Tag Archives: trading

As agency brokers consolidate, how to continue to provide value

In all my talks with brokers, advisors, a continuing theme I continue to hear/feel is the changing landscape of the brokerage business.  Playing to agent’s role is no longer enough to warrant a growing business or practice. Last week, Bloomberg hosted an event as part of their Tradebook series called “The Future of the Buy-Side [...]

Build your practice: Using higher-level principles to grow a financial education business (podcast)

What started as a mundane pursuit — how do we put more butts into seats at an in-house financial education business? — is helping grow a traditional investment business via higher cause marketing. I spoke with Colonel Paul Arneson, who helps run Project Vets, a non-profit that awards scholarships to US military veterans to learn [...]

IR is still about the long term

Among several bits of wisdom shared by Jane McCahon last night at a NIRI Kansas City meeting is the idea that investor relations, at its core, still has the mission of building a base of long-term investors who believe in your company and its future. McCahon is VP of corporate relations for Chicago-based Telephone and Data [...]

How investors make investment decisions

Before I start — please check out Tradestreaming.com — the site for my new book (launching soon).  Please sign up via email and/or RSS to stay plugged in to this conversation.  I’m going to begin migrating my blogging activities to that site as time unfurls (or furls, means the same). So it’s definitely important we [...]

Merging content and execution, StockTwits partners up with broker, Zecco

Interesting little announcement from StockTwits this morning.  The distance between financial content and trade execution narrows as Stock Twits embeds broker Zecco’s Zap Trade into their site.
From the announcement:
Zap Trade is a little “widget” that appears wherever you see a ticker symbol on StockTwits. Clicking the Z launches a pop-up trade ticket [...]

Reuters Insider: good for financial content but not sure about investors

VOD for investors
Thomson Reuters unveiled its Reuters Insider product today. Geared towards clients of investment terminals, Insider is essentially an aggregator of video content, sucking in both Reuters proprietary content and that from outside partners.  It’s going to be like a professional version of Seeking Alpha — but with video, not text.
Trader You Tube?  [...]

The TRUTH of Insider Trading a la Joshua Brown

I liked Joshua Brown’s Insider Buying/Selling: The Collected Wisdom of a Thousand Heartbreaks (see it also posted at the CSMonitor with the toned-down title: ‘Debunking myths…’)
There has been a lot of talk during this rally that the insiders — in the aggregate — were selling stock all the way.  The Pragmatic Capitalist has done a good job [...]

Crowdsourcing investments: it’s all about chosing the ‘right crowd’

We’ve spoken a lot about piggyback investing (mimicking the moves of top fund managers) and crowdsourcing ideas (using crowd sentiment to generate trading ideas) as two ‘new ways’ investors can devise profitable strategies.  The Internet is producing tons of information – the tradestream – that investors can plug into to get at this type of [...]

Pass(ing)over profits in 2010: Giving thanks to the top investment bloggers

As the Jewish holiday of Passover is just around the corner, I wanted to use this space to give thanks to those bloggers who have been providing their readers with bongo profits so far 2009-2010.
FYI: I don’t hold any of these picks (unfortunately), nor should this be construed as a recommendation.  Learn from these guys [...]

Rock star hedge funds more like easy listening

Piggyback investing has made it so easy for investors to mimic the moves of the best and brightest — and most successful — asset managers.  The hardest part is figuring out whose portfolio moves to clone.

Today’s Bloomberg deals with the issue of super star, celebrity fund managers and a recent study into their performance.  It [...]