Let’s Talk Options
Call and put options mess up a lot of investors–and it’s usually because they haven’t internalized the logic of stock options. It’s actually not hard!
Defining Sources of Value
If you want to make a lot of money on Wall Street, you have to be good with numbers, right? Wrong. You have to have the skills needed to identify value, but are those math skills? It turns out that the real value in value creation on Wall Street isn’t about complex math but something else entirely.
The Secrets of DPs, LPs, and the Fraud Risks Analysts Must Avoid
One of the riskiest financial scams out there is also a big opportunity for smart analysts who can sniff out lies and misleading information. Here’s how to do it.
FINRA’s Weird Way of Protecting Investors from Variable Annuities
Even if you think insurance is boring, you shouldn’t. The unfairness in insurance regulation boring. Why do regulators favor low-information, ill-informed investors? What does this say about our financial system, and about America?
How to Recommend Investments — Legally
How do you recommend a stock? Believe it or not, the rules on this are actually very strict–and you can get in trouble for doing it incorrectly.
When Vertical Integration Goes Wrong
Red Lobster is going bankrupt and a billion dollars of debt might go unpaid. How did this happen, and is there fraud involved? The answer is quite complicated, and it’s a great lesson on why deep financial analysis is extremely important.