SpaceX IPO Rumors Spark 5% Surge in Satellite and Space‑Linked Stocks
Rumors that Elon Musk's SpaceX will file an IPO prospectus this week ignited buying across space‑linked equities, lifting EchoStar 5%, Rocket Lab 3% and AST SpaceMobile 3%. Analysts estimate the offering could raise more than $75 billion at a valuation above $1.75 trillion, dwarfing past mega‑IPOs.
Bitcoin ETF Inflows Rebound After February Outflows
Inflows into Bitcoin ETFs have started to recover after the February outflows, according to CryptoQuant. https://t.co/08lNwqFoPT
Tech Records Historic Weekly Inflow as Others Dump
Record Tech Flows From BofA via BBG: - Tech had the biggest weekly inflow in client data history (2008) - Energy, Discretionary, Financials, Staples, Utilities, and Materials all had record or near-record outflows
The 10 Best-Performing Defense ETFs to Buy in 2026
Defense‑focused exchange‑traded funds have surged in early 2026 as the Russian‑Ukraine war and Middle‑East conflicts keep defense budgets high. Global defence spending is projected to reach $2.6 trillion by year‑end, an 8.1% rise over 2025, turning the sector into a structural...
Mean Reversion Signals Deliver 40%+ Gains Since Launch
Mean reversion (MR) update for subs. There are new signals. Since inception: -#ES_F bonus MR +42% (May 21, 2025) -Bonus MR+momentum: +2.4% (October 9, 2025) -Main MR strategy: +37.6% (June 27, 2023) Links in profile (Daily mean reversion signals) 🔽 $GLD $TLT $QQQ $SPY https://t.co/G8duPD06Ug
Gold ETF Showdown: AAAU Vs. GLD Expense Ratios, Liquidity and Performance Compared
Investors are comparing the newer AAAU ETF with the market‑dominant GLD as spot gold steadies around $4,500 per ounce. Recent data show gold ETFs shed roughly 62 metric tons in March, prompting a focus on expense ratios, trading liquidity...
KraneShares Lists California Carbon ETC on London Stock Exchange
KraneShares has listed its California Carbon ETC on the London Stock Exchange, offering both US‑dollar (KCCA LN) and GBP‑hedged (KCCP LN) share classes. The ETC tracks the S&P Carbon Credit CCA Index, giving investors exposure to California Carbon Allowance futures, a market...
European Autonomy: A Thematic Investment Ripe for EU Savers
Europe’s push for strategic autonomy is reshaping investment flows, with 2025 marking a historic surge in European equity ETFs that attracted roughly €80 bn (about $86 bn) in net inflows. Asset managers have responded by launching thematic funds focused on defence, energy...
Dividend ETFs Surge as Bond Yields Stay Low, Boosting Large‑Cap Income Plays
Investors are shifting into dividend‑focused exchange‑traded funds as U.S. Treasury yields remain subdued, seeking income from large‑cap equities that pay solid dividends. The trend is underscored by recent payouts from MillerKnoll, KB Home, Strauss Group and others, highlighting the appeal...
Vanguard Bond ETFs Lead High‑yield Winners, but Core Funds Lag Inflation
Vanguard's High‑Yield Corporate ETF (VWEHX) posted a cumulative real return above 25% over the past decade, joining Fidelity and T. Rowe Price as the top‑performing high‑yield bond ETFs. At the same time, Vanguard's flagship Total Bond Market Index fund (VBTLX) lost nearly...
Fund Fees Hold Near Record Lows as Investors Keep Shifting to Cheaper Options
Mutual fund and ETF expense ratios remained near historic lows in 2025, with equity mutual funds averaging 0.40% and bond funds 0.36%. The shift toward no‑load share classes accelerated, capturing 92% of long‑term mutual‑fund sales. Passive vehicles now represent 52%...
Buy on the Dip Prospects: March 25 Edition
The March 25 “Buy on the Dip” prospects list flags 150 ETFs that meet a dual‑trend screen—50‑day moving average above the 200‑day average and price below the five‑day average—while also clearing a one‑million‑share liquidity threshold. The selection mirrors the recent U.S....
Oil Instability Calls for Diversified Natural Resource ETFs
Oil markets have been jolted by the 2026 Iran war, with prices swinging sharply on each new development. The volatility makes pure‑play energy exposure risky for investors and advisors. FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR) offers a diversified...
GAMR Rebalance Highlights Gaming Stock Rotation
The Amplify Video Game Leaders ETF (GAMR) executed a major rebalance in March, adjusting 22 holdings. The fund swapped the U.S.-listed NetEase for its Hong Kong‑listed counterpart and added Bilibili, both at 2.5% weights, while boosting exposure to EA, Unity,...
Bitcoin Holds $71K as ETF Flows Reverse
Bitcoin hovered around $71,000 on Wednesday, gaining 2% in 24 hours, while the broader crypto market rose 2% to a $2.51 trillion valuation. Spot Bitcoin ETFs reversed sharply, posting $74.5 million net outflows after a day of $167 million inflows, led by Fidelity’s...
How Advisors Are Leveling Up With 351 ETF Conversions
Section 351 ETF conversions are emerging as a growth engine for registered investment advisors, allowing them to bundle existing client assets into a new exchange‑traded fund without triggering immediate capital‑gains taxes. The process streamlines trading, rebalancing, and compliance while preserving the...
UTF: Deep Discount And Monthly Pay Was Just Bumped Up
Cohen & Steers Infrastructure Fund (UTF) trades at an 8.78% discount to its net asset value, offering investors broad global infrastructure exposure. The fund announced a higher monthly distribution, largely funded by capital gains with a contribution from net investment income....
Tax‑Alpha Strategies Pull Over $1 Trillion as Hedge Funds Target After‑Tax Returns
Hedge funds and large asset managers are channeling more than $1 trillion into tax‑alpha strategies that prioritize after‑tax returns. The surge includes $100 billion in tax‑aware long‑short funds and a direct‑indexing boom, prompting both investor enthusiasm and policy criticism.
Invesco Solar ETF Jumps 12% as Oil Volatility Revives Renewable Appeal
Invesco's Solar ETF (TAN) is up 12% year‑to‑date as oil‑price turbulence from the Iran conflict rekindles investor appetite for clean‑energy exposure. The rally mirrors a similar surge after Russia’s 2022 invasion of Ukraine, while SolarEdge Technologies, the ETF’s top holding,...
At The Money: Investing in Freedom
The Freedom 100 Emerging Markets ETF (FRDM) uses a freedom‑weighted index to allocate capital to the world’s freest emerging‑market economies, deliberately excluding autocratic nations such as China, Russia, Saudi Arabia, Egypt and Turkey. Managed by Life and Liberty Indexes, the...
FLOT: One Of My Favourite Low Duration Instruments
The iShares Floating Rate Bond ETF (FLOT) is gaining attention for its low‑duration, variable‑rate exposure that cushions investors against rising interest rates. Its floating‑rate structure delivers yields that outpace traditional cash equivalents and short‑duration bond funds while keeping price volatility...
MDST: High Yield, Limited Alpha -- Why It's A Decent Hold, Not A Buy
The Westwood Salient Enhanced Midstream Income ETF (MDST) targets roughly a 9% distribution by layering aggressive covered‑call writing on a midstream equity base. While the income stream appears attractive, the strategy caps upside and drags performance during market rallies, leading...
EZA: Gold's Bounce Bodes Well For South African Stocks After A Bruising Decline
The iShares MSCI South Africa ETF (EZA) remains a strong buy as gold prices rebound, keeping the fund’s valuation attractive at a 10‑11× price‑to‑earnings multiple. With a 45% weighting in materials and top holdings in gold miners, EZA’s performance is...
This Value-Stock Strategy Has Trounced the S&P 500 for Nearly Five Years
The Putnam Focused Large Cap Value ETF (PVAL) has outperformed the S&P 500 and its Russell 1000 Value benchmark since its launch in May 2021, delivering a 3‑year average annual return of 21.8%. With $8.7 billion in assets under management, the fund uses a...
ETFs Capture 37% US Trading, Signaling Shift to Diversification
ETF are increasingly dominating the market. They now account for 37% of total trading volume in the US-higher than in 2019-2020. The idea here is not just that more money is flowing through ETFs. The deeper point is that market participants are...
Silver ETFs Tumble 18.5% After January Price Plunge, Investors Face Steep Losses
Silver exchange‑traded funds slumped as much as 18.5% after the metal’s price fell 7% in January, wiping out recent gains and leaving investors with deep paper losses. The drop mirrors a broader sell‑off in precious metals driven by higher oil...
Balanced Funds Power Mutual Fund Sales as Industry Assets Reach New Record Highs
Canada’s investment fund industry posted another month of growth in February, with mutual fund assets climbing to CAD $2.641 trillion (about $1.95 trillion USD), a 3% month‑over‑month increase, and net mutual fund sales hitting CAD $10.5 billion (~$7.8 billion USD). ETF assets also rose,...
Here's How Micron Technology, Nvidia, and AMD Could Help This Unstoppable ETF Turn $250,000 Into $1 Million in 10 Years
The iShares Semiconductor ETF (SOXX) could transform a $250,000 investment into $1 million within a decade, driven by soaring AI‑related demand for chips and memory. Nvidia, AMD and Micron—three of the fund’s largest holdings—account for 23.2% of its portfolio and are...
Bison Wealth Adds $11.7 Million to First Trust Global Tactical Commodity ETF
Bison Wealth has taken a new $11.7 million position in the First Trust Global Tactical Commodity Strategy Fund (FTGC), marking one of the largest single‑day inflows into a commodity‑focused ETF this year. The move underscores heightened investor appetite for tactical exposure...
Tagus Bytes (25.03.26)
Bitcoin’s price held steady in March as institutional investors poured $1.5 billion into U.S. Bitcoin ETFs, reversing earlier outflows. The inflows highlight ETFs as the primary channel for large‑scale capital, linking the crypto more closely to traditional portfolio flows. Meanwhile, US...
HDFC's Structural Change Alters Indian Gold ETF Landscape
Most Gold ETF investors in India won’t notice this But HDFC just changed something structural. And the internet is getting it half right here is my full breakdown.
Cryptex ETF to Directly Hold 30
New filing for the Cryptex Digital Market Cap ETF (which has chosen the ticker $BAGZ) structured using Cayman subsidiary and looking to hold 30-ish cryptos directly (which would blow away the curr baskets on mkt) if I'm reading it correctly...
Dividend ETFs Target Large‑Cap Income Seekers as Bond Yields Stagnate
Investors are gravitating toward dividend‑focused large‑cap ETFs—Schwab SCHD, Vanguard VYM and iShares DGRO—as alternatives to low‑yield bonds, with yields ranging from 2% to 3.5%. The move reflects persistent weak bond returns and a search for income plus equity upside.
We Reveal New Portfolio Moves in V and MPC
Today on @CNBCClosingBell with @ScottWapnerCNBC, I discussed our latest portfolio moves in $V and $MPC. ➡️Link: https://t.co/bovmiq2w00 (3/25/2026) @cwp_advisor https://t.co/Pegen7YKiD
Bonds and Gold Drop, Boosting Money‑Market and Buffer ETFs
Where Have All the Hedges Gone? - @psarofagis channeling Paula Cole into a timely note today re how once again bonds fell with stocks. This time gold fell too. This is why Money Mkt Funds and Buffer ETFs are increasingly...
Bison Wealth Puts $12 Million Into First Trust Commodity ETF
Bison Wealth LLC bought 450,926 shares of the First Trust Global Tactical Commodity Strategy Fund (FTGC) for an estimated $11.72 million, bringing the position’s quarter‑end value to $12.93 million. The move, disclosed in a March 24, 2026 SEC filing, signals growing institutional appetite for...
Quality Factor's Historic Underperformance Poised for Sharp Reversal
Try to remember that just 3 months ago we were in the middle of the most bizarre underperformance by the Quality factor this century. Almost 1999 on the performance gap. Historically, when this chart snapped, it snapped hard the other...
Tech ETFs Show Strong 3‑Month Gains vs Peers
here's a bunch of the key technology $XLK ETFs in @Optuma ratio grid style, allowing for an easy comparison of the % returns vs. the others... #SectorWatch left: 3-month % change right: 1-month % change... $PTF $PSCT $SMH $CHAT doing the 3-month relative...
BlackRock Sees $77 Million Net Outflow From Its Spot Bitcoin and Ethereum ETFs in Week of March 23
BlackRock disclosed a $77 million net cash outflow from its two spot crypto ETFs during the week of March 23, with iShares Bitcoin Trust shedding $46 million and iShares Ethereum Trust losing $31.7 million. The outflows arrived as Bitcoin and Ethereum rallied on news...
US Stocks Lag Behind Canadian Equivalents, Raising Opportunity Cost
it's clear... U.S. stocks whether equal-weighted $RSP or market-cap $SPX weighted are trending down vs. Canadian stocks $EWC making an oppoortunity cost for U.S. investors... https://t.co/MKHgNCqmYQ
Franklin Templeton Partners with Ondo to Tokenize ETFs
$1.7tril asset manager Franklin Templeton partnering w/ Ondo to offer tokens backed by Franklin ETFs… “You can think of this as a new distribution channel." Think arrangements like this will actually help accelerate full securities tokenization. via @isabelletanlee @sidcoins https://t.co/77juyqvqBj
2 ETFs That Capitalize on the “Silver Tsunami”
Fidelity’s FPRO and FMED ETFs aim to profit from the “Silver Tsunami,” the surge in demand for senior‑focused real estate and innovative healthcare solutions as Baby Boomers retire. FPRO’s active strategy positions it in senior housing, skilled‑nursing and medical office...
Sell GLD Below 20‑SMA, Trail Stop at 400
$GLD if you are trading around the position (420 and 400) then you would sell some into the underside of 20sma, or at least trail stop against 400 (if 400 goes 380 likely comes fast) https://t.co/CIUIcfLSmd
Investors Shun Bond Dip Amid Massive Losses
$TLT bleeding $1.2B. $HYG losing $623M. Credit spreads widening. Nobody is buying the dip in bonds. What do they know? $LQD $BND https://t.co/88YFIH3YtD
This Smart Beta Emerging Markets ETF Has Outperformed Since January
Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) charges a 35‑basis‑point fee and has outperformed its category over both one‑ and three‑year periods. The fund’s assets under management rose above $1 billion earlier this year and now sit at roughly $1.3 billion....
SPY Breadth Collapse: Only 25% Above 50‑Day MA
Only 25% of $SPY components are above their 50-day MA. The index is hiding a breadth collapse. Don't trust the headline number. $QQQ $IWM https://t.co/gMu0klhbVb
Semiconductors Keep Outperforming S&P Over Long Term
despite all the folks always jumping around screaming about tech stock performance, or underperformance, one thing remains clear... the semiconductors $SMH have shown a long period of $SPX outperformance and a relative uptrend... https://t.co/Ox35eNzmWs
Top Performing Leveraged/Inverse ETFs: 03/22/2026
Last week’s most active leveraged and inverse ETFs were dominated by bets against gold‑related assets, with GDXD, DULL, ZSL and JDST delivering weekly gains between 30% and 36%. A strengthening U.S. dollar and rising Treasury yields squeezed precious‑metal prices, while...
Is XLF's Rally a Dead‑Cat Bounce or Bullish Bellwether?
$XLF vs $SPY ... is this just a dead-cat bounce? Or a bullish bank bellwether? I'll dig into it over at @stockcharts today... https://t.co/MhlcvVnB8k
IGV Slides 4%—Potential Buying Opportunity Amid 31% Drawdown
iShares Tech-Software ETF $IGV down almost 4% today – now in a 31% drawdown. Buying opportunity?