After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...

New York, United States, September 17th, 2025, FinanceWire Direxion, a leading provider of Leveraged and Inverse ETFs, today announced the appointment of Jessica Fernandez as Global Chief Marketing Officer. In this role, she will lead the firm’s marketing strategy with an emphasis on product and client channel expansion. Mrs. Fernandez will focus on extending Direxion’s global market presence, while further strengthening its leadership in educating investors to confidently trade complex investment vehicle ...

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author highlights a unique approach to equity investing, combining quantitative analysis with fundamental theories to derive meaningful investment stories [1] - The article reflects on the author's extensive experience across various market segments and investment strategies, including managing a high-yield fixed-income fund and developing quantitative asset allocation models [1] Group 1 - The author has specialized in rules/factor-based equity investing strategies, aiming to use numbers to inspire human intelligence-driven investment narratives [1] - The author critiques traditional quantitative investing methods, advocating for a blend of factor analysis and classic fundamental analysis to understand a company's future potential [1] - The author has a diverse background, covering a wide range of stocks and investment types, including large cap, small cap, micro cap, value, growth, and special situations [1] Group 2 - The author has previously managed a high-yield fixed-income fund and has experience in quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The author has authored two books on investment strategies and has conducted numerous seminars focused on stock selection and analysis [1] - The article expresses enthusiasm for the author's new role on Seeking Alpha, inviting feedback and engagement from the audience [1]

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than solely relying on statistical studies [1] - The individual combines factor analysis with classic fundamental analysis to uncover the true story of companies and their stocks, highlighting the importance of future potential over past performance [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]

Core Insights - Moomoo has launched a new 36-foot high, double-sided display at Citi Field, enhancing brand visibility among millions of baseball fans [1][2] - The collaboration with the New York Mets includes opportunities for fans to experience premium seating and entertainment in the moomoo Suite [2] - Moomoo has experienced a significant increase in app downloads and brand visibility since the start of the baseball season, catering to over 26 million investors [3] Company Initiatives - Moomoo's partnership with the Mets features a commercial starring pitcher Edwin Diaz, highlighting the parallels between stock trading and baseball [4] - The company is actively engaging with New York communities to promote investor education and brand awareness [5] - Moomoo has introduced a special fund that adds $10,000 for every Mets win, with a potential grand prize of $1 million for investors if the team achieves 100 regular season victories [5] Brand Engagement - Moomoo is organizing giveaways, including 500 free game tickets on "moomoo Mondays" for users, and exclusive merchandise [5] - The prominent signage at Citi Field is expected to enhance brand visibility and engagement with fans [6][5] Company Background - Moomoo is a global investment and trading platform that provides user-friendly tools and insights for informed investment decisions [8] - The company operates in multiple countries, including the US, Singapore, Australia, Japan, Canada, and Malaysia, and is a subsidiary of Nasdaq-listed Futu Holdings [9]

Group 1 - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines quantitative analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past data [1] Group 2 - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and special situations [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - A passion for investor education has led to conducting numerous seminars and authoring two books on stock selection and analysis [1]

Core Insights - The current low interest rate environment poses significant challenges for the wealth management industry, including declining product yields, mismatched investor expectations, and a scarcity of quality assets [4][5][6] - Investors need to reshape their wealth management perspectives to achieve a dynamic balance between yield expectations and risk tolerance, especially in light of net asset value fluctuations [7][8] Industry Challenges - The average performance benchmark for newly issued wealth management products has dropped to 2.55% as of May 2025, reflecting a significant compression in yield space due to low interest rates [5] - The mismatch between investor expectations and market realities complicates product design, as institutions must cater to both conservative and aggressive investor profiles while managing compliance and risk [5][6] - The scarcity of high-quality assets increases the difficulty of asset allocation, limiting the options available for wealth management institutions [5][6] Investor Strategies - Investors are advised to adopt a three-dimensional screening method to select suitable wealth management products, focusing on multiple indicators such as range yield, payout performance, and risk metrics [9] - It is essential for investors to periodically reassess their risk tolerance and yield expectations based on their financial situation and long-term investment goals [8][9] - Education and expectation management are crucial for investors to develop a rational understanding of yield and risk in the current market environment [6][8] Information Disclosure - The recent draft regulations by the National Financial Regulatory Administration aim to standardize information disclosure for asset management products, highlighting the need for improved transparency and consistency in product information [10][11] - Recommendations include enhancing disclosure channels, clarifying disclosure standards, and optimizing the user experience for information retrieval [10][11] AI Integration - The rapid development of AI technologies presents opportunities for the wealth management industry to enhance efficiency in asset selection and client service [12][13] - However, challenges remain regarding data quality, model accuracy, and the interpretability of AI systems, which necessitate careful management and oversight [12][13][14] - Wealth management institutions should leverage AI to improve client engagement while maintaining a balance with human advisors to ensure comprehensive service delivery [12][14]

Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the importance of human intelligence in generating investment stories rather than solely relying on quantitative data [1] - The approach combines factor analysis with classic fundamental analysis to understand the true story of a company and its stock, highlighting the limitations of historical data in predicting future performance [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]

Group 1 - Beijing Stock Exchange (BSE) recently held an investor service event to enhance communication with investors and boost their confidence [1] - The event included a seminar where experienced investors shared their stories, promoting rational investment and gathering feedback on investor rights protection [1] - A fraud prevention campaign was launched targeting retirees and middle-aged individuals, educating them on illegal securities activities and prevention strategies [1] Group 2 - BSE's investor education base collaborated with CITIC Securities to provide lectures to students at Renmin University, covering the multi-tiered capital market and illegal securities activity prevention [2] - An event called "Investors Zero Distance" allowed over 20 investors to visit a listed company, facilitating direct communication with company executives and enhancing investor understanding of the company [2]

Group 1 - Sichuan Securities Regulatory Bureau is conducting a series of investor education activities to promote rational investment and legal rights protection, attracting over 20,000 participants in a recent event [1] - The investor education market event held on May 15 in Chengdu integrated local cultural elements, such as Sichuan opera and traditional tea, to engage the public [1] - Various securities firms, including Huaxi Securities and Guojin Securities, are actively involved in educating the public about financial risks and legal rights through community outreach and online platforms [1][2] Group 2 - Huaxi Futures organized a seminar with representatives from banks, insurance, and securities firms to discuss innovative paths for integrating investor education into national education [2] - Sichuan Securities Regulatory Bureau emphasizes the importance of adapting investor education to meet public needs, aiming to create more impactful and relatable educational activities [2]