XCCC: Surprisingly Robust Performance From CCC Credits
The BondBloxx CCC Rated USD High‑Yield Corporate Bond ETF (XCCC) posted a modest 4% total‑return decline in 2026, outperforming many leveraged peers. Its resilience stems from low duration and moderate CCC credit spreads, which currently sit at 10.13%, near historical medians. The fund offers a 9.22% yield with a 0.40% expense ratio, but its distressed‑credit profile leaves it vulnerable to heightened default risk. Analysts maintain a Hold rating, citing un‑priced recession risk and potential bankruptcy spikes if macro conditions deteriorate.
Post‑low JHEQX Rally Signals War’s Bottom Ending
Fwiw there have been 3 recent lower strike JHEQX events. The major lows on 6/22 and the actual low was the exact strike on Sept 22. Both followed by massive rallies. This one was the best proxy...
Barbell Investing: Stable ETFs Meet Compute‑Data‑Energy Winners
Thoughts? I discuss how to navigate market crashes using a barbell strategy combining stability and opportunity. We talk about building a foundation with VOO and VTI for security, while positioning for future gains in the power triad of compute, data,...
Vanguard Announces Stock Splits for Its Three Largest ETFs to Boost Affordability
Vanguard said on March 24 it will split the shares of its three flagship ETFs—Vanguard S&P 500 (VOO), Total Stock Market (VTI) and FTSE Developed Markets (VEA)—to make each fund more affordable for individual investors. The move comes as all...
QQQ's 3.4% Surge Unlikely to End Downtrend
$QQQ - Up 3.4% today, the biggest up day since last May. Does it mean the downtrend is over? Not so fast. In order for it to be more than a one day bounce it has to get back above...
Inside One of the Most Successful ETF Launches Ever
In this episode, Nate Geraci and guests Simeon Hyman of ProShares and Roxanna Islam of Betify explore the rapid growth of defense‑related ETFs and the record‑breaking launch of ProShares' Genius Money Market ETF (IQMM), the first fund designed to meet...
Four Bond ETFs Gain Spotlight as Rate Uncertainty Persists
With the Federal Reserve’s 175‑basis‑point rate cuts since 2024 and 10‑year Treasury yields hovering around 4.4%, analysts highlight four bond ETFs—Vanguard Total Bond Market (BND), Vanguard Short‑Term Corporate (VCSH), iShares TIPS (TIP) and Vanguard Intermediate‑Term Treasury (VGIT)—as leading options for...
Consistency and Growth Outperform Chasing High Yields
Dividend ETFs look similar… but they’re built very differently. • VYM → broad, steady income • SCHD → quality + dividend growth • SPYD → higher yield (more risk) • DGRO → consistent dividend growers Chasing the highest yield isn’t always the smartest move. Growth +...
AQR Launches Delphi Fusion: Stacked Global Equity UCITS
People often ask when we're going to bring Return Stacked® funds to Europe. Unfortunately, no time soon. But others are starting to bring interesting product to that market. AQR just launched the Delphi Fusion Global UCITS Fund — global equities stacked with their...
Columbus Macro LLC Acquires 1,914 Shares of iShares Core S&P 500 ETF $IVV
Columbus Macro LLC increased its stake in the iShares Core S&P 500 ETF (IVV) by 1,914 shares during Q4, bringing its total to 25,984 shares valued at roughly $17.8 million. The holding now represents about 1.9% of the firm’s portfolio, making...
SPYM Surges to #1 YTD Flow Amid Odd Rebalancing
My note on $SPYM last week was timely, it's now the #1 YTD in flows. It's been ages since anything other than the Mighty VOO was in top spot. Some weird rebal flows going on so may be short-lived but...
Investors Rush Short‑Term Treasuries Amid Equity‑Gold Decline
With equities down and gold in the gutter (zero corr can be a nasty surprise), investors are PILING into treasury ETFs, which took in about $30b in March, over double recent monthly avg, namely ultra short like $SGOV and $BIL...
Brookstone Capital Management Increases Holdings in Invesco QQQ $QQQ
Brookstone Capital Management boosted its holdings in the Invesco QQQ ETF by 10.3% in the fourth quarter, adding 46,391 shares to bring its total to 495,804 shares. The stake, valued at roughly $305 million, now accounts for 3.5% of Brookstone’s portfolio,...
Q1 Market Decline Signals Consumer Pain, Growth Uncertainty
Q1 final scorecard: SPY -3.4%. QQQ -4.2%. DIA -3.1%. Energy +20%. Gold +12%. Brent +47%. Worst Q1 since 2022. Every single winner in Q1 directly hurts the consumer. Every single loser represents growth, innovation, and the future. This isn't just a bad quarter. It's the...
Gold's Oversold Dip Offers Prime Buying Opportunity
Four consecutive weeks of outflows from gold ETFs. This will go down as one of the best opportunities to add to gold at historically oversold levels in my view. Bottoms are always a process, and I do believe we are in the...
Franklin Templeton Launches Tokenised Bond ETFs as Investors Chase Fixed‑income Amid Volatile Yields
Franklin Templeton announced a partnership with Ondo Finance to issue five tokenised exchange‑traded funds, among them a high‑yield corporate bond ETF. The move comes as bond yields climb and investors seek fixed‑income exposure through blockchain‑based products.
D-Wave Quantum Has Been Cut in Half—Can a Leveraged ETF Help Bulls?
D‑Wave Quantum’s stock has slumped more than 50% year‑to‑date in 2026 after a rally last year, leaving investors wary of further downside. The Tradr 2X Long QBTS Daily ETF (QBTX) offers 2× leveraged exposure to the daily price moves of...
BlackRock Expands LSE Offering with Two New Active Distributing ETFs
BlackRock has added two actively managed ETFs to the London Stock Exchange, a U.S. equity high‑income fund and a euro‑denominated AAA‑rated CLO fund. The U.S. fund invests at least 80% in large‑cap US equities, uses quantitative models and option‑selling strategies,...
M&G Global Maxima Equity UCITS ETF Debuts on London Stock Exchange
M&G Investments introduced the Global Maxima Equity UCITS ETF on the London Stock Exchange on March 31, 2026, extending its active‑ETF lineup. The fund mirrors a €385 million ($424 million) Luxembourg mutual fund that uses quantitative analysis and machine‑learning to select stocks...
Global Water Innovators: A Sustainability Perspective
Deka Investment GmbH has launched the Deka STOXX Future Water ESG UCITS ETF, which tracks the STOXX® Future Water ESG index and offers investors exposure to leading water‑innovation companies worldwide. The fund aims to address the growing supply‑demand gap for...
Gold ETFs Face Fourth Straight Week of $4bn Outflows
"It's now four consecutive weeks of outflows for gold ETFs - they saw net outflows of US$4bn (~34 tonnes) last week. That's the fourth consecutive weeks of outflows. All regions saw losses, lead by Asia and North America." -Krishan Gopaul, World...
FLXR: High-Quality Diversified Bond ETF, Outstanding Risk-Return Profile
The TCW Flexible Income ETF (FLXR) targets high‑quality, short‑term bonds amid persistently elevated Federal Reserve rates, delivering a 5.7% dividend yield. Its actively managed, diversified portfolio spans major bond sub‑asset classes while maintaining lower volatility than many peers. The fund’s...
Most Stocks Slump, SPY Barely Down—Favor Index Investing
Lot of people are are down 30-40-50%. But $SPY is still below 10%, hence majority of your investment should be in index.
Texas Stock Exchange Secures First Primary ETF Listing
Texas Stock Exchange gets commitment for first primary ETF listing… Westwood Salient Enhanced Power & Infrastructure ETF ETF listings set to launch on TXSE in September. Expect more ETFs to follow. TXSE backed by Goldman, BofA, JPM, BlackRock, & Citadel. via @sashabella_r https://t.co/krgLh24joS
State Street Bridgewater All‑Weather ETF Posts 15% First-Year Return Amid Mixed Markets
State Street and Bridgewater launched the All‑Weather ETF on March 5, 2025. The fund delivered a 15.1% total return through the end of 2025, lagging the global equity benchmark by about five points, and has posted a modest sub‑2% gain year‑to‑date in...
March: Energy Surges as Equities, Metals Tumble
March... Oil $USO: +55% Gasoline $UGA: +42% Commodities $DBC: +15% $VIX: +27% Energy $XLE: +10% Bitcoin $IBIT: +3% Bonds $AGG: -2% S&P $SPY: -5% Mag 7 $MAGS: -6% REITs $VNQ: -6% Retail $XRT: -7% International Developed $VEA: -9% EM $IEMG: -9% Gold $GLD: -11% Silver $SLV: -20%
Clients Dump All but SMID Caps, Energy ETFs Surge
BofA Securities Equity Client Flow Trends Clients sold everything except SMID caps last week Biggest Energy ETF inflows since the start of Russia Ukraine war vs record Energy single stock outflows Buybacks by corp. clients decelerated wk/wk https://t.co/1GiRZIhmiM
PSK: Ultra-Long Duration Debt Component At Risk From Debt Cost Revaluations
State Street’s SPDR ICE Preferred Securities ETF (PSK) is under pressure as its heavy financial sector weighting and long effective duration expose it to rising yields. The ETF’s ultra‑long‑duration debt component faces cost revaluation, eroding its resilience. Higher debt costs...
Spot BTC and ETH ETFs See Fresh Inflows
Inflow into spot Bitcoin and Ethereum ETFs has resumed. Fund flows for yesterday: • BTC = +$69,440,000 • ETH = +$4,960,000 • XRP = -$2,310,000 • SOL = -$6,170,000 • LINK, AVAX, LTC, DOGE, HBAR, DOT = $0 https://t.co/DiTBBnxg5Z
March: Stocks Slide, Oil Soars, Bitcoin Modest Rise
$SPY -4.99% in March (total return) $USO oil +55.4% $IBIT bitcoin +3.3% I tried to fumble together a few words about it all: https://t.co/M99CIccdiZ https://t.co/NIF1PedJWs
SPMO: March Rebalance Brings 54% Portfolio Turnover, Added Earnings Risk
Invesco’s S&P 500 Momentum ETF (SPMO) received a “hold” rating after its March 2026 rebalance, which drove portfolio turnover to 54% and lifted technology exposure to 44% of assets. The fund now shows an estimated 26.93% EPS growth for the coming...
March Sets Record $158B USO Trade in 20 Years
$USO has traded $158b worth of share in March. Here's what that looks like compared to every other months in its 20yr history. https://t.co/R1flDcvjqy
Energy Surges, Tech Slumps: Market Signals Survival Mode
Q1 rotation: $XLE +20%. $QQQ -4.2%. Money is moving FROM innovation TO survival. That's not a style rotation. That's the market telling you what it believes about the economy. When energy beats tech by 24 points in a quarter, listen. --- https://t.co/SxMLhgCbeX
Magnifying Momentum: Month-to-Date Direxion Inflow Leaders
Direxion leveraged ETFs saw over $3.5 billion of net inflows in March, led by the 3X semiconductor fund SOXL with $1.98 billion. South Korea’s 3X bull ETF KORU attracted $765.6 million, while the homebuilders 3X fund NAIL added $245.3 million. Single‑stock leveraged products TSLL...
Target QQQ’s First Resistance to Halt Downtrend
Shortest time frame first order of business-- for $QQQ to build base upon this first resistance / and flatten that downtrend. https://t.co/UeKNgXLBWt
Gold Aims to Rebound; $430 GLD Breach Restores Bullish Confidence
Weekly chart of Gold trying to lead out of the hole after suffering its largest drawdown since 2022. A move back over 430 in $GLD ETF should bring more confidence back to the bull side. (long) https://t.co/awUJXQ86tT
The Charts Show Semiconductor Stocks Are Vulnerable to a Big Pullback, Says Katie Stockton
Semiconductor stocks have been a bright spot this year, with the VanEck Semiconductor ETF (SMH) beating the S&P 500 by roughly 7 percentage points YTD. Technical analysis from Katie Stockton flags a nine‑month corrective phase, citing Tom DeMark’s TD Combo sell signals and...
XME Pullback Offers Potential Entry, Awaiting Stabilization
Metals & Mining ETF $XME is one of the pullback opportunities I'm watching here on @IBDinvestors MarketSurge. Decent 25% correction from highs, but I still want to see more stabilization to tell me it's ready to resume higher. #IBDPartner https://t.co/beBYip9G1n
Bonds Beat Stocks YTD, AGG Shows Small Alpha
YTD... stocks $SPY -7.1% Bonds $AGG -0.2% Not a perfect zig-zag, but certainly some alpha in $AGG https://t.co/IWkDvMCo0x
Ep.126 - Short VXX/UVXY vs Long SVXY/SVIX - Which Is Best?
The latest Volatility Trading Strategies livestream pits short VXX and UVXY positions against long SVXY and SVIX exposures, dissecting which approach delivers superior risk‑adjusted returns. The episode walks through contango decay, daily reset effects, cost structures, and margin requirements for...
Watch Hidden Errors in Small ETFs, Not Just Giants
The error every ETF has you should be mindful of! While it may not matter on big ETFs like SPY or VOO, it could be meaningful on smaller ETFs.
Even the S&P 500 Can Lose Real Value
$SPY Annualized real returns: 1929 - 1942: -0.9% 1968 - 1982: -0.3% 2000 - 2012: -0.7% Sometimes 'Just buy the S&P 500' doesn't work as well as it has lately.
LeverageShares Proposes Inverse 2x Bitcoin Volatility ETF
LeverageShares filing for an inverse and -2x Bitcoin Volatility ETF. Like $XIV and $TVIX but for Bitcoin. https://t.co/N8XxMw12uQ
Regulatory Relief Cuts Costs, FMKT Offers Targeted Exposure
The Free Markets ETF ( $FMKT ) finished at $20.31 today, down 0.15%. Research shows companies experiencing regulatory relief often see significant decreases in compliance costs. $FMKT gives you targeted exposure to this powerful economic catalyst. https://t.co/Due0P8pr4a
SPLV Hits YTD High, Best Day Since November
$SPLV vs $SPHB ... fresh YTD high... nearly the best day since last November https://t.co/4JIqIxenbR
QQQ Trends Follow 21‑EMA Direction
Downtrends occur when the $QQQ is below the @mwebster1971 21ema Uptrends occur when we sustain above the 21 https://t.co/cqNcFqfp8R
Avoiding Mega‑Cap Tech, Holding Energy & Commodities Pays Off
We don’t own what the crowd owns. 🚫📈 ❌ No #Bag7 ❌ No Mega Cap Tech Instead: 🛢️ Energy (XOP) ⚡Utilities (XLU) 💵 USD 🌽 Commodities Result: 📉 Down <1% from highs
Lower Rates Lift Yield‑Sensitive S&P Sectors, Not Small‑Caps
Lower rates today helping yield-sensitive S&P 500 sectors.. but not the small caps... 8/11 SPX sector ETFs up with the index -0.15% https://t.co/1d07AUB0cD
Small‑cap Rally Ends with Sharp IWM Bearish Reversal
$IWM Quarterly. Another quarterly candle of note (completed tomorrow at the bell). Small caps were THE rotation pick for many into this year. Massive bearish reversal here after holding up for a while https://t.co/P2FBiYFT0c
Utilities' Surge Stems From Defensive Leadership, Not Dividends
Utilities outperformance (XLU/SPY +10% in 3 months) isn’t about ‘dividends’. It’s about hiding. Defensive leadership is the market whispering, not yelling. https://t.co/03ODg2hzij