Category

Long-term investing

Principles for creating an investment risk budget that aligns with goals, time horizon, and emotional tolerance.

A practical, evergreen guide to building a personalized risk budget that reflects financial objectives, planning horizon, and the emotions connected to market fluctuations, enabling steady, disciplined investing over decades.

Kevin Baker

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July 23, 2025

Operations management

Optimizing supplier base through strategic consolidation, diversification, and performance-driven onboarding processes.

A comprehensive guide to strengthening procurement resilience by aligning supplier consolidation with diversification, and embedding rigorous onboarding that drives measurable performance during every stage of supplier engagement.

Scott Green

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August 08, 2025

Hedge funds & active management

Assessing approaches to maintain robust intellectual property protection while satisfying investor due diligence and transparency demands for hedge funds.

Hedge funds navigate a delicate balance between safeguarding proprietary models, signals, and algorithms while meeting rigorous due diligence and disclosure expectations from investors, regulators, and counterparties in a transparent, trust-based environment.

Richard Hill

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July 31, 2025

Macroeconomics

Designing national resilience strategies to protect macroeconomic activity from cross border supply chain disruptions.

Nations seeking durable growth must blend diversification, strategic reserves, domestic capability, and cooperative policy to shield macroeconomic activity from cross-border supply shocks while sustaining innovation, competition, and inclusive employment outcomes.

Jessica Lewis

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August 03, 2025

Venture & startup financing

How to prioritize key performance indicators that investors will use to benchmark your startup’s progress effectively.

Investors judge progress through measurable milestones. This article explains which indicators matter most, how to select them, and how to present a compelling, data-driven narrative that aligns with growth strategy and capital efficiency.

Richard Hill

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July 23, 2025

Stock market

How to analyze the long-term sustainability of aggressive growth strategies funded by heavy capital spending.

A practical guide for investors and executives exploring how aggressive growth funded by heavy capex can weather economic cycles, competitive pressure, and shifting financing environments while preserving value.

George Parker

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August 09, 2025

Bonds & debt

How to design a municipal bond buying strategy that prioritizes credit quality and predictable cash flows.

A practical guide to building a resilient municipal bond portfolio that emphasizes solid credit metrics, diversified exposure, and reliable stream of tax‑advantaged cash flows amid changing macro conditions.

Edward Baker

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July 18, 2025

Inflation & interest rates

Strategies for entrepreneurs to structure convertible debt and equity financing to minimize dilution during volatile rate cycles.

In volatile rate environments, founders can reduce ownership dilution by aligning convertible instruments with market dynamics, planning milestones, and balancing debt and equity considerations to preserve long-term control and value.

Patrick Roberts

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August 09, 2025

Commodities

How to implement supplier recognition programs that reward high performing commodity partners for sustainability leadership.

Collaborative supplier recognition programs can accelerate sustainability leadership by aligning rewards with measurable ecological and social outcomes, strengthening supplier loyalty, reducing risk, and unlocking enduring cost savings across complex commodity ecosystems.

Paul Johnson

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July 16, 2025

ESG & sustainability

How to align product roadmaps with circularity goals while maintaining competitive differentiation and customer satisfaction.

Crafting product roadmaps around circularity requires strategic tradeoffs, clear customer value, and measurable impacts. This approach sustains competitiveness, reduces waste, and deepens trust with stakeholders through transparent, verifiable progress and practical outcomes.

Joseph Mitchell

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July 29, 2025

Logistics & supply chains

How to develop supplier development programs that improve quality, delivery, and cost competitiveness over time.

Effective supplier development programs align supplier capabilities with strategic goals, emphasizing collaboration, continuous improvement, and measurable performance gains that strengthen resilience, reduce risk, and improve total cost of ownership over the long term.

Frank Miller

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July 15, 2025

Pricing

How to structure partner co-marketing discounts that share costs effectively while delivering measurable growth.

A practical guide to designing partner co-marketing discounts that evenly share expenses, align incentives, and drive clear, trackable growth for both sides, with sustainable value and predictable ROI.

George Parker

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July 21, 2025

Mergers & acquisitions

Approaches to Resolving License Transfer Restrictions and Third Party Consent Issues in Deals.

A practical exploration of licensing obstacles and consent hurdles in mergers, detailing strategies, negotiations, and governance changes that help unlock value while maintaining compliance and stakeholder trust across complex transactions.

Joseph Perry

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August 09, 2025

Hedge funds & active management

How managers implement comprehensive vendor risk assessments to mitigate service disruption, data breaches, and single point failures for hedge funds.

Hedge fund managers increasingly deploy rigorous, end-to-end vendor risk assessments to safeguard operations, protect confidential data, and reduce exposure to single points of failure while maintaining regulatory compliance and competitive advantage.

Nathan Cooper

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July 15, 2025

Currencies & forex

Strategies for using FX benchmarks and midmarket rates to negotiate fairer pricing with banking partners and vendors.

This evergreen guide explains how to leverage FX benchmarks and midmarket rates to secure more transparent pricing, reduce hidden costs, and strengthen bargaining power when working with banks and vendors worldwide.

Jerry Jenkins

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July 21, 2025

Logistics & supply chains

Strategies for optimizing freight lanes through dedicated contracts, backhaul utilization, and collaborative routing agreements.

A practical guide to aligning freight flows with dedicated contracts, maximizing backhaul opportunities, and forging collaborative routing agreements that boost efficiency, reduce costs, and improve service reliability across complex supply chains.

Dennis Carter

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July 24, 2025

Inflation & interest rates

How inflation shapes corporate strategic planning cycles and the flexibility required to adapt pricing and sourcing decisions.

Inflation drives a dynamic rhythm for corporate strategy, demanding anticipatory risk assessments, flexible pricing architectures, and agile sourcing networks that can adapt to shifting costs, margins, and demand trajectories across markets.

James Kelly

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July 30, 2025

Index funds & ETFs

How to create an ETF succession plan that ensures continuity, tax efficiency, and straightforward transfer of investments to beneficiaries

A practical, evergreen guide to building an ETF succession plan that protects investor interests, preserves market integrity, minimizes tax leakage, and simplifies beneficiary transfers through careful architecture and ongoing governance.

Henry Baker

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July 25, 2025

Small business

How to design a promotional approval process to control discounting, protect margins, and ensure coordinated marketing execution.

A practical, scalable framework helps small businesses govern discount decisions, align marketing initiatives with strategy, safeguard profit margins, and synchronize cross-channel campaigns for consistent customer value.

Nathan Reed

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July 16, 2025

Personal taxes

Guidance for foreign students and scholars on tax filing requirements, treaty benefits, and withholding exemptions for scholarships.

This evergreen guide explains how foreign students and scholars navigate tax filing, leverage treaty benefits, and apply withholding exemptions for scholarships, considering income types, residency status, and university employment policies.

Jason Hall

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July 15, 2025

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