https://folitic.com/blogs/economy-news/german-factory-orders-august-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Ford_Plant_Saarlouis.jpg?v=1791375132 German factory orders fall 10.6% as large contracts unwind Ford's Saarlouis plant, 23 March 2012. File photo illustrating German manufacturing; not a depiction of August 2026 orders. Credit: Phrontis / Wikimedia Commons https://folitic.com/blogs/economy-news/ecb-rehn-bond-yields-energy-inflation-october-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Olli_Rehn_by_Moritz_Kosinsky_2.jpg?v=1791375144 ECB's Rehn says higher bond yields could limit energy inflation spillovers Olli Rehn, photographed on 19 January 2014. File photo. Credit: Moritz Kosinsky / Wikipedia https://folitic.com/blogs/economy-news/us-trade-deficit-august-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Container_ships_lined_up_for_port__2851029923366_29.jpg?v=1791375148 US trade deficit widens to $105.6 billion as imports outpace exports Container ships off Long Beach, California, 7 March 2021. File photo illustrating US goods trade. Credit: Tracie Hall https://folitic.com/blogs/economy-news/canada-trade-surplus-august-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Container_Cranes_--_Vancouver.jpg?v=1791375152 Canada's trade surplus reaches C$4.2 billion ahead of new US tariffs Container cranes in Vancouver, 27 September 2008. File photo illustrating Canadian trade. Credit: David J Laporte https://folitic.com/blogs/economy-news/mary-daly-ai-chips-inflation-october-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/ASSA_2025_-_Mary_Daly_01.jpg?v=1791375156 Mary Daly warns AI chip demand could spread price pressures Mary Daly at the AEA meeting in San Francisco, 5 January 2025. File photo. Credit: Xuthoria https://folitic.com/blogs/economy-news/oil-storm-supply-risks-october-7-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Oil_platform_in_the_North_Sea.jpg?v=1791375160 Oil rises as storm risks and Middle East attacks threaten supply Deepsea Delta drilling rig in the North Sea, 14 August 2005. File photo illustrating offshore oil production; not a facility affected by the current storm. Credit: Erik Christensen https://folitic.com/blogs/economy-news/india-rbi-repo-rate-hike-october-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Reserve_Bank_of_India_2C_Mumbai_HQ_in_September_2024.jpg?v=1791375166 India raises repo rate to 5.5% in first hike in nearly four years Reserve Bank of India headquarters in Mumbai, 22 September 2024. File photo. Credit: DesiBoy101 https://folitic.com/blogs/economy-news/german-industrial-production-august-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1280px-Wolfsburg_Volkswagenwerk.jpg?v=1791375169 German industrial production rebounds 2.0% in August Volkswagen plant in Wolfsburg, 2 August 2024. File photo illustrating German industry; not the specific source of the reported increase. Credit: Marek Śliwecki https://folitic.com/blogs/economy-news/imf-georgieva-global-growth-risks-october-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/P-070421_00-01_01-ORIGINAL-22517.jpg?v=1791375175 IMF chief warns energy, debt and AI risks are testing global growth Teresa Ribera (left) and IMF Managing Director Kristalina Georgieva in Brussels, 8 September 2026. File photo; not the Singapore speech. Credit: © European Union, 2026 / Xavier Lejeune https://folitic.com/blogs/economy-news/european-stocks-oil-bond-yields-october-7-2026 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Deutsche-boerse-parkett-ffm002.jpg?v=1791375179 European stocks retreat as oil prices and bond yields climb Frankfurt Stock Exchange trading floor, January 2008. File photo; screen figures are historical. Credit: Dontworry https://folitic.com/blogs/economics-explained/practice-lab-and-data-sources 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-practice-lab-and-data-sources.png?v=1791454860 Economics practice exercises and data sources Cartoon learners compare original documents, charts and a data table at a research desk. https://folitic.com/blogs/economics-explained/economic-glossary 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-economic-glossary.png?v=1791454856 Economic glossary with 41 essential terms Whiteboard reference book with economic symbols illustrates the glossary. https://folitic.com/blogs/economics-explained/analyze-sectors-and-industries 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-analyze-sectors-and-industries.png?v=1791454851 How to analyze an economic sector or industry Cartoon researcher studies a value chain from farming and manufacturing to logistics and retail. https://folitic.com/blogs/economics-explained/analyze-regions-and-continents 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-analyze-regions-and-continents.png?v=1791454847 How to compare regional and continental economies Whiteboard world map and comparison charts illustrate research across regions and continents. https://folitic.com/blogs/economics-explained/analyze-a-country 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-analyze-a-country.png?v=1791454742 How to analyze a country’s economy Cartoon analyst examines a miniature country with farms, factories, housing and a port. https://folitic.com/blogs/economics-explained/economic-analysis-method 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-economic-analysis-method.png?v=1791454738 How to analyze economic data and explain the results Whiteboard workflow moves from data through causal analysis to a balanced economic argument. https://folitic.com/blogs/economics-explained/read-economic-data-releases 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-read-economic-data-releases.png?v=1791454734 How to read economic data and indicator releases Whiteboard magnifier examines a data release with a calendar, revision comparison and charts. https://folitic.com/blogs/economics-explained/firms-competition-market-failures 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-firms-competition-market-failures.png?v=1791454730 Business costs, competition and market failure Cartoon shops compete for customers while factory emissions affect a nearby park. https://folitic.com/blogs/economics-explained/supply-demand-elasticity 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-supply-demand-elasticity.png?v=1791456609 Supply, demand and price elasticity explained Whiteboard supply demand curves and a stretching band illustrate market equilibrium and elasticity. https://folitic.com/blogs/economics-explained/trade-exchange-rates-external-balances 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-trade-exchange-rates-external-balances.png?v=1791454628 International trade, exchange rates and the balance of payments Cartoon cargo ship, ports, globe and currency tokens illustrate trade and exchange. https://folitic.com/blogs/economics-explained/money-banking-policy 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-money-banking-policy.png?v=1791454623 Money, banking, monetary policy and fiscal policy Cartoon banking and public institutions connect to households and local businesses. https://folitic.com/blogs/economics-explained/inflation-jobs-business-cycle 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-inflation-jobs-business-cycle.png?v=1791454616 Inflation, unemployment and the business cycle Whiteboard grocery basket, workers and a wave illustrate prices, employment and the business cycle. https://folitic.com/blogs/economics-explained/gdp-growth-productivity 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-gdp-growth-productivity.png?v=1791454611 GDP, economic growth and productivity explained Cartoon workshops compare tools, output and productivity. https://folitic.com/blogs/economics-explained/economic-ideas-and-models 2026-10-26T15:10:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-economic-ideas-and-models.png?v=1791456584 Economic theories, schools of thought and models Whiteboard book, balance, network and supply demand sketch illustrate different economic models. https://folitic.com/blogs/economics-explained/economic-history 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-economic-history.png?v=1791454602 Economic history from agriculture to the digital economy Cartoon panorama shows agriculture, industrialization, global trade and the digital economy. https://folitic.com/blogs/economics-explained/what-an-economy-is 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-what-an-economy-is.png?v=1791454597 What is an economy and how does it work? Whiteboard diagram connects households, firms, public institutions and banking. https://folitic.com/blogs/economics-explained/start-here 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-economics-start-here.png?v=1791454424 Start here: learn economics step by step Cartoon learners follow an economics learning path through a marketplace, banking, global connections and data. https://folitic.com/blogs/commodity-news/coffee-prices-september-2026-brazil-harvest 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-news-coffee.jpg?v=1791621314 Coffee prices fall as Brazil’s harvest reaches the market Roasted coffee beans photographed in 2011 https://folitic.com/blogs/commodity-news/us-corn-soybean-stocks-september-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-news-grains.jpg?v=1791621318 US corn stocks rise 35% while soybean stocks decline Corn field in Wisconsin photographed in September 2024 https://folitic.com/blogs/commodity-news/eia-brent-oil-outlook-october-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-news-energy.jpg?v=1791621323 EIA raises its Brent forecast as supply routes stay constrained Stanlow oil refinery in Cheshire photographed in June 2011 https://folitic.com/blogs/commodity-news/gold-etf-inflows-september-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-news-gold.jpg?v=1791621328 Gold ETFs draw $10 billion as holdings reach a record Gold bars stored at the West Point Mint in 2011 https://folitic.com/blogs/commodity-news/silver-deficit-forecast-inventory-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-silver-2026.jpg?v=1791623649 Silver’s deficit forecast puts available inventory in focus Silver bullion with an assay card, January 2011. https://folitic.com/blogs/commodity-news/cocoa-season-data-surplus-icco-august-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-cocoa-2026.jpg?v=1791623665 Cocoa’s incomplete season data calls for a careful reading Cocoa pods near Ponta Figo, São Tomé, November 2014. https://folitic.com/blogs/commodity-news/wheat-stocks-exports-wasde-october-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-wheat-2026.jpg?v=1791623670 US wheat stocks forecast rises as export prospects soften Wheat fields in Namangan, Uzbekistan, May 2024. https://folitic.com/blogs/commodity-news/natural-gas-price-outlook-production-lng-october-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-gas-2026.jpg?v=1791623673 Natural gas outlook pits rising production against LNG demand LNG carrier Excel at Wickham Point, Australia, April 2016. https://folitic.com/blogs/commodity-news/copper-surplus-forecast-mine-constraints-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-copper-2026.jpg?v=1791623678 Copper’s forecast surplus leaves supply risks in view Copper conductors in an electrical cable, November 2017. https://folitic.com/blogs/commodity-news/sugar-prices-supply-weather-september-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-sugar-2026.jpg?v=1791623682 Sugar benchmark climbs as crop concerns tighten the outlook Cut sugarcane in Venezuela, July 2006. https://folitic.com/blogs/commodity-news/rice-prices-weather-supply-september-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-rice-2026.jpg?v=1791623698 Rice prices rise as weather concerns meet tighter seasonal supply Rice fields near Kunavaram, India, December 2019. https://folitic.com/blogs/commodity-news/diesel-distillate-inventories-winter-october-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-diesel-2026.jpg?v=1791623703 Low distillate inventories put winter fuel costs in focus Fuel pumps at a station in Finland, August 2016. https://folitic.com/blogs/commodity-news/platinum-surplus-investment-outflows-september-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-platinum-2026.jpg?v=1791623707 Platinum outlook turns to surplus as investment flows reverse Platinum samples photographed in September 2024. https://folitic.com/blogs/commodity-news/cotton-production-stocks-wasde-october-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-cotton-2026.jpg?v=1791623711 US cotton crop upgrade adds to expected stocks A cotton field in South Carolina, November 2020. https://folitic.com/blogs/commodity-news/solar-capacity-outlook-investment-economics-october-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-solar-2026.jpg?v=1791623714 Solar capacity expansion shifts attention to project economics Solar panels at Miramar, California, January 2014. https://folitic.com/blogs/commodity-news/soybean-yield-production-wasde-october-2026 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-commodity-soybean-2026.jpg?v=1791623718 Higher soybean yields lift the US harvest forecast Soybean plants photographed in September 2009. https://folitic.com/blogs/commodities-explained/what-commodities-are 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-what-commodities-are.png?v=1791631429 What commodities are and why they matter A learner connects gold, copper, oil and wheat with everyday products https://folitic.com/blogs/commodities-explained/commodity-families-and-benchmarks 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-commodity-families-and-benchmarks.png?v=1791631435 Commodity families and the role of benchmarks Whiteboard illustration grouping metals, energy, grains and soft commodities https://folitic.com/blogs/commodities-explained/commodity-price-units-quality-location 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-commodity-price-units-quality-location.png?v=1791631439 How to read a commodity price quote A scale, quality inspection, transport and a calendar explain a commodity quote https://folitic.com/blogs/commodities-explained/spot-futures-and-market-participants 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-spot-futures-and-market-participants.png?v=1791631443 Spot markets, futures and the people who use them A farmer, baker and market participant discuss a future wheat delivery https://folitic.com/blogs/commodities-explained/supply-demand-inventories 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-supply-demand-inventories.png?v=1791631448 Supply, demand and the inventory buffer A warehouse connects production with industrial and household demand https://folitic.com/blogs/commodities-explained/commodity-cycles-and-production-costs 2026-10-26T15:10:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-commodity-cycles-and-production-costs.png?v=1791631452 Commodity cycles and the cost of new supply A miner and farmer compare the time required to bring new supply to market https://folitic.com/blogs/commodities-explained/dollar-interest-rates-and-commodities 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-dollar-interest-rates-and-commodities.png?v=1791631457 The dollar, interest rates and commodity prices A currency, central bank and commodities illustrate connected price influences https://folitic.com/blogs/commodities-explained/weather-seasons-and-supply-shocks 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-weather-seasons-and-supply-shocks.png?v=1791631463 Weather, seasons and commodity supply shocks A farmer compares harvesting conditions with storms and shipping disruption https://folitic.com/blogs/commodities-explained/precious-metals-gold-silver-platinum 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-precious-metals-gold-silver-platinum.png?v=1791631467 Gold, silver and platinum have different demand drivers A researcher compares gold storage, silver applications and platinum catalysts https://folitic.com/blogs/commodities-explained/copper-and-industrial-metals 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-copper-and-industrial-metals.png?v=1791631472 Copper and industrial metals through the production chain Copper moves from ore through processing to a motor and recycling https://folitic.com/blogs/commodities-explained/oil-natural-gas-and-energy-markets 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-oil-natural-gas-and-energy-markets.png?v=1791631477 Oil and natural gas are connected but different markets An analyst studies oil refining and natural gas transport facilities https://folitic.com/blogs/commodities-explained/grains-and-soft-commodity-markets 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-grains-and-soft-commodity-markets.png?v=1791631481 Grains and soft commodities from harvest to customer A farmer and agronomist examine grains and soft commodities after harvest https://folitic.com/blogs/commodities-explained/physical-commodities-storage-ownership 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-physical-commodities-storage-ownership.png?v=1791631486 Owning physical commodities: storage and total cost A gold bar is examined alongside custody, transport and ownership costs https://folitic.com/blogs/commodities-explained/commodity-funds-etfs-etcs-etns 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-commodity-funds-etfs-etcs-etns.png?v=1791631491 Commodity ETFs, ETCs and ETNs: read the structure Physical metal, futures contracts and issuer debt represent different product structures https://folitic.com/blogs/commodities-explained/commodity-producers-and-mining-shares 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-commodity-producers-and-mining-shares.png?v=1791631497 Why producer shares do not track commodity prices exactly A mine operator and researchers compare production with company ownership https://folitic.com/blogs/commodities-explained/futures-margin-and-leverage 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-futures-margin-and-leverage.png?v=1791631502 Futures, margin and leverage explained with an example A small margin deposit supports a much larger hypothetical commodity exposure https://folitic.com/blogs/commodities-explained/reading-commodity-reports 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-reading-commodity-reports.png?v=1791631506 How to read commodity reports without mixing the numbers Reports, inventories and production flows form a commodity research worksheet https://folitic.com/blogs/commodities-explained/futures-curves-contango-backwardation 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-futures-curves-contango-backwardation.png?v=1791631510 Futures curves, contango and backwardation Illustrative futures curves show rising and falling prices across delivery months https://folitic.com/blogs/commodities-explained/building-a-commodity-investment-thesis 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-building-a-commodity-investment-thesis.png?v=1791631514 Build a commodity thesis with competing scenarios A researcher compares three possible commodity supply and demand scenarios https://folitic.com/blogs/commodities-explained/hedging-and-basis-risk 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-hedging-and-basis-risk.png?v=1791631519 Hedging and basis risk in a practical example A farmer and baker use a contract to manage different commodity price exposures https://folitic.com/blogs/commodities-explained/position-size-liquidity-and-leverage 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-position-size-liquidity-and-leverage.png?v=1791631522 Position size, liquidity and leverage belong together A checklist connects position size, liquidity, leverage and an exit plan https://folitic.com/blogs/commodities-explained/commodity-correlation-and-diversification 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-commodity-correlation-and-diversification.png?v=1791631527 Commodity correlations and the limits of diversification A researcher examines links and overlapping risks between investment baskets https://folitic.com/blogs/commodities-explained/commodity-risk-review-process 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-commodity-risk-review-process.png?v=1791631531 A repeatable commodity risk review A review cycle connects evidence, calendars, risk checks and a new decision https://folitic.com/blogs/commodities-explained/commodity-research-capstone 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-learn-commodity-research-capstone.png?v=1791631536 Your commodity research project: from question to decision Two researchers present a commodity analysis project with scenarios and risk questions https://folitic.com/blogs/forex-news/canada-s-2-25-hold-highlights-the-loonie-s-competing-forces 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-cad-news.jpg?v=1791658715 Canada’s 2.25% hold highlights the loonie’s competing forces A coat of arms relief on the Bank of Canada building in Ottawa, August 2007. https://folitic.com/blogs/forex-news/the-snb-holds-at-zero-while-keeping-currency-policy-in-view 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-chf-news.png?v=1791658729 The SNB holds at zero while keeping currency policy in view The Swiss National Bank building in Bern. https://folitic.com/blogs/forex-news/new-zealand-s-2-75-ocr-sharpens-the-focus-on-policy-guidance 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-nzd-news.jpg?v=1791658738 New Zealand’s 2.75% OCR sharpens the focus on policy guidance The Reserve Bank of New Zealand building, April 2008. https://folitic.com/blogs/forex-news/the-rba-s-4-60-decision-raises-the-bar-for-australian-demand 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-aud-news.jpg?v=1791658748 The RBA’s 4.60% decision raises the bar for Australian demand The Reserve Bank of Australia building in Canberra, January 2009. https://folitic.com/blogs/forex-news/south-africa-s-rate-increase-puts-rand-income-and-growth-in-tension 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-zar-news.jpg?v=1791658849 South Africa’s rate increase puts rand income and growth in tension The entrance to the historic Reserve Bank building in Pretoria, 1988. https://folitic.com/blogs/forex-news/india-s-october-rate-increase-puts-the-rupee-s-inflation-test-in-focus 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-inr-news.jpg?v=1791658878 India’s October rate increase puts the rupee’s inflation test in focus A Reserve Bank of India building in Mumbai, February 2020. https://folitic.com/blogs/forex-news/mexico-s-6-50-hold-leaves-the-peso-watching-two-economies 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-mxn-news.jpg?v=1791658889 Mexico’s 6.50% hold leaves the peso watching two economies The Banco de México building in Mexico City, September 2019. https://folitic.com/blogs/forex-news/brazil-s-rate-cut-puts-the-real-s-yield-cushion-in-perspective 2026-10-26T15:10:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-brl-news.jpg?v=1791658900 Brazil’s rate cut puts the real’s yield cushion in perspective The central bank headquarters in Brasília, 2010. https://folitic.com/blogs/forex-news/eur-chf-balances-interest-income-against-demand-for-the-franc 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-eur_chf-news.jpg?v=1791658977 EUR/CHF balances interest income against demand for the franc Zurich and the Limmat viewed from Quaibrücke, July 2020. https://folitic.com/blogs/forex-news/aud-nzd-puts-australia-and-new-zealand-s-rate-paths-side-by-side 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-aud_nzd-news.jpg?v=1791658989 AUD/NZD puts Australia and New Zealand’s rate paths side by side Sydney Harbour and the city skyline, March 2023. https://folitic.com/blogs/forex-news/eur-jpy-shows-why-two-rate-increases-can-tell-different-stories 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-eur_jpy-news.jpg?v=1791658999 EUR/JPY shows why two rate increases can tell different stories The skyline of Minato in Tokyo, December 2023. https://folitic.com/blogs/forex-news/eur-gbp-turns-attention-to-the-gap-between-policy-paths 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-eur_gbp-news.jpg?v=1791659012 EUR/GBP turns attention to the gap between policy paths London and the River Thames viewed from Waterloo Bridge, May 2015. https://folitic.com/blogs/forex-news/sterling-after-the-bank-of-england-s-divided-hold 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-gbp-news.jpg?v=1791659046 Sterling after the Bank of England’s divided hold The Bank of England on Threadneedle Street, September 2013. https://folitic.com/blogs/forex-news/japan-s-1-25-policy-rate-changes-the-yen-funding-equation 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-jpy-news.jpg?v=1791659058 Japan’s 1.25% policy rate changes the yen funding equation A Bank of Japan building in Tokyo, August 2026. https://folitic.com/blogs/forex-news/the-euro-faces-a-rate-increase-and-an-energy-shock 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-eur-news.jpg?v=1791659067 The euro faces a rate increase and an energy shock The European Central Bank and Frankfurt skyline, April 2015. https://folitic.com/blogs/forex-news/the-fed-raises-rates-what-changes-for-the-dollar 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forex-usd-news.jpg?v=1791659078 The Fed raises rates. What changes for the dollar? The Federal Reserve Eccles Building in Washington, March 2011. https://folitic.com/blogs/forex-explained/what-forex-is 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-what-forex-is.png?v=1791662783 What forex is and why currencies move A learner connects currency exchange with travel, trade and international investment. https://folitic.com/blogs/forex-explained/currency-pairs-base-quote 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-currency-pairs-base-quote.png?v=1791662789 How to read currency pairs and exchange rates Currency coins linked by exchange arrows beside a calculator and magnifying glass. https://folitic.com/blogs/forex-explained/pips-lots-and-price-changes 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-pips-lots-and-price-changes.png?v=1791662794 Pips and position units explained A researcher measures small price steps beside stacks of currency tokens. https://folitic.com/blogs/forex-explained/currency-families-and-regimes 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-currency-families-and-regimes.png?v=1791662799 Major currencies and exchange rate regimes Neutral currency tokens illustrate floating, anchored and managed exchange arrangements. https://folitic.com/blogs/forex-explained/spot-forwards-futures-swaps 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-spot-forwards-futures-swaps.png?v=1791662803 Spot forwards futures and swaps explained An importer and banker compare currency exchange and future settlement arrangements. https://folitic.com/blogs/forex-explained/spreads-liquidity-sessions 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-spreads-liquidity-sessions.png?v=1791662809 Spreads liquidity and forex market sessions Quotation gaps and overlapping clocks illustrate spreads and market sessions. https://folitic.com/blogs/forex-explained/orders-execution-slippage 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-orders-execution-slippage.png?v=1791662815 Market orders limit orders and slippage A learner compares order routes and a moving price marker. https://folitic.com/blogs/forex-explained/rollover-forward-points-costs 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-rollover-forward-points-costs.png?v=1791662819 Rollover and the cost of holding currencies Currency arrows, a calendar and scales illustrate financing and forward pricing. https://folitic.com/blogs/forex-explained/interest-rate-expectations-fx 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-interest-rate-expectations-fx.png?v=1791662824 How interest rate expectations affect currencies A researcher compares policy expectations across two economies. https://folitic.com/blogs/forex-explained/inflation-growth-currency 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-inflation-growth-currency.png?v=1791662829 Inflation growth and the value of a currency Price baskets and economic activity illustrate inflation and currency purchasing power. https://folitic.com/blogs/forex-explained/trade-capital-flows-fx 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-trade-capital-flows-fx.png?v=1791662834 Trade balances and international capital flows Trade shipments and investment flows connect economies through currency payments. https://folitic.com/blogs/forex-explained/risk-sentiment-carry-unwinds 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-risk-sentiment-carry-unwinds.png?v=1791662838 Risk sentiment and the unwinding of carry trades A funding chain and shifting currency tokens illustrate a carry trade unwind. https://folitic.com/blogs/forex-explained/economic-calendar-for-forex 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-economic-calendar-for-forex.png?v=1791662842 How to read economic releases for forex research A researcher reviews an economic release calendar and its reported readings. https://folitic.com/blogs/forex-explained/forex-charts-and-indicators 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-forex-charts-and-indicators.png?v=1791662847 What forex charts and indicators can tell you A schematic chart illustrates price candles, a moving average and momentum. https://folitic.com/blogs/forex-explained/currency-positioning-cot 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-currency-positioning-cot.png?v=1791662851 Currency positioning and the limits of COT reports A researcher studies currency positioning groups and dated report cards. https://folitic.com/blogs/forex-explained/building-a-currency-thesis 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-building-a-currency-thesis.png?v=1791662858 Build a currency research thesis with scenarios Branching research paths illustrate alternative currency scenarios. https://folitic.com/blogs/forex-explained/leverage-margin-drawdowns 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-leverage-margin-drawdowns.png?v=1791662864 Leverage margin and drawdowns explained An oversized lever and a small support illustrate leveraged exposure. https://folitic.com/blogs/forex-explained/forex-position-sizing 2026-10-26T15:10:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-forex-position-sizing.png?v=1791662868 How to calculate a forex position size A calculator and measured currency tokens illustrate position sizing. https://folitic.com/blogs/forex-explained/correlation-hidden-currency-risk 2026-10-26T15:10:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-correlation-hidden-currency-risk.png?v=1791662874 Currency correlation and hidden portfolio exposure Linked currency exposures reveal connections within a portfolio. https://folitic.com/blogs/forex-explained/forex-risk-checklist 2026-10-26T15:10:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-forex-risk-checklist.png?v=1791662880 Build a forex risk and execution checklist A checklist organises contract, execution and risk considerations. https://folitic.com/blogs/forex-explained/currency-hedging-investments 2026-10-26T15:10:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-currency-hedging-investments.png?v=1791662884 How currency hedging changes an international investment An investor holds a basket of international assets beneath a currency umbrella. https://folitic.com/blogs/forex-explained/carry-trend-value-strategies 2026-10-26T15:10:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-carry-trend-value-strategies.png?v=1791662889 Carry trend and value strategies compared Three conceptual paths compare carry, trend and value approaches. https://folitic.com/blogs/forex-explained/evaluating-forex-backtests 2026-10-26T15:10:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-evaluating-forex-backtests.png?v=1791662894 How to evaluate a forex strategy backtest A researcher examines a historical simulation with a magnifying glass. https://folitic.com/blogs/forex-explained/forex-research-capstone 2026-10-26T15:10:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/forex-explained-forex-research-capstone.png?v=1791662899 Your forex research capstone A research desk brings evidence, scenarios and a review checklist together. https://folitic.com/blogs/stocks-news/jpmorgan-october-earnings-preview 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-270_Park_Avenue_2025.jpg?v=1791794478 JPMorgan earnings preview: deposits, credit and the next quarter JPMorganChase tower at 270 Park Avenue in Manhattan, January 2025. https://folitic.com/blogs/stocks-news/asml-october-earnings-preview 2026-10-28T11:22:02-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-ASML_headquarters_Veldhoven.jpg?v=1791794491 ASML earnings preview: bookings need a delivery timetable ASML headquarters in Veldhoven, May 2008. https://folitic.com/blogs/stocks-news/tsmc-october-earnings-preview 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-TSMC_Fab_18_May_2025.jpg?v=1791794495 TSMC earnings preview: test growth against the margin outlook A TSMC production facility in Taiwan, May 2025. https://folitic.com/blogs/stocks-news/netflix-october-earnings-preview 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-100_Winchester_Circle__28cropped_29.jpg?v=1791794498 Netflix earnings preview: revenue quality and content cash costs Netflix offices at 100 Winchester Circle in Los Gatos, April 2019. https://folitic.com/blogs/stocks-news/apple-june-quarter-margin-quality 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Apple-Park_Cupertino_1254.jpg?v=1791794502 Apple results: separate business growth from tariff refunds Apple Park in Cupertino. https://folitic.com/blogs/stocks-news/microsoft-fy2026-growth-review 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Building92microsoft.jpg?v=1791794505 Microsoft results: cloud growth must earn its investment Microsoft campus in Redmond, Washington. https://folitic.com/blogs/stocks-news/nvidia-q2-fy2027-results-review 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-NVIDIA_Headquarters.jpg?v=1791794508 NVIDIA results: growth and margins set a demanding baseline NVIDIA headquarters campus in Santa Clara, California. https://folitic.com/blogs/stocks-news/costco-fy2026-results-quality 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Costco_Wholesale_Club.jpg?v=1791794511 Costco results: look beneath the sales headline A Costco warehouse exterior, November 2021. https://folitic.com/blogs/stocks-news/microsoft-december-dividend-preview 2026-10-28T11:22:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Intersection_on_the_Microsoft_Redmond_campus.jpg?v=1791794531 Microsoft dividend: the dates and the cash return test Microsoft campus in Redmond, Washington. https://folitic.com/blogs/stocks-news/tsmc-january-dividend-preview 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-TSMC_AP2_building_May_2025.jpg?v=1791794535 TSMC dividend: common shares and ADRs need different checks A TSMC production facility in Taiwan, May 2025. https://folitic.com/blogs/stocks-news/cisco-october-dividend-buybacks 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Cisco_San_Jose_Main_Campus__281_29.jpg?v=1791794538 Cisco cash returns: a dividend date and a separate buyback test Cisco campus in San Jose, California. https://folitic.com/blogs/stocks-news/pge-dividend-income-reliability 2026-10-28T11:22:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-USA-Oakland-Pacific_Gas__26_Electric_Company_Building-4.jpg?v=1791794542 PG&E dividend history: why income continuity needs evidence The Pacific Gas & Electric Company building in Oakland, August 2025. https://folitic.com/blogs/stocks-news/semiconductor-sector-sales-profitability 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Silicon_wafer_researcher.jpg?v=1791794546 Semiconductor sales surge: map the profit before buying the theme A researcher with a silicon wafer at Lawrence Livermore National Laboratory, August 2013. https://folitic.com/blogs/stocks-news/bank-sector-profit-credit-quality 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-New_York_Stock_Exchange_August_2017_02.jpg?v=1791794550 Bank profits improved: credit quality still sets the comparison New York Stock Exchange and Wall Street, August 2017. https://folitic.com/blogs/stocks-news/healthcare-jnj-operational-growth 2026-10-28T11:20:53-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/JohnsonJohnson_HQ_building.jpg?v=1791794554 Healthcare stocks: use J&J to separate growth from currency Johnson & Johnson headquarters in New Brunswick, New Jersey, January 2006. https://folitic.com/blogs/stocks-news/consumer-staples-unilever-volume-growth 2026-10-28T11:22:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-London_-_Unilever_House.jpg?v=1791794558 Consumer staples: Unilever puts volume back in the discussion Unilever House in London, October 2016. https://folitic.com/blogs/stocks-news/apple-leadership-shareholder-tests 2026-10-28T11:22:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Apple_Park_aerial_view_2C_June_2024.jpg?v=1791794570 Apple leadership transition: judge execution through evidence Apple Park in Cupertino. https://folitic.com/blogs/stocks-news/cisco-ai-factory-commercial-test 2026-10-28T11:22:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/Cisco_Systems_Headquarters__28Building_10_29_2C_Cisco_San_Jose_Main_Campus.jpg?v=1791794574 Cisco expands infrastructure: orders must follow the launch Cisco campus in San Jose, California. https://folitic.com/blogs/stocks-news/toyota-september-sales-shareholder-view 2026-10-28T11:20:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Queens_Bl_Hillside_Av_td__282022-05-17_29_19_-_Hillside_Toyota.jpg?v=1791794577 Toyota September sales: volume growth is the first question Hillside Toyota dealership signage in Queens, New York, May 2022. https://folitic.com/blogs/stocks-news/siemens-altair-integration-shareholders 2026-10-28T11:22:27-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Siemens_AG_-_Corporate_Headquarters_2C_Munich_02.jpg?v=1791794580 Siemens and Altair: integration matters after the acquisition Siemens headquarters in Munich, June 2025. https://folitic.com/blogs/stocks-news/nvidia-valuation-customer-cycle 2026-10-28T11:20:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Nvidia_sign.jpg?v=1791794584 NVIDIA valuation: stress the spending cycle, not just growth NVIDIA headquarters campus in Santa Clara, California. https://folitic.com/blogs/stocks-news/microsoft-valuation-earnings-definition 2026-10-28T11:20:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Aerial_Microsoft_West_Campus_August_2009.jpg?v=1791794587 Microsoft valuation: choose the earnings definition first Microsoft campus in Redmond, Washington. https://folitic.com/blogs/stocks-news/costco-valuation-growth-expectations 2026-10-28T11:20:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Costco_Wholesale_Club_4326bb7f-9a20-492d-a81d-a3734ddffabe.jpg?v=1791794590 Costco valuation: a good retailer still needs a sensible price A Costco warehouse exterior, November 2021. https://folitic.com/blogs/stocks-news/shell-valuation-cash-flow-timing 2026-10-28T11:20:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/1920px-Shell_gas_station_in_Okeechobee_2C_Florida.jpg?v=1791794593 Shell valuation: cash flow timing can change the picture A Shell service station in Okeechobee, Florida, December 2024. https://folitic.com/blogs/stocks-explained/what-a-share-represents 2026-10-28T11:20:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-what-a-share-represents.png?v=1791797136 What a share represents and why ownership matters An investor connects an ownership tile to a working business. https://folitic.com/blogs/stocks-explained/stock-returns-dividends-and-risk 2026-10-28T11:20:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-stock-returns-dividends-and-risk.png?v=1791797141 How stock returns, dividends and losses fit together A balance and two contrasting paths illustrate dividends, returns and losses. https://folitic.com/blogs/stocks-explained/stock-markets-orders-and-execution 2026-10-28T11:20:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-stock-markets-orders-and-execution.png?v=1791797146 How stock markets, orders and execution work An investor compares a fast execution route with a price controlled gate. https://folitic.com/blogs/stocks-explained/share-count-splits-and-dilution 2026-10-28T11:22:30-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-share-count-splits-and-dilution.png?v=1791797149 Share counts, stock splits and dilution explained Ownership circles show share splitting and new share issuance. https://folitic.com/blogs/stocks-explained/income-statement-revenue-to-profit 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-income-statement-revenue-to-profit.png?v=1791797154 Read an income statement from revenue to profit An analyst follows receipts through revenue, operating costs and profit. https://folitic.com/blogs/stocks-explained/balance-sheet-assets-debt-and-equity 2026-10-28T11:22:34-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-balance-sheet-assets-debt-and-equity.png?v=1791797159 Read a balance sheet through assets, debt and equity A balance compares business assets with creditor and shareholder claims. https://folitic.com/blogs/stocks-explained/cash-flow-profit-and-cash 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-cash-flow-profit-and-cash.png?v=1791797163 Why profit and cash flow tell different stories An analyst compares accounting documents with cash collected from customers. https://folitic.com/blogs/stocks-explained/annual-reports-notes-and-adjustments 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-annual-reports-notes-and-adjustments.png?v=1791797169 Find the important details in annual reports and notes A magnifying glass highlights financial notes and obligations in an annual report. https://folitic.com/blogs/stocks-explained/business-models-and-unit-economics 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-business-models-and-unit-economics.png?v=1791797173 Understand a business model through unit economics An analyst examines the costs and receipts behind a customer order. https://folitic.com/blogs/stocks-explained/competitive-advantages-and-returns-on-capital 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-competitive-advantages-and-returns-on-capital.png?v=1791797178 Test competitive advantages with returns on capital A protected factory illustrates competitive advantages and returns on capital. https://folitic.com/blogs/stocks-explained/management-incentives-and-capital-allocation 2026-10-28T11:22:36-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-management-incentives-and-capital-allocation.png?v=1791797183 Judge management through incentives and capital allocation A management team compares reinvestment, liquidity, distributions and acquisitions. https://folitic.com/blogs/stocks-explained/cycles-operating-leverage-and-debt 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-cycles-operating-leverage-and-debt.png?v=1791797188 Recognise cycles, operating leverage and financial pressure Business cycles, fixed costs and payment dates illustrate financial pressure. https://folitic.com/blogs/stocks-explained/earnings-multiples-and-enterprise-value 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-earnings-multiples-and-enterprise-value.png?v=1791797192 Use earnings multiples and enterprise value carefully An analyst compares the prices and financial claims of two businesses. https://folitic.com/blogs/stocks-explained/discounted-cash-flow-and-assumptions 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-discounted-cash-flow-and-assumptions.png?v=1791797197 Build a discounted cash flow valuation from assumptions Future cash receipts are brought back to a present value basket. https://folitic.com/blogs/stocks-explained/valuation-scenarios-and-margin-of-safety 2026-10-28T11:21:00-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-valuation-scenarios-and-margin-of-safety.png?v=1791797201 Use scenarios and a margin of safety in valuation An analyst compares different business scenarios and valuation ranges. https://folitic.com/blogs/stocks-explained/dividends-buybacks-and-owner-returns 2026-10-28T11:21:03-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-dividends-buybacks-and-owner-returns.png?v=1791797206 Evaluate dividends and buybacks as uses of capital A company’s cash flows toward dividends, share repurchases and reinvestment. https://folitic.com/blogs/stocks-explained/diversification-and-hidden-concentration 2026-10-28T11:21:03-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-diversification-and-hidden-concentration.png?v=1791797210 Build diversification beyond the number of stocks An investor traces shared risks across a basket of different companies. https://folitic.com/blogs/stocks-explained/position-sizing-and-drawdown-budgets 2026-10-28T11:21:03-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-position-sizing-and-drawdown-budgets.png?v=1791797215 Size stock positions around loss capacity A portfolio dashboard and measuring tools illustrate position sizing. https://folitic.com/blogs/stocks-explained/rebalancing-costs-and-investment-discipline 2026-10-28T11:22:39-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-rebalancing-costs-and-investment-discipline.png?v=1791797220 Rebalance with rules, costs and investment discipline An investor tends differently sized plants to illustrate portfolio rebalancing. https://folitic.com/blogs/stocks-explained/international-stocks-currencies-and-funds 2026-10-28T11:20:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-international-stocks-currencies-and-funds.png?v=1791797225 Compare international stocks, currencies and stock funds A globe connects international businesses, currencies and an investment fund. https://folitic.com/blogs/stocks-explained/earnings-quality-and-accounting-warning-signs 2026-10-28T11:20:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-earnings-quality-and-accounting-warning-signs.png?v=1791797228 Investigate earnings quality and accounting warning signs An analyst checks reported earnings against detailed financial evidence. https://folitic.com/blogs/stocks-explained/growth-reinvestment-and-valuation-expectations 2026-10-28T11:20:47-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-growth-reinvestment-and-valuation-expectations.png?v=1791797234 Connect growth, reinvestment and market expectations A growing business tree connects reinvestment with uncertain future returns. https://folitic.com/blogs/stocks-explained/research-thesis-catalysts-and-falsification 2026-10-28T11:21:47-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-research-thesis-catalysts-and-falsification.png?v=1791797238 Write a stock thesis that evidence can challenge An analyst sorts evidence that supports or challenges an investment thesis. https://folitic.com/blogs/stocks-explained/stock-research-capstone 2026-10-28T11:21:49-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/stocks-explained-stock-research-capstone.png?v=1791797242 Build a complete stock research note A research desk combines financial statements, valuation and a risk checklist. https://folitic.com/blogs/insider-trading/diamondback-shareholder-sale-is-an-ownership-event-not-an-oil-price-forecast 2026-10-28T11:21:52-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-fang.jpg?v=1791963221 Diamondback shareholder sale is an ownership event, not an oil price forecast Illustrative photograph of an oil pump in Andrews, Texas, not identified as a Diamondback asset https://folitic.com/blogs/insider-trading/salesforce-director-purchase-highlights-the-gap-between-commitment-and-valuation 2026-10-28T11:20:47-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-crm.jpg?v=1791963554 Salesforce director purchase highlights the gap between commitment and valuation Historical aerial photograph of Salesforce Tower https://folitic.com/blogs/insider-trading/celsius-director-adds-1-million-of-shares-as-beverage-economics-merit-scrutiny 2026-10-28T11:21:54-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-celh.png?v=1791963560 Celsius director adds $1 million of shares as beverage economics merit scrutiny File photograph of a Celsius beverage can https://folitic.com/blogs/insider-trading/coopercompanies-director-purchase-puts-medical-device-economics-in-focus 2026-10-28T11:20:47-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-coo.jpg?v=1791963564 CooperCompanies director purchase puts medical device economics in focus Illustrative photograph of a contact lens case, not an identified CooperCompanies product https://folitic.com/blogs/insider-trading/workday-s-duffield-report-pairs-share-conversion-with-planned-sales 2026-10-28T11:20:47-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-wday.jpg?v=1791963567 Workday’s Duffield report pairs share conversion with planned sales Historical photograph of Workday headquarters https://folitic.com/blogs/insider-trading/dell-s-silver-lake-filing-shows-a-conversion-before-share-sales 2026-10-28T11:20:47-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-dell.jpg?v=1791963571 Dell’s Silver Lake filing shows a conversion before share sales Historical photograph of Dell offices in Round Rock https://folitic.com/blogs/insider-trading/pale-fire-expands-coursera-stake-through-a-jointly-reported-position 2026-10-28T11:20:47-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-cour.jpg?v=1791963918 Pale Fire expands Coursera stake through a jointly reported position Historical photograph of Coursera offices on Evelyn Avenue https://folitic.com/blogs/insider-trading/berkshire-s-lennar-purchases-require-one-count-across-related-owners 2026-10-28T11:21:56-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-len.jpg?v=1791963923 Berkshire’s Lennar purchases require one count across related owners Historical photograph of Lennar offices in San Ramon https://folitic.com/blogs/insider-trading/apple-s-cook-filing-separates-stock-sales-taxes-and-a-gift 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-aapl.jpg?v=1791963927 Apple’s Cook filing separates stock sales, taxes and a gift Historical aerial photograph of Apple Park https://folitic.com/blogs/insider-trading/arista-ceo-reports-october-sales-under-plans-adopted-in-2025 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-anet.jpg?v=1791963933 Arista CEO reports October sales under plans adopted in 2025 Historical photograph of Arista network switches at The Gathering in 2025 https://folitic.com/blogs/insider-trading/broadcom-filing-separates-samueli-s-planned-sales-from-gifts 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-avgo.jpg?v=1791963937 Broadcom filing separates Samueli’s planned sales from gifts Historical photograph of Broadcom offices https://folitic.com/blogs/insider-trading/nvidia-director-s-300-million-sale-spans-two-trust-holdings 2026-10-28T11:21:59-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-nvda.jpg?v=1791964031 Nvidia director’s $300 million sale spans two trust holdings Historical photograph of Nvidia offices in Santa Clara https://folitic.com/blogs/insider-trading/dick-s-sporting-goods-cfo-commits-about-1-million-to-shares 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-dks.jpg?v=1791964036 Dick’s Sporting Goods CFO commits about $1 million to shares Historical photograph of a Dick’s Sporting Goods store in Minnetonka https://folitic.com/blogs/insider-trading/truist-ceo-buys-21-000-shares-separately-from-stock-awards 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-tfc.jpg?v=1791964043 Truist CEO buys 21,000 shares separately from stock awards Historical photograph of a Truist bank building in Rome, Georgia https://folitic.com/blogs/insider-trading/oracle-director-reports-a-3-48-million-purchase-through-a-living-trust 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-orcl.jpg?v=1791964047 Oracle director reports a $3.48 million purchase through a living trust Historical photograph of the Oracle campus in Redwood Shores https://folitic.com/blogs/insider-trading/ryan-cohen-adds-700-000-gamestop-shares-in-october-purchase 2026-10-28T11:20:50-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-insider-gme.jpg?v=1791964053 Ryan Cohen adds 700,000 GameStop shares in October purchase Historical photograph of a GameStop storefront in Miami https://folitic.com/blogs/bond-markets-news/july-s-corporate-yield-repricing-shows-why-income-is-not-total-return 2026-10-26T15:10:48-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-yield.jpg?v=1791967250 July’s corporate yield repricing shows why income is not total return Historical photograph of Canary Wharf viewed from Limehouse https://folitic.com/blogs/bond-markets-news/a-changing-bond-investor-base-can-amplify-price-swings 2026-10-26T15:10:48-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-bond.jpg?v=1791967255 A changing bond investor base can amplify price swings Historical photograph of the City of London skyline https://folitic.com/blogs/bond-markets-news/europe-s-bond-transparency-transition-makes-quote-dates-essential 2026-10-26T15:10:48-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-esma.jpg?v=1791967259 Europe’s bond transparency transition makes quote dates essential Historical photograph of the La Défense business district in Paris https://folitic.com/blogs/bond-markets-news/canada-s-repo-plans-put-bond-market-plumbing-in-view 2026-10-26T15:10:48-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-ca.jpg?v=1791967263 Canada’s repo plans put bond market plumbing in view Historical photograph of the Bank of Canada building in Ottawa https://folitic.com/blogs/bond-markets-news/the-world-bank-s-debt-outflow-figures-reveal-a-financing-constraint 2026-10-26T15:10:48-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-wb.jpg?v=1791967267 The World Bank’s debt outflow figures reveal a financing constraint File photograph of the World Bank Group building https://folitic.com/blogs/bond-markets-news/brazil-s-borrowing-strategy-puts-debt-composition-in-the-spotlight 2026-10-26T15:11:05-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-br.jpg?v=1791967314 Brazil’s borrowing strategy puts debt composition in the spotlight Historical photograph of the Itamaraty Palace in Brasília, illustrating the sovereign issuer’s capital https://folitic.com/blogs/bond-markets-news/saudi-arabia-s-september-sukuk-allocation-spans-six-maturities 2026-10-26T15:11:05-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-sa.jpg?v=1791967317 Saudi Arabia’s September sukuk allocation spans six maturities Historical photograph of the Riyadh skyline https://folitic.com/blogs/bond-markets-news/asia-s-september-bond-review-highlights-the-cost-of-an-oil-shock 2026-10-26T15:11:05-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-asia.jpg?v=1791967321 Asia’s September bond review highlights the cost of an oil shock Historical photograph of Singapore’s business district and Esplanade Bridge https://folitic.com/blogs/bond-markets-news/europe-s-debt-maturity-calendar-deserves-more-attention-than-issuance-totals 2026-10-26T15:11:05-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-eucr.jpg?v=1791967325 Europe’s debt maturity calendar deserves more attention than issuance totals Historical view of La Défense from the Eiffel Tower in Paris https://folitic.com/blogs/bond-markets-news/europe-s-green-bond-review-rules-sharpen-the-disclosure-test 2026-10-26T15:11:05-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-green.jpg?v=1791967329 Europe’s green bond review rules sharpen the disclosure test Illustrative photograph of the Middelgrunden wind farm, not an identified project financed by the securities discussed https://folitic.com/blogs/bond-markets-news/ai-borrowing-puts-cash-flow-timing-at-the-centre-of-credit-analysis 2026-10-26T15:11:05-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-ai.jpg?v=1791967333 AI borrowing puts cash flow timing at the centre of credit analysis Illustrative photograph of a BalticServers data centre, not an identified project of the borrowers discussed https://folitic.com/blogs/bond-markets-news/record-corporate-borrowing-makes-refinancing-discipline-more-important 2026-10-26T15:11:05-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-corp.jpg?v=1791967359 Record corporate borrowing makes refinancing discipline more important Historical photograph of Lower Manhattan in New York https://folitic.com/blogs/bond-markets-news/britain-s-revised-gilt-remit-makes-the-maturity-mix-matter 2026-10-26T15:11:05-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-uk.jpg?v=1791967363 Britain’s revised gilt remit makes the maturity mix matter Historical photograph of the Bank of England in London https://folitic.com/blogs/bond-markets-news/japan-s-october-bond-auction-separates-coupon-from-yield 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-jp.jpg?v=1791967367 Japan’s October bond auction separates coupon from yield Historical photograph of the skyline in Minato City, Tokyo https://folitic.com/blogs/bond-markets-news/the-eu-s-10-billion-october-transaction-adds-a-new-supply-checkpoint 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-eu.jpg?v=1791967371 The EU’s €10 billion October transaction adds a new supply checkpoint File photograph of the European Commission’s Berlaymont building in Brussels https://folitic.com/blogs/bond-markets-news/germany-s-october-bobl-auction-puts-retained-supply-in-focus 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bond-de.jpg?v=1791967374 Germany’s October Bobl auction puts retained supply in focus Historical photograph of the Frankfurt skyline and River Main https://folitic.com/blogs/funds-news/franklin-s-retirement-trust-benchmark-shift-changes-the-comparison 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-retire-news.jpg?v=1791970442 Franklin’s retirement trust benchmark shift changes the comparison Historical photograph of the Tokyo skyline, illustrating international portfolio exposure https://folitic.com/blogs/funds-news/vanguard-s-2026-fee-reductions-sharpen-the-share-class-comparison 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-fee-news.jpg?v=1791970447 Vanguard’s 2026 fee reductions sharpen the share class comparison File photograph of the Philadelphia skyline, illustrating the region near Vanguard’s headquarters https://folitic.com/blogs/funds-news/pershing-square-s-disclosed-exits-show-a-portfolio-being-rebuilt 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-psh-news.jpg?v=1791970451 Pershing Square’s disclosed exits show a portfolio being rebuilt File photograph of the Hilton San Diego Bayfront hotel, illustrating a company discussed in the portfolio review https://folitic.com/blogs/funds-news/invesco-brings-private-real-estate-to-a-daily-valued-retirement-trust 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-invesco-news.jpg?v=1791970454 Invesco brings private real estate to a daily valued retirement trust File photograph of Midtown Atlanta, illustrating the city associated with Invesco https://folitic.com/blogs/funds-news/smithson-s-reconstruction-changes-the-route-investors-use-to-exit 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-smith-news.jpg?v=1791970458 Smithson’s reconstruction changes the route investors use to exit Historical view of London’s financial district from City Hall https://folitic.com/blogs/funds-news/blackrock-plans-nine-additions-to-its-ibonds-maturity-range 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-ibond-news.jpg?v=1791970463 BlackRock plans nine additions to its iBonds maturity range File photograph of the US Treasury building in Washington https://folitic.com/blogs/funds-news/vanguard-enters-the-target-maturity-corporate-bond-etf-market 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-bond-news.jpg?v=1791970494 Vanguard enters the target maturity corporate bond ETF market Historical photograph of the Philadelphia skyline from South Street Bridge https://folitic.com/blogs/funds-news/third-point-s-first-quarter-letter-shows-uneven-returns-beneath-the-total 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-third-news.jpg?v=1791970498 Third Point’s first quarter letter shows uneven returns beneath the total Historical view of Lower Manhattan and Brooklyn Bridge from the East River https://folitic.com/blogs/funds-news/voya-introduces-alternative-cits-for-retirement-portfolios 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-voya-news.jpg?v=1791970501 Voya introduces alternative CITs for retirement portfolios File photograph of the Voya Financial Building in Minneapolis in August 2014 https://folitic.com/blogs/funds-news/franklin-and-moonpay-connect-tokenized-funds-with-institutional-trading 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-token-news.jpg?v=1791970505 Franklin and MoonPay connect tokenized funds with institutional trading File photograph of the Franklin Templeton headquarters campus in San Mateo https://folitic.com/blogs/funds-news/franklin-launches-yclo-with-a-focus-on-investment-grade-clo-debt 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-yclo-news.jpg?v=1791970509 Franklin launches YCLO with a focus on investment grade CLO debt File photograph of a Franklin Templeton headquarters building in San Mateo https://folitic.com/blogs/funds-news/pershing-square-s-howard-hughes-financing-goes-beyond-common-shares 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-hhh-news.jpg?v=1791970513 Pershing Square’s Howard Hughes financing goes beyond common shares File photograph of The Woodlands Towers at The Waterway in Texas https://folitic.com/blogs/funds-news/franklin-completes-250-digital-deal-and-establishes-an-active-crypto-division 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-crypto-news.jpg?v=1791970531 Franklin completes 250 Digital deal and establishes an active crypto division File photograph of the Franklin Templeton headquarters campus https://folitic.com/blogs/funds-news/vanguard-adds-t-rowe-price-to-three-active-equity-mandates 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-trow-news.jpg?v=1791970536 Vanguard adds T. Rowe Price to three active equity mandates File photograph of Baltimore’s Inner Harbor, illustrating the city associated with T. Rowe Price https://folitic.com/blogs/funds-news/voya-widens-the-route-to-private-assets-through-managed-retirement-accounts 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-ama-news.jpg?v=1791970541 Voya widens the route to private assets through managed retirement accounts File photograph of the Northwestern National Life Building in Minneapolis, associated with Voya https://folitic.com/blogs/funds-news/man-group-s-record-assets-separate-inflows-from-investment-gains 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-man-news.jpg?v=1791970545 Man Group’s record assets separate inflows from investment gains File photograph of the City of London financial district from the Tower of London https://folitic.com/blogs/funds-news/vanguard-s-altruist-agreement-links-fund-distribution-with-adviser-technology 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-altruist-news.jpg?v=1791970549 Vanguard’s Altruist agreement links fund distribution with adviser technology File photograph of Culver City City Hall, illustrating the location associated with Altruist https://folitic.com/blogs/funds-news/franklin-and-clarion-agree-to-add-stoneshield-s-european-real-assets-platform 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-stone-news.jpg?v=1791970554 Franklin and Clarion agree to add Stoneshield’s European real assets platform Historical photograph of Madrid’s Cuatro Torres skyline, illustrating European real assets https://folitic.com/blogs/funds-news/man-group-adds-global-infrastructure-to-its-etf-lineup 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-mgin-news.jpg?v=1791970571 Man Group adds global infrastructure to its ETF lineup Historical photograph of Brooklyn Bridge and the New York skyline, illustrating listed infrastructure https://folitic.com/blogs/funds-news/bcat-s-rights-offering-puts-dilution-and-participation-in-focus 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-bcat-news.jpg?v=1791970575 BCAT’s rights offering puts dilution and participation in focus Historical photograph of Lower Manhattan, illustrating New York’s financial district https://folitic.com/blogs/funds-news/vanguard-brings-its-long-duration-credit-fund-under-one-adviser 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-long-news.jpg?v=1791970579 Vanguard brings its long duration credit fund under one adviser Historical view of Philadelphia from South Street Bridge https://folitic.com/blogs/funds-news/bkt-s-discount-test-ends-without-a-tender-offer 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-bkt-news.jpg?v=1791970583 BKT’s discount test ends without a tender offer Historical photograph of apartment buildings beside New York’s East River, illustrating residential property https://folitic.com/blogs/funds-news/nuveen-completes-schroders-acquisition-as-integration-becomes-the-next-test 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-nuveen-news.jpg?v=1791970587 Nuveen completes Schroders acquisition as integration becomes the next test Historical photograph of the London skyline from Waterloo Bridge https://folitic.com/blogs/funds-news/lindsell-train-tender-attracts-demand-above-its-share-limit 2026-10-26T15:11:06-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-funds-lti-news.jpg?v=1791970591 Lindsell Train tender attracts demand above its share limit Historical photograph of the City of London skyline https://folitic.com/blogs/derivatives-news/the-bis-hedging-review-explains-why-forward-turnover-can-surge 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-fw4.jpg?v=1791974147 The BIS hedging review explains why forward turnover can surge File photograph of the Bank for International Settlements building in Basel https://folitic.com/blogs/derivatives-news/asic-s-cfd-refunds-show-why-offsetting-trades-can-still-cost-money 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-c4.jpg?v=1791974151 ASIC’s CFD refunds show why offsetting trades can still cost money Historical photograph of Sydney at dusk in December 2008 https://folitic.com/blogs/derivatives-news/europe-centralizes-validation-of-the-simm-margin-model 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-s4.jpg?v=1791974155 Europe centralizes validation of the SIMM margin model File photograph of the view from La Défense in Paris in December 2025 https://folitic.com/blogs/derivatives-news/stellantis-prices-perpetual-hybrids-in-euros-and-sterling 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-h3.jpg?v=1791974159 Stellantis prices perpetual hybrids in euros and sterling File photograph of a Fiat 500L Living at Mirafiori Village in Turin, illustrating a Stellantis brand https://folitic.com/blogs/derivatives-news/a-cfd-surveillance-fine-exposes-the-cost-of-missing-trade-data 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-c3.jpg?v=1791974177 A CFD surveillance fine exposes the cost of missing trade data Historical photograph of the Canary Wharf skyline in October 2012 https://folitic.com/blogs/derivatives-news/cdsclear-growth-separates-credit-hedging-from-bond-ownership 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-s2.jpg?v=1791974180 CDSClear growth separates credit hedging from bond ownership Historical photograph of the London Stock Exchange, illustrating credit market infrastructure https://folitic.com/blogs/derivatives-news/planet-s-completed-warrant-redemption-brought-cash-and-new-shares 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-w4.jpg?v=1791974184 Planet’s completed warrant redemption brought cash and new shares Historical photograph of Planet Labs satellites being deployed from the International Space Station https://folitic.com/blogs/derivatives-news/daily-djx-expirations-change-the-timing-of-dow-hedges 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-o3.jpg?v=1791974189 Daily DJX expirations change the timing of Dow hedges Historical photograph of Brooklyn Bridge and the New York skyline, illustrating US equity markets https://folitic.com/blogs/derivatives-news/nextnav-s-warrant-notice-shows-how-redemption-changes-the-clock 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-w3.jpg?v=1791974206 NextNav’s warrant notice shows how redemption changes the clock Historical photograph of Reston Town Center, illustrating the region associated with NextNav https://folitic.com/blogs/derivatives-news/esma-s-active-account-review-shows-an-early-and-uneven-shift 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-s3.jpg?v=1791974211 ESMA’s active account review shows an early and uneven shift File photograph looking across Paris toward La Défense, illustrating European financial institutions https://folitic.com/blogs/derivatives-news/swapclear-s-first-half-record-is-a-scale-measure-not-a-risk-total 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-s1.jpg?v=1791974214 SwapClear’s first half record is a scale measure, not a risk total File photograph of the London Stock Exchange at Paternoster Square https://folitic.com/blogs/derivatives-news/the-uk-fx-survey-shows-a-broader-market-for-future-currency-needs 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-fw3.jpg?v=1791974218 The UK FX survey shows a broader market for future currency needs File photograph of the Bank of England facade in London https://folitic.com/blogs/derivatives-news/cme-plans-wind-contracts-for-renewable-energy-risk 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-f2.jpg?v=1791974239 CME plans wind contracts for renewable energy risk File photograph of offshore wind turbines at Thornton Bank, illustrating renewable generation risk https://folitic.com/blogs/derivatives-news/ttf-calendar-spread-options-bring-seasonal-gas-risk-into-focus 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-o4.jpg?v=1791974243 TTF calendar spread options bring seasonal gas risk into focus File photograph of the Exemplar vessel at Inkoo, illustrating European natural gas infrastructure https://folitic.com/blogs/derivatives-news/cme-launches-futures-on-a-liquid-leveraged-loan-index 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-f1.jpg?v=1791974248 CME launches futures on a liquid leveraged loan index Historical photograph of the Chicago Board of Trade building https://folitic.com/blogs/derivatives-news/baywa-s-restructuring-plan-puts-hybrid-subordination-to-the-test 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-h2.jpg?v=1791974252 BayWa’s restructuring plan puts hybrid subordination to the test File photograph of Munich from St. Luke’s Church, with the BayWa tower among buildings in the distance https://folitic.com/blogs/derivatives-news/axon-s-zero-coupon-convertible-still-has-an-economic-cost 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-h4.jpg?v=1791974271 Axon’s zero coupon convertible still has an economic cost File photograph of Scottsdale, Arizona, illustrating the city associated with Axon https://folitic.com/blogs/derivatives-news/cme-factor-futures-make-portfolio-style-exposure-explicit 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-f3.jpg?v=1791974275 CME factor futures make portfolio style exposure explicit File photograph of the Chicago Board of Trade building in December 2023 https://folitic.com/blogs/derivatives-news/cme-schedules-bitcoin-cash-and-uniswap-futures 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-f4.jpg?v=1791974279 CME schedules Bitcoin Cash and Uniswap futures Illustrative photograph of cryptocurrency themed coins and a laptop, not physical BCH or UNI assets https://folitic.com/blogs/derivatives-news/platts-extends-the-horizon-of-jkm-forward-assessments 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-fw2.jpg?v=1791974283 Platts extends the horizon of JKM forward assessments File photograph of the Energy Advance LNG carrier in Ishikari Bay, illustrating LNG delivery https://folitic.com/blogs/derivatives-news/uwm-s-rights-offer-makes-the-pricing-formula-central 2026-10-26T15:11:07-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-w1.jpg?v=1791974302 UWM’s rights offer makes the pricing formula central File photograph of downtown Pontiac, illustrating the city associated with UWM https://folitic.com/blogs/derivatives-news/bayer-s-hybrid-issue-separates-the-coupon-from-the-repayment-date 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-h1.jpg?v=1791974305 Bayer’s hybrid issue separates the coupon from the repayment date File photograph of Carl Duisberg Park in Leverkusen, illustrating the location associated with Bayer https://folitic.com/blogs/derivatives-news/the-fca-crackdown-makes-the-cfd-counterparty-harder-to-ignore 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-c2.jpg?v=1791974309 The FCA crackdown makes the CFD counterparty harder to ignore File photograph of Canary Wharf from Limehouse, illustrating London’s financial sector https://folitic.com/blogs/derivatives-news/cboe-extends-its-spx-agreement-through-2051 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-o1.jpg?v=1791974313 Cboe extends its SPX agreement through 2051 Historical photograph of Chicago’s financial district and the Board of Trade building, illustrating the city’s derivatives industry https://folitic.com/blogs/derivatives-news/cboe-s-september-records-put-daily-expiry-activity-in-focus 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-o2.jpg?v=1791974333 Cboe’s September records put daily expiry activity in focus File photograph of Chicago’s LaSalle Street financial district, illustrating listed derivatives markets https://folitic.com/blogs/derivatives-news/pbt-land-and-minerals-sets-terms-for-a-proposed-rights-offer 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-w2.jpg?v=1791974338 PBT Land and Minerals sets terms for a proposed rights offer File photograph of oil infrastructure near Andrews in Texas, illustrating Permian Basin operations https://folitic.com/blogs/derivatives-news/asic-proposes-a-longer-life-for-cfd-protections 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-c1.jpg?v=1791974342 ASIC proposes a longer life for CFD protections Historical photograph of Sydney’s skyline, illustrating Australian financial markets https://folitic.com/blogs/derivatives-news/forexclear-s-september-record-puts-currency-clearing-in-focus 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-derivatives-fw1.jpg?v=1791974345 ForexClear’s September record puts currency clearing in focus Historical photograph of Stave Hill and Canary Wharf, illustrating wholesale currency markets https://folitic.com/blogs/crypto-news/ripple-s-treasury-integration-brings-digital-balances-into-corporate-cash-systems 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-i3.jpg?v=1791977700 Ripple’s Treasury Integration Brings Digital Balances Into Corporate Cash Systems File photograph of San Francisco’s financial district skyline, illustrating the city associated with Ripple https://folitic.com/blogs/crypto-news/bitcoin-core-31-1-addresses-privacy-and-disk-activity-bugs 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-b3.jpg?v=1791977704 Bitcoin Core 31.1 Addresses Privacy and Disk Activity Bugs File photograph of network switches and patch panels, illustrating the infrastructure used by networked software https://folitic.com/blogs/crypto-news/aave-v4-extends-shared-liquidity-to-avalanche 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-d2.jpg?v=1791977708 Aave V4 Extends Shared Liquidity to Avalanche File photograph of data storage racks at Pi Data Centers, illustrating network infrastructure rather than an Aave installation https://folitic.com/blogs/crypto-news/sec-crypto-offering-proposal-sets-out-two-fundraising-routes 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-r2.jpg?v=1791977713 SEC Crypto Offering Proposal Sets Out Two Fundraising Routes File photograph of the US Securities and Exchange Commission headquarters https://folitic.com/blogs/crypto-news/project-harmonia-opens-a-route-for-tokenized-fund-distribution 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-t4.jpg?v=1791977717 Project Harmonia Opens a Route for Tokenized Fund Distribution Historical photograph of Madrid’s AZCA financial district, illustrating European fund distribution https://folitic.com/blogs/crypto-news/aave-adds-an-arc-market-for-stablecoin-lending 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-d3.jpg?v=1791977721 Aave Adds an Arc Market for Stablecoin Lending Illustrative photograph of an Ethereum themed medallion and a padlock, representing digital asset security https://folitic.com/blogs/crypto-news/sec-tokenized-stock-exemption-puts-investor-rights-at-the-center 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-r3.jpg?v=1791977725 SEC Tokenized Stock Exemption Puts Investor Rights at the Center File photograph of the United States Capitol, illustrating the federal policy setting https://folitic.com/blogs/crypto-news/glamsterdam-testnet-plan-keeps-ethereum-mainnet-timing-open 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-e1.jpg?v=1791977729 Glamsterdam Testnet Plan Keeps Ethereum Mainnet Timing Open Illustrative photograph of cryptocurrency themed coins, representing digital asset networks https://folitic.com/blogs/crypto-news/solana-reviews-the-effects-of-shorter-slot-times 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-e3.jpg?v=1791977759 Solana Reviews the Effects of Shorter Slot Times File photograph of the rear of a server rack at NERSC, illustrating computing infrastructure rather than a Solana installation https://folitic.com/blogs/crypto-news/citi-and-coinbase-connect-stablecoin-payments-with-bank-accounts 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-i1.jpg?v=1791977763 Citi and Coinbase Connect Stablecoin Payments With Bank Accounts File photograph of Citigroup Center in New York in August 2024 https://folitic.com/blogs/crypto-news/chainlink-fulcrum-targets-collateral-movement-across-financial-networks 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-i4.jpg?v=1791977767 Chainlink Fulcrum Targets Collateral Movement Across Financial Networks File photograph of data center server racks, illustrating financial technology infrastructure https://folitic.com/blogs/crypto-news/zkapi-brings-private-payment-credits-to-ai-services 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-t2.jpg?v=1791977771 zkAPI Brings Private Payment Credits to AI Services Close photograph of a computer motherboard, illustrating digital services infrastructure https://folitic.com/blogs/crypto-news/tokenized-dividends-face-a-test-across-multiple-blockchains 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-t3.jpg?v=1791977775 Tokenized Dividends Face a Test Across Multiple Blockchains File photograph of an Ethernet switch and cables, illustrating connections between financial systems https://folitic.com/blogs/crypto-news/sec-custody-proposal-opens-questions-about-crypto-safekeeping 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-r1.jpg?v=1791977779 SEC Custody Proposal Opens Questions About Crypto Safekeeping File photograph of the facade of the US Securities and Exchange Commission headquarters in Washington https://folitic.com/blogs/crypto-news/ethereum-explores-checks-on-a-transaction-s-final-outcome 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-e2.jpg?v=1791977784 Ethereum Explores Checks on a Transaction’s Final Outcome Close photograph of a circuit board, illustrating computing infrastructure https://folitic.com/blogs/crypto-news/south-korea-s-ai-token-trade-highlights-sector-rotation 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-t1.jpg?v=1791977788 South Korea’s AI Token Trade Highlights Sector Rotation File photograph of Seoul’s Seocho district skyline from the Han River in December 2023 https://folitic.com/blogs/crypto-news/solana-microscope-makes-program-monitoring-easier-to-inspect 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-r4.jpg?v=1791977817 Solana Microscope Makes Program Monitoring Easier to Inspect File photograph of network switches and cables, illustrating the connections used by monitoring systems https://folitic.com/blogs/crypto-news/solana-dvp-targets-the-gap-between-assets-and-payment 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-e4.jpg?v=1791977820 Solana DvP Targets the Gap Between Assets and Payment File photograph of Lower Manhattan from Liberty Island in 2021, illustrating institutional financial markets https://folitic.com/blogs/crypto-news/bitcoin-s-october-rally-puts-market-depth-in-focus 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-b2.jpg?v=1791977824 Bitcoin’s October Rally Puts Market Depth in Focus Illustrative photograph of a physical Casascius coin, representing Bitcoin https://folitic.com/blogs/crypto-news/samsung-wallet-plans-usdc-transfers-on-solana 2026-10-26T15:11:08-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-d1.png?v=1791977829 Samsung Wallet Plans USDC Transfers on Solana File photograph of a Samsung Galaxy S24 smartphone, illustrating the device family discussed in the announcement https://folitic.com/blogs/crypto-news/powercompute-uses-bitcoin-to-retire-mining-debt 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-b4.jpg?v=1791977834 PowerCompute Uses Bitcoin to Retire Mining Debt Historical photograph of Avalon Bitcoin mining equipment, not equipment identified in the company update https://folitic.com/blogs/crypto-news/chainlink-vault-adapters-simplify-deposits-across-networks 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-d4.jpg?v=1791977838 Chainlink Vault Adapters Simplify Deposits Across Networks File photograph of a Raspberry Pi and a network switch, illustrating network connections rather than a Chainlink product https://folitic.com/blogs/crypto-news/evernorth-s-public-listing-puts-xrp-treasury-funding-under-scrutiny 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-i2.jpg?v=1791977842 Evernorth’s Public Listing Puts XRP Treasury Funding Under Scrutiny File photograph of Lower Manhattan from New York Bay in October 2023, illustrating public capital markets https://folitic.com/blogs/crypto-news/strategy-adds-bitcoin-while-buying-back-preferred-shares 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-b1.jpg?v=1791977846 Strategy Adds Bitcoin While Buying Back Preferred Shares Illustrative photograph of a physical Casascius Bitcoin coin, not a company treasury asset https://folitic.com/blogs/crypto-onchain-analysis/why-a-large-bitcoin-outflow-can-disappear-after-wallet-relabelling 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-w4.jpg?v=1791980879 Why a large Bitcoin outflow can disappear after wallet relabelling Illustrative photograph of hardware wallets and a physical Bitcoin themed coin https://folitic.com/blogs/crypto-onchain-analysis/monero-requires-a-different-standard-for-whale-claims 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-p3.jpg?v=1791980883 Monero requires a different standard for whale claims File photograph of a Trezor Safe 7, illustrating digital asset privacy and custody https://folitic.com/blogs/crypto-onchain-analysis/public-ethereum-fund-wallets-improve-visibility-without-revealing-investor-trades 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-e2.jpg?v=1791980887 Public Ethereum fund wallets improve visibility without revealing investor trades Illustrative close photograph of a physical Ethereum themed coin https://folitic.com/blogs/crypto-onchain-analysis/the-stsol-withdrawal-route-shows-why-unstaking-is-not-selling 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-d3.jpg?v=1791980891 The stSOL withdrawal route shows why unstaking is not selling File photograph of the rear of a server rack at NERSC, illustrating computing infrastructure rather than a Solana installation https://folitic.com/blogs/crypto-onchain-analysis/the-fbi-s-bybit-finding-separates-attribution-from-wallet-speculation 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-p2.jpg?v=1791980895 The FBI’s Bybit finding separates attribution from wallet speculation File photograph of a Trezor Model T, illustrating custody controls rather than equipment involved in the incident https://folitic.com/blogs/crypto-onchain-analysis/cctp-s-burn-and-mint-model-requires-a-different-flow-count 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-b4.jpg?v=1791980898 CCTP’s burn and mint model requires a different flow count File photograph of network switches and cables, illustrating the connections used by monitoring systems https://folitic.com/blogs/crypto-onchain-analysis/solana-s-network-report-shows-why-node-counts-need-context 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-b2.jpg?v=1791980902 Solana’s network report shows why node counts need context File photograph of network switches and patch panels, illustrating the infrastructure used by networked software https://folitic.com/blogs/crypto-onchain-analysis/galaxy-s-80-000-bitcoin-sale-shows-what-confirms-a-whale-exit 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-w1.jpg?v=1791980906 Galaxy’s 80,000 Bitcoin sale shows what confirms a whale exit Illustrative photograph of a physical Bitcoin themed coin https://folitic.com/blogs/crypto-onchain-analysis/galaxy-s-tokenized-shares-show-why-a-token-transfer-is-not-always-a-trade 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-e3.jpg?v=1791980932 Galaxy’s tokenized shares show why a token transfer is not always a trade File photograph of Lower Manhattan from New York Bay in October 2023, illustrating public capital markets https://folitic.com/blogs/crypto-onchain-analysis/mt-gox-repayments-require-a-different-reading-from-whale-selling 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-w3.jpg?v=1791980936 Mt Gox repayments require a different reading from whale selling File photograph of Tokyo’s Marunouchi district, illustrating the setting of the Mt Gox proceedings https://folitic.com/blogs/crypto-onchain-analysis/uniswap-s-fee-proposal-separates-trading-activity-from-token-value 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-d2.jpg?v=1791980939 Uniswap’s fee proposal separates trading activity from token value Illustrative photograph of an Ethereum themed coin https://folitic.com/blogs/crypto-onchain-analysis/bitcoin-holder-ageing-can-look-like-accumulation-without-a-purchase 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-w2.jpg?v=1791980943 Bitcoin holder ageing can look like accumulation without a purchase Illustrative photograph of a physical Bitcoin coin beside a laptop https://folitic.com/blogs/crypto-onchain-analysis/kraken-s-reserve-snapshot-is-a-checkpoint-not-a-live-flow-signal 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-e1.jpg?v=1791980946 Kraken’s reserve snapshot is a checkpoint, not a live flow signal File photograph of a hardware wallet, illustrating digital asset custody https://folitic.com/blogs/crypto-onchain-analysis/cap-s-aave-deposits-expose-the-links-behind-stablecoin-reserves 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-e4.jpg?v=1791980950 Cap’s Aave deposits expose the links behind stablecoin reserves File photograph of data storage racks at Pi Data Centers, illustrating network infrastructure rather than an Aave installation https://folitic.com/blogs/crypto-onchain-analysis/aave-s-february-liquidation-wave-shows-why-event-counts-need-context 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-d1.jpg?v=1791980953 Aave’s February liquidation wave shows why event counts need context Illustrative photograph of an Ethereum themed medallion and a padlock, representing digital asset security https://folitic.com/blogs/crypto-onchain-analysis/arbitrum-drip-puts-the-quality-of-lending-inflows-in-focus 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-b1.jpg?v=1791980957 Arbitrum DRIP puts the quality of lending inflows in focus File photograph of a Raspberry Pi and a network switch, illustrating interconnected blockchain infrastructure https://folitic.com/blogs/crypto-onchain-analysis/aave-v4-changes-how-analysts-should-count-lending-flows 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-d4.jpg?v=1791981027 Aave V4 changes how analysts should count lending flows Close photograph of a computer motherboard, illustrating digital services infrastructure https://folitic.com/blogs/crypto-onchain-analysis/drift-s-reported-exploit-shows-how-stolen-funds-can-cross-networks 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-p1.jpg?v=1791981032 Drift’s reported exploit shows how stolen funds can cross networks Close photograph of a circuit board, illustrating computing infrastructure https://folitic.com/blogs/crypto-onchain-analysis/tether-s-reserve-statement-adds-context-that-token-transfers-cannot 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-s4.jpg?v=1791981036 Tether’s reserve statement adds context that token transfers cannot Illustrative photograph of cryptocurrency themed coins, representing digital asset networks https://folitic.com/blogs/crypto-onchain-analysis/circle-s-usdc-turnover-and-supply-tell-different-stories 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-s3.png?v=1791981041 Circle’s USDC turnover and supply tell different stories USDC symbol, identifying the stablecoin discussed in this analysis https://folitic.com/blogs/crypto-onchain-analysis/noble-usdc-migration-can-look-like-an-outflow-without-a-cash-exit 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-b3.jpg?v=1791981047 Noble USDC migration can look like an outflow without a cash exit File photograph of data center server racks, illustrating financial technology infrastructure https://folitic.com/blogs/crypto-onchain-analysis/visa-s-data-refresh-changes-the-reading-of-stablecoin-activity 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-s1.jpg?v=1791981050 Visa’s data refresh changes the reading of stablecoin activity File photograph of an Ethernet switch and cables, illustrating connections between financial systems https://folitic.com/blogs/crypto-onchain-analysis/cross-border-stablecoin-growth-needs-a-corridor-level-reading 2026-10-26T15:11:09-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-s2.jpg?v=1791981056 Cross border stablecoin growth needs a corridor level reading File photograph of Raffles Place in Singapore, illustrating international financial activity https://folitic.com/blogs/crypto-onchain-analysis/the-reported-bitget-theft-highlights-the-problem-of-fragmented-trails 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-onchain-p4.jpg?v=1791981060 The reported Bitget theft highlights the problem of fragmented trails Illustrative photograph of network connections, representing the tracing of transfers across multiple systems https://folitic.com/blogs/bonds-explained/what-a-bond-is 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-what-a-bond-is.png?v=1791985145 What a bond is and how you get paid A learner exchanges funding for a bond contract and a sequence of scheduled payments. https://folitic.com/blogs/bonds-explained/face-value-coupons-and-maturity 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-face-value-coupons-and-maturity.png?v=1791985150 Face value coupons and maturity explained A bond timeline separates regular coupons from the larger principal payment at maturity. https://folitic.com/blogs/bonds-explained/bond-quotes-and-accrued-interest 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-bond-quotes-and-accrued-interest.png?v=1791985155 How to read a bond quote and accrued interest An analyst combines a bond price component with accrued interest beside a payment calendar. https://folitic.com/blogs/bonds-explained/bonds-stocks-and-cash 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-bonds-stocks-and-cash.png?v=1791985159 How bonds differ from stocks and cash A bond contract, business ownership and a cash reserve sit in a balanced comparison. https://folitic.com/blogs/bonds-explained/government-bonds-and-sovereign-risk 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-government-bonds-and-sovereign-risk.png?v=1791985163 Government bonds and sovereign risk A researcher studies government financing alongside infrastructure, tax receipts and currencies. https://folitic.com/blogs/bonds-explained/corporate-bonds-and-creditor-hierarchy 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-corporate-bonds-and-creditor-hierarchy.png?v=1791985167 Corporate bonds and the creditor hierarchy A waterfall of claims illustrates different levels of creditor priority within a company. https://folitic.com/blogs/bonds-explained/inflation-linked-and-floating-rate-bonds 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-inflation-linked-and-floating-rate-bonds.png?v=1791985171 Inflation linked and floating rate bonds Researchers compare inflation adjusted principal with a coupon linked to a reference rate. https://folitic.com/blogs/bonds-explained/callable-bonds-and-securitised-debt 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-callable-bonds-and-securitised-debt.png?v=1791985176 Callable bonds and securitised debt An early redemption path sits beside a pool of loans feeding different payment classes. https://folitic.com/blogs/bonds-explained/bond-prices-and-yields 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-bond-prices-and-yields.png?v=1791985180 Why bond prices move when yields change A seesaw shows the opposite movements of a bond price and its required yield. https://folitic.com/blogs/bonds-explained/coupon-current-yield-and-yield-to-maturity 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-coupon-current-yield-and-yield-to-maturity.png?v=1791985184 Coupon rate current yield and yield to maturity Three lenses examine a coupon, a market price and the complete bond payment schedule. https://folitic.com/blogs/bonds-explained/yield-to-worst-and-reinvestment-risk 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-yield-to-worst-and-reinvestment-risk.png?v=1791985188 Yield to worst and reinvestment risk An investor compares an early call route with a longer payment route and reinvestment choices. https://folitic.com/blogs/bonds-explained/yield-curve-and-credit-spreads 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-yield-curve-and-credit-spreads.png?v=1791985192 Reading the yield curve and credit spreads Two conceptual yield curves show maturity differences and a highlighted spread between them. https://folitic.com/blogs/bonds-explained/duration-convexity-and-rate-risk 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-duration-convexity-and-rate-risk.png?v=1791985197 Duration convexity and interest rate risk A researcher compares a curved price response with a straight tangent and a rate dial. https://folitic.com/blogs/bonds-explained/assessing-bond-issuer-credit 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-assessing-bond-issuer-credit.png?v=1791985201 How to assess an issuer’s ability to repay A business cash reservoir feeds scheduled debt payments while an analyst checks the buffer. https://folitic.com/blogs/bonds-explained/default-recovery-and-liquidity 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-default-recovery-and-liquidity.png?v=1791985205 Default recovery and liquidity risk An investor compares a damaged bond, partial recovery and a market with few buyers. https://folitic.com/blogs/bonds-explained/currency-inflation-and-real-returns 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-currency-inflation-and-real-returns.png?v=1791985210 Currency inflation and real bond returns Bond payments pass through a currency conversion and are compared with a basket of goods. https://folitic.com/blogs/bonds-explained/individual-bonds-versus-bond-funds 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-individual-bonds-versus-bond-funds.png?v=1791985215 Individual bonds versus bond funds Two learners compare a single dated bond with a basket holding many bonds. https://folitic.com/blogs/bonds-explained/building-a-bond-ladder 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-building-a-bond-ladder.png?v=1791985219 Building a bond ladder around your cash needs A staircase of bond maturities lines up with separate future spending jars. https://folitic.com/blogs/bonds-explained/bond-portfolio-diversification 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-bond-portfolio-diversification.png?v=1791985228 Diversifying a bond portfolio without hiding risk An analyst discovers common industry connections among apparently different bond holdings. https://folitic.com/blogs/bonds-explained/bond-trading-costs 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-bond-trading-costs.png?v=1791985232 Buying selling and evaluating bond trading costs A bond transaction is examined through separate buying and selling quotes and a fee component. https://folitic.com/blogs/bonds-explained/comparing-bonds-consistently 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-comparing-bonds-consistently.png?v=1791985237 How to compare bonds on a consistent basis An analyst aligns payment timing, currency and quotation conventions before comparing bonds. https://folitic.com/blogs/bonds-explained/bond-portfolio-stress-tests 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-bond-portfolio-stress-tests.png?v=1791985241 Stress testing a bond portfolio A bond portfolio faces distinct rate, spread and currency stress scenarios. https://folitic.com/blogs/bonds-explained/liability-matching-and-duration-hedging 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-liability-matching-and-duration-hedging.png?v=1791985246 Matching liabilities and hedging duration A researcher aligns future spending with bond receipts and checks a separate sensitivity balance. https://folitic.com/blogs/bonds-explained/bond-research-capstone 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-bonds-bond-research-capstone.png?v=1791985251 A complete bond investment case A complete bond research map connects valuation, issuer cash flows, scenarios and a decision checklist. https://folitic.com/blogs/crypto-trading-guide/how-crypto-markets-work 2026-10-26T15:11:10-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-how-crypto-markets-work.png?v=1791989414 How crypto markets work A learner connects the roles of a blockchain, exchange and personal wallet. https://folitic.com/blogs/crypto-trading-guide/coins-tokens-and-stablecoins-explained 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-coins-tokens-and-stablecoins-explained.png?v=1791989420 Coins tokens and stablecoins explained Distinct digital assets are compared with a network, contract and reserve vault. https://folitic.com/blogs/crypto-trading-guide/wallets-custody-and-safe-transfers 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-wallets-custody-and-safe-transfers.png?v=1791989425 Wallets custody and safe transfers A trader checks the network and address before a small test transfer to a wallet. https://folitic.com/blogs/crypto-trading-guide/trading-pairs-quotes-and-return-calculations 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-trading-pairs-quotes-and-return-calculations.png?v=1791989430 Trading pairs quotes and return calculations Two currencies are compared beside a calculator and quotation scale. https://folitic.com/blogs/crypto-trading-guide/market-limit-and-stop-orders-in-crypto 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-market-limit-and-stop-orders-in-crypto.png?v=1791989434 Market limit and stop orders in crypto A trader compares an immediate order queue with a limit shelf and a conditional gate. https://folitic.com/blogs/crypto-trading-guide/reading-order-books-spreads-and-slippage 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-reading-order-books-spreads-and-slippage.png?v=1791989438 Reading order books spreads and slippage An order crosses several ask levels while a gap separates bids and offers. https://folitic.com/blogs/crypto-trading-guide/trading-fees-and-the-real-cost-of-a-round-trip 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-trading-fees-and-the-real-cost-of-a-round-trip.png?v=1791989444 Trading fees and the real cost of a round trip Entry and exit gates each remove a small cost from a trading cash flow. https://folitic.com/blogs/crypto-trading-guide/building-a-complete-spot-trading-plan 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-building-a-complete-spot-trading-plan.png?v=1791989449 Building a complete spot trading plan A spot trade plan connects entry, invalidation, position size and review. https://folitic.com/blogs/crypto-trading-guide/candlesticks-trends-and-market-structure 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-candlesticks-trends-and-market-structure.png?v=1791989455 Candlesticks trends and market structure An analyst compares a trending candle staircase with a sideways range. https://folitic.com/blogs/crypto-trading-guide/support-resistance-and-breakout-confirmation 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-support-resistance-and-breakout-confirmation.png?v=1791989463 Support resistance and breakout confirmation A price path crosses and retests a zone beside a failed breakout alternative. https://folitic.com/blogs/crypto-trading-guide/moving-averages-rsi-and-atr-in-context 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-moving-averages-rsi-and-atr-in-context.png?v=1791989468 Moving averages RSI and ATR in context Three lenses examine trend smoothing, momentum and the size of price moves. https://folitic.com/blogs/crypto-trading-guide/volume-open-interest-and-funding-together 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-volume-open-interest-and-funding-together.png?v=1791989472 Volume open interest and funding together Separate gauges track traded volume, outstanding contracts and periodic funding. https://folitic.com/blogs/crypto-trading-guide/token-supply-market-cap-and-unlocks 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-token-supply-market-cap-and-unlocks.png?v=1791989477 Token supply market cap and unlocks An analyst compares circulating tokens with locked reserves and a release calendar. https://folitic.com/blogs/crypto-trading-guide/evaluating-a-crypto-network-beyond-its-token-price 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-evaluating-a-crypto-network-beyond-its-token-price.png?v=1791989481 Evaluating a crypto network beyond its token price Network users, applications, fees and validators connect to a research lens. https://folitic.com/blogs/crypto-trading-guide/reading-blockchain-transactions-without-guessing-intent 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-reading-blockchain-transactions-without-guessing-intent.png?v=1791989486 Reading blockchain transactions without guessing intent A researcher traces wallet movements while ownership remains uncertain. https://folitic.com/blogs/crypto-trading-guide/exchange-flows-whale-activity-and-data-limitations 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-exchange-flows-whale-activity-and-data-limitations.png?v=1791989490 Exchange flows whale activity and data limitations Wallet flows enter an exchange while an internal transfer loop is shown separately. https://folitic.com/blogs/crypto-trading-guide/dated-futures-basis-and-settlement 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-dated-futures-basis-and-settlement.png?v=1791989496 Dated futures basis and settlement Spot and dated futures price paths approach a settlement calendar. https://folitic.com/blogs/crypto-trading-guide/perpetual-futures-and-funding-payments 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-perpetual-futures-and-funding-payments.png?v=1791989502 Perpetual futures and funding payments Two traders exchange a funding payment beside a perpetual contract loop. https://folitic.com/blogs/crypto-trading-guide/margin-leverage-and-liquidation-explained 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-margin-leverage-and-liquidation-explained.png?v=1791989506 Margin leverage and liquidation explained A small collateral block supports a larger exposure beside a maintenance warning. https://folitic.com/blogs/crypto-trading-guide/linear-inverse-and-collateral-currency-risk 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-linear-inverse-and-collateral-currency-risk.png?v=1791989512 Linear inverse and collateral currency risk Two contract calculators settle into different currencies beside a collateral balance. https://folitic.com/blogs/crypto-trading-guide/position-sizing-with-stops-and-trading-costs 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-position-sizing-with-stops-and-trading-costs.png?v=1791989516 Position sizing with stops and trading costs A risk budget is divided into position blocks using an exit distance ruler. https://folitic.com/blogs/crypto-trading-guide/portfolio-correlation-drawdowns-and-stress-tests 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-portfolio-correlation-drawdowns-and-stress-tests.png?v=1791989520 Portfolio correlation drawdowns and stress tests Different token baskets share risk threads under a common stress scenario. https://folitic.com/blogs/crypto-trading-guide/trading-psychology-and-a-useful-journal 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-trading-psychology-and-a-useful-journal.png?v=1791989524 Trading psychology and a useful journal A trader pauses the screen to record decisions in a review journal. https://folitic.com/blogs/crypto-trading-guide/counterparty-risk-security-and-recovery-planning 2026-10-26T15:11:11-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-counterparty-risk-security-and-recovery-planning.png?v=1791989528 Counterparty risk security and recovery planning An exchange vault, personal wallet and recovery plan occupy separate compartments. https://folitic.com/blogs/crypto-trading-guide/how-decentralised-swaps-and-amms-work 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-how-decentralised-swaps-and-amms-work.png?v=1791989533 How decentralised swaps and AMMs work Two token reservoirs rebalance when a trader adds tokens to one side. https://folitic.com/blogs/crypto-trading-guide/liquidity-provision-and-impermanent-loss 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-liquidity-provision-and-impermanent-loss.png?v=1791989537 Liquidity provision and impermanent loss A changing liquidity pool is compared with the original assets held separately. https://folitic.com/blogs/crypto-trading-guide/defi-lending-collateral-and-liquidation 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-defi-lending-collateral-and-liquidation.png?v=1791989541 DeFi lending collateral and liquidation A borrower compares locked collateral, debt and a declining safety gauge. https://folitic.com/blogs/crypto-trading-guide/bridges-mev-and-transaction-execution-risk 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-bridges-mev-and-transaction-execution-risk.png?v=1791989546 Bridges MEV and transaction execution risk A transaction crosses a bridge and an ordering queue with separate execution safeguards. https://folitic.com/blogs/crypto-trading-guide/cash-and-carry-basis-trades-and-their-limits 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-cash-and-carry-basis-trades-and-their-limits.png?v=1791989550 Cash and carry basis trades and their limits An analyst pairs a spot asset with an opposing dated contract and financing calendar. https://folitic.com/blogs/crypto-trading-guide/arbitrage-routes-after-fees-and-transfer-delays 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-arbitrage-routes-after-fees-and-transfer-delays.png?v=1791989555 Arbitrage routes after fees and transfer delays A triangular currency route includes a fee tray and transfer clock at each leg. https://folitic.com/blogs/crypto-trading-guide/backtesting-without-hindsight-or-overfitting 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-backtesting-without-hindsight-or-overfitting.png?v=1791989561 Backtesting without hindsight or overfitting A researcher separates development charts from an unopened test dataset. https://folitic.com/blogs/crypto-trading-guide/building-and-reviewing-a-complete-crypto-trading-case 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-crypto-guide-building-and-reviewing-a-complete-crypto-trading-case.png?v=1791989566 Building and reviewing a complete crypto trading case A complete trading case connects research, execution, risk scenarios and review. https://folitic.com/blogs/options-trading-guide/calls-and-puts-from-both-sides-of-the-contract 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-calls-and-puts-from-both-sides-of-the-contract.png?v=1792001092 Calls and puts from both sides of the contract An adult learner compares two contract cards beside a stock certificate, with one arrow toward buying and another toward selling. https://folitic.com/blogs/options-trading-guide/strike-price-expiration-and-contract-specifications 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-strike-price-expiration-and-contract-specifications.png?v=1792001100 Strike price expiration and contract specifications A whiteboard contract connects a price ruler, calendar, share basket and cash settlement tray. https://folitic.com/blogs/options-trading-guide/option-premiums-debits-credits-and-expiration-payoffs 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-option-premiums-debits-credits-and-expiration-payoffs.png?v=1792001107 Option premiums debits credits and expiration payoffs An analyst separates a premium into two coin trays beside a balanced profit and loss scale. https://folitic.com/blogs/options-trading-guide/reading-option-chains-liquidity-and-open-interest 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-reading-option-chains-liquidity-and-open-interest.png?v=1792001113 Reading option chains liquidity and open interest A whiteboard options chain with paired blue and amber blocks, a spread gap and a magnifying glass, no text. https://folitic.com/blogs/options-trading-guide/delta-and-gamma-as-changing-price-exposure 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-delta-and-gamma-as-changing-price-exposure.png?v=1792001118 Delta and gamma as changing price exposure A researcher watches a small steering wheel controlling a curved price path, with two distinct sensitivity gauges. https://folitic.com/blogs/options-trading-guide/theta-vega-and-rho-beyond-simple-rules 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-theta-vega-and-rho-beyond-simple-rules.png?v=1792001123 Theta vega and rho beyond simple rules A whiteboard option model connects a clock, a volatility wave and an interest rate balance. https://folitic.com/blogs/options-trading-guide/implied-volatility-skew-and-the-term-structure 2026-10-26T15:11:12-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-implied-volatility-skew-and-the-term-structure.png?v=1792001128 Implied volatility skew and the term structure An analyst compares a tilted volatility surface with a sequence of expiry calendar cards. https://folitic.com/blogs/options-trading-guide/earnings-events-and-the-implied-expected-move 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-earnings-events-and-the-implied-expected-move.png?v=1792001133 Earnings events and the implied expected move A whiteboard announcement calendar sits between a wide anticipated price range and a separate realised price path. https://folitic.com/blogs/options-trading-guide/long-calls-and-long-puts-for-directional-trades 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-long-calls-and-long-puts-for-directional-trades.png?v=1792001139 Long calls and long puts for directional trades An adult compares upward and downward branching price scenarios while paying a small premium at an entry gate. https://folitic.com/blogs/options-trading-guide/bull-call-and-bear-put-debit-spreads 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-bull-call-and-bear-put-debit-spreads.png?v=1792001145 Bull call and bear put debit spreads A whiteboard two strike ladders show a purchased option paired with a sold option and a bounded payoff platform. https://folitic.com/blogs/options-trading-guide/bull-put-and-bear-call-credit-spreads 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-bull-put-and-bear-call-credit-spreads.png?v=1792001193 Bull put and bear call credit spreads An analyst collects a premium into a tray while two protective gates bound a stock price corridor. https://folitic.com/blogs/options-trading-guide/choosing-strikes-and-expirations-for-a-trading-thesis 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-choosing-strikes-and-expirations-for-a-trading-thesis.png?v=1792001203 Choosing strikes and expirations for a trading thesis A whiteboard decision tree connects a thesis notebook, time calendar, price targets and several alternative contracts. https://folitic.com/blogs/options-trading-guide/long-straddles-and-strangles-around-uncertain-moves 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-long-straddles-and-strangles-around-uncertain-moves.png?v=1792001215 Long straddles and strangles around uncertain moves A researcher stands between two branching price roads, one rising and one falling, with a premium toll in the centre. https://folitic.com/blogs/options-trading-guide/calendar-spreads-and-changing-volatility-across-time 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-calendar-spreads-and-changing-volatility-across-time.png?v=1792001220 Calendar spreads and changing volatility across time A whiteboard shows two offset expiry calendars connected to separate volatility wave gauges. https://folitic.com/blogs/options-trading-guide/butterfly-spreads-and-the-cost-of-a-narrow-target 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-butterfly-spreads-and-the-cost-of-a-narrow-target.png?v=1792001224 Butterfly spreads and the cost of a narrow target An analyst arranges four contract blocks into a symmetric butterfly structure around a central price marker. https://folitic.com/blogs/options-trading-guide/iron-condors-and-iron-butterflies-with-defined-wings 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-iron-condors-and-iron-butterflies-with-defined-wings.png?v=1792001229 Iron condors and iron butterflies with defined wings A whiteboard four protective gates surround a shaded price range with distinct inner and outer boundaries. https://folitic.com/blogs/options-trading-guide/covered-calls-on-shares-you-already-own 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-covered-calls-on-shares-you-already-own.png?v=1792001233 Covered calls on shares you already own A long term investor holds a basket of stock certificates and hands over a call contract beside a ceiling marker. https://folitic.com/blogs/options-trading-guide/cash-secured-puts-and-the-obligation-to-buy-shares 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-cash-secured-puts-and-the-obligation-to-buy-shares.png?v=1792001238 Cash secured puts and the obligation to buy shares A whiteboard cash reserve vault connects a sold put contract to a future basket of shares. https://folitic.com/blogs/options-trading-guide/the-wheel-strategy-measured-by-total-return 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-the-wheel-strategy-measured-by-total-return.png?v=1792001245 The wheel strategy measured by total return An investor follows a circular route from reserved cash to shares to a covered call, with a separate total value ledger. https://folitic.com/blogs/options-trading-guide/covered-strangles-and-concentrated-income-risk 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-covered-strangles-and-concentrated-income-risk.png?v=1792001250 Covered strangles and concentrated income risk A whiteboard existing share basket sits beside a call obligation and a separate cash reserve for an additional put obligation. https://folitic.com/blogs/options-trading-guide/protective-puts-for-a-long-term-stock-position 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-protective-puts-for-a-long-term-stock-position.png?v=1792001315 Protective puts for a long term stock position A patient investor places a protective shield below a growing stock tree while paying an insurance premium. https://folitic.com/blogs/options-trading-guide/collars-that-exchange-some-upside-for-protection 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-collars-that-exchange-some-upside-for-protection.png?v=1792001322 Collars that exchange some upside for protection A whiteboard stock path moves between a lower put floor and upper call ceiling with two premium trays. https://folitic.com/blogs/options-trading-guide/put-spread-hedges-and-the-protection-that-runs-out 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-put-spread-hedges-and-the-protection-that-runs-out.png?v=1792001327 Put spread hedges and the protection that runs out An investor examines a safety net that covers a middle band but ends before a deeper downward price path. https://folitic.com/blogs/options-trading-guide/leaps-calls-as-an-alternative-to-owning-shares 2026-10-26T15:11:13-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-leaps-calls-as-an-alternative-to-owning-shares.png?v=1792001332 LEAPS calls as an alternative to owning shares A whiteboard long calendar connects a deep option contract to partial stock exposure with cash held separately. https://folitic.com/blogs/options-trading-guide/diagonal-spreads-and-the-poor-mans-covered-call 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-diagonal-spreads-and-the-poor-mans-covered-call.png?v=1792001336 Diagonal spreads and the poor man’s covered call An analyst pairs a distant calendar call card with a nearer calendar call card at a different height on a strike ladder. https://folitic.com/blogs/options-trading-guide/ratio-spreads-backspreads-and-unequal-contract-counts 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-ratio-spreads-backspreads-and-unequal-contract-counts.png?v=1792001340 Ratio spreads backspreads and unequal contract counts A whiteboard balance compares one contract block against two opposing blocks beside a deep valley shaped scenario line. https://folitic.com/blogs/options-trading-guide/synthetic-stock-and-the-limits-of-put-call-parity 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-synthetic-stock-and-the-limits-of-put-call-parity.png?v=1792001345 Synthetic stock and the limits of put call parity An analyst combines a call and opposite put at the same strike into a stock shaped silhouette with a funding tray. https://folitic.com/blogs/options-trading-guide/box-spreads-as-financing-rather-than-free-money 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-box-spreads-as-financing-rather-than-free-money.png?v=1792001349 Box spreads as financing rather than free money A whiteboard four option cards form a box connecting cash today with a fixed later cash tray and a clock. https://folitic.com/blogs/options-trading-guide/placing-option-orders-and-measuring-execution-costs 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-placing-option-orders-and-measuring-execution-costs.png?v=1792001354 Placing option orders and measuring execution costs A trader checks a spread order ticket beside a narrow bid ask corridor and separate fee trays. https://folitic.com/blogs/options-trading-guide/exercise-assignment-and-the-dividend-calendar 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-exercise-assignment-and-the-dividend-calendar.png?v=1792001359 Exercise assignment and the dividend calendar A whiteboard option contract branches toward cash or delivered shares beside a dividend calendar and a clock. https://folitic.com/blogs/options-trading-guide/expiration-pin-risk-and-zero-day-options 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-expiration-pin-risk-and-zero-day-options.png?v=1792001420 Expiration pin risk and zero day options A trader studies a price pointer hovering near a strike gate as a large expiration clock approaches its end. https://folitic.com/blogs/options-trading-guide/settlement-adjusted-contracts-and-corporate-actions 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-settlement-adjusted-contracts-and-corporate-actions.png?v=1792001427 Settlement adjusted contracts and corporate actions A whiteboard standard share basket transforms after a split into a different basket while a cash settlement route stays separate. https://folitic.com/blogs/options-trading-guide/sizing-option-positions-from-a-loss-budget 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-sizing-option-positions-from-a-loss-budget.png?v=1792001434 Sizing option positions from a loss budget An analyst divides a fixed risk jar into equal trade blocks while leaving a reserve untouched. https://folitic.com/blogs/options-trading-guide/stress-testing-greeks-and-portfolio-concentration 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-stress-testing-greeks-and-portfolio-concentration.png?v=1792001440 Stress testing Greeks and portfolio concentration A whiteboard several option positions share common connecting threads as price and volatility scenario dials move. https://folitic.com/blogs/options-trading-guide/probability-of-profit-expectancy-and-tail-losses 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-probability-of-profit-expectancy-and-tail-losses.png?v=1792001445 Probability of profit expectancy and tail losses A researcher compares many small coin wins with one larger loss weight on a balanced scale. https://folitic.com/blogs/options-trading-guide/a-trading-journal-that-separates-process-from-luck 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-a-trading-journal-that-separates-process-from-luck.png?v=1792001449 A trading journal that separates process from luck A calm adult reviews a notebook beside two folders for process and outcome, with a pause timer. https://folitic.com/blogs/options-trading-guide/backtesting-option-strategies-without-hindsight 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-backtesting-option-strategies-without-hindsight.png?v=1792001454 Backtesting option strategies without hindsight An analyst separates historical training charts from an unseen test folder and a realistic transaction cost calculator. https://folitic.com/blogs/options-trading-guide/rolling-an-option-position-without-hiding-losses 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-rolling-an-option-position-without-hiding-losses.png?v=1792001458 Rolling an option position without hiding losses A whiteboard old contract closes into a realised ledger while a separate new contract begins with a fresh calendar. https://folitic.com/blogs/options-trading-guide/exit-rules-adjustments-and-a-strategy-comparison 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-exit-rules-adjustments-and-a-strategy-comparison.png?v=1792001463 Exit rules adjustments and a strategy comparison An adult compares closing, reducing and adjusting a trade on three branches of a decision board. https://folitic.com/blogs/options-trading-guide/building-a-complete-options-trading-case 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-options-building-a-complete-options-trading-case.png?v=1792001468 Building a complete options trading case A whiteboard complete research desk connects thesis, contract choice, payoff scenarios, execution and a review journal. https://folitic.com/blogs/futures-trading-guide/what-a-futures-contract-commits-you-to 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-what-a-futures-contract-commits-you-to.png?v=1792005869 What a futures contract commits you to Two traders consider a shared futures contract and its settlement date https://folitic.com/blogs/futures-trading-guide/contract-size-ticks-and-notional-exposure 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-contract-size-ticks-and-notional-exposure.png?v=1792005889 Contract size ticks and notional exposure Price ticks and a calculator explain the cash exposure behind a futures contract https://folitic.com/blogs/futures-trading-guide/long-and-short-futures-profit-and-loss 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-long-and-short-futures-profit-and-loss.png?v=1792005901 Long and short futures profit and loss Opposing payoff lines illustrate long and short futures outcomes https://folitic.com/blogs/futures-trading-guide/choosing-a-futures-market-and-contract-month 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-choosing-a-futures-market-and-contract-month.png?v=1792005915 Choosing a futures market and contract month An analyst compares contract cards and maturity calendars https://folitic.com/blogs/futures-trading-guide/initial-margin-maintenance-margin-and-daily-cash-flows 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-initial-margin-maintenance-margin-and-daily-cash-flows.png?v=1792005944 Initial margin maintenance margin and daily cash flows Collateral flows and a reserve jar illustrate daily futures cash requirements https://folitic.com/blogs/futures-trading-guide/why-low-intraday-margin-does-not-mean-low-risk 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-why-low-intraday-margin-does-not-mean-low-risk.png?v=1792005958 Why low intraday margin does not mean low risk A small collateral coin supports a large leveraged contract https://folitic.com/blogs/futures-trading-guide/expiration-delivery-and-final-settlement 2026-10-26T15:11:14-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-expiration-delivery-and-final-settlement.png?v=1792005977 Expiration delivery and final settlement A contract calendar branches into delivery and cash settlement https://folitic.com/blogs/futures-trading-guide/rolling-futures-without-confusing-the-price-gap-with-profit 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-rolling-futures-without-confusing-the-price-gap-with-profit.png?v=1792005988 Rolling futures without confusing the price gap with profit Two contract calendars illustrate moving exposure to a later maturity https://folitic.com/blogs/futures-trading-guide/reading-contango-backwardation-and-the-futures-curve 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-reading-contango-backwardation-and-the-futures-curve.png?v=1792006003 Reading contango backwardation and the futures curve Two futures curves contrast nearby and deferred prices https://folitic.com/blogs/futures-trading-guide/volume-open-interest-and-positioning-reports 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-volume-open-interest-and-positioning-reports.png?v=1792006020 Volume open interest and positioning reports Contract positions and trading activity illustrate volume and open interest https://folitic.com/blogs/futures-trading-guide/building-a-futures-macro-and-supply-calendar 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-building-a-futures-macro-and-supply-calendar.png?v=1792006031 Building a futures macro and supply calendar A calendar connects economic releases with weather crops energy and policy https://folitic.com/blogs/futures-trading-guide/price-structure-volatility-and-volume-weighted-averages 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-price-structure-volatility-and-volume-weighted-averages.png?v=1792006044 Price structure volatility and volume weighted averages An analyst compares price structure volatility and a weighted average https://folitic.com/blogs/futures-trading-guide/market-limit-stop-and-stop-limit-orders 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-market-limit-stop-and-stop-limit-orders.png?v=1792006070 Market limit stop and stop limit orders Order tickets and gates illustrate different execution instructions https://folitic.com/blogs/futures-trading-guide/bid-ask-spread-slippage-and-the-cost-of-a-round-trip 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-bid-ask-spread-slippage-and-the-cost-of-a-round-trip.png?v=1792006082 Bid ask spread slippage and the cost of a round trip A trader examines costs between the bid and ask sides of a market https://folitic.com/blogs/futures-trading-guide/order-books-sessions-and-liquidity-around-announcements 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-order-books-sessions-and-liquidity-around-announcements.png?v=1792006094 Order books sessions and liquidity around announcements Changing order book depth surrounds an announcement clock https://folitic.com/blogs/futures-trading-guide/trading-a-spread-as-one-order-or-separate-legs 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-trading-a-spread-as-one-order-or-separate-legs.png?v=1792006117 Trading a spread as one order or separate legs Paired contract folders pass together while an unmatched leg waits https://folitic.com/blogs/futures-trading-guide/trend-following-with-defined-entry-and-exit-rules 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-trend-following-with-defined-entry-and-exit-rules.png?v=1792006131 Trend following with defined entry and exit rules A trader follows a rising path while carrying a risk plan https://folitic.com/blogs/futures-trading-guide/breakouts-false-breaks-and-opening-range-rules 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-breakouts-false-breaks-and-opening-range-rules.png?v=1792006143 Breakouts false breaks and opening range rules A whiteboard contrasts a failed breakout with a sustained range break https://folitic.com/blogs/futures-trading-guide/mean-reversion-without-assuming-every-dip-will-recover 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-mean-reversion-without-assuming-every-dip-will-recover.png?v=1792006163 Mean reversion without assuming every dip will recover A price path branches into a recovery and a continuing decline https://folitic.com/blogs/futures-trading-guide/trading-scheduled-events-and-overnight-gaps 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-trading-scheduled-events-and-overnight-gaps.png?v=1792006175 Trading scheduled events and overnight gaps Day and night price charts illustrate an opening gap https://folitic.com/blogs/futures-trading-guide/calendar-spreads-and-changing-term-structure 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-calendar-spreads-and-changing-term-structure.png?v=1792006187 Calendar spreads and changing term structure Two maturity calendars accompany changing relative price paths https://folitic.com/blogs/futures-trading-guide/intercommodity-spreads-and-matching-economic-units 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-intercommodity-spreads-and-matching-economic-units.png?v=1792006348 Intercommodity spreads and matching economic units A trader compares the quantities and relationship of wheat and corn https://folitic.com/blogs/futures-trading-guide/crack-and-crush-spreads-from-inputs-to-outputs 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-crack-and-crush-spreads-from-inputs-to-outputs.png?v=1792006363 Crack and crush spreads from inputs to outputs Refinery and soybean processing diagrams connect inputs to outputs https://folitic.com/blogs/futures-trading-guide/equity-index-and-interest-rate-relative-value 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-equity-index-and-interest-rate-relative-value.png?v=1792006375 Equity index and interest rate relative value Analysts balance equity and interest rate exposures https://folitic.com/blogs/futures-trading-guide/hedging-a-stock-portfolio-with-index-futures 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-hedging-a-stock-portfolio-with-index-futures.png?v=1792006389 Hedging a stock portfolio with index futures A portfolio basket sheltered by an umbrella illustrates an index hedge https://folitic.com/blogs/futures-trading-guide/producer-and-consumer-commodity-hedges 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-producer-and-consumer-commodity-hedges.png?v=1792006405 Producer and consumer commodity hedges A farmer and a baker consider opposite commodity price exposures https://folitic.com/blogs/futures-trading-guide/hedging-foreign-currency-receipts-and-payments 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-hedging-foreign-currency-receipts-and-payments.png?v=1792006416 Hedging foreign currency receipts and payments Import and export invoices connect euro and dollar cash flows https://folitic.com/blogs/futures-trading-guide/interest-rate-hedges-duration-and-basis-risk 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-interest-rate-hedges-duration-and-basis-risk.png?v=1792006429 Interest rate hedges duration and basis risk A balance compares bond exposure with a futures hedge https://folitic.com/blogs/futures-trading-guide/equity-index-futures-from-micros-to-overnight-exposure 2026-10-26T15:11:15-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-equity-index-futures-from-micros-to-overnight-exposure.png?v=1792006439 Equity index futures from micros to overnight exposure Small and large index contracts connect a share basket across trading sessions https://folitic.com/blogs/futures-trading-guide/currency-and-rate-futures-quoting-conventions 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-currency-and-rate-futures-quoting-conventions.png?v=1792006450 Currency and rate futures quoting conventions A whiteboard compares currency rate and bond quotation conventions https://folitic.com/blogs/futures-trading-guide/energy-metals-and-agricultural-contract-differences 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-energy-metals-and-agricultural-contract-differences.png?v=1792006465 Energy metals and agricultural contract differences Energy metals and grains warehouses illustrate different delivery terms https://folitic.com/blogs/futures-trading-guide/crypto-futures-and-perpetual-contracts-are-different 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-crypto-futures-and-perpetual-contracts-are-different.png?v=1792006479 Crypto futures and perpetual contracts are different A dated contract and calendar contrast with a perpetual funding cycle https://folitic.com/blogs/futures-trading-guide/position-sizing-from-stop-distance-and-account-risk 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-position-sizing-from-stop-distance-and-account-risk.png?v=1792006496 Position sizing from stop distance and account risk A stop distance and calculator connect contract size to available capital https://folitic.com/blogs/futures-trading-guide/stress-testing-gaps-margin-increases-and-cash-reserves 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-stress-testing-gaps-margin-increases-and-cash-reserves.png?v=1792006509 Stress testing gaps margin increases and cash reserves A bridge under several weights illustrates a portfolio cash stress test https://folitic.com/blogs/futures-trading-guide/correlation-concentration-and-portfolio-exposure 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-correlation-concentration-and-portfolio-exposure.png?v=1792006528 Correlation concentration and portfolio exposure Different positions converge on a shared economic risk factor https://folitic.com/blogs/futures-trading-guide/drawdown-limits-losing-streaks-and-trading-discipline 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-drawdown-limits-losing-streaks-and-trading-discipline.png?v=1792006542 Drawdown limits losing streaks and trading discipline A trader reviews a falling equity curve before making another decision https://folitic.com/blogs/futures-trading-guide/testing-futures-strategies-with-realistic-contract-data 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-testing-futures-strategies-with-realistic-contract-data.png?v=1792006556 Testing futures strategies with realistic contract data An analyst separates a continuous price series into individual contracts https://folitic.com/blogs/futures-trading-guide/walk-forward-testing-expectancy-and-overfitting 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-walk-forward-testing-expectancy-and-overfitting.png?v=1792006569 Walk forward testing expectancy and overfitting A development sample is separated from uncertain future test outcomes https://folitic.com/blogs/futures-trading-guide/managing-exits-scaling-and-the-decision-to-roll 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-managing-exits-scaling-and-the-decision-to-roll.png?v=1792006581 Managing exits scaling and the decision to roll An analyst considers full exits partial exits and a contract roll https://folitic.com/blogs/futures-trading-guide/building-a-complete-futures-trading-plan 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-futures-building-a-complete-futures-trading-plan.png?v=1792006593 Building a complete futures trading plan A trader assembles contract details risk limits and a complete trading plan https://folitic.com/blogs/forwards-trading-guide/what-a-forward-contract-commits-you-to 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-what-a-forward-contract-commits-you-to.png?v=1792011337 What a forward contract commits you to Two thoughtful business owners agree on one plain contract across a desk with a future calendar and a commodity crate. https://folitic.com/blogs/forwards-trading-guide/choosing-between-forwards-futures-and-options 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-choosing-between-forwards-futures-and-options.png?v=1792011360 Choosing between forwards futures and options Three distinct paths from one exposure: a tailored contract folder, standard stacked contract cards, and an optional doorway. https://folitic.com/blogs/forwards-trading-guide/physical-delivery-and-cash-settlement 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-physical-delivery-and-cash-settlement.png?v=1792011372 Physical delivery and cash settlement A simple contract branches toward a warehouse delivery and a separate cash ledger, clear two route explanation. https://folitic.com/blogs/forwards-trading-guide/notional-amounts-maturities-and-quote-conventions 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-notional-amounts-maturities-and-quote-conventions.png?v=1792011384 Notional amounts maturities and quote conventions Analyst carefully compares a measurement ruler, two currency tokens and a calendar beside one contract. https://folitic.com/blogs/forwards-trading-guide/outright-rates-and-forward-points 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-outright-rates-and-forward-points.png?v=1792011399 Outright rates and forward points Two simple price rulers sit side by side with a small adjustment block joining a spot marker to a future marker. https://folitic.com/blogs/forwards-trading-guide/bid-and-ask-prices-from-the-customer-side 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-bid-and-ask-prices-from-the-customer-side.png?v=1792011410 Bid and ask prices from the customer side Customer with two different currency tokens faces two quote gates, one for buying and one for selling. https://folitic.com/blogs/forwards-trading-guide/value-dates-tenors-and-broken-dates 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-value-dates-tenors-and-broken-dates.png?v=1792011429 Value dates tenors and broken dates A calendar timeline has regular maturity cards and a distinct small amber card between them. https://folitic.com/blogs/forwards-trading-guide/fixings-and-non-deliverable-forwards 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-fixings-and-non-deliverable-forwards.png?v=1792011442 Fixings and non deliverable forwards Two local currency baskets feed into a fixing clock and one separate settlement currency ledger, not physical currency delivery. https://folitic.com/blogs/forwards-trading-guide/cost-of-carry-and-a-forward-price 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-cost-of-carry-and-a-forward-price.png?v=1792011460 Cost of carry and a forward price Warehouse crate, funding coins and storage clock sit on a balance against a future contract. https://folitic.com/blogs/forwards-trading-guide/covered-interest-parity-for-currency-forwards 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-covered-interest-parity-for-currency-forwards.png?v=1792011479 Covered interest parity for currency forwards Two parallel currency funding paths with different growth stair steps converge at the same future exchange gate. https://folitic.com/blogs/forwards-trading-guide/forward-price-versus-the-value-of-an-existing-contract 2026-10-26T15:11:16-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-forward-price-versus-the-value-of-an-existing-contract.png?v=1792011503 Forward price versus the value of an existing contract Researcher compares an old sealed contract price card with a new market quote card on a scale, separate from cash collateral. https://folitic.com/blogs/forwards-trading-guide/how-spot-rates-funding-and-time-change-a-forward 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-how-spot-rates-funding-and-time-change-a-forward.png?v=1792011516 How spot rates funding and time change a forward Three separate dials represented by currency tokens, funding coins and an hourglass connect to a valuation scale. https://folitic.com/blogs/forwards-trading-guide/hedging-an-importer-foreign-currency-payment 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-hedging-an-importer-foreign-currency-payment.png?v=1792011530 Hedging an importer foreign currency payment Importer checks a goods crate arriving by ship, future invoice and currency contract arranged together. https://folitic.com/blogs/forwards-trading-guide/hedging-exporter-receipts 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-hedging-exporter-receipts.png?v=1792011543 Hedging exporter receipts Exporter watches goods leave a warehouse while a future foreign currency receipt connects to a domestic cash ledger. https://folitic.com/blogs/forwards-trading-guide/layered-hedges-and-rolling-programmes 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-layered-hedges-and-rolling-programmes.png?v=1792011559 Layered hedges and rolling programmes Several small contract blocks occupy successive calendar slots beside a changing business forecast chart. https://folitic.com/blogs/forwards-trading-guide/forecast-uncertainty-and-overhedging 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-forecast-uncertainty-and-overhedging.png?v=1792011582 Forecast uncertainty and overhedging Smaller realised shipment sits next to a larger locked contract block, the unmatched amber section clearly visible. https://folitic.com/blogs/forwards-trading-guide/producer-and-consumer-commodity-price-hedges 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-producer-and-consumer-commodity-price-hedges.png?v=1792011600 Producer and consumer commodity price hedges Farmer with grain and baker with flour stand at opposite sides of a plain future supply agreement. https://folitic.com/blogs/forwards-trading-guide/delivery-quality-location-and-basis-risk 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-delivery-quality-location-and-basis-risk.png?v=1792011620 Delivery quality location and basis risk Three similar commodity crates differ by quality emblem, map pin and delivery clock, a small residual gap highlighted. https://folitic.com/blogs/forwards-trading-guide/electricity-forwards-and-power-purchase-agreements 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-electricity-forwards-and-power-purchase-agreements.png?v=1792011642 Electricity forwards and power purchase agreements Solar panels and wind turbine connect through a contract to a factory, with variable generation curve beside steady demand bars. https://folitic.com/blogs/forwards-trading-guide/seasonal-volumes-and-commodity-hedge-design 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-seasonal-volumes-and-commodity-hedge-design.png?v=1792011657 Seasonal volumes and commodity hedge design Seasonal crop baskets of different sizes sit beneath sun and rain icons next to cautiously sized contract tiles. https://folitic.com/blogs/forwards-trading-guide/forward-rate-agreements-and-settlement-conventions 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-forward-rate-agreements-and-settlement-conventions.png?v=1792011673 Forward rate agreements and settlement conventions A future borrowing interval on a timeline is paired with two interest dials and a cash settlement placed at the interval start. https://folitic.com/blogs/forwards-trading-guide/equity-forwards-dividends-and-financing 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-equity-forwards-dividends-and-financing.png?v=1792011689 Equity forwards dividends and financing Share certificate tree produces small dividend coins while a separate funding path leads to a future share contract. https://folitic.com/blogs/forwards-trading-guide/bond-forwards-coupons-and-duration 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-bond-forwards-coupons-and-duration.png?v=1792011703 Bond forwards coupons and duration Bond document sends coupon coins along a timeline before a later delivery gate, separate price and sensitivity rulers. https://folitic.com/blogs/forwards-trading-guide/currency-overlays-for-global-portfolios 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-currency-overlays-for-global-portfolios.png?v=1792011721 Currency overlays for global portfolios Global stock and bond baskets sit above separate currency hedge ribbons, clear separation of asset and currency decisions. https://folitic.com/blogs/forwards-trading-guide/directional-forward-trades-and-realistic-costs 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-directional-forward-trades-and-realistic-costs.png?v=1792011739 Directional forward trades and realistic costs Calm analyst weighs a possible rising and falling currency path beside transaction costs and a cash reserve. https://folitic.com/blogs/forwards-trading-guide/carry-returns-and-the-risk-behind-them 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-carry-returns-and-the-risk-behind-them.png?v=1792011758 Carry returns and the risk behind them Gentle income stairway faces a sudden downward gap, researcher holds a risk notebook, no celebratory money. https://folitic.com/blogs/forwards-trading-guide/cross-currency-basis-and-limits-to-arbitrage 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-cross-currency-basis-and-limits-to-arbitrage.png?v=1792011775 Cross currency basis and limits to arbitrage Two theoretically matching funding bridges have a visible gap with credit, liquidity and balance sheet obstacles. https://folitic.com/blogs/forwards-trading-guide/comparing-tenors-roll-costs-and-curve-trades 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-comparing-tenors-roll-costs-and-curve-trades.png?v=1792011789 Comparing tenors roll costs and curve trades Two maturity curves and contract tiles at separate dates are connected by opposing arrows, not a guaranteed profit chart. https://folitic.com/blogs/forwards-trading-guide/counterparty-default-and-replacement-exposure 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-counterparty-default-and-replacement-exposure.png?v=1792011803 Counterparty default and replacement exposure One broken contract bridge must be replaced by another more costly bridge while a business shipment waits. https://folitic.com/blogs/forwards-trading-guide/master-agreements-confirmations-and-netting 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-master-agreements-confirmations-and-netting.png?v=1792011814 Master agreements confirmations and netting Large master folder holds individual confirmation cards, opposing payment arrows combine at one balanced ledger. https://folitic.com/blogs/forwards-trading-guide/collateral-margin-calls-and-funding-liquidity 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-collateral-margin-calls-and-funding-liquidity.png?v=1792011829 Collateral margin calls and funding liquidity Collateral reservoir feeds an unexpected cash call while a separate long term hedge remains balanced, amber liquidity warning. https://folitic.com/blogs/forwards-trading-guide/settlement-risk-and-payment-versus-payment 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-settlement-risk-and-payment-versus-payment.png?v=1792011846 Settlement risk and payment versus payment Two currency payment gates open together through a linked lock, separate clock and backup funds jar. https://folitic.com/blogs/forwards-trading-guide/comparing-dealer-quotes-and-execution-records 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-comparing-dealer-quotes-and-execution-records.png?v=1792011871 Comparing dealer quotes and execution records Treasurer compares three plain quote sheets aligned to the same currency amount and calendar before selecting. https://folitic.com/blogs/forwards-trading-guide/unwinding-a-forward-before-maturity 2026-10-26T15:11:17-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-unwinding-a-forward-before-maturity.png?v=1792011886 Unwinding a forward before maturity Researcher opens an old contract beside a current replacement quote and a separate cash settlement receipt. https://folitic.com/blogs/forwards-trading-guide/extending-and-rolling-without-hiding-a-loss 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-extending-and-rolling-without-hiding-a-loss.png?v=1792011908 Extending and rolling without hiding a loss An old contract and its amber cash loss ledger stay visible while a new contract moves to a later calendar. https://folitic.com/blogs/forwards-trading-guide/amendments-novation-and-break-clauses 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-amendments-novation-and-break-clauses.png?v=1792011928 Amendments novation and break clauses Three distinct contract pathways show a revised page, a change of counterparty and an agreed exit door. https://folitic.com/blogs/forwards-trading-guide/validating-forward-data-and-historical-tests 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-validating-forward-data-and-historical-tests.png?v=1792011942 Validating forward data and historical tests Researcher inspects dated quote cards with magnifier and separates archived information from future blank calendar pages. https://folitic.com/blogs/forwards-trading-guide/stress-testing-cash-requirements-and-exposures 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-stress-testing-cash-requirements-and-exposures.png?v=1792011958 Stress testing cash requirements and exposures A treasury team examines several weathered scenario paths around cash reserves, exchange rate shock and delayed shipment. https://folitic.com/blogs/forwards-trading-guide/portfolio-limits-sizing-and-performance-measures 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-portfolio-limits-sizing-and-performance-measures.png?v=1792011974 Portfolio limits sizing and performance measures Multiple currency and commodity contract tiles fit into a measured risk tray with concentration blocks highlighted amber. https://folitic.com/blogs/forwards-trading-guide/building-a-complete-forward-hedging-or-trading-plan 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-forwards-building-a-complete-forward-hedging-or-trading-plan.png?v=1792011987 Building a complete forward hedging or trading plan Thoughtful treasurer assembles a clear plan from exposure map, contract terms, risk reserve and review notebook on a desk. https://folitic.com/blogs/cfds-trading-guide/what-a-cfd-gives-you-and-what-it-does-not 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-what-a-cfd-gives-you-and-what-it-does-not.png?v=1792039043 What a CFD gives you and what it does not A thoughtful learner compares an underlying company share certificate behind glass with a separate contract linked to a price chart and cash ledger. https://folitic.com/blogs/cfds-trading-guide/long-and-short-cfd-positions-explained 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-long-and-short-cfd-positions-explained.png?v=1792039056 Long and short CFD positions explained Two clean diagram paths from identical contract cards follow a rising line and a falling line, each connected to a separate cash ledger. https://folitic.com/blogs/cfds-trading-guide/cfds-compared-with-shares-futures-and-options 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-cfds-compared-with-shares-futures-and-options.png?v=1792039074 CFDs compared with shares futures and options Analyst compares four distinct objects on a desk: a company ownership certificate, a bilateral price contract, standard futures cards and an optional doorway. https://folitic.com/blogs/cfds-trading-guide/reading-a-cfd-contract-specification 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-reading-a-cfd-contract-specification.png?v=1792039084 Reading a CFD contract specification Magnifying glass examines a contract surrounded by a unit ruler, currency token, trading clock and expiry calendar. https://folitic.com/blogs/cfds-trading-guide/bid-ask-spreads-and-the-real-entry-price 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-bid-ask-spreads-and-the-real-entry-price.png?v=1792039099 Bid ask spreads and the real entry price Trader faces two separate quote gates with a visible small gap between buying and selling levels on a price ruler. https://folitic.com/blogs/cfds-trading-guide/commissions-conversion-fees-and-total-trade-cost 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-commissions-conversion-fees-and-total-trade-cost.png?v=1792039111 Commissions conversion fees and total trade cost A gross cash stack passes through small transparent cost trays and emerges as a smaller net stack, clear accounting composition. https://folitic.com/blogs/cfds-trading-guide/overnight-funding-and-the-cost-of-holding 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-overnight-funding-and-the-cost-of-holding.png?v=1792039127 Overnight funding and the cost of holding A cautious analyst watches daily calendar pages draw small coins from a reserve beside a large exposure block and a smaller margin block. https://folitic.com/blogs/cfds-trading-guide/dividends-splits-and-cash-adjustments 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-dividends-splits-and-cash-adjustments.png?v=1792039141 Dividends splits and cash adjustments A share value bar drops slightly while a matching cash coin moves into a ledger, alongside a separate stock split diagram with equal total size. https://folitic.com/blogs/cfds-trading-guide/notional-exposure-and-effective-leverage 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-notional-exposure-and-effective-leverage.png?v=1792039155 Notional exposure and effective leverage Small equity block supports a much larger exposure beam through a lever, both upward and downward movement shown with balanced arrows. https://folitic.com/blogs/cfds-trading-guide/position-sizing-from-risk-rather-than-margin 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-position-sizing-from-risk-rather-than-margin.png?v=1792039170 Position sizing from risk rather than margin Risk budget jar, stop distance ruler and contract unit blocks combine in a careful measured sizing diagram. https://folitic.com/blogs/cfds-trading-guide/margin-close-out-and-account-equity 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-margin-close-out-and-account-equity.png?v=1792039185 Margin close out and account equity Trader studies an account equity gauge approaching an amber threshold while several separate open positions share one reserve. https://folitic.com/blogs/cfds-trading-guide/stops-gaps-and-realistic-loss-limits 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-stops-gaps-and-realistic-loss-limits.png?v=1792039202 Stops gaps and realistic loss limits Price path jumps over a marked stop line and lands lower, while a separate shield shaped guaranteed order sits beside a terms document. https://folitic.com/blogs/cfds-trading-guide/share-cfds-and-short-selling-constraints 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-share-cfds-and-short-selling-constraints.png?v=1792039216 Share CFDs and short selling constraints Analyst examines a company building model, a borrowed share token, a dividend calendar and a short position contract. https://folitic.com/blogs/cfds-trading-guide/cash-index-cfds-and-futures-based-cfds 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-cash-index-cfds-and-futures-based-cfds.png?v=1792039227 Cash index CFDs and futures based CFDs A basket of company buildings connects to a cash index dial and a separate future dated contract curve. https://folitic.com/blogs/cfds-trading-guide/currency-cfds-pip-values-and-account-currency 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-currency-cfds-pip-values-and-account-currency.png?v=1792039241 Currency CFDs pip values and account currency Two currency tokens move through a small pip ruler and then a conversion gate into a third account currency ledger. https://folitic.com/blogs/cfds-trading-guide/commodity-cfds-roll-adjustments-and-price-curves 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-commodity-cfds-roll-adjustments-and-price-curves.png?v=1792039252 Commodity CFDs roll adjustments and price curves Oil barrel and grain basket sit beside successive futures maturity cards and a curved price line with a visible roll adjustment bridge. https://folitic.com/blogs/cfds-trading-guide/building-a-trade-thesis-before-opening-a-cfd 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-building-a-trade-thesis-before-opening-a-cfd.png?v=1792039268 Building a trade thesis before opening a CFD Researcher assembles an evidence board with hypothesis card, alternative scenario, price map and a clear exit doorway. https://folitic.com/blogs/cfds-trading-guide/trend-structure-support-and-resistance 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-trend-structure-support-and-resistance.png?v=1792039279 Trend structure support and resistance Whiteboard style price path forms higher swing points between carefully marked support and resistance zones. https://folitic.com/blogs/cfds-trading-guide/economic-releases-earnings-and-event-risk 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-economic-releases-earnings-and-event-risk.png?v=1792039293 Economic releases earnings and event risk Calm trader views an economic calendar and company report beside two diverging price paths and a widened quote gap. https://folitic.com/blogs/cfds-trading-guide/volatility-liquidity-and-choosing-a-session 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-volatility-liquidity-and-choosing-a-session.png?v=1792039305 Volatility liquidity and choosing a session Different trading session windows show changing price ranges and varying market depth bars beside a measured clock. https://folitic.com/blogs/cfds-trading-guide/testing-a-trend-following-cfd-strategy 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-testing-a-trend-following-cfd-strategy.png?v=1792039317 Testing a trend following CFD strategy Analyst follows a stair step price trend with a trailing boundary below it, a separate false start path visible. https://folitic.com/blogs/cfds-trading-guide/breakout-trades-and-false-signals 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-breakout-trades-and-false-signals.png?v=1792039329 Breakout trades and false signals A price line crosses a horizontal range boundary then branches into continuation and a return inside the range. https://folitic.com/blogs/cfds-trading-guide/range-trading-and-the-cost-of-being-wrong 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-range-trading-and-the-cost-of-being-wrong.png?v=1792039342 Range trading and the cost of being wrong Researcher examines repeated price swings inside a channel and one decisive escape beyond it with a small risk marker. https://folitic.com/blogs/cfds-trading-guide/pairs-trading-and-residual-market-exposure 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-pairs-trading-and-residual-market-exposure.png?v=1792039355 Pairs trading and residual market exposure Two related company price lines diverge while equal sized opposing position blocks sit on a balance with a small unmatched residual block. https://folitic.com/blogs/cfds-trading-guide/temporarily-hedging-a-shareholding-with-a-cfd 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-temporarily-hedging-a-shareholding-with-a-cfd.png?v=1792039369 Temporarily hedging a shareholding with a CFD Investor keeps a real share certificate in a portfolio while a separate temporary short contract partly offsets a falling price arrow. https://folitic.com/blogs/cfds-trading-guide/index-hedges-and-portfolio-beta 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-index-hedges-and-portfolio-beta.png?v=1792039388 Index hedges and portfolio beta Diversified share basket connects through a sensitivity dial to a smaller opposing index contract basket. https://folitic.com/blogs/cfds-trading-guide/cross-asset-hedges-and-basis-risk 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-cross-asset-hedges-and-basis-risk.png?v=1792039401 Cross asset hedges and basis risk Two similar but different commodity and equity exposure paths move imperfectly together, leaving a clearly visible amber gap. https://folitic.com/blogs/cfds-trading-guide/why-a-cfd-hedge-is-not-passive-income 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-why-a-cfd-hedge-is-not-passive-income.png?v=1792039413 Why a CFD hedge is not passive income Protected portfolio sits behind a temporary shield while funding, spreads and cash calls draw from a separate reserve. https://folitic.com/blogs/cfds-trading-guide/checking-the-legal-entity-and-client-protections 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-checking-the-legal-entity-and-client-protections.png?v=1792039428 Checking the legal entity and client protections Careful researcher compares a provider website with an official registry document, country location pin and client classification card. https://folitic.com/blogs/cfds-trading-guide/provider-pricing-conflicts-and-counterparty-risk 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-provider-pricing-conflicts-and-counterparty-risk.png?v=1792039441 Provider pricing conflicts and counterparty risk Two counterparties face a price contract with an underlying market reference screen behind them and a separate risk ledger. https://folitic.com/blogs/cfds-trading-guide/market-limit-and-stop-orders-in-practice 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-market-limit-and-stop-orders-in-practice.png?v=1792039453 Market limit and stop orders in practice Three distinct order pathways show immediate execution, a price gate and a trigger gate, with one path visibly waiting unfilled. https://folitic.com/blogs/cfds-trading-guide/execution-records-outages-and-disputed-fills 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-execution-records-outages-and-disputed-fills.png?v=1792039465 Execution records outages and disputed fills Trader reconciles timestamped order cards with quote snapshots beside a disconnected screen and an alternative contact notebook. https://folitic.com/blogs/cfds-trading-guide/building-a-cfd-dataset-that-can-be-tested 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-building-a-cfd-dataset-that-can-be-tested.png?v=1792039479 Building a CFD dataset that can be tested Researcher sorts dated bid and ask quote cards with funding and contract adjustment records under a magnifying glass. https://folitic.com/blogs/cfds-trading-guide/backtesting-after-spreads-funding-and-slippage 2026-10-26T15:11:18-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-backtesting-after-spreads-funding-and-slippage.png?v=1792039489 Backtesting after spreads funding and slippage An impressive gross performance curve passes through transparent cost filters and becomes a more modest uneven net curve. https://folitic.com/blogs/cfds-trading-guide/avoiding-overfitting-and-testing-on-unseen-data 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-avoiding-overfitting-and-testing-on-unseen-data.png?v=1792039571 Avoiding overfitting and testing on unseen data Historical chart is divided by a clear boundary, researcher locks a rule card before opening the untouched later segment. https://folitic.com/blogs/cfds-trading-guide/expectancy-drawdowns-and-uncertainty 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-expectancy-drawdowns-and-uncertainty.png?v=1792039585 Expectancy drawdowns and uncertainty Balanced whiteboard shows mixed winning and losing trade tiles, a drawdown valley and a range of possible outcomes. https://folitic.com/blogs/cfds-trading-guide/managing-correlated-positions-and-portfolio-limits 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-managing-correlated-positions-and-portfolio-limits.png?v=1792039603 Managing correlated positions and portfolio limits Several market contract tiles share connected risk threads, while an analyst moves them into a bounded exposure tray. https://folitic.com/blogs/cfds-trading-guide/a-cfd-trade-journal-that-improves-decisions 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-a-cfd-trade-journal-that-improves-decisions.png?v=1792039617 A CFD trade journal that improves decisions Thoughtful trader records a setup sketch, execution receipt and review notes in an organised journal beside a quiet monitor. https://folitic.com/blogs/cfds-trading-guide/loss-limits-trading-pauses-and-recovery 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-loss-limits-trading-pauses-and-recovery.png?v=1792039635 Loss limits trading pauses and recovery Trader steps away from a screen at a planned stop marker, with a closed journal and calm review space rather than a recovery gamble. https://folitic.com/blogs/cfds-trading-guide/building-your-cfd-trading-and-risk-plan 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cfds-building-your-cfd-trading-and-risk-plan.png?v=1792039648 Building your CFD trading and risk plan Professional learner assembles a complete plan from market map, contract document, risk reserve, execution checklist and review notebook. https://folitic.com/blogs/swaps-trading-guide/what-a-swap-contract-actually-exchanges 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-what-a-swap-contract-actually-exchanges.png?v=1792044412 What a swap contract actually exchanges A thoughtful learner studies two separate streams of cash tokens crossing between two institutional buildings through a single contract on a desk. https://folitic.com/blogs/swaps-trading-guide/notional-amount-cash-payments-and-market-value 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-notional-amount-cash-payments-and-market-value.png?v=1792044470 Notional amount cash payments and market value A large outlined notional measuring frame behind a small payment cup and a separate valuation balance. https://folitic.com/blogs/swaps-trading-guide/swaps-compared-with-forwards-futures-and-options 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-swaps-compared-with-forwards-futures-and-options.png?v=1792044483 Swaps compared with forwards futures and options An analyst compares four distinct contract folders, one recurring exchange, one future delivery, one exchange building, one optional doorway. https://folitic.com/blogs/swaps-trading-guide/reading-a-swap-term-sheet-and-payment-schedule 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-reading-a-swap-term-sheet-and-payment-schedule.png?v=1792044497 Reading a swap term sheet and payment schedule A magnifying glass over a blank contract, an unnumbered calendar and a timeline with alternating cash flow markers. https://folitic.com/blogs/swaps-trading-guide/fixed-and-floating-interest-rate-payments 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-fixed-and-floating-interest-rate-payments.png?v=1792044508 Fixed and floating interest rate payments Two pipes connect lender style buildings, one straight steady blue flow and one gently varying amber flow, an analyst traces the flows on a desk diagram.. https://folitic.com/blogs/swaps-trading-guide/overnight-index-swaps-and-compounded-rates 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-overnight-index-swaps-and-compounded-rates.png?v=1792044522 Overnight index swaps and compounded rates A row of unnumbered daily calendar cards and small interest beads compounding into a measured stack. https://folitic.com/blogs/swaps-trading-guide/hedging-a-floating-rate-loan-with-a-swap 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-hedging-a-floating-rate-loan-with-a-swap.png?v=1792044533 Hedging a floating rate loan with a swap A corporate treasurer aligns a floating loan payment stream with an opposing swap receipt, leaving one steady payment stream. https://folitic.com/blogs/swaps-trading-guide/basis-swaps-and-mismatched-benchmarks 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-basis-swaps-and-mismatched-benchmarks.png?v=1792044545 Basis swaps and mismatched benchmarks Two gently different wavy lines cross separate calendar tracks and do not perfectly coincide, small ruler identifies a residual gap. https://folitic.com/blogs/swaps-trading-guide/present-value-and-the-par-swap-rate 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-present-value-and-the-par-swap-rate.png?v=1792044561 Present value and the par swap rate A balance compares discounted payment baskets at several future dates, balanced at inception, a careful analyst calibrates the center. https://folitic.com/blogs/swaps-trading-guide/projection-curves-discount-curves-and-conventions 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-projection-curves-discount-curves-and-conventions.png?v=1792044573 Projection curves discount curves and conventions Two distinct smooth curves drawn on separate translucent sheets, one forecasting payments and one discounting them toward a present day coin. https://folitic.com/blogs/swaps-trading-guide/how-a-swap-gains-or-loses-value-after-trading 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-how-a-swap-gains-or-loses-value-after-trading.png?v=1792044585 How a swap gains or loses value after trading A fixed contract stays stationary while a new market curve moves behind it, analyst checks an uneven balance with both upward and downward possibilities.. https://folitic.com/blogs/swaps-trading-guide/dv01-key-rate-risk-and-curve-shifts 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-dv01-key-rate-risk-and-curve-shifts.png?v=1792044597 DV01 key rate risk and curve shifts Three rate curve panels show parallel movement, steepening and a local bump, with small sensitivity rulers. https://folitic.com/blogs/swaps-trading-guide/fx-swaps-and-cross-currency-swaps-are-different 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-fx-swaps-and-cross-currency-swaps-are-different.png?v=1792044609 FX swaps and cross currency swaps are different A treasurer compares a short bridge with two principal exchanges against a longer bridge with repeated interest flows between two distinct currency tokens.. https://folitic.com/blogs/swaps-trading-guide/cross-currency-cash-flows-and-principal-exchanges 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-cross-currency-cash-flows-and-principal-exchanges.png?v=1792044620 Cross currency cash flows and principal exchanges Two colored currency token streams exchange at the start and reverse at the end, smaller opposing interest arrows appear between the endpoints. https://folitic.com/blogs/swaps-trading-guide/cross-currency-basis-and-funding-costs 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-cross-currency-basis-and-funding-costs.png?v=1792044823 Cross currency basis and funding costs An institutional funding bridge between two cities has a visible adjustable toll gate, analyst compares two currency funding paths with small gaps.. https://folitic.com/blogs/swaps-trading-guide/currency-hedges-settlement-risk-and-rollover 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-currency-hedges-settlement-risk-and-rollover.png?v=1792044834 Currency hedges settlement risk and rollover Two currency deliveries approach different clock faces on a bridge, a cautious coordinator checks both sides before release. https://folitic.com/blogs/swaps-trading-guide/credit-default-swaps-and-protection-premiums 2026-10-26T15:11:19-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-credit-default-swaps-and-protection-premiums.png?v=1792044845 Credit default swaps and protection premiums A bondholder sends small periodic premium tokens to a protection seller with a conditional umbrella beside a bond contract. https://folitic.com/blogs/swaps-trading-guide/credit-events-recovery-and-cds-settlement 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-credit-events-recovery-and-cds-settlement.png?v=1792044857 Credit events recovery and CDS settlement A bond contract, event checklist and recovery balance with surviving asset blocks, hand drawn process from event review to cash settlement. https://folitic.com/blogs/swaps-trading-guide/cds-spreads-upfront-payments-and-credit-risk 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-cds-spreads-upfront-payments-and-credit-risk.png?v=1792044871 CDS spreads upfront payments and credit risk Analyst compares two payment channels, small recurring premium beads and a separate upfront token stack, with a widening credit risk gauge behind.. https://folitic.com/blogs/swaps-trading-guide/hedging-a-bond-with-cds-and-the-remaining-basis 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-hedging-a-bond-with-cds-and-the-remaining-basis.png?v=1792044882 Hedging a bond with CDS and the remaining basis A bond price line and protection value line move in opposing directions but leave a small visible gap measured by a ruler. https://folitic.com/blogs/swaps-trading-guide/commodity-swaps-for-producers-and-consumers 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-commodity-swaps-for-producers-and-consumers.png?v=1792044894 Commodity swaps for producers and consumers A grain producer and food manufacturer face opposite price risks across a contract table, warehouse and grain sacks in background, no trading logos.. https://folitic.com/blogs/swaps-trading-guide/average-prices-volumes-and-commodity-basis-risk 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-average-prices-volumes-and-commodity-basis-risk.png?v=1792044906 Average prices volumes and commodity basis risk Several daily price markers feed an average basket beside unequal physical delivery sacks and a location pin. https://folitic.com/blogs/swaps-trading-guide/inflation-swaps-and-purchasing-power-exposure 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-inflation-swaps-and-purchasing-power-exposure.png?v=1792044918 Inflation swaps and purchasing power exposure A pension planner compares a basket of household goods today and in a future window while two contract cash streams meet at maturity.. https://folitic.com/blogs/swaps-trading-guide/inflation-lags-seasonality-and-index-conventions 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-inflation-lags-seasonality-and-index-conventions.png?v=1792044931 Inflation lags seasonality and index conventions Unnumbered calendar pages offset from a price index curve and a seasonal wheel, ruler reveals timing mismatch. https://folitic.com/blogs/swaps-trading-guide/equity-total-return-swaps-and-financing 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-equity-total-return-swaps-and-financing.png?v=1792044942 Equity total return swaps and financing Institutional analyst traces stock price returns and dividend tokens toward an investor while a separate financing stream moves the opposite way. https://folitic.com/blogs/swaps-trading-guide/dividend-treatment-resets-and-corporate-actions 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-dividend-treatment-resets-and-corporate-actions.png?v=1792044955 Dividend treatment resets and corporate actions A generic share certificate branches into two smaller certificates beside dividend tokens and a reset calendar. https://folitic.com/blogs/swaps-trading-guide/synthetic-exposure-ownership-and-counterparty-risk 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-synthetic-exposure-ownership-and-counterparty-risk.png?v=1792044967 Synthetic exposure ownership and counterparty risk Investor observes a company through a window while holding a separate dealer contract, clearly separated from a shareholder certificate in the building.. https://folitic.com/blogs/swaps-trading-guide/index-bond-and-basket-total-return-swaps 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-index-bond-and-basket-total-return-swaps.png?v=1792044978 Index bond and basket total return swaps A balanced basket of generic equity certificates and bonds connects to two opposite return and financing streams, differentiated items and a concentration cluster.. https://folitic.com/blogs/swaps-trading-guide/isda-agreements-confirmations-and-collateral-terms 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-isda-agreements-confirmations-and-collateral-terms.png?v=1792044991 ISDA agreements confirmations and collateral terms A risk team checks three distinct legal folders and a collateral schedule on a conference table, neutral professional cartoon, no signatures or legible writing.. https://folitic.com/blogs/swaps-trading-guide/initial-margin-variation-margin-and-liquidity 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-initial-margin-variation-margin-and-liquidity.png?v=1792045002 Initial margin variation margin and liquidity Two clearly separated collateral reservoirs, one buffer and one moving daily valuation flow, connected to a finite cash tank. https://folitic.com/blogs/swaps-trading-guide/central-clearing-netting-and-residual-risk 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-central-clearing-netting-and-residual-risk.png?v=1792045014 Central clearing netting and residual risk Several institutions connect through a central clearing hub with collateral boxes and backup routes, no impenetrable shield, no promise of complete safety.. https://folitic.com/blogs/swaps-trading-guide/trade-lifecycle-reconciliation-and-compression 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-trade-lifecycle-reconciliation-and-compression.png?v=1792045029 Trade lifecycle reconciliation and compression Many tangled contract strings become fewer orderly strings while a sensitivity balance stays level, checklist and calendar alongside. https://folitic.com/blogs/swaps-trading-guide/sizing-a-swap-hedge-by-sensitivity 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-sizing-a-swap-hedge-by-sensitivity.png?v=1792045194 Sizing a swap hedge by sensitivity Treasurer uses a sensitivity ruler to align a bond portfolio and swap exposure, the two notional stacks intentionally differ in size.. https://folitic.com/blogs/swaps-trading-guide/curve-steepeners-flatteners-and-residual-exposure 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-curve-steepeners-flatteners-and-residual-exposure.png?v=1792045205 Curve steepeners flatteners and residual exposure Two unlabelled yield curves on a whiteboard change their slope, short and long maturity markers have opposing arrows and a residual risk gauge.. https://folitic.com/blogs/swaps-trading-guide/swap-spreads-carry-and-roll-down 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-swap-spreads-carry-and-roll-down.png?v=1792045215 Swap spreads carry and roll down Analyst compares swap and government bond curves with a measured gap, calendar and funding ledger in foreground, no rising wealth imagery.. https://folitic.com/blogs/swaps-trading-guide/stress-testing-a-portfolio-of-swaps 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-stress-testing-a-portfolio-of-swaps.png?v=1792045231 Stress testing a portfolio of swaps A miniature portfolio bridge is tested by rate, currency and liquidity weather symbols from different directions, reserve tank remains visible. https://folitic.com/blogs/swaps-trading-guide/building-a-swap-dataset-and-valuation-checks 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-building-a-swap-dataset-and-valuation-checks.png?v=1792045243 Building a swap dataset and valuation checks Researcher reconciles contract terms, rate curves and cash ledger across three neat work surfaces, blank plots and a magnifying glass.. https://folitic.com/blogs/swaps-trading-guide/backtesting-swaps-with-realistic-costs-and-cash-flows 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-backtesting-swaps-with-realistic-costs-and-cash-flows.png?v=1792045256 Backtesting swaps with realistic costs and cash flows Historical unlabelled curve passes through separate cost gates and cash payment dates before reaching an uncertain range of outcomes. https://folitic.com/blogs/swaps-trading-guide/comparing-swap-quotes-and-planning-an-unwind 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-comparing-swap-quotes-and-planning-an-unwind.png?v=1792045269 Comparing swap quotes and planning an unwind Treasurer compares dealer quotation folders with different payment calendars and collateral terms, an exit doorway highlights termination planning.. https://folitic.com/blogs/swaps-trading-guide/building-a-swap-risk-mandate-and-review-process 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-swaps-building-a-swap-risk-mandate-and-review-process.png?v=1792045280 Building a swap risk mandate and review process A careful team surrounds a risk dashboard with exposure limits, calendar reviews, liquidity reserves and a pause control, no text, whiteboard style.. https://folitic.com/blogs/warrants-rights-guide/what-a-warrant-gives-you-and-what-it-does-not 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-01.png?v=1792050359 What a warrant gives you and what it does not An investor holding a small golden key beside a sealed share certificate and a company doorway, with a calm adviser explaining the choice https://folitic.com/blogs/warrants-rights-guide/subscription-rights-and-the-choice-facing-a-shareholder 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-02.png?v=1792050370 Subscription rights and the choice facing a shareholder A shareholder tree branching into three distinct paths represented by a coin payment, a transferable ticket and an hourglass https://folitic.com/blogs/warrants-rights-guide/corporate-warrants-covered-warrants-and-listed-options 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-03.png?v=1792050381 Corporate warrants covered warrants and listed options Three distinct desks in a financial classroom representing a company, an issuing bank and an options exchange, with clearly different symbolic contract cards https://folitic.com/blogs/warrants-rights-guide/finding-the-prospectus-and-building-a-security-checklist 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-04.png?v=1792050394 Finding the prospectus and building a security checklist A large magnifying glass over a clean contract page with checkbox symbols, a calendar, a share token and a bank icon arranged around it https://folitic.com/blogs/warrants-rights-guide/exercise-prices-ratios-and-the-true-cash-commitment 2026-10-26T15:11:20-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-05.png?v=1792050473 Exercise prices ratios and the true cash commitment An investor arranges four small warrant tokens beside one large share token and a separate payment wallet, illustrating conversion and funding https://folitic.com/blogs/warrants-rights-guide/american-and-european-exercise-with-settlement-deadlines 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-06.png?v=1792050486 American and European exercise with settlement deadlines Two parallel timelines drawn on a whiteboard, one with several open gates and one with a single gate at the end, plus a broker calendar https://folitic.com/blogs/warrants-rights-guide/cash-settlement-physical-delivery-and-cashless-exercise 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-07.png?v=1792050498 Cash settlement physical delivery and cashless exercise Three tidy service counters exchanging a contract for cash, shares, or fewer shares without a cash bag, with an attentive researcher comparing them https://folitic.com/blogs/warrants-rights-guide/dividends-voting-rights-and-corporate-action-adjustments 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-08.png?v=1792050509 Dividends voting rights and corporate action adjustments A share certificate connected to a ballot box and dividend cup, beside a separate warrant ticket and adjustment gears, visually distinguishing ownership https://folitic.com/blogs/warrants-rights-guide/intrinsic-value-time-value-and-expiry-breakeven 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-09.png?v=1792050648 Intrinsic value time value and expiry breakeven An analyst separates a two colored stack into an immediate value tray and an hourglass tray, beside a simple kinked payoff shape without axes labels https://folitic.com/blogs/warrants-rights-guide/delta-gearing-and-the-limits-of-leverage-estimates 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-10.png?v=1792050661 Delta gearing and the limits of leverage estimates A small lever moving a larger block next to a flexible spring, showing leverage that changes rather than a fixed mechanical guarantee https://folitic.com/blogs/warrants-rights-guide/implied-volatility-and-why-a-correct-view-can-lose-money 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-11.png?v=1792050674 Implied volatility and why a correct view can lose money A thoughtful trader sees an upward stock path while a balloon representing expectation deflates beside a warrant certificate https://folitic.com/blogs/warrants-rights-guide/time-decay-dividends-and-comparing-warrant-prices 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-12.png?v=1792050685 Time decay dividends and comparing warrant prices Two different hourglasses, dividend droplets and two contract tickets on a balanced comparison board, illustrating multiple pricing inputs https://folitic.com/blogs/warrants-rights-guide/how-warrant-exercise-changes-share-count-and-ownership 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-13.png?v=1792050833 How warrant exercise changes share count and ownership A company ownership circle expands with new colored slices as a cash bag enters the business, while a shareholder studies a smaller proportional slice https://folitic.com/blogs/warrants-rights-guide/warrants-in-company-financing-and-investment-packages 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-14.png?v=1792050844 Warrants in company financing and investment packages A bond document, share certificate and detachable warrant coupon arranged as separable parts of a financing package on a whiteboard https://folitic.com/blogs/warrants-rights-guide/redemption-clauses-and-the-risk-of-missing-a-notice 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-15.png?v=1792050856 Redemption clauses and the risk of missing a notice An investor opens a prominent envelope beside a countdown calendar and a warrant certificate, showing a timely decision rather than panic https://folitic.com/blogs/warrants-rights-guide/spac-units-public-warrants-and-private-warrant-terms 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-16.png?v=1792050866 SPAC units public warrants and private warrant terms A bundled unit opens into a share card and a warrant card, next to two visibly different public and private contract folders with no text https://folitic.com/blogs/warrants-rights-guide/covered-warrants-and-issuer-credit-exposure 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-17.png?v=1792050999 Covered warrants and issuer credit exposure An investor holds a derivative certificate facing a bank building with a transparent fragile foundation, distinguishing issuer risk from the underlying asset https://folitic.com/blogs/warrants-rights-guide/call-and-put-warrants-with-conversion-and-currency-factors 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-18.png?v=1792051010 Call and put warrants with conversion and currency factors Two mirrored payoff routes, call rising and put falling, pass through a conversion wheel and a currency exchange symbol https://folitic.com/blogs/warrants-rights-guide/market-makers-quote-quality-and-the-cost-of-the-spread 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-19.png?v=1792051020 Market makers quote quality and the cost of the spread Two price gates separated by a visible gap, a small order stack and a market maker desk, with an investor measuring the gap https://folitic.com/blogs/warrants-rights-guide/barriers-callable-products-and-the-limits-of-simple-models 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-20.png?v=1792051036 Barriers callable products and the limits of simple models A winding price path touches a barrier and stops at a gate while a separate ordinary warrant path continues toward an expiry clock https://folitic.com/blogs/warrants-rights-guide/rights-issue-timetables-from-announcement-to-new-shares 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-21.png?v=1792051328 Rights issue timetables from announcement to new shares A shareholder follows an organized calendar path from an announcement envelope through a rights ticket and a payment to a new share certificate https://folitic.com/blogs/warrants-rights-guide/theoretical-ex-rights-price-and-the-value-of-an-entitlement 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-22.png?v=1792051338 Theoretical ex rights price and the value of an entitlement Old share blocks and new cash combine on a balance scale to create a larger set of equal share blocks, with no numbers or labels https://folitic.com/blogs/warrants-rights-guide/subscribe-sell-or-let-rights-lapse 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-23.png?v=1792051349 Subscribe sell or let rights lapse A shareholder at three clearly separate doors holding a rights ticket, with coin subscription, ticket sale and an empty expiring ticket depicted above the doors https://folitic.com/blogs/warrants-rights-guide/oversubscription-underwriting-and-rights-issue-dilution 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-24.png?v=1792051362 Oversubscription underwriting and rights issue dilution Several application trays flow through a narrow allocation funnel into unequal share stacks, beside an underwriter safety net with visible limits https://folitic.com/blogs/warrants-rights-guide/choosing-a-warrant-for-a-directional-trade 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-25.png?v=1792051452 Choosing a warrant for a directional trade A researcher compares contract cards with different clocks and strike markers before selecting a modest position from a disciplined desk https://folitic.com/blogs/warrants-rights-guide/using-put-warrants-to-hedge-an-existing-shareholding 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-26.png?v=1792051464 Using put warrants to hedge an existing shareholding A share portfolio protected partly by a put shaped umbrella with visible uncovered edges, alongside a small premium wallet https://folitic.com/blogs/warrants-rights-guide/comparing-exercise-with-selling-the-warrant 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-27.png?v=1792051479 Comparing exercise with selling the warrant An investor compares a broker sale window and an exercise window, with transaction costs and a cash wallet between them https://folitic.com/blogs/warrants-rights-guide/trading-rights-without-assuming-a-risk-free-discount 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-28.png?v=1792051490 Trading rights without assuming a risk free discount Two nearly matching routes to the same share certificate, one via a rights ticket and subscription payment, one via market purchase, with friction stones on each https://folitic.com/blogs/warrants-rights-guide/building-a-warrant-and-rights-research-dataset 2026-10-26T15:11:21-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-29.png?v=1792051602 Building a warrant and rights research dataset An analyst maintains an organized archive of original documents, dated quote cards and corporate action folders in a coherent financial research studio https://folitic.com/blogs/warrants-rights-guide/scenario-analysis-for-price-volatility-and-issuer-stress 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-30.png?v=1792051614 Scenario analysis for price volatility and issuer stress A matrix of nine miniature market scenarios with a stock path, a volatility cloud and a bank stress symbol, drawn clearly on a whiteboard https://folitic.com/blogs/warrants-rights-guide/position-sizing-expiry-ladders-and-portfolio-concentration 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-31.png?v=1792051628 Position sizing expiry ladders and portfolio concentration A portfolio planner arranges small contract blocks across several calendar shelves with a measured capital budget, avoiding one overloaded shelf https://folitic.com/blogs/warrants-rights-guide/a-complete-warrant-and-rights-investment-review 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-warrants-32.png?v=1792051638 A complete warrant and rights investment review A research desk with a final checklist, contract magnifier, balanced risk scales and an open learning notebook, communicating disciplined review rather than guaranteed success https://folitic.com/blogs/hybrid-securities-guide/what-makes-a-security-a-hybrid 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-01.png?v=1792056669 What makes a security a hybrid A researcher joins a bond certificate and an equity ownership wheel with a flexible bridge while checking both foundations https://folitic.com/blogs/hybrid-securities-guide/mapping-your-place-in-the-capital-structure 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-02.png?v=1792056901 Mapping your place in the capital structure A stepped payment waterfall with senior creditor trays above hybrid and common equity trays, finite coins reaching only some levels https://folitic.com/blogs/hybrid-securities-guide/reading-a-hybrid-prospectus-before-the-headline-yield 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-03.png?v=1792056911 Reading a hybrid prospectus before the headline yield An analyst with a magnifier studies a contract beside a coupon calendar, conversion gear and redemption bell https://folitic.com/blogs/hybrid-securities-guide/coupons-dividends-and-total-return-are-different-measures 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-04.png?v=1792056923 Coupons dividends and total return are different measures A whiteboard separates cash droplets from a changing security price and recombines both into an investment outcome basket https://folitic.com/blogs/hybrid-securities-guide/preferred-shares-and-their-priority-over-common-equity 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-05.png?v=1792056935 Preferred shares and their priority over common equity Two shareholder desks receive distributions in a specified sequence from a company treasury with creditors visibly ahead https://folitic.com/blogs/hybrid-securities-guide/cumulative-and-noncumulative-dividends 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-06.png?v=1792056946 Cumulative and noncumulative dividends Parallel dividend calendars show one missed payment retained in an arrears ledger and another cancelled without carry forward https://folitic.com/blogs/hybrid-securities-guide/fixed-floating-and-reset-distributions 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-07.png?v=1792056958 Fixed floating and reset distributions An investor compares a level coupon ruler, a moving benchmark buoy and a calendar triggered reset dial https://folitic.com/blogs/hybrid-securities-guide/callable-preferred-shares-and-the-risk-of-paying-above-par 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-08.png?v=1792056969 Callable preferred shares and the risk of paying above par A preferred certificate priced above a redemption coin stack with an issuer controlled recall arrow and a calendar https://folitic.com/blogs/hybrid-securities-guide/conversion-ratios-parity-and-conversion-premiums 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-09.png?v=1792056982 Conversion ratios parity and conversion premiums An analyst exchanges one convertible certificate for an exact bundle of share tokens beside a comparison scale https://folitic.com/blogs/hybrid-securities-guide/why-a-convertible-bond-is-more-than-a-bond-plus-upside 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-10.png?v=1792056992 Why a convertible bond is more than a bond plus upside A whiteboard shows a debt support platform and an equity curve joined by flexible credit and volatility gears https://folitic.com/blogs/hybrid-securities-guide/voluntary-mandatory-and-exchangeable-conversion 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-11.png?v=1792057011 Voluntary mandatory and exchangeable conversion Three distinct gates show an investor choice, a scheduled automatic conversion and shares from a different company https://folitic.com/blogs/hybrid-securities-guide/conversion-adjustments-and-shareholder-dilution 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-12.png?v=1792057025 Conversion adjustments and shareholder dilution A whiteboard ownership circle expands into more slices beside a split adjustment gear and an unchanged total pie https://folitic.com/blogs/hybrid-securities-guide/subordinated-corporate-hybrids-and-payment-deferral 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-13.png?v=1792057037 Subordinated corporate hybrids and payment deferral A company treasury directs payments to senior claims while a hybrid coupon waits beside a patient clock https://folitic.com/blogs/hybrid-securities-guide/perpetual-securities-and-the-difference-between-a-call-and-maturity 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-14.png?v=1792057050 Perpetual securities and the difference between a call and maturity A long open timeline has a small optional issuer exit gate but no promised final repayment wall https://folitic.com/blogs/hybrid-securities-guide/cash-coupons-and-payment-in-kind-interest 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-15.png?v=1792057065 Cash coupons and payment in kind interest An analyst compares coins paid into a wallet with additional debt blocks stacking on an existing obligation https://folitic.com/blogs/hybrid-securities-guide/why-companies-issue-hybrids-and-how-investors-assess-the-trade 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-16.png?v=1792057077 Why companies issue hybrids and how investors assess the trade An issuer and investor inspect opposite sides of a balanced funding bridge with cost flexibility and risk weights https://folitic.com/blogs/hybrid-securities-guide/additional-tier-1-capital-and-what-loss-absorption-means 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-17.png?v=1792057089 Additional Tier 1 capital and what loss absorption means A bank structure has a visible capital cushion beneath deposit boxes while an investor studies its limits https://folitic.com/blogs/hybrid-securities-guide/capital-ratio-triggers-and-discretionary-intervention 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-18.png?v=1792057107 Capital ratio triggers and discretionary intervention A whiteboard capital gauge and a separate supervisory decision gate lead to distinct loss absorption pathways https://folitic.com/blogs/hybrid-securities-guide/conversion-write-downs-and-coupon-cancellation 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-19.png?v=1792057117 Conversion write downs and coupon cancellation Three clearly separate contract trays show exchange into shares, a reduced principal block and a cancelled coupon envelope https://folitic.com/blogs/hybrid-securities-guide/comparing-bank-capital-across-jurisdictions 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-20.png?v=1792057128 Comparing bank capital across jurisdictions A researcher compares distinct regional rulebooks and security term cards on a world map without flags or text https://folitic.com/blogs/hybrid-securities-guide/structured-notes-and-embedded-derivatives 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-21.png?v=1792057139 Structured notes and embedded derivatives A financial engineer opens a note case containing a bond foundation and a clearly separate derivative mechanism https://folitic.com/blogs/hybrid-securities-guide/participation-rates-caps-and-principal-protection 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-22.png?v=1792057153 Participation rates caps and principal protection A whiteboard return path reaches a ceiling while a separate maturity shield depends on an issuer support pillar https://folitic.com/blogs/hybrid-securities-guide/reverse-convertibles-and-the-cost-of-enhanced-income 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-23.png?v=1792057166 Reverse convertibles and the cost of enhanced income An investor receives a coupon basket while a downside gate can deliver a reduced value share basket https://folitic.com/blogs/hybrid-securities-guide/autocalls-barriers-and-the-path-of-the-underlying-asset 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-24.png?v=1792057177 Autocalls barriers and the path of the underlying asset A winding asset path passes observation windows and an early exit gate, with a distinct lower barrier line https://folitic.com/blogs/hybrid-securities-guide/current-yield-yield-to-call-and-scenario-returns 2026-10-26T15:11:22-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-25.png?v=1792057188 Current yield yield to call and scenario returns An analyst uses three separate measuring tools for income, a conditional redemption date and an uncertain outcome tree https://folitic.com/blogs/hybrid-securities-guide/interest-rates-credit-spreads-and-hybrid-price-sensitivity 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-26.png?v=1792057198 Interest rates credit spreads and hybrid price sensitivity A whiteboard security balance responds to independent rate, credit and equity levers with different directions https://folitic.com/blogs/hybrid-securities-guide/liquidity-quoted-prices-and-the-real-cost-of-execution 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-27.png?v=1792057211 Liquidity quoted prices and the real cost of execution A trader compares separated bid and ask price cards with a narrow order book doorway and a visible cost pouch https://folitic.com/blogs/hybrid-securities-guide/building-a-comparable-hybrid-research-sheet 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-28.png?v=1792057222 Building a comparable hybrid research sheet A careful analyst organises contract cards by issuer, rank, currency and dates before aligning comparable instruments https://folitic.com/blogs/hybrid-securities-guide/building-an-income-allocation-without-depending-on-coupons 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-29.png?v=1792057235 Building an income allocation without depending on coupons A planner separates a near term spending reserve from a diversified hybrid portfolio with interrupted income streams https://folitic.com/blogs/hybrid-securities-guide/convertible-hedging-and-the-limits-of-arbitrage 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-30.png?v=1792057247 Convertible hedging and the limits of arbitrage A whiteboard convertible and short equity balance is affected by credit, borrowing and changing delta weights https://folitic.com/blogs/hybrid-securities-guide/stress-testing-concentration-and-correlated-losses 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-31.png?v=1792057258 Stress testing concentration and correlated losses An analyst watches several apparently different securities connected to the same issuer foundation during a storm https://folitic.com/blogs/hybrid-securities-guide/a-complete-hybrid-security-investment-review 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hybrid-32.png?v=1792057270 A complete hybrid security investment review A research desk brings together a prospectus, scenario tree, liquidity checklist and modest portfolio allocation https://folitic.com/blogs/etfs-guide/what-an-etf-owns-and-what-you-own 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-what-an-etf-owns-and-what-you-own.png?v=1792062367 What an ETF owns and what you own An investor holds a small fund share connected to a transparent basket of varied company and bond tokens https://folitic.com/blogs/etfs-guide/etfs-mutual-funds-and-individual-shares-compared 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-etfs-mutual-funds-and-individual-shares-compared.png?v=1792062372 ETFs mutual funds and individual shares compared Three distinct investment containers show one company, a pooled portfolio with a closing clock and a pooled portfolio on an exchange https://folitic.com/blogs/etfs-guide/reading-an-etf-factsheet-and-prospectus 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-reading-an-etf-factsheet-and-prospectus.png?v=1792062376 Reading an ETF factsheet and prospectus A researcher compares a concise factsheet and a detailed prospectus with a magnifier over a holdings basket https://folitic.com/blogs/etfs-guide/choosing-an-etf-starts-with-an-investment-goal 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-choosing-an-etf-starts-with-an-investment-goal.png?v=1792062380 Choosing an ETF starts with an investment goal A planner maps separate short and long horizon goals to different baskets while keeping a cash reserve aside https://folitic.com/blogs/etfs-guide/how-etf-creation-and-redemption-work 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-how-etf-creation-and-redemption-work.png?v=1792062384 How ETF creation and redemption work An authorised intermediary exchanges a large securities basket for a bundle of fund units between a fund and an exchange https://folitic.com/blogs/etfs-guide/physical-replication-sampling-and-synthetic-etfs 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-physical-replication-sampling-and-synthetic-etfs.png?v=1792062388 Physical replication sampling and synthetic ETFs Three separate diagrams show a full basket copied, a representative sample selected and a contract linking performance https://folitic.com/blogs/etfs-guide/fund-domicile-ucits-and-share-class-identifiers 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-fund-domicile-ucits-and-share-class-identifiers.png?v=1792062392 Fund domicile UCITS and share class identifiers A researcher matches a fund passport to distinct exchange and currency cards using a single identity seal https://folitic.com/blogs/etfs-guide/why-etfs-etns-and-etcs-are-not-the-same 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-why-etfs-etns-and-etcs-are-not-the-same.png?v=1792062397 Why ETFs ETNs and ETCs are not the same An investor sorts a pooled asset basket, an issuer debt promise and a commodity certificate into different trays https://folitic.com/blogs/etfs-guide/reading-the-rules-behind-an-etf-benchmark 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-reading-the-rules-behind-an-etf-benchmark.png?v=1792062415 Reading the rules behind an ETF benchmark An index researcher checks a rulebook beside inclusion gates and a scheduled portfolio maintenance calendar https://folitic.com/blogs/etfs-guide/market-cap-weighting-and-equal-weighting 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-market-cap-weighting-and-equal-weighting.png?v=1792062419 Market cap weighting and equal weighting Two ownership circles compare unequal slices with equal slices using the same company symbols https://folitic.com/blogs/etfs-guide/factor-etfs-and-the-patience-required-for-a-tilt 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-factor-etfs-and-the-patience-required-for-a-tilt.png?v=1792062423 Factor ETFs and the patience required for a tilt An investor balances value quality and momentum style baskets across changing weather seasons https://folitic.com/blogs/etfs-guide/active-etfs-and-how-to-judge-manager-decisions 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-active-etfs-and-how-to-judge-manager-decisions.png?v=1792062427 Active ETFs and how to judge manager decisions A portfolio manager chooses holdings at a research desk while an independent investor compares the result to a benchmark https://folitic.com/blogs/etfs-guide/equity-etfs-sectors-countries-and-concentration 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-equity-etfs-sectors-countries-and-concentration.png?v=1792062431 Equity ETFs sectors countries and concentration A global share basket contains one oversized sector cluster that an investor inspects with a magnifier https://folitic.com/blogs/etfs-guide/bond-etfs-duration-credit-and-maturity 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-bond-etfs-duration-credit-and-maturity.png?v=1792062435 Bond ETFs duration credit and maturity A bond basket connects to separate interest rate, credit quality and maturity timeline dials https://folitic.com/blogs/etfs-guide/commodity-etfs-spot-exposure-futures-and-roll-costs 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-commodity-etfs-spot-exposure-futures-and-roll-costs.png?v=1792062440 Commodity ETFs spot exposure futures and roll costs An investor distinguishes a physical metal vault from a conveyor replacing expiring futures contracts https://folitic.com/blogs/etfs-guide/international-etfs-and-currency-hedging 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-international-etfs-and-currency-hedging.png?v=1792062444 International ETFs and currency hedging Two global investment paths cross a currency bridge with one protected by a partial hedge canopy https://folitic.com/blogs/etfs-guide/the-expense-ratio-is-not-your-complete-cost 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-the-expense-ratio-is-not-your-complete-cost.png?v=1792062477 The expense ratio is not your complete cost A fund ownership jar has separate small cost outlets for fund expenses spreads brokerage and currency conversion https://folitic.com/blogs/etfs-guide/tracking-difference-tracking-error-and-fair-comparisons 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-tracking-difference-tracking-error-and-fair-comparisons.png?v=1792062480 Tracking difference tracking error and fair comparisons Two paired return paths show a stable gap in one panel and a fluctuating gap in another without numbers https://folitic.com/blogs/etfs-guide/etf-distributions-yield-and-reinvestment 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-etf-distributions-yield-and-reinvestment.png?v=1792062484 ETF distributions yield and reinvestment Cash leaves a fund basket through one route while another route reinvests into the same portfolio https://folitic.com/blogs/etfs-guide/etf-taxes-depend-on-the-fund-and-the-investor 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-etf-taxes-depend-on-the-fund-and-the-investor.png?v=1792062489 ETF taxes depend on the fund and the investor A researcher separates investor residence fund domicile and underlying income origin into three connected map cards https://folitic.com/blogs/etfs-guide/nav-premiums-discounts-and-price-discovery 2026-10-26T15:11:23-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-nav-premiums-discounts-and-price-discovery.png?v=1792062493 NAV premiums discounts and price discovery A market price scale and an underlying asset basket sit beside clocks showing different observation times https://folitic.com/blogs/etfs-guide/etf-liquidity-goes-beyond-daily-trading-volume 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-etf-liquidity-goes-beyond-daily-trading-volume.png?v=1792062498 ETF liquidity goes beyond daily trading volume An iceberg diagram reveals a small exchange order layer above a large underlying securities market https://folitic.com/blogs/etfs-guide/using-limit-orders-and-managing-execution-risk 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-using-limit-orders-and-managing-execution-risk.png?v=1792062502 Using limit orders and managing execution risk A trader sets a clear price gate for an order while a fast market stream passes a separate unprotected gate https://folitic.com/blogs/etfs-guide/what-happens-when-an-etf-closes-merges-or-changes 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-what-happens-when-an-etf-closes-merges-or-changes.png?v=1792062506 What happens when an ETF closes merges or changes An investor receives a closure calendar and compares a market exit path with an orderly asset liquidation path https://folitic.com/blogs/etfs-guide/building-a-core-and-satellite-etf-portfolio 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-building-a-core-and-satellite-etf-portfolio.png?v=1792062526 Building a core and satellite ETF portfolio A broad central portfolio foundation supports a few small distinct satellite baskets https://folitic.com/blogs/etfs-guide/finding-overlap-and-hidden-concentration 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-finding-overlap-and-hidden-concentration.png?v=1792062530 Finding overlap and hidden concentration Two transparent fund circles overlap around the same large company symbol and reveal combined exposure https://folitic.com/blogs/etfs-guide/rebalancing-with-rules-contributions-and-costs 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-rebalancing-with-rules-contributions-and-costs.png?v=1792062534 Rebalancing with rules contributions and costs An investor adds new cash to a smaller allocation tray before considering a sale from a larger tray https://folitic.com/blogs/etfs-guide/planning-etf-income-and-withdrawals 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-planning-etf-income-and-withdrawals.png?v=1792062538 Planning ETF income and withdrawals A household planner balances dividend receipts and measured share sales against a spending reserve https://folitic.com/blogs/etfs-guide/leveraged-and-inverse-etfs-reset-risk 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-leveraged-and-inverse-etfs-reset-risk.png?v=1792062543 Leveraged and inverse ETFs reset risk Two parallel winding daily return paths amplify differently through reset gears without suggesting guaranteed gain https://folitic.com/blogs/etfs-guide/covered-call-and-buffer-etfs-tradeoffs 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-covered-call-and-buffer-etfs-tradeoffs.png?v=1792062548 Covered call and buffer ETFs tradeoffs A capped return path and a conditional downside cushion are shown as separate options strategy panels https://folitic.com/blogs/etfs-guide/crypto-exchange-traded-products-and-custody-risk 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-crypto-exchange-traded-products-and-custody-risk.png?v=1792062551 Crypto exchange traded products and custody risk A researcher checks a digital asset vault, a futures contract and a fund wrapper as distinct layers https://folitic.com/blogs/etfs-guide/a-complete-etf-research-and-monitoring-checklist 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-etf-a-complete-etf-research-and-monitoring-checklist.png?v=1792062556 A complete ETF research and monitoring checklist A research desk combines holdings costs trading conditions portfolio fit and a future review calendar https://folitic.com/blogs/reits-guide/what-you-own-when-you-buy-a-reit 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-01-what-you-own-when-you-buy-a-reit.png?v=1792065583 What you own when you buy a REIT An investor considering shares in a portfolio of rental properties. https://folitic.com/blogs/reits-guide/listed-reits-public-unlisted-reits-and-private-reits 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-02-listed-reits-public-unlisted-reits-and-private-reits.png?v=1792065587 Listed REITs, public unlisted REITs and private REITs Three property investment gateways with different levels of access. https://folitic.com/blogs/reits-guide/equity-reits-and-mortgage-reits 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-03-equity-reits-and-mortgage-reits.png?v=1792065592 Equity REITs and mortgage REITs Rental buildings compared with mortgage documents secured by property. https://folitic.com/blogs/reits-guide/dividends-taxable-income-and-total-return 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-04-dividends-taxable-income-and-total-return.png?v=1792065597 Dividends, taxable income and total return An investor weighing distributions and changes in share value. https://folitic.com/blogs/reits-guide/residential-office-and-retail-reits 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-05-residential-office-and-retail-reits.png?v=1792065602 Residential, office and retail REITs Residential, office and retail property scenes in an open research book. https://folitic.com/blogs/reits-guide/industrial-logistics-and-data-center-reits 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-06-industrial-logistics-and-data-center-reits.png?v=1792065606 Industrial, logistics and data center REITs A logistics warehouse, data center and electrical infrastructure. https://folitic.com/blogs/reits-guide/healthcare-hotels-and-self-storage-reits 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-07-healthcare-hotels-and-self-storage-reits.png?v=1792065612 Healthcare, hotels and self storage REITs Healthcare, hotel and storage properties with different customers. https://folitic.com/blogs/reits-guide/lease-duration-rent-resets-and-tenant-concentration 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-08-lease-duration-rent-resets-and-tenant-concentration.png?v=1792065616 Lease duration, rent resets and tenant concentration Lease documents of different lengths connected to several tenants. https://folitic.com/blogs/reits-guide/reading-a-reit-annual-report 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-09-reading-a-reit-annual-report.png?v=1792065619 Reading a REIT annual report An analyst reading a property company's financial report. https://folitic.com/blogs/reits-guide/net-operating-income-and-the-same-property-comparison 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-10-net-operating-income-and-the-same-property-comparison.png?v=1792065623 Net operating income and the same property comparison Two comparable buildings with rent receipts and operating costs. https://folitic.com/blogs/reits-guide/ffo-and-affo-without-confusing-them-with-cash 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-11-ffo-and-affo-without-confusing-them-with-cash.png?v=1792065628 FFO and AFFO without confusing them with cash Accounting records and adjustments on a bridge toward a cash measure. https://folitic.com/blogs/reits-guide/dividend-coverage-and-recurring-capital-spending 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-12-dividend-coverage-and-recurring-capital-spending.png?v=1792065632 Dividend coverage and recurring capital spending Property income allocated to maintenance, obligations and distributions. https://folitic.com/blogs/reits-guide/net-asset-value-and-cap-rate-sensitivity 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-13-net-asset-value-and-cap-rate-sensitivity.png?v=1792065636 Net asset value and cap rate sensitivity A property value balanced against financing obligations. https://folitic.com/blogs/reits-guide/price-to-ffo-and-the-quality-of-growth 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-14-price-to-ffo-and-the-quality-of-growth.png?v=1792065641 Price to FFO and the quality of growth Two property portfolios with different maintenance needs and valuations. https://folitic.com/blogs/reits-guide/dividend-yield-traps-and-the-total-return-test 2026-10-26T15:11:24-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-15-dividend-yield-traps-and-the-total-return-test.png?v=1792065645 Dividend yield traps and the total return test An appealing distribution beside a property requiring repairs. https://folitic.com/blogs/reits-guide/building-a-reit-valuation-scenario 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-16-building-a-reit-valuation-scenario.png?v=1792065649 Building a REIT valuation scenario Three different operating scenarios for the same property. https://folitic.com/blogs/reits-guide/debt-maturity-ladders-and-refinancing-risk 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-17-debt-maturity-ladders-and-refinancing-risk.png?v=1792065656 Debt maturity ladders and refinancing risk A property debt maturity schedule with a concentrated repayment period. https://folitic.com/blogs/reits-guide/fixed-rates-floating-rates-and-interest-coverage 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-18-fixed-rates-floating-rates-and-interest-coverage.png?v=1792065660 Fixed rates, floating rates and interest coverage Stable and variable financing gauges beside a property owner. https://folitic.com/blogs/reits-guide/share-issuance-buybacks-and-dilution 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-19-share-issuance-buybacks-and-dilution.png?v=1792065665 Share issuance, buybacks and dilution A property ownership pool divided among additional shareholders. https://folitic.com/blogs/reits-guide/acquisitions-disposals-and-development-risk 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-20-acquisitions-disposals-and-development-risk.png?v=1792065670 Acquisitions, disposals and development risk An investor comparing an existing building with a development project. https://folitic.com/blogs/reits-guide/mortgage-reit-leverage-and-funding-spreads 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-21-mortgage-reit-leverage-and-funding-spreads.png?v=1792065675 Mortgage REIT leverage and funding spreads Mortgage assets supported by layers of borrowed funding. https://folitic.com/blogs/reits-guide/agency-mortgages-credit-risk-and-prepayments 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-22-agency-mortgages-credit-risk-and-prepayments.png?v=1792065684 Agency mortgages, credit risk and prepayments A borrower repaying a mortgage while a lender considers reinvestment. https://folitic.com/blogs/reits-guide/net-lease-reits-and-tenant-credit 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-23-net-lease-reits-and-tenant-credit.png?v=1792065689 Net lease REITs and tenant credit A landlord assessing a tenant's business and property maintenance. https://folitic.com/blogs/reits-guide/global-reits-currencies-and-reporting-differences 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-24-global-reits-currencies-and-reporting-differences.png?v=1792065695 Global REITs, currencies and reporting differences Property investments around a globe with different currency exposures. https://folitic.com/blogs/reits-guide/choosing-individual-reits-or-a-reit-etf 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-25-choosing-individual-reits-or-a-reit-etf.png?v=1792065699 Choosing individual REITs or a REIT ETF One property investment compared with a diversified basket of buildings. https://folitic.com/blogs/reits-guide/sector-tenant-and-geographic-diversification 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-26-sector-tenant-and-geographic-diversification.png?v=1792065703 Sector, tenant and geographic diversification A portfolio linked to different sectors, tenants and locations. https://folitic.com/blogs/reits-guide/planning-income-without-relying-on-a-fixed-dividend 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-27-planning-income-without-relying-on-a-fixed-dividend.png?v=1792065708 Planning income without relying on a fixed dividend Property income divided between spending, reserves and reinvestment. https://folitic.com/blogs/reits-guide/rebalancing-and-measuring-your-reit-results 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-28-rebalancing-and-measuring-your-reit-results.png?v=1792065713 Rebalancing and measuring your REIT results A portfolio gardener adjusting the balance of property exposures. https://folitic.com/blogs/reits-guide/management-incentives-and-related-party-transactions 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-29-management-incentives-and-related-party-transactions.png?v=1792065717 Management incentives and related party transactions An analyst examining connections between property managers and transactions. https://folitic.com/blogs/reits-guide/stress-testing-vacancies-rates-and-property-values 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-30-stress-testing-vacancies-rates-and-property-values.png?v=1792065722 Stress testing vacancies, rates and property values A property portfolio tested under several adverse conditions. https://folitic.com/blogs/reits-guide/turning-a-reit-earnings-report-into-a-research-note 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-31-turning-a-reit-earnings-report-into-a-research-note.png?v=1792065726 Turning a REIT earnings report into a research note A researcher organizing reported evidence and unanswered questions. https://folitic.com/blogs/reits-guide/a-complete-reit-investment-case-and-review-checklist 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/reits-guide-32-a-complete-reit-investment-case-and-review-checklist.png?v=1792065733 A complete REIT investment case and review checklist An investor assembling property research, cash analysis and valuation scenarios. https://folitic.com/blogs/mutual-funds-guide/what-you-own-when-you-buy-a-mutual-fund 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-01-what-you-own-when-you-buy-a-mutual-fund.png?v=1792071249 What you own when you buy a mutual fund Investors pooling contributions into a shared portfolio. https://folitic.com/blogs/mutual-funds-guide/how-nav-prices-purchases-and-redemptions 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-02-how-nav-prices-purchases-and-redemptions.png?v=1792071253 How NAV prices purchases and redemptions A portfolio valuation divided into equal fund shares. https://folitic.com/blogs/mutual-funds-guide/buying-selling-and-settlement-without-surprises 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-03-buying-selling-and-settlement-without-surprises.png?v=1792071258 Buying, selling and settlement without surprises A fund order moving from submission to pricing and settlement. https://folitic.com/blogs/mutual-funds-guide/distributions-reinvestment-and-total-return 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-04-distributions-reinvestment-and-total-return.png?v=1792071262 Distributions, reinvestment and total return A distribution flowing back into a fund as additional shares. https://folitic.com/blogs/mutual-funds-guide/equity-funds-investment-styles-and-market-exposure 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-05-equity-funds-investment-styles-and-market-exposure.png?v=1792071267 Equity funds, investment styles and market exposure Different company portfolios being compared by an investor. https://folitic.com/blogs/mutual-funds-guide/bond-funds-and-money-market-funds 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-06-bond-funds-and-money-market-funds.png?v=1792071272 Bond funds and money market funds Bond investments and short duration money market holdings. https://folitic.com/blogs/mutual-funds-guide/balanced-funds-and-target-date-funds 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-07-balanced-funds-and-target-date-funds.png?v=1792071276 Balanced funds and target date funds A portfolio allocation changing along an investment horizon. https://folitic.com/blogs/mutual-funds-guide/index-funds-and-active-funds 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-08-index-funds-and-active-funds.png?v=1792071281 Index funds and active funds A fixed index route compared with active portfolio choices. https://folitic.com/blogs/mutual-funds-guide/expense-ratios-waivers-and-the-cost-of-time 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-09-expense-ratios-waivers-and-the-cost-of-time.png?v=1792071285 Expense ratios, waivers and the cost of time A researcher comparing recurring costs over time. https://folitic.com/blogs/mutual-funds-guide/sales-loads-and-the-share-class-decision 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-10-sales-loads-and-the-share-class-decision.png?v=1792071290 Sales loads and the share class decision Several share classes leading to the same investment portfolio. https://folitic.com/blogs/mutual-funds-guide/breakpoints-eligibility-and-platform-charges 2026-10-26T15:11:25-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-11-breakpoints-eligibility-and-platform-charges.png?v=1792071295 Breakpoints, eligibility and platform charges Comparing eligibility documents and purchase charges. https://folitic.com/blogs/mutual-funds-guide/comparing-fund-costs-with-a-worked-example 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-12-comparing-fund-costs-with-a-worked-example.png?v=1792071299 Comparing fund costs with a worked example A calculator comparing the cost of two fund choices. https://folitic.com/blogs/mutual-funds-guide/reading-a-mutual-fund-prospectus 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-13-reading-a-mutual-fund-prospectus.png?v=1792071304 Reading a mutual fund prospectus An investor examining a fund prospectus. https://folitic.com/blogs/mutual-funds-guide/reading-the-shareholder-report-and-financial-statements 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-14-reading-the-shareholder-report-and-financial-statements.png?v=1792071309 Reading the shareholder report and financial statements Financial statements and a shareholder report linked together. https://folitic.com/blogs/mutual-funds-guide/holdings-turnover-and-style-drift 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-15-holdings-turnover-and-style-drift.png?v=1792071313 Holdings, turnover and style drift Comparing changes in a fund portfolio over time. https://folitic.com/blogs/mutual-funds-guide/benchmarks-and-meaningful-peer-groups 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-16-benchmarks-and-meaningful-peer-groups.png?v=1792071317 Benchmarks and meaningful peer groups Investment comparisons grouped by similar objectives and risks. https://folitic.com/blogs/mutual-funds-guide/total-return-and-annualized-return 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-17-total-return-and-annualized-return.png?v=1792071322 Total return and annualized return An investment journey compared with annual growth steps. https://folitic.com/blogs/mutual-funds-guide/why-your-return-can-differ-from-the-fund-return 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-18-why-your-return-can-differ-from-the-fund-return.png?v=1792071326 Why your return can differ from the fund return Different contribution sizes placed along a changing market path. https://folitic.com/blogs/mutual-funds-guide/volatility-drawdowns-and-recovery 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-19-volatility-drawdowns-and-recovery.png?v=1792071332 Volatility, drawdowns and recovery A decline and recovery illustrated as an uneven mountain trail. https://folitic.com/blogs/mutual-funds-guide/evaluating-active-performance-beyond-a-league-table 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-20-evaluating-active-performance-beyond-a-league-table.png?v=1792071336 Evaluating active performance beyond a league table Research evidence compared with a simple performance trophy. https://folitic.com/blogs/mutual-funds-guide/diversification-and-hidden-overlap 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-21-diversification-and-hidden-overlap.png?v=1792071342 Diversification and hidden overlap Two funds sharing several of the same underlying holdings. https://folitic.com/blogs/mutual-funds-guide/duration-and-credit-risk-inside-bond-funds 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-22-duration-and-credit-risk-inside-bond-funds.png?v=1792071346 Duration and credit risk inside bond funds Interest rate sensitivity and issuer strength in bond portfolios. https://folitic.com/blogs/mutual-funds-guide/global-funds-and-currency-hedging 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-23-global-funds-and-currency-hedging.png?v=1792071351 Global funds and currency hedging Global investments with a separate currency risk component. https://folitic.com/blogs/mutual-funds-guide/liquidity-derivatives-and-alternative-mutual-funds 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-24-liquidity-derivatives-and-alternative-mutual-funds.png?v=1792071355 Liquidity, derivatives and alternative mutual funds Examining liquidity and complex exposures inside a fund. https://folitic.com/blogs/mutual-funds-guide/building-a-core-mutual-fund-allocation 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-25-building-a-core-mutual-fund-allocation.png?v=1792071359 Building a core mutual fund allocation Building a portfolio around distinct financial goals. https://folitic.com/blogs/mutual-funds-guide/regular-investing-and-the-limits-of-averaging 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-26-regular-investing-and-the-limits-of-averaging.png?v=1792071363 Regular investing and the limits of averaging Regular contributions purchasing different quantities of fund shares. https://folitic.com/blogs/mutual-funds-guide/rebalancing-with-contributions-and-withdrawals 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-27-rebalancing-with-contributions-and-withdrawals.png?v=1792071368 Rebalancing with contributions and withdrawals Directing new contributions toward an underweight allocation. https://folitic.com/blogs/mutual-funds-guide/planning-income-without-confusing-yield-with-safety 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-28-planning-income-without-confusing-yield-with-safety.png?v=1792071372 Planning income without confusing yield with safety A withdrawal plan drawing from a changing investment balance. https://folitic.com/blogs/mutual-funds-guide/manager-changes-capacity-and-incentives 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-29-manager-changes-capacity-and-incentives.png?v=1792071377 Manager changes, capacity and incentives Reviewing a fund team transition and investment capacity. https://folitic.com/blogs/mutual-funds-guide/taxes-distributions-and-account-location 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-30-taxes-distributions-and-account-location.png?v=1792071381 Taxes, distributions and account location Reviewing distributions and account rules with an adviser. https://folitic.com/blogs/mutual-funds-guide/when-to-hold-review-or-replace-a-fund 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-31-when-to-hold-review-or-replace-a-fund.png?v=1792071386 When to hold, review or replace a fund An investor organizing evidence for a fund review. https://folitic.com/blogs/mutual-funds-guide/a-complete-mutual-fund-research-case 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-mutual-funds-32-a-complete-mutual-fund-research-case.png?v=1792071390 A complete mutual fund research case A complete research workflow for comparing mutual funds. https://folitic.com/blogs/closed-end-funds-guide/what-you-own-in-a-closed-end-fund 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-01-what-you-own-in-a-closed-end-fund.png?v=1792075727 What you own in a closed end fund Investors holding shares in a shared investment portfolio. https://folitic.com/blogs/closed-end-funds-guide/closed-end-funds-mutual-funds-and-etfs 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-02-closed-end-funds-mutual-funds-and-etfs.png?v=1792075731 Closed end funds, mutual funds and ETFs Three fund structures with different trading and redemption arrangements. https://folitic.com/blogs/closed-end-funds-guide/nav-and-market-price-are-different-measures 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-03-nav-and-market-price-are-different-measures.png?v=1792075735 NAV and market price are different measures Portfolio value and market price shown as separate measurements. https://folitic.com/blogs/closed-end-funds-guide/trading-shares-with-spreads-and-limit-orders 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-04-trading-shares-with-spreads-and-limit-orders.png?v=1792075739 Trading shares with spreads and limit orders A trading spread and a price limit illustrated with opposing quote stacks. https://folitic.com/blogs/closed-end-funds-guide/calculating-a-discount-or-premium-to-nav 2026-10-26T15:11:26-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-05-calculating-a-discount-or-premium-to-nav.png?v=1792075743 Calculating a discount or premium to NAV Comparing the price paid with the value of portfolio assets. https://folitic.com/blogs/closed-end-funds-guide/why-discounts-can-persist-for-years 2026-10-26T15:11:27-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-06-why-discounts-can-persist-for-years.png?v=1792075748 Why discounts can persist for years Several forces keeping a fund valuation gap open. https://folitic.com/blogs/closed-end-funds-guide/using-discount-history-and-z-scores-carefully 2026-10-26T15:11:27-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-07-using-discount-history-and-z-scores-carefully.png?v=1792075752 Using discount history and z scores carefully Comparing current valuation with a distribution of historical observations. https://folitic.com/blogs/closed-end-funds-guide/separating-portfolio-returns-from-discount-changes 2026-10-26T15:11:27-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-08-separating-portfolio-returns-from-discount-changes.png?v=1792075757 Separating portfolio returns from discount changes Two separate drivers affecting a listed fund share price. https://folitic.com/blogs/closed-end-funds-guide/distribution-rate-is-not-investment-return 2026-10-26T15:11:27-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-09-distribution-rate-is-not-investment-return.png?v=1792075762 Distribution rate is not investment return Cash distributions compared with the remaining investment value. https://folitic.com/blogs/closed-end-funds-guide/income-coverage-and-undistributed-investment-income 2026-10-26T15:11:27-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-10-income-coverage-and-undistributed-investment-income.png?v=1792075766 Income coverage and undistributed investment income Income entering a fund reserve and cash leaving as distributions. https://folitic.com/blogs/closed-end-funds-guide/return-of-capital-and-the-health-of-a-fund 2026-10-26T15:11:27-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-11-return-of-capital-and-the-health-of-a-fund.png?v=1792075771 Return of capital and the health of a fund Tax classification and investment performance examined separately. https://folitic.com/blogs/closed-end-funds-guide/managed-distributions-and-reinvestment-choices 2026-10-26T15:11:41-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-12-managed-distributions-and-reinvestment-choices.png?v=1792075776 Managed distributions and reinvestment choices Choosing between receiving cash and reinvesting distributions. https://folitic.com/blogs/closed-end-funds-guide/how-leverage-magnifies-gains-and-losses 2026-10-26T15:11:41-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-13-how-leverage-magnifies-gains-and-losses.png?v=1792075780 How leverage magnifies gains and losses A borrowing lever amplifying movements in common shareholder value. https://folitic.com/blogs/closed-end-funds-guide/borrowing-costs-and-forced-deleveraging 2026-10-26T15:11:41-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-14-borrowing-costs-and-forced-deleveraging.png?v=1792075785 Borrowing costs and forced deleveraging Higher funding costs and a constrained portfolio sale. https://folitic.com/blogs/closed-end-funds-guide/duration-credit-and-municipal-bond-fund-risks 2026-10-26T15:11:41-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-15-duration-credit-and-municipal-bond-fund-risks.png?v=1792075789 Duration, credit and municipal bond fund risks Examining interest rate sensitivity, credit and geographic concentration. https://folitic.com/blogs/closed-end-funds-guide/equity-strategies-covered-calls-and-currency-exposure 2026-10-26T15:11:41-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-16-equity-strategies-covered-calls-and-currency-exposure.png?v=1792075793 Equity strategies, covered calls and currency exposure Equity exposure, option writing and currency movements in a fund. https://folitic.com/blogs/closed-end-funds-guide/reading-the-prospectus-and-investment-mandate 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-17-reading-the-prospectus-and-investment-mandate.png?v=1792075798 Reading the prospectus and investment mandate An investor examining the mandate and risks of a fund. https://folitic.com/blogs/closed-end-funds-guide/reading-financial-statements-and-portfolio-holdings 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-18-reading-financial-statements-and-portfolio-holdings.png?v=1792075802 Reading financial statements and portfolio holdings Financial statements connected with a fund holdings report. https://folitic.com/blogs/closed-end-funds-guide/expenses-financing-costs-and-the-denominator 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-19-expenses-financing-costs-and-the-denominator.png?v=1792075806 Expenses, financing costs and the denominator The same expenses compared with different asset denominators. https://folitic.com/blogs/closed-end-funds-guide/comparing-nav-returns-and-shareholder-returns 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-20-comparing-nav-returns-and-shareholder-returns.png?v=1792075810 Comparing NAV returns and shareholder returns Portfolio performance and shareholder performance compared consistently. https://folitic.com/blogs/closed-end-funds-guide/rights-offerings-and-dilution 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-21-rights-offerings-and-dilution.png?v=1792075814 Rights offerings and dilution New share subscriptions changing the number and value of fund shares. https://folitic.com/blogs/closed-end-funds-guide/share-buybacks-tender-offers-and-fund-activism 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-22-share-buybacks-tender-offers-and-fund-activism.png?v=1792075819 Share buybacks, tender offers and fund activism Share repurchases and shareholder decisions in a listed fund. https://folitic.com/blogs/closed-end-funds-guide/term-funds-and-target-term-funds 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-23-term-funds-and-target-term-funds.png?v=1792075828 Term funds and target term funds A fund termination date with conditions and a possible extension. https://folitic.com/blogs/closed-end-funds-guide/interval-funds-tender-offer-funds-and-bdcs 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-24-interval-funds-tender-offer-funds-and-bdcs.png?v=1792075833 Interval funds, tender offer funds and BDCs Comparing less liquid fund structures and business lending portfolios. https://folitic.com/blogs/closed-end-funds-guide/giving-closed-end-funds-a-role-in-a-portfolio 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-25-giving-closed-end-funds-a-role-in-a-portfolio.png?v=1792075841 Giving closed end funds a role in a portfolio A closed end fund allocation within a broader portfolio. https://folitic.com/blogs/closed-end-funds-guide/finding-hidden-overlap-and-concentrated-income 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-26-finding-hidden-overlap-and-concentrated-income.png?v=1792075845 Finding hidden overlap and concentrated income Several funds sharing concentrated underlying exposures. https://folitic.com/blogs/closed-end-funds-guide/executing-purchases-and-rebalancing-deliberately 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-27-executing-purchases-and-rebalancing-deliberately.png?v=1792075849 Executing purchases and rebalancing deliberately Measured purchases and rebalancing around a target allocation. https://folitic.com/blogs/closed-end-funds-guide/planning-withdrawals-and-understanding-tax-records 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-28-planning-withdrawals-and-understanding-tax-records.png?v=1792075853 Planning withdrawals and understanding tax records A withdrawal plan combining cash reserves, distributions and records. https://folitic.com/blogs/closed-end-funds-guide/investigating-catalysts-behind-a-discount-thesis 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-29-investigating-catalysts-behind-a-discount-thesis.png?v=1792075858 Investigating catalysts behind a discount thesis Testing evidence and timing behind a proposed discount catalyst. https://folitic.com/blogs/closed-end-funds-guide/stress-testing-nav-leverage-and-market-discounts 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-30-stress-testing-nav-leverage-and-market-discounts.png?v=1792075862 Stress testing NAV, leverage and market discounts A combined stress test of assets, leverage and market valuation. https://folitic.com/blogs/closed-end-funds-guide/manager-incentives-governance-and-review-decisions 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-31-manager-incentives-governance-and-review-decisions.png?v=1792075867 Manager incentives, governance and review decisions Reviewing fund governance, incentives and changing evidence. https://folitic.com/blogs/closed-end-funds-guide/a-complete-closed-end-fund-research-case 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-cef-32-a-complete-closed-end-fund-research-case.png?v=1792075872 A complete closed end fund research case A complete research workflow for a closed end fund. https://folitic.com/blogs/hedge-funds-guide/what-a-hedge-fund-is-and-what-it-is-not 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-1.png?v=1792089050 What a hedge fund is and what it is not A manager and investors examine a transparent portfolio cabinet with stocks, bonds and contracts. https://folitic.com/blogs/hedge-funds-guide/who-can-invest-and-why-eligibility-is-not-suitability 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-2.png?v=1792089055 Who can invest and why eligibility is not suitability A whiteboard with two separate checkpoints, a document check and a personal balance sheet and clock check. https://folitic.com/blogs/hedge-funds-guide/hedge-funds-mutual-funds-and-private-equity 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-3.png?v=1792089061 Hedge funds, mutual funds and private equity Three distinct portfolio vehicles: a liquid public fund with a daily door, a flexible trading fund with a calendar gate, and a private business portfolio with a long timeline. https://folitic.com/blogs/hedge-funds-guide/the-manager-administrator-custodian-and-prime-broker 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-4.png?v=1792089065 The manager, administrator, custodian and prime broker A whiteboard network linking a central portfolio to four separate desks representing investment decisions, accounting, safekeeping and financing. https://folitic.com/blogs/hedge-funds-guide/reading-the-offering-memorandum-and-fund-agreement 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-5.png?v=1792089069 Reading the offering memorandum and fund agreement An investor studies an open agreement using tabs marked only with simple icons for mandate, cost, liquidity and risk. https://folitic.com/blogs/hedge-funds-guide/management-fees-incentive-fees-and-the-investor-return 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-6.png?v=1792089076 Management fees, incentive fees and the investor return A whiteboard waterfall of an investment pile passing through operating costs and two fee gates before reaching an investor. https://folitic.com/blogs/hedge-funds-guide/high-water-marks-hurdle-rates-and-crystallization 2026-10-26T15:11:42-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-7.png?v=1792089081 High water marks, hurdle rates and crystallization A portfolio navigator compares a previous summit, a hurdle and a calendar checkpoint on a landscape with rising and falling paths, without implying continuous gains. https://folitic.com/blogs/hedge-funds-guide/lockups-notice-periods-gates-and-side-pockets 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-8.png?v=1792089085 Lockups, notice periods, gates and side pockets A whiteboard calendar path through notice and redemption gates, alongside a separate compartment containing less liquid assets. https://folitic.com/blogs/hedge-funds-guide/long-and-short-equity-portfolios 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-9.png?v=1792089092 Long and short equity portfolios Two analysts examine contrasting baskets of shares on opposite sides of a balanced research table, with both upward and downward market scenarios. https://folitic.com/blogs/hedge-funds-guide/market-neutrality-and-hidden-factor-exposure 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-10.png?v=1792089096 Market neutrality and hidden factor exposure A whiteboard balance with equal baskets but unequal underlying gears representing sector, size and market sensitivity. https://folitic.com/blogs/hedge-funds-guide/merger-arbitrage-and-the-risk-of-a-broken-deal 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-11.png?v=1792089100 Merger arbitrage and the risk of a broken deal Two company buildings linked by an unfinished bridge. https://folitic.com/blogs/hedge-funds-guide/activist-investing-and-corporate-catalysts 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-12.png?v=1792089106 Activist investing and corporate catalysts A whiteboard sequence of shareholder research, a board meeting, a proposal and two uncertain outcome branches. https://folitic.com/blogs/hedge-funds-guide/global-macro-and-discretionary-portfolio-views 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-13.png?v=1792089111 Global macro and discretionary portfolio views A global market desk with a globe, currencies, bond instruments and commodity symbols, with branching scenarios on transparent screens. https://folitic.com/blogs/hedge-funds-guide/managed-futures-and-systematic-trend-following 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-14.png?v=1792089115 Managed futures and systematic trend following A whiteboard with one persistent curved price trend and another whipsawing line, a rulebook and a portfolio spread across markets. https://folitic.com/blogs/hedge-funds-guide/relative-value-trades-and-convertible-arbitrage 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-15.png?v=1792089119 Relative value trades and convertible arbitrage An analyst compares two connected but distinct instruments using a measuring frame. https://folitic.com/blogs/hedge-funds-guide/credit-strategies-distressed-debt-and-capital-structure 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-16.png?v=1792089124 Credit strategies, distressed debt and capital structure A whiteboard layered capital structure tower with secured debt, other debt and equity represented by icons only. https://folitic.com/blogs/hedge-funds-guide/gross-exposure-net-exposure-and-leverage 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-17.png?v=1792089128 Gross exposure, net exposure and leverage An analyst looks at two scales, one showing total long plus short baskets and another their difference, with a central equity base. https://folitic.com/blogs/hedge-funds-guide/financing-margin-calls-and-counterparty-risk 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-18.png?v=1792089133 Financing, margin calls and counterparty risk A whiteboard funding pipeline connecting a portfolio and lenders, with collateral containers, a tightening valve and a reserve tank. https://folitic.com/blogs/hedge-funds-guide/liquidity-mismatch-and-crowded-exits 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-19.png?v=1792089139 Liquidity mismatch and crowded exits Several investors approach a narrow exit while a manager examines a portfolio of assets with different sale speeds. https://folitic.com/blogs/hedge-funds-guide/stress-tests-drawdowns-and-tail-risk 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-20.png?v=1792089144 Stress tests, drawdowns and tail risk A whiteboard portfolio tested against several storm icons, a drawdown valley and a recovery slope. https://folitic.com/blogs/hedge-funds-guide/gross-returns-net-returns-and-compounding 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-21.png?v=1792089587 Gross returns, net returns and compounding An investor compares two paths from the same capital stack, one before fees and another after fees, ending at visibly different values. https://folitic.com/blogs/hedge-funds-guide/alpha-beta-and-alternative-risk-premia 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-22.png?v=1792089592 Alpha, beta and alternative risk premia A whiteboard decomposes a portfolio result into market exposure, repeatable strategy exposure, unexplained remainder and costs using separate blocks. https://folitic.com/blogs/hedge-funds-guide/sharpe-ratios-downside-risk-and-correlation 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-23.png?v=1792089596 Sharpe ratios, downside risk and correlation A research team compares a smooth small fluctuation chart with a rare large drop chart, using a magnifying glass to reveal the hidden tail. https://folitic.com/blogs/hedge-funds-guide/backtests-survivorship-bias-and-track-record-checks 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-24.png?v=1792089601 Backtests, survivorship bias and track record checks A whiteboard research workflow with a training sample, separate test sample, transaction cost filter and a file drawer of failed strategies. https://folitic.com/blogs/hedge-funds-guide/testing-a-manager-s-investment-edge 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-25.png?v=1792089606 Testing a manager’s investment edge A manager presents a research process to an investor who compares documents, decisions and an unsuccessful trade, emphasizing evidence rather than celebrity. https://folitic.com/blogs/hedge-funds-guide/operational-due-diligence-and-independent-checks 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-26.png?v=1792089610 Operational due diligence and independent checks A whiteboard separates trading, cash movement, reconciliation and oversight into independent boxes, with two approval keys and verified contact icons. https://folitic.com/blogs/hedge-funds-guide/valuation-audits-and-hard-to-price-assets 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-27.png?v=1792089616 Valuation, audits and hard to price assets An independent reviewer examines several assets through a magnifying lens, comparing market quotes with a model and a range of possible values. https://folitic.com/blogs/hedge-funds-guide/governance-conflicts-and-service-provider-oversight 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-28.png?v=1792089620 Governance, conflicts and service provider oversight A whiteboard decision table showing a manager, independent reviewers and investors, with visible pathways for conflicts, approvals and escalation. https://folitic.com/blogs/hedge-funds-guide/sizing-a-hedge-fund-allocation-in-a-wider-portfolio 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-29.png?v=1792089625 Sizing a hedge fund allocation in a wider portfolio An investor fits a modest alternative strategy block into a larger portfolio puzzle while keeping an emergency cash reserve separate. https://folitic.com/blogs/hedge-funds-guide/funds-of-funds-managed-accounts-and-alternative-wrappers 2026-10-26T15:11:43-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-30.png?v=1792089629 Funds of funds, managed accounts and alternative wrappers A whiteboard compares a pooled fund, a basket of funds and a separately controlled account with different fee and access gates. https://folitic.com/blogs/hedge-funds-guide/monitoring-rebalancing-and-redemption-decisions 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-31.png?v=1792089634 Monitoring, rebalancing and redemption decisions An investor reviews a calendar, risk dashboard and original investment memo at a calm research desk with separate hold, review and exit paths. https://folitic.com/blogs/hedge-funds-guide/a-complete-hedge-fund-research-case 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-hedge-funds-32.png?v=1792089638 A complete hedge fund research case A whiteboard case file combines strategy, terms, fees, stress losses, operational checks and a final decision checklist, with a question mark rather than an approval stamp. https://folitic.com/blogs/collective-funds-guide/what-collective-funds-are-and-how-pooling-works 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-01.png?v=1792139146 What collective funds are and how pooling works Several investors contribute distinct coin stacks into a transparent shared portfolio of stocks and bonds, with proportional unit tokens returning to them. https://folitic.com/blogs/collective-funds-guide/collective-investment-trusts-and-common-trust-funds 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-02.png?v=1792139150 Collective investment trusts and common trust funds A whiteboard branching tree from a bank trustee into two separate pools, one with family trust documents and another with retirement plan folders. https://folitic.com/blogs/collective-funds-guide/collective-funds-compared-with-mutual-funds-and-etfs 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-03.png?v=1792139154 Collective funds compared with mutual funds and ETFs Three investment containers at a research desk: a trust with an eligibility gate, a mutual fund with a daily dealing clock, and an ETF with an exchange screen. https://folitic.com/blogs/collective-funds-guide/the-trustee-manager-custodian-and-recordkeeper 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-04.png?v=1792139158 The trustee, manager, custodian and recordkeeper A whiteboard responsibility map with separate desks for stewardship, investment decisions, safekeeping and participant records around one central portfolio. https://folitic.com/blogs/collective-funds-guide/who-can-invest-in-a-collective-investment-trust 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-05.png?v=1792139163 Who can invest in a collective investment trust A retirement plan participant and an adviser inspect an eligibility gate with documents, while a separate ordinary brokerage path leads elsewhere. https://folitic.com/blogs/collective-funds-guide/reading-the-declaration-of-trust-and-fund-fact-sheet 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-06.png?v=1792139167 Reading the declaration of trust and fund fact sheet A whiteboard open trust document connected to smaller icons for mandate, costs, units, exit rules and oversight, with a magnifying glass. https://folitic.com/blogs/collective-funds-guide/how-retirement-contributions-become-fund-units 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-07.png?v=1792139171 How retirement contributions become fund units A payroll contribution flows through a plan recordkeeper into a fund, then returns as units in an individual account ledger. https://folitic.com/blogs/collective-funds-guide/choosing-a-fund-within-a-retirement-plan-menu 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-08.png?v=1792139175 Choosing a fund within a retirement plan menu A whiteboard menu of diversified asset baskets next to a personal timeline and emergency reserve, with careful comparison rather than a winning selection. https://folitic.com/blogs/collective-funds-guide/net-asset-value-and-the-price-of-a-fund-unit 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-09.png?v=1792139179 Net asset value and the price of a fund unit An accountant weighs portfolio assets against liabilities, then divides the remaining value into equal unit tokens on a calm desk. https://folitic.com/blogs/collective-funds-guide/subscriptions-dealing-cutoffs-and-settlement 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-10.png?v=1792139184 Subscriptions, dealing cutoffs and settlement A whiteboard timeline with an order envelope, cutoff clock, valuation window and settlement destination, all visually separate. https://folitic.com/blogs/collective-funds-guide/withdrawals-transfer-restrictions-and-liquidity 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-11.png?v=1792139188 Withdrawals, transfer restrictions and liquidity An investor reviews a calendar beside several portfolio exit doors of different widths and a cash reserve. https://folitic.com/blogs/collective-funds-guide/distributions-reinvestment-and-total-return 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-12.png?v=1792139192 Distributions, reinvestment and total return A whiteboard tree produces a cash fruit that either goes to a cash pot or buys more ownership tokens, with portfolio value and income shown together. https://folitic.com/blogs/collective-funds-guide/expense-ratios-and-the-complete-cost-of-investing 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-13.png?v=1792139197 Expense ratios and the complete cost of investing An investor examines a stack of transparent fee layers between a portfolio and an account, with a magnifying glass revealing smaller charges. https://folitic.com/blogs/collective-funds-guide/unit-classes-negotiated-fees-and-fair-comparisons 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-14.png?v=1792139201 Unit classes, negotiated fees and fair comparisons A whiteboard shows the same portfolio behind several differently priced access doors, each paired with its own terms document. https://folitic.com/blogs/collective-funds-guide/compounding-after-fees-and-inflation 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-15.png?v=1792139206 Compounding after fees and inflation Two savers compare long winding paths from equal coin stacks, with small recurring fee gates and an inflation measuring ruler. https://folitic.com/blogs/collective-funds-guide/tax-treatment-account-rules-and-portability 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-16.png?v=1792139210 Tax treatment, account rules and portability A whiteboard separates a fund container from its retirement account wrapper, with a transfer route to another account and an eligibility checkpoint. https://folitic.com/blogs/collective-funds-guide/index-collective-funds-and-tracking-difference 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-17.png?v=1792139215 Index collective funds and tracking difference A manager aligns a portfolio basket with a benchmark blueprint while small cash and fee pieces explain a slight gap. https://folitic.com/blogs/collective-funds-guide/active-collective-funds-and-manager-conviction 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-18.png?v=1792139220 Active collective funds and manager conviction A whiteboard research process compares a broad benchmark basket with a concentrated selection and several uncertain outcome branches. https://folitic.com/blogs/collective-funds-guide/target-date-collective-trusts-and-glide-paths 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-19.png?v=1792139224 Target date collective trusts and glide paths A worker at several life stages moves along a gently curving allocation path from more equity blocks toward more bond blocks, without guaranteed outcomes. https://folitic.com/blogs/collective-funds-guide/stable-value-cash-funds-and-capital-preservation 2026-10-26T15:11:44-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-20.png?v=1792139228 Stable value, cash funds and capital preservation A whiteboard compares a bond portfolio with a contract shield, a cash instrument basket and a bank deposit jar as three distinct structures. https://folitic.com/blogs/collective-funds-guide/concentration-and-diversification-across-funds 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-21.png?v=1792139232 Concentration and diversification across funds An investor opens three differently colored fund boxes and discovers repeated company symbols inside, then maps the overlap. https://folitic.com/blogs/collective-funds-guide/interest-rate-credit-and-currency-risk 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-22.png?v=1792139236 Interest rate, credit and currency risk A whiteboard bond balance responds to a rate lever, a borrower credit gauge and two currency wheels, as three separate risk channels. https://folitic.com/blogs/collective-funds-guide/benchmarks-risk-adjusted-returns-and-evidence 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-23.png?v=1792139241 Benchmarks, risk adjusted returns and evidence A research desk compares a fund chart with a matched benchmark and a downside magnifying lens, avoiding celebratory performance claims. https://folitic.com/blogs/collective-funds-guide/stress-testing-a-collective-fund-portfolio 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-24.png?v=1792139245 Stress testing a collective fund portfolio A whiteboard portfolio is tested under an equity storm, rate rise and liquidity bottleneck, with cash needs kept visible. https://folitic.com/blogs/collective-funds-guide/fiduciary-duties-and-the-role-of-oversight 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-25.png?v=1792139249 Fiduciary duties and the role of oversight A trustee and plan committee review participant needs at a round table, with a decision record, risk map and independent oversight chair. https://folitic.com/blogs/collective-funds-guide/conflicts-affiliated-products-and-securities-lending 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-26.png?v=1792139254 Conflicts, affiliated products and securities lending A whiteboard maps a manager, related service provider and borrower with collateral and return arrows, with a magnifying glass over potential conflicts. https://folitic.com/blogs/collective-funds-guide/audits-valuation-controls-and-operational-resilience 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-27.png?v=1792139258 Audits, valuation controls and operational resilience An independent reviewer checks a fund ledger beside duplicate secure records, a valuation model and two separate approval keys. https://folitic.com/blogs/collective-funds-guide/a-due-diligence-interview-with-a-fund-manager 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-28.png?v=1792139262 A due diligence interview with a fund manager A whiteboard interview file links people, portfolio process, difficult decisions, capacity and evidence rather than star ratings. https://folitic.com/blogs/collective-funds-guide/comparing-collective-funds-with-an-evidence-matrix 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-29.png?v=1792139266 Comparing collective funds with an evidence matrix An investor compares three fund folders in a structured matrix with icons for cost, exposure, liquidity, governance and access. https://folitic.com/blogs/collective-funds-guide/switching-funds-and-planning-a-transition 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-30.png?v=1792139273 Switching funds and planning a transition A whiteboard bridge joins an old portfolio and a new portfolio with separate checkpoints for exit, settlement, exposure and account eligibility. https://folitic.com/blogs/collective-funds-guide/monitoring-changes-and-knowing-when-to-review 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-31.png?v=1792139277 Monitoring changes and knowing when to review A calm investor reviews a calendar and original investment memo with alerts for fee, manager, mandate and liquidity changes. https://folitic.com/blogs/collective-funds-guide/a-complete-collective-fund-research-case 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-collective-funds-32.png?v=1792139281 A complete collective fund research case A whiteboard case file brings together eligibility, NAV, costs, portfolio risk, governance and a reasoned decision with an open question mark. https://folitic.com/blogs/investment-trusts-guide/what-an-investment-trust-actually-owns 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-01.png?v=1792144779 What an investment trust actually owns Investors holding small share certificates around a transparent portfolio building filled with many different businesses https://folitic.com/blogs/investment-trusts-guide/investment-trusts-versus-unit-trusts-and-uits 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-02.png?v=1792144785 Investment trusts versus unit trusts and UITs Three clearly distinct unlabelled containers: a listed company building, an open pool with arrows entering and leaving, a fixed basket with a calendar https://folitic.com/blogs/investment-trusts-guide/the-board-the-manager-and-the-shareholder 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-03.png?v=1792144789 The board the manager and the shareholder A triangular arrangement of shareholder group, board meeting table and portfolio manager desk with separate responsibilities illustrated https://folitic.com/blogs/investment-trusts-guide/share-price-and-nav-are-different-numbers 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-04.png?v=1792144793 Share price and NAV are different numbers Two separate gauges beside a portfolio vault and exchange trading screen, with different needle positions https://folitic.com/blogs/investment-trusts-guide/read-an-investment-trust-factsheet-with-purpose 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-05.png?v=1792144797 Read an investment trust factsheet with purpose A learner using a magnifying glass over an unlabelled factsheet showing allocation circles and small charts https://folitic.com/blogs/investment-trusts-guide/find-the-evidence-in-an-annual-report 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-06.png?v=1792144802 Find the evidence in an annual report Open report with tabs leading to assets, borrowing, fees and board oversight icons https://folitic.com/blogs/investment-trusts-guide/buying-shares-spreads-and-limit-orders 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-07.png?v=1792144807 Buying shares spreads and limit orders A careful investor at two quote panels separated by a narrow gap and a protective limit gate https://folitic.com/blogs/investment-trusts-guide/share-classes-currencies-and-trading-access 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-08.png?v=1792144812 Share classes currencies and trading access Three certificates with distinct abstract symbols beside globe, currency coins and a broker access gate https://folitic.com/blogs/investment-trusts-guide/calculate-a-discount-or-premium-to-nav 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-09.png?v=1792144816 Calculate a discount or premium to NAV A balance scale comparing a portfolio basket and a smaller stack of purchase coins, simple unlabeled visual comparison https://folitic.com/blogs/investment-trusts-guide/when-discounts-overwhelm-portfolio-gains 2026-10-26T15:11:45-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-10.png?v=1792144822 When discounts overwhelm portfolio gains Two paths from the same portfolio, one rising gently while a market price path slopes downward https://folitic.com/blogs/investment-trusts-guide/compare-nav-figures-on-the-same-basis 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-11.png?v=1792144827 Compare NAV figures on the same basis Two analysts aligning matching clocks and income coins beside two valuation reports https://folitic.com/blogs/investment-trusts-guide/why-a-large-discount-is-not-a-bargain-by-itself 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-12.png?v=1792144831 Why a large discount is not a bargain by itself An investor examining a discounted portfolio crate with magnifying glass revealing liquidity, fee and valuation warning icons https://folitic.com/blogs/investment-trusts-guide/dividend-yield-and-the-income-behind-it 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-13.png?v=1792144836 Dividend yield and the income behind it Dividend coins falling from a portfolio tree beside a separate share price gauge https://folitic.com/blogs/investment-trusts-guide/revenue-reserves-and-dividend-resilience 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-14.png?v=1792144840 Revenue reserves and dividend resilience Water reservoir gathering excess inflow and releasing water to a modest income channel during dry weather https://folitic.com/blogs/investment-trusts-guide/management-fees-and-the-full-cost-of-ownership 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-15.png?v=1792144844 Management fees and the full cost of ownership A stack of investment coins passing several small transparent fee checkpoints https://folitic.com/blogs/investment-trusts-guide/nav-returns-share-returns-and-reinvested-income 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-16.png?v=1792144848 NAV returns share returns and reinvested income Three clearly separated chart tracks showing portfolio, traded shares and dividend reinvestment coin loop https://folitic.com/blogs/investment-trusts-guide/global-equity-trusts-and-benchmark-fit 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-17.png?v=1792144853 Global equity trusts and benchmark fit Globe with varied business icons and a measuring ruler checking a representative portfolio https://folitic.com/blogs/investment-trusts-guide/specialist-trusts-and-concentration-risk 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-18.png?v=1792144858 Specialist trusts and concentration risk A basket with several eggs sharing one visible technology circuit theme beside a broader mixed basket https://folitic.com/blogs/investment-trusts-guide/private-assets-and-the-valuation-lag 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-19.png?v=1792144862 Private assets and the valuation lag An unlisted factory behind glass beside a calendar and a valuation magnifier, no live price screen https://folitic.com/blogs/investment-trusts-guide/infrastructure-property-and-contractual-cash-flows 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-20.png?v=1792144867 Infrastructure property and contractual cash flows Bridge, renewable turbine and apartment building connected to payment streams and maintenance tools https://folitic.com/blogs/investment-trusts-guide/how-gearing-magnifies-gains-and-losses 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-21.png?v=1792144871 How gearing magnifies gains and losses A balanced seesaw with borrowed coin weights amplifying motion in both directions https://folitic.com/blogs/investment-trusts-guide/debt-maturity-refinancing-and-interest-costs 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-22.png?v=1792144876 Debt maturity refinancing and interest costs A borrowing calendar with staggered maturity pillars and a changing interest rate gauge https://folitic.com/blogs/investment-trusts-guide/two-kinds-of-liquidity-and-unfunded-commitments 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-23.png?v=1792144880 Two kinds of liquidity and unfunded commitments Two separate exit doors for shares and underlying assets beside a future commitment envelope https://folitic.com/blogs/investment-trusts-guide/currency-exposure-beyond-the-trading-currency 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-24.png?v=1792144885 Currency exposure beyond the trading currency Share certificate at front with globe of different currency coins behind it, illustrating underlying currency exposure https://folitic.com/blogs/investment-trusts-guide/assess-the-board-and-the-management-agreement 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-25.png?v=1792144892 Assess the board and the management agreement Independent board reviewing manager results with a contract and accountability checklist https://folitic.com/blogs/investment-trusts-guide/buybacks-issuance-and-nav-per-share 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-26.png?v=1792144896 Buybacks issuance and NAV per share Company buying back one share certificate from a circle of shareholders with remaining portfolio slices growing slightly https://folitic.com/blogs/investment-trusts-guide/tender-offers-continuation-votes-and-wind-downs 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-27.png?v=1792144901 Tender offers continuation votes and wind downs Shareholders choosing between tender envelope, continuation ballot and orderly asset sale pathway https://folitic.com/blogs/investment-trusts-guide/rights-issues-mergers-and-reconstruction-choices 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-28.png?v=1792144909 Rights issues mergers and reconstruction choices Two investment buildings joining by a bridge while shareholders compare election forms https://folitic.com/blogs/investment-trusts-guide/build-a-fair-investment-trust-comparison 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-29.png?v=1792144914 Build a fair investment trust comparison Researcher comparing three fund cards on the same balanced grid with equal measurement tools https://folitic.com/blogs/investment-trusts-guide/position-size-overlap-and-portfolio-stress-tests 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-30.png?v=1792144919 Position size overlap and portfolio stress tests Several portfolio baskets connected to shared underlying business icons, with a risk gauge https://folitic.com/blogs/investment-trusts-guide/monitor-a-trust-without-chasing-every-price-move 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-31.png?v=1792144924 Monitor a trust without chasing every price move Calm investor reviewing a scheduled calendar and checklist while a small noisy market chart sits aside https://folitic.com/blogs/investment-trusts-guide/write-an-investment-trust-decision-memo 2026-10-26T15:11:46-06:00 weekly https://cdn.shopify.com/s/files/1/0802/7088/4907/articles/folitic-investment-trusts-32.png?v=1792144932 Write an investment trust decision memo Analyst assembling a concise research folder with evidence, risk scenarios and decision checkpoints