QQQ: It Is Actually Cheaper Than VOO -- And I Can Prove It
The Invesco QQQ Trust trades at a growth‑adjusted PEG ratio of roughly 1.3×, undercutting the S&P 500’s 1.47× and making it effectively cheaper than VOO. Its portfolio captures the full AI ecosystem—semiconductors, cloud, and monetization platforms—through top holdings such as Nvidia and Tesla, which together contribute about 17.5% weighted EPS growth. Recent AUM outflows and a UIT‑to‑ETF conversion have created a contrarian buying opportunity, with analysts projecting a 12‑month return of around +12%.
Nasdaq 100 Holds Range Amid Worsening News Flow
News flow keeps getting worse, yet the Nasdaq 100 keeps on trading sideways. The pressure in this range is building. We discuss timeframes, risks, and positioning heading into next week. 📺 Watch here: https://t.co/nt5IS0fbSr $SPY $QQQ $USO $VIX $IGV https://t.co/YWkFBr5Z2s
China Tech Lagged US Markets Amid Dilution and Governance Issues
Performance since 2013: KWEB: +13% QQQ: +896% Positive interpretations for China tech: - Strong USD and strong US equities - Index construction sub-par Negative interpretations: - Heavy dilution - Related party transactions / leakage - Limited capital returns (until recently) https://t.co/8eQeEK0yx7
SPHQ: Invesco's S&P 500 Quality ETF Is Well-Positioned To Outperform
Invesco’s S&P 500 Quality ETF (SPHQ) received a reiterated buy rating, driven by its high ROE, strong EPS growth, and consistent earnings surprises. The fund trades at a 28.05× trailing P/E premium but offers a low beta of 1.03 and limited...
SPYG: Low Fees, High Dependence On Mega-Caps
The SPDR Portfolio S&P 500 Growth ETF (SPYG) delivers large‑cap U.S. growth exposure at an ultra‑low 0.04% expense ratio. Its growth‑focused methodology creates a highly concentrated portfolio, with the top ten holdings accounting for roughly 60% of assets. Mega‑cap tech stocks...
SMH Weakens; Crude Spike Needed for Risk Reversal
$SMH gradually starting to show more and more weakness as the Software malaise has begun to shift to Semis & Memory. While this is nearing "short-term" support, the short-term trend break & undercut of Tuesday's lows is still a...
TSMY: The Covered Call Strategy That Doesn't Commit
YieldMax TSM Option Income Strategy ETF (TSMY) receives a Hold rating as its covered‑call approach fails to capture strong upside in bullish markets. The fund trails its non‑option counterpart TSM by roughly 40 percentage points during robust rallies, despite a...
Broad ETFs + Focused Picks Simplify Portfolio Growth
Follow these three rules to optimize your investment portfolio for maximum growth. Welcome to another #ETFFriday. 1. More is less: The broader an ETF, the fewer ETFs you would need overall in your portfolio. Pair broad ETFs like VEQT with a thematic...
Friday's ETF with Unusual Volume: AQWA
The Global X Clean Water ETF (AQWA) experienced a sharp surge in trading activity on Friday, with 466,000 shares exchanged—roughly twelve times its three‑month average volume of 37,000. Despite the heightened interest, the ETF slipped 2.4% during the session. Component...
QQQ's Unusual Gap‑Driven Moves Stall Intraday Gains
--very strange price action past few weeks in $QQQ. may be first time this has ever happened... --if $QQQ closes above 600 today that will be 13/15 days index bought intraday but hasn't moved higher. --this is because so many opening gaps to...
Donoghue Forlines Lists Risk-Managed ETF on NYSE ARCA
The DF Tactical 30 ETF (ticker DFTT) began trading on NYSE ARCA on November 12, 2025, offering a rules‑based, risk‑managed exposure to large‑cap momentum stocks. The fund follows the DF Risk‑Managed Tactical Top 30 Index, which rotates quarterly among the thirty...
Demystifying 351 ETF Exchanges
Section 351 of the U.S. tax code permits investors to contribute appreciated stocks, bonds or ETFs into a newly created ETF without triggering immediate capital‑gains tax, effectively seeding the fund at original cost basis. To qualify, no single security may exceed...
Royal London: 80% of Funds Beat Benchmarks
Royal London reported that 80% of its actively managed funds outperformed three‑year benchmarks on an equally weighted basis, and 51% beat benchmarks when weighted by assets under management. Operating profit rose 18% in 2025, driven by strong performance in pensions,...
Your Fund Family Has Outperformed? Yeah, Right
The FT Alphaville piece exposes how active fund families, exemplified by Capital Group, cherry‑pick start dates, benchmarks, and gross‑of‑fees figures to make outperformance claims look better than they are. While Capital Group touts a 91% inception‑to‑2025 beat rate, net‑of‑fees numbers...
WisdomTree Launches India Earnings ETF
WisdomTree has introduced the WisdomTree India Earnings UCITS ETF, an earnings‑weighted fund that tracks the proprietary WisdomTree India Earnings Index. The ETF carries a 0.55% total expense ratio and is listed on Xetra, Borsa Italiana, SIX Swiss Exchange and the...
Start at 40: $1k/Month Builds $1M by 65
If you're 40 and start investing $1,000/month earning an 8% avg return: Age 45: $73,477 Age 55: $346,038 Age 65: $951,026 Add social security and you've got a better retirement than never investing at all.
New Lindy Effect ETF Targets 50‑Year‑Old Companies
New filing for a Lindy Effect ETF.. which will only hold companies that are over 50yrs old. Some other ones incl Insurance ETF (haven't seen one of those in a long time). New issuer I believe too. https://t.co/c1L9kTa7hU
US Global Jets ETF: Why I Would Stay Away (Rating Downgrade)
DM Martins Research downgrades the U.S. Global Jets ETF (JETS) to a “stay away” rating, citing its heavy concentration in the four major U.S. airlines and a 60‑basis‑point expense ratio. The analyst forecasts airline revenue growth of less than 5 %...
QQQ Likely Tests 200‑Day MA Around 589‑590
$QQQ - As expected the choppy downtrend continues into next week. This week's low was 591.87. I expect it to make only a marginal lower low and bottom at the 200 day MA at the 589-590 range next week. https://t.co/gEEuUNwCm2
Gold Positioning Flushed; Long GLD and GDX
New @ForwardGuidance chartbook just dropped for this week's episode. Wanted to call out a few we did not discuss live on the pod. Takeaway: Gold positioning length has been absolutely flushed (and these charts are few days old, before the recent...
AGD: Strong Earnings But Still Expensive
The abrdn Global Dynamic Dividend Fund (AGD) delivers an attractive 11.9% yield and broad global equity exposure, yet it trades at a premium to its net asset value. Its distribution policy leans heavily on net realized gains, limiting organic NAV...
Morgan Stanley's Crypto Push: Profit, Not Decentralization
Look Morgan Stanley isn't "rushing into crypto" They're rushing into revenue Bitcoin ETFs generate management fees Wealth advisors get commissions The firm captures flow This has nothing to do with decentralization It's the oldest game in finance wearing a new mask
USO Breakout Pressures Stocks; QQQ Tests 202 Support
witht the breakout of $USO from consolidation we're seeing pressure on stocks again $QQQ testing 202 support area. https://t.co/QfA8Fnetbn
ETF Roundup: 3 New ETF Launches in February to Watch
February 2026 saw over 50 new ETF launches, highlighted by three niche funds. VanEck introduced the Communication Services TruSector ETF (TRUC) with a 14‑basis‑point fee, actively selecting leading media and telecom firms. ALPS launched the SMR, Nuclear & Technology ETF...
Stocks Suffering, Software Masks QQQ Decline
It's not cherry picking season yet Andrew..."Market of stocks" is getting smoked and software (part that's already gotten smoked) is masking that in the $QQQs. Trailing 5 day performance using a more intellectually honest view of the market. *insert 3 snarky...
Canadian Materials Outperform US Index in Harder Benchmark
four of the industry groups coming from the materials sector... showing all relative to $EWC (why? cause Canada stocks are trending up vs. $SPX - let's use the harder denominator to beat)... lithium $LIT gold miners $GDX rare earth $REMX copper $COPDX...
Chris Davis on Navigating AI & Index Concentration
Chris Davis warned advisors that soaring valuations and mega‑cap concentration mask hidden risk, urging a shift from short‑term market calls to durable working assumptions. He outlined a five‑category AI framework—platform winners, enablers, users, indifferent firms, and the walking dead—to guide...
Stage‑2 Stocks Hit Peak in September 2025
This is the $QQQ on top and % of stocks in Stan Weinstein Stage 2 on the bottom. Interesting that the Stage 2 Stocks peaked in Sep 2025 https://t.co/fOptvXX0yr
SPY Plummets Amid Weak Breadth, Labor Cracks, Iran Tension
SPY getting crushed taking out yesterday lows, as noted yesterday, worst breadth seen in a long-time and warned of more cracks likely in the labor market which we saw today, also felt nobody wanted to hold this market into the...
LIT: Lithium And Battery Technology Remains Bullish (Downgrade)
Analyst Andrew Hecht downgraded the Global X Lithium & Battery Tech ETF (LIT) from buy to hold after a pronounced rally from its April 2025 lows. He cites continued volatility but notes a bullish longer‑term chart and an anticipated lithium supply...
SPY Flat as Sector ETFs Show Mixed Moves
$SPY unch $IWM -0.2% $XLE +1.1% $EEM +0.6% $EWY +1.9% $FXI +1.5% $GLD +0.3% $IBIT -0.9% @finviz_com https://t.co/u4xUOH2SHq
Wall Street Embraces Crypto: Banks, Exchanges, and Regulators Converge
Just this week… *Morgan Stanley* names *BNY* as a custodian for spot btc ETF Kraken gains access to *Fed* payment system US President says *tradfi banks* need to make good deal w/ crypto industry *NYSE* owner ICE invests in crypto exchange OKX See...
FNDA: Small Value ETF Beating The Benchmark But Lagging Some Peers
The Schwab Fundamental US Small Company ETF (FNDA) uses the RAFI fundamental weighting to deliver diversified small‑cap exposure with a value tilt and solid dividend growth. Since its inception, FNDA has beaten the Russell 2000 benchmark in both raw return and...
Leverage Broadcom Guidance Beat and Nvidia OpenAI Strategy
Broadcom posted a fiscal Q1 earnings beat with $2.05 EPS and $19.31 billion revenue, then raised Q2 guidance to about $22 billion, surpassing analyst forecasts. Nvidia announced a $30 billion investment in OpenAI, likely its last pre‑IPO funding, reinforcing its hardware dominance in...
VOE Seems Best In Its Peers As Mid Cap Value Is Outshining In 2026
The Vanguard Mid‑Cap Value Index Fund ETF (VOE) is outpacing both large‑cap and peer mid‑cap funds in 2026, driven by a broad value‑sector rally. Its portfolio leans toward stable, upper‑mid‑cap industrials, financials and utilities, delivering a low 0.05% expense ratio...
PYZ: A Hold Despite Its Concentrated Portfolio Of Inflation Beneficiaries Prone To Deep Drawdowns
PYZ is an Invesco Dorsey Wright Basic Materials Momentum ETF that concentrates on metals, mining and chemicals, aiming to capture inflation‑benefiting stocks with strong price momentum. While the fund has delivered impressive year‑to‑date returns, it has lagged broader material ETFs...
IMTM: A Fair International Momentum ETF, But Lags IDMO
iShares MSCI International Momentum Factor ETF (IMTM) targets non‑U.S. stocks with strong price momentum, holding 303 securities and charging a 0.30% expense ratio. Since its 2015 launch, IMTM has outperformed the broad IXUS benchmark and many peers while delivering lower...
Indie ETF Freedom Pays Off, Celebrates 300 Supporters
New Trillions Pod: Freedom is Paying Off for This Indie ETF on @EricBalchunas's tl rn. Very unplugged convo where I got to share this moment of reflection on the adventure with day T-300 supporters. THAT is living the dream. Thanks...
Excluding Autocracies Boosts Emerging Market ETF Returns
ADDITION BY SUBTRACTION: What happens when you take the MSCI EM Index and start kicking out autocratic countries with low freedom scores (eg China, Russia) and use that excess budget to load up on freer countries? You crush the benchmark....
Saba Capital Launches UK Investment Trust ETF: UKIT
Saba Capital Management has launched the UKIT, an actively managed UCITS ETF that invests in UK‑domiciled investment trusts trading at sizable discounts to net asset value. The fund targets a diversified portfolio of 40‑60 trusts across equities, bonds, real estate...
SPY Breakout Above 690 Targets All‑time High
$SPY - a breakout above 689.00-690.00 sets the stage for a move to retest all time highs.
Marvell's Strong Earnings Boost S&P 500 Inclusion Odds
Marvell $MRVL is one of our top candidates to potentially be added to the S&P 500 this month. Strong earnings today and it popped 15% after market. S&P 500 rebalance announcement will be tomorrow after close. https://t.co/lZz8qTXoSU
SEC Is Pushing Back Against New Wave of High-Leverage ETF Plans
The U.S. Securities and Exchange Commission has warned leveraged‑ETF issuers to pause the effective dates of new high‑leverage funds, citing concerns over compliance with Rule 18f‑4. The agency’s Division of Investment Management used a brief group call to signal that proposed...
Commodities Under 2% of ETF Assets—Gold Over‑crowded, Under‑held
When I look at total assets of the ETF market, commodities less than 2% of total assets. ETF investors definitely under weight
One in Five Options Trades End Up Misguided
This is really something that comes up a lot (21% of the time in the past decade according to 35 liquid ETFs spanning many assets) and very easy to lure yourself into a misdirected option trade
Roundhill Launches Pure-Play Space ETF
Roundhill Investments announced the launch of the Roundhill Space & Technology ETF (ticker MARS) on March 5, 2026, offering active exposure to pure‑play space companies. McKinsey projects the global space economy to swell to $1.8 trillion by 2035, up from $630 billion...
Explore EWY Volatility Patterns with Handy YFinance Toolkit
The recent action in EWY fits a pattern that happens frequently enough to be worth understanding the SHAPE of its vol. You will find: 🌙handy measures 🌙inspiration for your own exploration 🌙GIT notebook to get you started with yfinance data https://t.co/MkdqLvqfC6 https://t.co/LDHZibQS9H
BMO Market+ ETF Strategies Combine Broad Market Exposure with Active Management Expertise
BMO Asset Management has launched the BMO Market+ suite, a set of five exchange‑traded funds that provide core equity exposure across Canadian, U.S., global, low‑volatility, and all‑country world markets. Each fund combines broad market coverage with a systematic, fundamental‑analysis model,...
Nomura Appoints Sustainable Equities Head
Nomura Asset Management has named Nick Henderson as head of global sustainable equities and lead portfolio manager of its Global Sustainable Equity Strategy, including the Ireland‑domiciled fund. The London‑based appointment reports to Richard Kruse and adds to a team that...
Tech Rebounds as QQQ Climbs Past $600
Tech started doing better. $qqq reclaimed $594 area on Tuesday to relieve pressure and hit $612 yesterday. A digestion day above $607-$609 would be constructive https://t.co/CakJqjZ5sf