Anticipatory Trading Against Distressed Mega Hedge Funds.

Authors: Agarwal, Vikas¹ (AUTHOR), Aragon, George O² (AUTHOR), Nanda, Vikram³ (AUTHOR), Wei, Kelsey³ (AUTHOR)

Source: Review of Financial Studies. Dec2025, Vol. 38 Issue 12, p3626-3672. 47p.

Subject Terms: *HEDGE funds, *STOCKS (Finance), *INVESTORS, *ABNORMAL returns, *DISCLOSURE, *PRICES

Investor Sentiment and the Pricing of Characteristics-Based Factors.

Authors: Chen, Zhuo¹ (AUTHOR), Liu, Bibo¹ (AUTHOR), Wang, Huijun² (AUTHOR), Wang, Zhengwei¹ (AUTHOR), Yu, Jianfeng³ (AUTHOR)

Source: Review of Financial Studies. Dec2025, Vol. 38 Issue 12, p3580-3625. 46p.

Subject Terms: *BETA (Finance), *PRICES, *INVESTORS, *MUTUAL funds, *HEDGE funds, *INVESTMENTS

Do Capital Asset and Labor Conditions Matter in Loan Pricing? Evidence From Capital and Labor Redeployability.

Authors: Chen, Yangyang¹ (AUTHOR), Ng, Jeffrey² (AUTHOR), Wang, Chong³ (AUTHOR) chong.wang@polyu.edu.hk

Source: Journal of Accounting, Auditing & Finance. Oct2025, Vol. 40 Issue 4, p1409-1452. 44p.

Subject Terms: *LABOR mobility, *SPREAD (Finance), *MONEYLENDERS, *FINANCIAL risk, *INTEREST rates, *COLLATERALIZED loan obligations, *DEBTOR & creditor, COUNTERPARTY risk

The Individual Retirement Account at 50: A Powerful Savings Tool.

Authors: Holden, Sarah A. sholden@ici.org

Source: Journal of Financial Service Professionals. Nov2025, Vol. 79 Issue 6, p40-54. 15p.

Subject Terms: *INDIVIDUAL retirement accounts, *ROLLOVERS (Finance), *DISBURSEMENTS, *FINANCIAL planners, *RETIREMENT planning, *ASSET allocation

Geographic Terms: UNITED States

CHECKING IN ON THE KIPLINGER DIVIDEND 15.

Authors: MILSTEAD, DAVID (AUTHOR)

Source: Kiplinger Personal Finance. Dec2025, Vol. 79 Issue 12, p18-25. 7p. 4 Color Photographs, 3 Charts.

Subject Terms: *DIVIDENDS, *STOCKS (Finance), *RATE of return on stocks, *INVESTMENT policy, *INTEREST rates, *PASSIVE investing strategy

WHAT TO BUY, AND NOT BUY, IN 2026.

Authors: ROBERTS, JEFF JOHN (AUTHOR), WEISS, BEN (AUTHOR), GARFINKLE, ALLIE (AUTHOR)

Source: Fortune. Dec2025/Jan2026, Vol. 192 Issue 3, p92-96. 5p. 3 Color Photographs.

Subject Terms: *STOCKS (Finance), *PORTFOLIO diversification, *RISK aversion, *INFLATION-indexed bonds, *GOING public (Securities), *INVESTMENT policy, *BITCOIN

CREATE A FINANCIAL PLAN WITH THESE TOOLS.

Authors: TAYLOR, CHRIS (AUTHOR)

Source: Kiplinger Personal Finance. Jan2026, Vol. 80 Issue 1, p48-51. 4p. 1 Color Photograph, 1 Cartoon or Caricature.

Subject Terms: *FINANCIAL planning, *FINANCE software, *FINANCIAL management software, *FINANCIAL planners, WEB-based user interfaces

WE'RE STILL BULLISH ON STOCKS. (cover story)

Authors: SMITH, ANNE KATES (AUTHOR) Anne.Smith@futurenet.com

Source: Kiplinger Personal Finance. Jan2026, Vol. 80 Issue 1, p22-33. 10p. 3 Color Photographs, 1 Chart, 1 Graph.

Subject Terms: *STOCKS (Finance), *STANDARD & Poor's 500 Index, *INVESTORS, *PRICE inflation, *PORTFOLIO diversification, OPTIMISM, UNITED States economy

Geographic Terms: UNITED States

Company/Entity: BOARD of Governors of the Federal Reserve System (U.S.)

Speculating on Higher-Order Beliefs.

Authors: Schmidt-Engelbertz, Paul¹ (AUTHOR), Vasudevan, Kaushik² (AUTHOR)

Source: Review of Financial Studies. Aug2025, Vol. 38 Issue 8, p2434-2466. 33p.

Subject Terms: *STOCKS (Finance), *INVESTORS, *SPECULATION, *VALUATION, *MARKET volatility, BELIEF & doubt

Hedging, Contract Enforceability, and Competition.

Authors: Giambona, Erasmo¹ (AUTHOR), Kumar, Anil² (AUTHOR), Phillips, Gordon M³ (AUTHOR)

Source: Review of Financial Studies. Jul2025, Vol. 38 Issue 7, p2034-2087. 54p.

Subject Terms: *HEDGING (Finance), *ECONOMIC competition, *CONTRACTS, *RISK management in business, *LIFE insurance, *DERIVATIVE securities, *BANKRUPTCY, *MARKET share

How to Stalk a Billionaire.

Authors: Baldwin, William (AUTHOR)

Source: Forbes. Oct/Nov2025, Vol. 208 Issue 5, p62-64. 3p. 2 Color Photographs.

Subject Terms: *VALUE investing (Finance), *SHAREHOLDER activism, *STOCKHOLDER wealth, *VALUATION of corporations, *INVESTMENT policy, BILLIONAIRES

THE BEST STOCKS OF THE CENTURY.

Authors: MILSTEAD, DAVID (AUTHOR) David.Milstead@futurenet.com.

Source: Kiplinger Personal Finance. Sep2025, Vol. 79 Issue 9, p28-31. 4p. 2 Color Photographs.

Subject Terms: *STOCKS (Finance), *FINANCIAL performance, *CORPORATIONS, *DIVIDENDS, *ECONOMIC competition

Company/Entity: MONSTER Beverage Corp. , NVIDIA Corp. 806724555 NVDA

Can Equity Option Returns Be Explained by a Factor Model? IPCA Says Yes.

Authors: Goyal, Amit¹ (AUTHOR), Saretto, Alessio² (AUTHOR)

Source: Review of Financial Studies. Jun2025, Vol. 38 Issue 6, p1783-1821. 39p.

Subject Terms: *OPTIONS (Finance), *STOCKS (Finance), *HEDGING (Finance), *RATE of return on stocks, *MULTIPLE correspondence analysis (Statistics)

Does the Options Market Underreact to Firms' Left-Tail Risk?

Authors: Chen, Bei¹ (AUTHOR), Gan, Quan² (AUTHOR) quan.gan@sydney.edu.au, Vasquez, Aurelio³ (AUTHOR)

Source: Journal of Financial & Quantitative Analysis. Jun2025, Vol. 60 Issue 4, p1827-1858. 32p.

Subject Terms: *OPTIONS (Finance), *RISK, *RATE of return on stocks, *SPREAD (Finance), *RISK premiums, *RISK exposure, *BEAR markets, LOSS aversion

Common Pricing of Decentralized Risk: A Linear Option Pricing Model.

Authors: Wu, Liuren¹ (AUTHOR), Zhang, Yuzhao² (AUTHOR)

Source: Review of Financial Studies. Jun2025, Vol. 38 Issue 6, p1822-1867. 46p.

Subject Terms: *MATHEMATICAL models of pricing, *OPTIONS (Finance), *PRICES of securities, *RISK, *CONTRACTS, *PRICING, *RISK exposure, *DERIVATIVE securities

Market Liquidity in a Natural Experiment: Evidence from CDS Standard Coupons.

Authors: Wang, Xinjie¹ (AUTHOR) xinjie.wang@sustech.edu.cn, Wu, Ge² (AUTHOR), Zhong, Zhaodong³ (AUTHOR)

Source: Journal of Financial & Quantitative Analysis. May2025, Vol. 60 Issue 3, p1500-1526. 27p.

Subject Terms: *CREDIT default swaps, *SPREAD (Finance), *INTEREST costs, *LIQUIDITY (Economics), *ECONOMIC forecasting, *OVER-the-counter markets

Sustainability Real Options.

Authors: Smit, Han¹ (AUTHOR) jsmit@ese.eur.nl

Source: California Management Review. May2025, Vol. 67 Issue 3, p55-85. 31p.

Subject Terms: *REAL options (Finance), *CAPITAL budget, *STOCKHOLDER wealth, *CORPORATE investments, *ENVIRONMENTAL, social, & governance factors, SUSTAINABILITY, UNCERTAINTY, CARBON emissions

TRY THESE TURNAROUND STOCKS.

Authors: HUANG, NELLIE S. (AUTHOR) Nellie.Huang@futurenet.com

Source: Kiplinger Personal Finance. Apr2025, Vol. 79 Issue 4, p26-29. 4p. 4 Color Photographs.

Subject Terms: *CORPORATE investments, *STOCKS (Finance), *INVESTMENT banking, *STOCK prices, *COST shifting

Company/Entity: INTERNATIONAL Paper Co. 041137253 IP

People: IGER, Robert, 1951-

AMERICA'S RICHEST SELF-MADE WOMEN.

Authors: Birnbaum, Justin (AUTHOR), Bogaisky, Jeremy (AUTHOR), Canivel, Roy (AUTHOR), Craig, Matt (AUTHOR), Durot, Matt (AUTHOR), Feldman, Amy (AUTHOR), Goldenberg, Julie (AUTHOR), Hunter-Hart, Monica (AUTHOR), Hyatt, John (AUTHOR), Khan-Mullins, Kyle (AUTHOR), Kroll, Luisa (AUTHOR), Lebrun, Sylvan (AUTHOR), Liu, Phoebe (AUTHOR), McEvoy, Jemima (AUTHOR), McGrath, Maggie (AUTHOR), Peterson-Withorn, Chase (AUTHOR), Shrivastava, Rashi (AUTHOR), Sorvino, Chloe (AUTHOR), Teitelbaum, Justin (AUTHOR), Thomas, Grace (AUTHOR)

Source: Forbes. Jun/Jul2025, Vol. 208 Issue 3, p74-90. 12p. 8 Color Photographs, 2 Cartoon or Caricatures.

Subject Terms: *STOCKS (Finance), *SALE of business enterprises, *BUSINESSPEOPLE, *NATIONAL health insurance, *ANGEL investors, UNITED States presidential election, 2024, COOKS

Company/Entity: NEW York University

Are You Missing Growth Opportunities for Your Platform?

Authors: Bryce, David J.¹ (AUTHOR), Dyer, Jeff² (AUTHOR), Van Alstyne, Marshall W.³ (AUTHOR)

Source: Harvard Business Review. May/Jun2025, Vol. 103 Issue 3, p60-69. 10p. 3 Color Photographs, 1 Diagram, 1 Graph.

Subject Terms: *NEW business enterprises, *UNICORNS (Finance), *BUSINESS expansion, *ECONOMIES of scale

Company/Entity: WAL-Mart Stores Inc. 051957769 WMT, AMAZON.COM Inc. 884745530 AMZN, SALESFORCE.COM Inc. 072148831 CRM, SERVICENOW Inc.