Long reads on markets,
built to outlast the cycle.
Frameworks, market history, and the principles behind durable returns — ideas that compound over decades.
What Four Decades of Data Say About IPO Investing
The average IPO delivers a 19% first-day pop. But over 3 to 5 years, most underperform the market. Here's what 40 years of data from Jay Ritter's research says about IPO investing.
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Beyond the PE Ratio: Three Cash Flow Metrics That Serious Investors Actually Use
PE measures reported earnings that can be legally stretched. Free Cash Flow is harder to fake. Here are three FCF-based metrics — growth, per share, and yield — that serious investors rely on.
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Geopolitical Crises, Wars, and Panic Selling: 100 Years of Data Shows the S&P 500 Survives Everything
100 years of S&P 500 data shows the market survives every geopolitical crisis — from Pearl Harbor to 9/11 to the Iran war. Here's what the numbers say about staying invested.
ReadAlthough efficient-market theory argues against outperformance, earnings sentiment continues to create short-lived opportunities. Here's why markets are efficient in some dimensions but stubbornly not in others.
The Case for Beating the Market: Why Earnings Narratives Still Move Prices
Although efficient-market theory argues against outperformance, earnings sentiment continues to create short-lived opportunities. Here's why markets are efficient in some dimensions but stubbornly not in others.
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How Interest Rates Really Move the Stock Market: A Story of Economics, Expectations, and Everything In Between
Interest rates do far more than raise borrowing costs — they reshape how every future dollar a company earns gets valued today. Here's what history, academic research, and market data actually show.
ReadIn a world overloaded with market noise, the most reliable investing signals still originate from legally required primary documents — 10-Ks, 10-Qs, and earnings calls — and AI makes them even more powerful.
Why the Best Trading Signals Still Begin With Primary Sources like 10-Ks and Earnings Calls
In a world overloaded with market noise, the most reliable investing signals still originate from legally required primary documents — 10-Ks, 10-Qs, and earnings calls — and AI makes them even more powerful.
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Building a Robust Trading Signal with AlphaPro's Earnings Sentiment, Price & Volume
By fusing earnings call sentiment scores with price action and trading volume, investors can finally quantify what intuition has always sensed — and build trading signals that are greater than the sum of their parts.
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Gold Just Added $500 in 36 Days: What's Driving the Rally and Who's Buying?
Gold hit a record $4,179 per ounce in October 2025, adding $500 in just 36 days. Central banks, de-dollarization fears, and retail demand are all contributing -- and historical cycles suggest this run may not be over.
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Why the 'Overdue' Market Correction Still Hasn't Arrived
Analysts have predicted a major correction for three years. Yet US stocks keep setting records. Understanding why corrections stay delayed -- and what could finally trigger one -- matters for every investor.
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How Alphapro.ai's Search Function Makes Thematic Investing Easier
Thematic investing -- betting on AI, clean energy, or any megatrend -- is powerful but hard to execute. AlphaPro's search function scans earnings calls to show which companies are actually discussing your theme.
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With the Buffett Indicator at 211%, is a Crash Coming?
The Buffett Indicator -- total market cap to GDP -- sits at 211%, well above the dot-com bubble peak. Here's what that means, what it doesn't mean, and how to think about risk right now.
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Earnings Mysteries: Why the Market Sometimes Moves Opposite to the Headlines
Why does a stock fall after a blowout earnings beat? Understanding 'buy the rumor, sell the news' and raised expectations helps explain the market's seemingly irrational earnings reactions.
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Why Earnings Surprises Don't Always Move the Market Immediately
Earnings beats don't always cause instant price jumps. Post-earnings drift -- where stocks keep moving for weeks after a surprise -- is one of the most well-documented anomalies in finance.
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While We Were Obsessed With Tech, These 3 Sectors Just Outperformed
While everyone chased tech and AI stocks, three overlooked sectors quietly outperformed the NASDAQ in 2025. Here's what drove their gains and what investors should know now.
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Why Retail Investors are Still Flying Blind During Earnings Season (and How AlphaPro Changes That)
During earnings season, retail investors rely on noise while institutions use Bloomberg terminals and expert networks. AlphaPro bridges that gap by delivering instant, data-driven earnings analysis to everyone.
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How to Use AlphaPro AI's Sentiment Score to Generate Market Alpha
Every earnings call contains hidden sentiment signals most investors miss. AlphaPro AI's sentiment score quantifies those signals so you can generate real market alpha before the crowd catches on.
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Decode Hidden Signals in Earnings Calls Instantly with AlphaPro.ai
Earnings calls contain hidden signals that move stock prices — but most investors miss them. AlphaPro.ai uses agentic AI to analyze sentiment in real time, so you can act before the market does.
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