors, it often leads to many investors selling stocks and...
  • Failure to Deliver: Short Selling

    Shorting a stock doesn't make sense. How can someone sell something that he or she doesn't own? In most short sales, the seller borrows the asset from the dealer and makes a delivery. However, there are some short sales where the seller fails...