Buy Direct for Long-Term Hold, ETFs Win Otherwise
Big news. Def better deal than most crypto exchanges for newbies but IMO it’s tough sell vs ETFs (which are 2bps to buy vs 75bps for Schwab direct). That said ETFs have ann exp ratio vs none buying direct. Bottom line: if you buy btc one time and one time only and plan to hold 5+ yrs then direct is cheaper. Otherwise ETFs for the win all day long.
Playing Tennis Can Add Ten Healthy Years
I instinctively knew that tennis was super healthy (plus I play w a doctor who told me that) but I didn’t realize it was this next level. 10 extra years? Nice.
Markets Surge to Record Highs, Silencing Doom Forecasts
The S&P 500 and Nasdaq 100 both hit all-time highs today. Congrats all.. well, except for the columnists and economists who have spend the last 15mo wishcasting doom, my condolences to y'all. https://t.co/tWXvVesdyR
Goldman Poised to Launch Sophisticated Bitcoin Spot ETF
"It's bitcoin with training wheels but with an air of sophistication, which fits Goldman's brand."- nice depiction of the GS filing from @NateGeraci who thinks they'll ultimately launch a spot ETF (i mostly agree) via story from the 'humbled and...
Active Stock Pickers Underperform When Deviating From Benchmarks
Man, this is some tough findings for active mgmt: basically the more stock pickers tried to differentiate from the benchmark the worse they lagged. Passive flows are part of the story but also the dramatic shifts in sector/size leadership too....
BTC Gains Concentrated in US Trading Hours
$MSBT up 8% since launch a week ago, $NGHT up 3.5%, which means majority of btc returns have come during US trading hours. Very prelim but I'm interested to see how this develops. https://t.co/lH5E8SEEI5
Nasdaq's Fast-Track SpaceX Listing Sparks Algorithmic Crowding
“We’re headed for what is going to be a very algorithmically crowded trade” - @DaveNadig on ETF IQ on why Nasdaq changing rules to add SpaceX only 15 days after IPO is gonna have unintended consequences. Good discussion/debate incl re...
DRAM ETF Ranks Top in Flows, Surpasses Peers
$DRAM 11th in flows yesterday among all ETFs with $265m, now $680m on week which is also Top 20. And if we compare it to the 250 theme ETFs on market it is already 3rd in YTD flows. Unprecedented stuff...
Goldman Sachs Files Bitcoin Premium Income ETF
SHOCK: Goldman jumping into the bitcoin ETF game.. with a filing for a Bitcoin Premium Income ETF https://t.co/WszEIrQ2tV
New Memory ETF Fills Gap in Pure HBM
Tema filing for a Memory ETF.. No doubt everyone seeing $DRAM's shocking insta-success and looking to copy. I went looking through other AI ETFs there's really nothing close to DRAM's HBM pure play-ness outside of the South Korea ETF...
ETF IQ Explores QQQ, SpaceX, Bitcoin ETF, 1300%
Absolutely packed ETF IQ today, talking $QQQ and SpaceX w/ @DaveNadig, dvd growth w/ Nancy Tengler, $BWET's 1,300% return w/ its PM and Morgan Stanley's Bitcoin ETF plans w Ally Wallace, head of ETFs w/ @kgreifeld & @scarletfu at Noon...
DRAM Surge Highlights EWY as Underrated AI ETF
Nice explanation on why $DRAM is Hansel-level hot right now (already $50m in volume today, insane numbers for newbie) from @sumitroy2. This is why we had $EWY as our ETF of the Month for Feb, arguably most underrated AI play....
ETF Investors Favor BTC Long-Term over Fad Trades
Good q.. Broad Stock and bond ETFs (cheap beta) take in cash rain or shine but it’s rare w/ hot sauce ETFs, more perf-dependent. Which tells me that for the most part the ETF investors are pretty committed to btc...
ETFs Smash Quarterly Volume Record, Signaling Strong Inflows
ETFs as a group set a quarterly record w/ 22T worth of shares traded in Q1. March was also biggest volume month ever. Volume is on pace to beat last year’s record by 50%. Volume portends flows historically so it’s...
Indie Comedy Delivers Back‑to‑Future Fun, Surprises Critics
Watched this last night. Very good, like an indie comedy version of Back to the Future. It sucks you into its crazy world. Great characters you enjoy hanging out with. Pleasantly surprised bc previews looked dumb, altho it did get...
