2022 Year-in-Review: Wall Street’s Worst Year Since 2008
2022 was a year of significant change. It marked the end of an era of low rates and easy-money policies that had fueled an unprecedented...
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Blog
We publish our investor letters and other thoughts here.
Richard Sun
- Dec 5, 2022
- 2 min
November 2022 Investor Letter: Inflation Better Than Feared but Still Red-Hot
Market Summary Equities were strong overall Smaller rate hikes ahead Inflation was not as bad as expected, but still red-hot The yield...
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Richard Sun
- Nov 15, 2022
- 4 min
Factor Investing: An Introduction
Factor investing has become increasingly popular in recent years as investors look for ways to maximize returns while minimizing risk....
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Richard Sun
- Nov 4, 2022
- 2 min
The Different Types of Stock Settlements and How to Avoid Them
When you buy or sell a stock, the transaction doesn't happen instantaneously. Instead, it goes through a process called settlement....
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Richard Sun
- Nov 3, 2022
- 2 min
October 2022 Investor Letter: The Markets Make a Comeback
Market Summary The markets made a strong comeback in October. The Dow gained 13.95%, posting its best month since 1976. All major...
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Richard Sun
- Oct 25, 2022
- 3 min
Inverse ETFs: Hedge Against and Profit From Market Declines
Inverse exchange-traded funds (ETFs) are a type of investment that allows you to profit from declines in the markets. Inverse ETFs are a...
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Richard Sun
- Oct 21, 2022
- 2 min
Our Technology
alphaAI is a technology-focused company. We believe in making the best possible technology available to our clients. Most of our efforts...
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Richard Sun
- Oct 21, 2022
- 5 min
Our Investment Philosophy
In investing, there is no shortage of beliefs, theories, and strategies. Although there isn’t one single right answer, some methods do...
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Richard Sun
- Oct 20, 2022
- 3 min
Absolute Return Investing: Achieve Consistent Returns in All Market Environments
When it comes to investing, there are a lot of different strategies that can be employed in order to try and achieve strong returns. One...
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Richard Sun
- Oct 18, 2022
- 4 min
Tactical Asset Allocation: How Being Responsive to Market Conditions Can Enhance Your Returns
Tactical asset allocation (TAA) is an active investment strategy that seeks to exploit short-term market opportunities through the...
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Richard Sun
- Oct 7, 2022
- 2 min
ETFs: What They Are and How They Work
Exchange-traded funds, or ETFs, are a type of investment that can offer exposure to a wide variety of asset classes in a single fund....
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Richard Sun
- Oct 6, 2022
- 2 min
Dollar-Cost Averaging: What It Is and How It Can Help You Invest
When it comes to investing, there are many different strategies that you can employ in order to try to maximize your returns. One...
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Richard Sun
- Oct 5, 2022
- 3 min
A Letter From Our Founder
Hi there, My name is Richard Sun, and I’m the Founder of alphaAI. Thanks for your interest in us! You’re probably wondering who we are,...
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Richard Sun
- Oct 3, 2022
- 2 min
September 2022 Investor Letter: The Bear is Very Much Alive
Market Summary September was another tough month for equities. The Dow Jones tumbled 8.8% to end in a bear market, the S&P 500 fell 9.3%...
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Richard Sun
- Sep 23, 2022
- 2 min
Interactive Brokers New Account Creation Guidelines
How to Create a New Account You should have received an email titled “Advisor Client Invitation” from Interactive Brokers. Click the link...
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Richard Sun
- Sep 13, 2022
- 4 min
Interactive Brokers 101
Table of Contents Intro to Interactive Brokers (IBKR) Intro to IBKR Client Portal Intro to IBKR Mobile App IBRK Help and Support Intro to...
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Richard Sun
- Sep 2, 2022
- 1 min
August 2022 Investor Letter: The Markets Search for Direction
August was another volatile month in the markets. The markets initially rallied on expectations for a more dovish Fed. However, this...
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Richard Sun
- Aug 1, 2022
- 2 min
July 2022 Investor Letter: Much Needed Relief
The markets experienced some much needed relief in July as all major indices posted their best month of 2022. Although still in a bear...
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Richard Sun
- Jul 5, 2022
- 2 min
June 2022 Investor Letter: A Bear Wakes from Hibernation
June was another tumultuous month in the markets, with the S&P 500 officially entering bear market territory. The S&P 500 was down 8.4%...
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Richard Sun
- Jun 7, 2022
- 3 min
3 Reasons Why There Has Been a Paradigm Shift in the Markets
In this piece, I will discuss three reasons why there has been a paradigm shift in the markets. I want to preface by saying I am not...
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