// writing
Posts tagged #investing
A mix of technical deep-dives, career reflections, and dispatches from the road.
tag: #investing
financeAug 22, 2026· 4 min
Index Funds vs. Active Management: Reading the Scorecard Honestly
The SPIVA scorecards are the most-cited evidence in the passive-versus-active debate. Here is what they actually measure, why survivorship and persistence do more work than any single year's headline, and where the argument gets genuinely interesting.
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financeAug 15, 2026· 5 min
Position Sizing: The Trade Decision That Happens Before the Trade
Most trading education obsesses over entries and indicators. The arithmetic says how much you put on matters more than where you got in, and the math is less forgiving than it looks.
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financeJul 29, 2026· 5 min
How to Read an Earnings Report Without Trusting the Headline
The number at the top of an earnings press release is the number the company chose to put there. Here is where the actual information lives: the reconciliation table, the cash flow statement, and the guidance.
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financeJul 25, 2026· 4 min
Dollar-Cost Averaging vs. Lump-Sum: What the Data Actually Says
Investing a windfall all at once beats easing it in about two-thirds of the time. Here is what the research actually says, and when dollar-cost averaging still makes sense.
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financeJul 15, 2026· 5 min
Tax-Loss Harvesting: How Selling at a Loss Actually Works
Tax-loss harvesting turns a losing position into a deduction, but the mechanics are fussier than the pitch suggests. Here's how the netting order, the wash sale rule, and the cost-basis catch actually work.
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financeJul 4, 2026· 4 min
Order Types Explained: Market, Limit, and Stop Orders
Market, limit, and stop orders each trade off price against execution in a different way. Here is how they actually work, with a worked example.
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financeJun 20, 2026· 4 min
Options 101: Understanding Calls and Puts
A practical explainer on how stock options work — what calls and puts are, how they're priced, and what time decay means for buyers and sellers.
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financeJun 17, 2026· 5 min
How ETFs Work: The Mechanics Behind the Market's Favorite Fund
ETFs hold $13.4 trillion in assets and are reshaping how people invest — but most buyers don't know what actually happens when they hit the buy button.
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