If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several tax-sheltered accounts, including workplace 401（k） plans, Roth... Read more
Predicting the next hot trend on Wall Street is notoriously difficult. Even traditional indicators – such as economic data and government policy – seem to carry less weight in 2025, as markets increasingly react to headlines and shifting sentiment before... Read more
Core points The golden fork is a common bullish technical signal, which means that the short periodic line crosses the long periodic line upward. The most commonly used price line of the golden fork is the moving average, and... Read more
Core points momentum trading is designed to “buy higher, sell higher” and is designed to take advantage of the price trend of financial assets. Richard Driehaus, a famous technology trader at ， is recognized as the father of momentum... Read more
Seasoned investors understand the diversification benefits of real estate investment trusts, or REITs, but often overlook the tax consequences. REITs are required to distribute at least 90% of taxable income to shareholders as dividends. That’s a boon for anyone seeking... Read more
Core points The 13F report refers to the quarterly position reports of US institutional investors with more than $100 million in equity assets under management. The US Congress believes that the 13F report will increase the transparency of securities... Read more
Key points Band trading is a trading strategy designed to capture short-or medium-term returns on stocks or other financial instruments. Band trading is to take advantage of up and down fluctuations in the price of securities. Traders hope to capture... Read more
What is a dead cat rebound? Key points A dead cat rebound is a slang term that refers to a temporary rebound after a sharp fall in stock prices. The term “dead cat rebound” originated on Wall Street and... Read more
Key takeaways KDJ, also known as the stochastic indicator, is a technical indicator used to analyze short-term market trends. KDJ reflects the intensity of price changes, as well as overbought and oversold signals. In a volatile market, KDJ may... Read more
Key Points The interactive relationship between trading volume and stock price is a very important observation indicator in the stock market. When observing the index, trading volume generally refers to the total turnover; when observing individual stocks, trading volume can... Read more
If your goal is to generate more income from your investment portfolio, there are a few approaches depending on the underlying asset class. For bonds, the logic is fairly intuitive. All else being equal, the lower the credit quality, the... Read more