Tech Savvy Retail Investors Storm The Global Gates
We based it on the move into zero commissions and a prediction that US GDP and equity markets would grow. The irony is that we could not have predicted Covid-19, and yet the admonition of “adaptation” as the watchword could not have been more accurate. Markets adapted. Even in the context of Covid-19, massive adaptations…
Read MoreTRADE IDEAS Marks 5th Straight Appearance on the Inc. 5000
Inc. magazine today revealed that Trade Ideas is No. 2946 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many…
Read MoreTrade Ideas | April 2021: Transactions and Rotations
The Trade Ideas April 2021 report below comprises: The Trade Ideas Trade of the Week for each week in April. A summary showing the number of times that HOLLY traded in the industry and what was the profit or loss associated with those trades. About Trade Ideas.
Read MoreWhat Retail Investors Demand
By David M. Aferiat, Managing Principal and Co-founder, Trade Ideas 2020 saw the emergence of the retail investor as a key player (and now stakeholder) in US equity trading. Prior to Covid, there were several developments which set the table for this trend. And once Covid hit, a perfect storm of commercial models, technology, and…
Read MoreState of the Industry 2021
What Retail Investors Demand David AferiatManaging PartnerTrade Ideas What 2020 Wrought and BroughtLet this sink in: The seismic shifts that have occurred as a result of the Covid-19 pandemic have affected every area of every life on the planet. This is not an exaggeration. All have felt pandemic – from hot dog street vendors in…
Read MoreA Trial by Fire for AI in the Financial Advisor Space
Artificial Intelligence (AI) was built to absorb, analyze and fashion recommendations out of huge piles of datasets at a fraction of the time that human efforts can achieve. Many were further designed with the ability to learn – called machine learning – to hopefully, perpetually, keep getting better and keep adjusting to changing dynamics in…
Read MoreAI Funds Decline—Then Recover—During Market Turmoil
Traders that use machine learning have had to adjust strategies and rely less on historical data to train models Hedge funds that use artificial intelligence models to suggest trades and stock picks declined when stock markets unraveled in late February, but now have largely recovered, according to benchmarks tracking these strategies. Yet market experts warn…
Read MoreHow AI Impacts Advisors And Money Managers
What is insidious about today’s accelerating rate of change for advisors and asset managers is how new technologies, evolving investment processes, and ensuing new competitors can creep up on you. With the greater speed in adoption rates today of new technologies, financial services professionals need to be steadfastly vigilant and proactively curious about how these…
Read MoreWealth Management Magazine — The New World of Retail Brokerage: What Can a Fiduciary Do?
by David Aferiat, Managing Partner, Trade Ideas LLC.
Read More“If We Don’t Know Where We Are Going”—Wealth Management Magazine
The French paradox: ‘the more things change the more they stay the same’ has characterized market behavior in 2018. Risk averse passive investment has led to a sustained rise in Index performance and attendant flow of funds into these vehicles. And while nascent ETF active investing trickles in, active managers on the buy side remain…
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