Short-Swing Profit Rule: When and to Whom Does It Apply?
What is short-swing profit rule and who does it apply to? We have all the details about insider trading, the short-swing profit rule, and some exceptions.
Securities
Market Realist has the latest news and analysis on debt securities, from bonds to exchange traded notes.
Preferred Equity: What It Is and How Companies Can Use It to Finance Buyouts
Preferred equity can represent high-priority securities. Here’s what preferred equity means and how companies can use it to finance a buyout.
Consider Inflation-Linked Bonds to Protect Investments During Uncertain Times
Inflation-linked bonds are designed to help protect your investments from inflation’s negative impacts. What are inflation-linked bonds?
Is Masterworks a Good Investment? App Opens Up Art Investing for All
You can be a fractional owner of stocks or property and, with Masterworks, even expensive works of fine art. Is Masterworks a good investment?
Is Block Trading Legal? SEC and DOJ Investigate Firms and Hedge Funds
The SEC and the Department of Justice are investigating issues with block trading by several Wall Street firms and hedge funds. Is block trading legal?
What Are the Greeks in Options and Why Are They Important?
Options trading has become popular among retail traders. What are the Greeks in options and why are they important for options traders?
Where Do You Find a Company’s Retained Earnings on Its Balance Sheet?
Retained earnings are the portion of a company's profits not distributed to shareholders. How do you find retained earnings on a company’s balance sheet?
Top Stocks to Buy in 2022: Watch for Potential in These Names
U.S. stock markets hit new record highs in 2021. What could 2022 bring for stocks and which stocks should you buy in 2022? The following stocks have potential.
How Can Changing Demographics Impact Investors?
Changing demographics impact investors in many ways. The demand for bonds could increase, putting downward pressure on yields.
Why tight credit spreads usually mean a period of global expansion
Today, most measures of credit conditions are positive, with tight spreads across all of fixed income. Even high yield spreads have come in after a short scare last month.
Why investors are preferring high-quality debt
High-quality bonds can be an investor refuge when there’s market volatility. These securities provide relatively stable cash flows. The default probability is low.
Investors Should Avoid Defensive Sectors If Rates Rise
Valuations are at the higher end of their historical range. Investors should avoid defensive sectors, which are highly sensitive to interest rate changes.
The Importance of Rebalancing Your Portfolio
Rebalancing your portfolio means bringing the portfolio back to the asset allocation levels specified in the financial plan. Not rebalancing can expose you to higher risk.
Must-know update: Redbook Index same-store sales data released
The Redbook Index released the same-store weekly data on Tuesday, March 11, 2014.
Why Fannie Mae securities rallied with bonds about 1/4
The main action driving TBAs specifically seems to be out of Washington, between the Fed purchases and the government’s policies to drive origination.
The demand for 4-week Treasury bills remained subdued last week
A considerable amount of $35 billion was offered for the weekly four-week T-bills auctioned on Tuesday, March 4, 2014.
Fannie Mae TBAs Rise with the Bond Market
For the week ending August 12, 2016, Fannie Mae TBAs ended at 103 24/32—up 4 ticks for the week. The ten-year bond yield fell by 8 basis points to 1.51%.Industrials Can manufacturing activity in the northeast increase the pace?
The Philadelphia Fed will release the results of its Business Outlook Survey for June, on Thursday, June 19.
Miller: Bond Bear Market to ‘Propel Stocks Significantly Higher’
Legendary value investor Bill Miller has an optimistic view on the equity market.Must-know: Why the Fed drove up emerging market asset prices
Many economists, like the Nobel Prize–winning Paul Krugman, believe that the Fed acted as a “white knight” in 2008, saving the global economy in the dire aftermath of the financial crisis.
The Tails Of The Yield Curve May Provide Value
The tails of the yield curve may provide more value due to low inflation.
Is the Fed Sure What It’s Doing?
In this series, we’ll analyze Fed members’ comments in June 2017 to better understand their outlooks on the US economy and how they justify their hawkish or dovish stances.
Saudi Arabia Enters International Bond Market, Raises $17.5 Billion
On October 20, the government of Saudi Arabia raised about $17.5 billion in an international bond issuance, marking the emerging market’s first foray into the international bond market.
Markets Look at US-China Trade Talks as Slowdown Concerns Multiply
Today, another round of trade talks started in Beijing.
Strong Economy and a Rate Cut: Can Trump Have It Both Ways?
Today, President Donald Trump told reporters, “Our country’s doing unbelievably well economically.”
Key for Investors: Understanding Inflation and Its Implications
Inflation represents a rise in the general price level in a country or region. The higher the inflation, the lower the quantum of a particular good that can be purchased.
What Do the PCE Price Index and Break-Even Inflation Indicate?
The PCE price index is the Federal Reserve’s preferred measure of inflation because it covers the broadest set of goods and services.Financials Bank of Japan announces QQE2, expanded monetary stimulus
At its monetary policy meeting held on October 31, the Bank of Japan (or BOJ) announced new stimulus measures. The measures come in addition to those it announced earlier.
Ray Dalio: The Next Downturn May Be a Difficult One to Reverse
“The next downturn may be a difficult one for central banks to reverse,” warned Ray Dalio, CEO of the world’s largest hedge fund.
How Saudi Arabia’s Bond Sale Affects US Treasury Bonds
Saudi Arabia has also been involved in the sale of US Treasuries. The country is the 15th-largest holder of US Treasury bonds in the world.
How Green Bonds Can Help Diversify Investor Base
Even if we assume that green bonds don’t offer any significant premium over conventional bonds, there are many who believe in other noteworthy advantages of green investing.
Hunting for Yield: Looking beyond Japan
Japan is the largest accessible bond market in Asia (source: Barclays Multiverse Index as of 7/29/16), but the problem is the yields for many local bonds are negative.
What Should Be The “Right Amount” of Cash Allocation?
If you’re preparing your portfolio for the short term, the allocation to cash should be high. As the horizon increases, allocation to cash should go down.
Why Did the German 2s30s Spread Dip on Quantitative Easing?
The 2s30s spread is the difference between the yield on the 30-year bond (TLT) and the yield on the two-year bond (SHY).
Investment-Grade Bond Funds Saw Inflows Last Week
Flows into investment-grade bond funds were positive last week. Investment-grade bond funds saw net inflows of $907.1 million during the week ending July 6.Financials Risks you should know before investing in international bond funds
In this article, we’ll discuss some of the risks an investor must consider before investing in international bonds. Some of these risks are unique to this asset class.
When The Net Asset Value Of A Bond ETF Differs From Market Price
The Intraday Indicative Value gives us a more real-time value than the bond ETF’s NAV. It’s considered an implied value of an ETF.
Why Does Fixed Income Look Promising?
Under the current uncertain economic circumstances, investors searching for higher yield might turn to fixed income.
Fannie Mae TBA securities shrug off the March FOMC meeting
Given that another $10 billion in tapering was already priced in, TBAs didn’t react to the FOMC meeting. MBS spreads tightened as MBS rallied in the face of a bond market sell-off.
Investment Avenues during the Rise of Short-Term Interest Rates
Bill Gross thinks the central banks should implement their strategies very carefully and cautiously in this scenario.Financials Key differences between PCE and CPI as inflation measures
The CPI and PCE are both important indicators of U.S. inflation. CPI is more important from an individual perspective, while PCE is more important for monetary policy.
What Caused the Muni Defaults in 2016?
In 2016, Puerto Rico defaulted on constitutionally guaranteed GO (general obligation) bonds. On May 3, 2017, Puerto Rico filed for Title III bankruptcy.Financials Why unemployment data moves bond yields
Private and government construction both reported declines. The construction value chain has a multiplier effect on other sectors of the economy, and can significantly impact both stock and bond markets.
Gold Prices Could Test $1,300
Gold prices tend to rise in the fourth quarter of the calendar year. Gold prices have gained an unannualized ~3.8% in the fourth quarter.
Why Did UNG Outperform USO?
From June 23—30, the United States Natural Gas ETF (UNG) outperformed the United States Oil ETF (USO). UNG rose ~6.8%, while USO fell ~3.4%.
Basics About The Capital Gains Tax
The rates for capital gains tax depend on the asset’s holding period. If the holding period is less than one year, short-term capital gains tax is payable.Must-know fundamentals about the US Consumer Price Index
The Bureau of Labor Statistics (or BLS) developed the U.S. CPI in 1913 to measure the change in prices.Why US inflation data is important and how we measure it
U.S. inflation is not just a measure of growth and price pressure in the U.S. economy. It has more far-reaching consequences.
Why Treasury Inflation-Protected Securities May Offer Some Value
TIPS may offer some value as inflation breakeven seems modest. TIPS provide investors a hedge against inflation just like gold (GLD) and other commodities (DBC).
The Difference between Corporate Bonds and Treasuries
Bond investors should understand the difference between Corporate Bonds and Treasuries. Below is a list of the key differences between the two.
