Blog: stock research and investing, explained
Plain-English guides with worked examples: how to read financial statements, value a business, use technical indicators and manage risk. See the complete Financial knowledge series →
All 154Market basics 15Trading and market structure 16Reading financial statements 15Ratios and business quality 15Valuation 15Advanced valuation and methods 15Technical analysis 15Portfolio, risk and behaviour 15Economy, sectors and the calendar 22Commodities 2Forex 5Hedge funds 3Rates and macro 1
Hedge funds33 min read
15 Biggest Hedge Funds in the USA (2026): AUM, Strategies, Track Records
Who runs the biggest hedge funds in America, how big they really are, how they make money, and what ordinary investors can learn from them....
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Forex22 min read
Why Currencies Move: Balance of Payments, Interest Rates and Reserves
What moves exchange rates over days, years and decades: the balance of payments, rate gaps, inflation, trade, capital flows, central banks,...
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Forex23 min read
What Is Forex? How the Currency Market Works: A Beginner's Guide
Forex is the global market where currencies are exchanged. See how big it is, who trades, how a quote and a conversion work, what a retail f...
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Forex24 min read
Carry Trade Explained: How It Works, Payoff and Unwind Risks
How a currency carry trade earns the gap between two interest rates, the payoff and break-even math, why parity theory says the carry is not...
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Rates and macro23 min read
Quantitative Easing and Tightening Explained: How QE and QT Work
How central-bank bond buying (QE) and runoff (QT) work, what the Fed did from 2008 to October 2026, and what Fed research shows about yields...
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Commodities22 min read
Commodity Prices Explained: Types, Spot vs Futures and How They Work
What commodities are, the main types, how spot and futures prices differ, why contango makes commodity funds drift from spot, and what moves...
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Hedge funds24 min read
Form 13F Explained: What It Shows, What It Hides and How to Read It
How 13F filings work: who files, what counts, the 45-day deadline, how to read a real information table, what Form 13F hides, and how it dif...
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Commodities22 min read
OPEC Explained: Members, Quotas and How OPEC+ Moves Oil Prices
What OPEC and OPEC+ are, who is in each group in October 2026 after the UAE's exit, how quotas and spare capacity work, and what the record...
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Hedge funds23 min read
What Is a Hedge Fund? How They Work, Fees, Strategies, Who Can Invest
A hedge fund is a private investment fund open only to qualified investors. This guide explains how hedge funds work, what they charge, how...
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Forex22 min read
What Is a Pip? Pip Value, Lot Sizes, Spreads and Leverage Explained
A pip is the standard unit of price in forex: 0.0001 for most pairs, 0.01 for yen pairs. See pip value, lot sizes, spreads, swaps and levera...
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Trading and market structure21 min read
How to Read the COT Report: Commercials, Speculators and Net Positions
What the CFTC's weekly Commitments of Traders report shows, who the commercial, non-commercial and managed money groups are, how to calculat...
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Forex22 min read
Purchasing Power Parity (PPP) and the Big Mac Index Explained
What purchasing power parity means, why exchange rates stray from it, how the World Bank measures it and how The Economist's Big Mac index w...
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Economy, sectors and the calendar6 min read
401(k), IRA and Roth basics for investors (US)
A plain-English overview of US retirement accounts: how 401(k)s, traditional and Roth IRAs differ, when the tax comes, and how withdrawals a...
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Economy, sectors and the calendar5 min read
Capital gains and dividend tax basics for investors (US)
A plain-English guide to how US taxes treat stock gains and dividends, including holding periods, qualified dividends, losses, wash sales an...
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Economy, sectors and the calendar6 min read
Insider buying and selling: what it can signal
Learn who counts as an insider, how Form 4 filings work, and why open-market insider purchases usually say more than sales, plus the limits...
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Economy, sectors and the calendar5 min read
Analyst ratings and price targets: how to read them
Understand what Buy, Hold and Sell ratings and 12-month price targets mean, how analysts build them, and why they are inputs to weigh rather...
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Economy, sectors and the calendar5 min read
Earnings season, guidance and why stocks jump on results
Learn how quarterly earnings seasons work, what consensus estimates and guidance are, and why a stock can fall after a good report or rise a...
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Economy, sectors and the calendar5 min read
Communication services sector: how it makes money and what to watch
See how phone carriers, internet platforms, streaming and media companies earn money, and which metrics fit each business model within this...
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Economy, sectors and the calendar5 min read
Real estate sector and REITs: how they work and what to watch
Learn how REITs earn rent, why the law requires large dividends, and why FFO and AFFO replace earnings per share when judging real estate st...
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Economy, sectors and the calendar5 min read
Utilities sector: how it makes money and what to watch
Learn how regulated utilities earn a return on their assets, why they carry heavy debt and pay big dividends, and what to check before judgi...
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Economy, sectors and the calendar5 min read
Materials sector: how it makes money and what to watch
Understand how chemicals, metals, mining, packaging and construction materials companies earn money, why prices drive results, and which met...
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Economy, sectors and the calendar5 min read
Industrials sector: how it makes money and what to watch
See how industrial companies earn money from machines, contracts and transport, and learn to read backlog, book-to-bill, margins and cycle s...
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Economy, sectors and the calendar5 min read
Energy sector: how it makes money and what to watch
Learn how energy companies earn money from oil, gas and fuels, why their profits swing with commodity prices, and which metrics matter in a...
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Economy, sectors and the calendar5 min read
Consumer staples sector: how it makes money and what to watch
Learn how food, beverage, household product and grocery companies earn money, why consumer staples is called defensive, and which metrics an...
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Educational only, not financial advice.