Philosophy
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A Case for Broadening Retail Access to Private Markets
The surge of retail investor activity in public markets is a well-documented phenomenon. Digital brokerage platforms and online learning channels are the primary drivers. They...
The surge of retail investor activity in public markets is a well-documented phenomenon. Digital brokerage platforms and online learning channels are the primary drivers. They often give users the illusion that they can compete with large institutional investors and capitalize on market volatility. Retail investors comprised 25% of total equities trading volume in 2021, which... -
Exploring the Indian Startup Frontier
Wise investors should keep their eyes fixed on India and its booming startup ecosystem, which is the third largest as of 2024. Since Prime Minister...
Wise investors should keep their eyes fixed on India and its booming startup ecosystem, which is the third largest as of 2024. Since Prime Minister Shri Narendra Modi began the Startup India initiative in January 2016, funding for the country’s startups has increased 15-fold. The coming year promises even more growth for this ecosystem, with... -
Book Review: The Ownership Dividend
The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market. 2024. Daniel Peris. Routledge — Taylor & Francis Group. Could the next opportunity...
The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market. 2024. Daniel Peris. Routledge — Taylor & Francis Group. Could the next opportunity in the stock market be with dividend stocks? According to Daniel Peris, the answer is “yes,” and after reading his insightful book, The Ownership Dividend: The Coming Paradigm Shift in... -
Looking for Gains in Private Equity? Tips for the Everyday Investor
Looking for a way to “beat the market” in 2024 and beyond? If so, you’ve probably heard about the market-beating potential of private equity investments....
Looking for a way to “beat the market” in 2024 and beyond? If so, you’ve probably heard about the market-beating potential of private equity investments. The most recent U.S. Private Equity Index from Cambridge Associates reports an average return of about 15% from June 2003 to June 2023, compared to 10% on the Russell 3000... -
Book Review: Milton Friedman | CFA Institute Enterprising Investor
Milton Friedman: The Last Conservative. 2023. Jennifer Burns. Farrar, Straus and Giroux. If you were asked to identify a famous economist based on the following...
Milton Friedman: The Last Conservative. 2023. Jennifer Burns. Farrar, Straus and Giroux. If you were asked to identify a famous economist based on the following facts, whom would you name? Voted for Democrat Franklin Roosevelt for president in 1936. Supported significant portions of Roosevelt’s New Deal, which some critics deemedsocialistic. Favored moderate Dwight Eisenhower over...