Retail options traders are gambling, driven by sentiment and narratives. That often leads to future price declines on the overbought stocks, research shows.

Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.

She built her reputation on picking tech trends. Now she is having to defend bailing out of Nvidia.

O'Neil was a pioneer in using computer data to analyze stocks.

The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm.

But as with any game of chance, the house usually wins.

Despite others shelving their SPACs, flyExclusive is moving forward with theirs, valued at $900 million.

As the indexing trend of recent years shows, replacing smart humans with stupid computers has more downside than upside for markets.

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

The market dynamics exist for blank-check companies, but private businesses and investors are skeptical after the excess of the last few years.