Convertible bonds pay interest like ordinary debt but let holders trade in for company stock later. Here is how the conversion ratio, pricing and tax rules actually work for investors.
James Chavez5 min read
What is scenario analysis and how do banks, investors and businesses actually use it? A plain language breakdown of stress testing, sensitivity analysis and real world applications.
Noah Allen4 min read
Covered call and buffered ETFs have grown to roughly $120 billion in assets, but new research questions whether their downside protection and income promises hold up in real markets.
Norman Simpson4 min read
When a stock gets pulled from an exchange, shareholders face a very different set of options depending on whether the move was voluntary or forced. Here's what actually happens next.
Noah Allen5 min read
A look at momentum investing, the strategy pioneered by Richard Driehaus, and how momentum ETFs like MTUM and PDP have performed against the S&P 500 over one, five and ten…
Norman Simpson2 min read