BTQ Technologies Added to WisdomTree Quantum Computing Fund
BTQ Technologies Corp. has been added to the WisdomTree Quantum Computing Fund (WQTM), a U.S.-listed ETF that targets pure‑play quantum hardware, software and infrastructure firms. The fund, launched in October 2025, manages roughly $26.4 million as of February 27 2026. BTQ’s inclusion highlights its full‑stack neutral‑atom quantum platform and its focus on securing mission‑critical networks and post‑quantum cryptography. The move signals growing investor appetite for companies that bridge research and commercial quantum applications.
KORU Rebalances on MSCI Korea Close, Not US ETF
Hey Friends. Been digging through the $KORU Docs. With Kospi and MSCI Korea 25/50 down sharply overnight this thing is looking like a down 30% day. As far as I can tell its NAV and Rebalance timing is...
Broad Risk Asset Sell‑off Drives Double‑digit Declines
📉 KORU -31% — bearish macro ETF collapsing as risk assets sell off — Korea 📉 MDB -27% — MongoDB stock down on earnings/guide disappointment. 📉 MAIA -24% — biotech off after weak data/metrics. 📉 SGRY -24% — surgery partner stock sold post...
Defiance Launches DRNL: 2X Leveraged ETF on Drones
Defiance ETFs announced the launch of DRNL, a 2x daily leveraged exchange‑traded fund that tracks the BITA Pure Drone and Aerial Automation Index. The ETF aims to deliver twice the daily percentage change of companies involved in drone manufacturing, software,...
Nicholas Wealth Adds Income-Focused Nuclear and Defense ETFs to Suite
Nicholas Wealth’s XFUNDS platform has launched two new actively‑managed income ETFs: the Nicholas Nuclear Income ETF (NUKX) and the Nicholas Defense and Rare Earth Income ETF (WEPN). Both funds blend equity holdings, commodity‑linked ETFs, and an options overlay to generate...
IShares MSCI EM Swap UCITS ETF: BlackRock Lists Emerging Market Swap Instrument in London
BlackRock's iShares MSCI Emerging Markets Swap UCITS ETF launched in London on 23 February 2026, ticker ESWP, expanding its synthetic ETF suite. The fund tracks the MSCI Emerging Markets Index via unfunded total‑return swaps, offering a 0.14% TER, 4 basis...
Market Makers Now Serve as ETF Authorized Participants
Back in the day, Goldman Sachs was the premier Wall Street bad guy. The investment bank attracted endless scrutiny of the supposedly conflicting and asymmetric arrangements that powered its broker dealer operations. Key among these were its primary dealer arrangements....
Utilities Outpace S&P, Signaling Beta Rotation Bearishness
that's a mighty big surge of utilities $XLU vs. S&P 500 $SPX in the past 4-weeks (middle panel) - it's a bearish condition for the #betarotation model and if you haven't read their analysis @charliebilello @leadlagreport - i'd say you...
How to Spot and Avoid Illiquid ETFs
The column explains that ETF liquidity is driven primarily by the liquidity of the underlying securities, not by daily trading volume. It describes the in‑kind creation and redemption process that keeps ETF prices aligned with NAV. Real‑world examples show that...
QQQ Gaps Down, Still Below 21‑EMA – Watch the Close
$QQQ gap below the level. We were "supposed to" see follow through higher today or a hold. A gap down is negative. Still below the 21ema. See how we close https://t.co/2PaRAvRI6S
S&P Hits 52‑week Highs; Equal‑weight Stays Bullish
seeing the S&P 500 $SPX % stocks at 52-week highs increase again... remember sector rotation is a healthy thing and if you're going to be negative on stocks, you'd better show me the equal-weighted index is bearish (hint: it's not)......
RLTY: Monthly Income From The Growth Of AI Data Centers
Closed‑end fund RLTY offers an 8.3% yield but pays out more than it earns, eroding NAV over time. The fund is positioned to capture AI data‑center growth through holdings in REITs such as DLR, AMT, and EQIX. However, its 34.6%...
With Post-IRAN Volatility, I Return To Watching IDVO Closely
Amplify CWP International Enhanced Div Inc ETF (IDVO) employs an active, ex‑US covered‑call strategy that leans heavily into cyclical sectors, aiming to monetize heightened market volatility. The author sees recent post‑Iran geopolitical turbulence as a catalyst to accumulate IDVO, hoping...
RSPG: A Clean Way To Take Advantage Of The Iran Conflict
RSPG, the Invesco S&P 500 Equal Weight Energy ETF, offers investors exposure to 22 U.S. energy companies positioned to benefit from rising oil prices amid the Iran conflict. Its equal‑weight methodology normalizes valuation outliers and reduces concentration risk, eliminating the...
KWEB: Almost So Bad, It's Good, Where To Dip Your Toe
The KraneShares CSI China Internet ETF (KWEB) remains a "Hold" as most of its downside appears priced in, though a further 10% drop to $27‑$28 could test long‑term support. Valuation is reasonable with a 6.75% yield, but a P/E above...
IFLN: A New Fallen Angels ETF In An Old Shell
Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) has been relaunched in an existing open‑end fund shell, effectively resetting its strategy to focus on "fallen angels"—high‑yield bonds that have slipped to BB or lower. The fund now holds roughly 81% BB‑rated...
Upcoming S&P 500 Rebalance Highlights Top Eligible Stocks
Last week we looked at names that might be added in this month's S&P 500 rebalance. The announcement will come after Friday's close. Here are some of the top eligible names and their projected weights as of last week and...
Crude Oil And The War In The Middle East
US Oil Fund (USO) and Brent Oil ETF (BNO) are both rated hold as traders navigate heightened volatility from the Middle‑East conflict. Brent and distillate futures present greater upside risk than WTI, while seasonal demand backs gasoline and WTI. Both...
Fidelity: Position Portfolios for Resiliency to Navigate Volatility
Fidelity’s Q4 2025 portfolio review of 3,371 advisor‑constructed accounts shows a heavy tilt toward equities, with 72 % of assets in stocks and only 23 % in bonds. U.S. equities dominate the equity sleeve at 79 % and ETFs feature in 59 % of...
Bitcoin ETF Custody Concentrates Power in One Place, and Now a Single Operational Failure Causes Dangerous Ripples
Spot Bitcoin ETFs now hold over $54 billion, roughly 1.5 million BTC, turning the cryptocurrency into a familiar ticker. The ETF structure separates economic exposure from technical ownership, placing the underlying coins in a trust that relies on a custodian’s private‑key control....
Geopolitical Shocks Bottom Fast, Recover in Weeks
Geopolitical shocks feel scary… but history says bottoms come faster than you think. Avg S&P drawdown: -4.6% Avg time to bottom: 19 days Avg recovery: 40 days 6–12 months later? Mostly positive.
Kharg Island Identified as Critical Oil Export Choke Point
Kharg Island is a 'choke point' for Iran's oil exports, says VanEck Funds CEO https://t.co/rI4JYhLG71
Scott Adams: Cartoonist, Divisive Commentator, Scourge of Active Managers
Scott Adams, the creator of Dilbert, used his globally‑read comic strip to launch a sustained critique of active fund management, portraying it as a costly scam through the character Dogbert. His personal experience—losing money to a Wells Fargo‑managed portfolio that invested...
USO Posts Third-Best Day Since 2022, Hits Multi
$USO 3rd-best day since March 2022... multi-year high close... remember when everyone hated this ETF? More from me on @stockcharts: https://t.co/2c4CuouCWe https://t.co/r8CEDMAgDm
AOR 60/40 ETF Drops, Sparking Boomer Backlash
60/40 ETF getting slapped around today, though.. $AOR -0.55%.. boomers will be up in arms https://t.co/VDifb3Gz9N
ERShares Details Pioneering Private-Access ETF Structure
ERShares has detailed the structure of its Private‑Public Crossover ETF (XOVR), the first ETF to provide private‑company exposure through an SPV that reports daily NAV alongside public equities. The fund’s private sleeve includes holdings such as SpaceX and operates under...
Long Oil, Short US Consumer: BNO Up, XLY Down
We remain long of Oil in $BNO terms and short of the US Consumer via $XLY https://t.co/wvSfyWS2xT
Just a Plain Chart—No Debate Needed
Here is a very normal chart that we shouldn't debate or scrutinize in any way. https://t.co/2F9rD46Rcq
BOND: Active Bond ETF Beating The Benchmark, But Lagging Competitors
PIMCO’s Active Bond ETF (BOND) is an actively managed, multi‑sector bond fund launched in 2012, holding nearly 1,900 securities with a 30‑day SEC yield of 4.56% and a net expense ratio of 0.54%. Since inception it has generated a total...
Investors Flee SPY for TLT, GLD, USO
People actually sold $SPY , bought $TLT and Bought $GLD and bought $USO on the open. Who the heck are these people?
ETF 351 Seeding Risks: Top 10 Mistakes Highlighted
Lots of chatter on ETFs being seeded via 351. Makes sense-we've seen a large increase in activity (and press e.g., @justinaknope @denitsa_tsekova). Here is an older article that talks about the top 10 ways to screw these up. https://t.co/pcyPnnrYtg Note: Economic substance...
Defence Tech Emerges as Strategic Allocation
European defence spending is entering a structural re‑armament phase, with global military outlays reaching a record $2.7 trillion in 2024. NATO members have agreed to raise defence budgets to 5% of GDP, allocating 1.5% to cyber, AI and other non‑traditional domains....
Returning to Short SPY Calls After S&P Rally
Back Shorting SPY Calls @thestreetpro With S&P cash -9 handles (a big rally from the lows of -70 handles) I am back shorting (SPY) calls. By Doug Kass Mar 2, 2026 11:21 AM EST @guyadami @dougkass
Russell 1000 Sets Record Daily Highs in 2026
Russell 1000 $IWB as has been the case every single day in 2026, we're seeing more highs than lows... https://t.co/3E04oJLnNX
GREK: Greek Stocks Appear Undervalued
The Global X MSCI Greece ETF (GREK) is trading at roughly 10 times forward earnings, delivering a base‑case internal rate of return above 14 percent. Nearly half of its $348 million assets are concentrated in domestic banks, reflecting the country’s financial‑services tilt. Greece’s...
SHLD Surges to 80 on ETF Buy, Iran Strike Signal
$SHLD hit 80 this morning, last week's ETF buy...and another options flow signal that a strike on Iran was imminent https://t.co/X4FCStX2RJ
New Momentum-Mean Reversion Signals for SPY, TLT, GLD
Bonus momentum and mean-reversion switching strategy update and new signals. $SPY $TLT $GLD $TLT Link in reply below. 👇 https://t.co/KwWAobjSkn
Invesco Lists Two US Dollar Corporate Bond ETFs on London Stock Exchange
Invesco launched two new US‑dollar‑denominated corporate bond ETFs on the London Stock Exchange on 2 March 2026. Both funds track the iBoxx USD Corporates Investment‑Grade Spread Select Top 50 % TCA Index, using a rules‑based, quarterly‑rebalanced selection that targets higher‑yielding bonds within each sector and maturity...
VGIT: U.S. Force Projection Could Undermine Debasement Trade
The United States’ military escalation against Iran has triggered a rapid flight‑to‑quality, pushing U.S. Treasury prices up and yields down while simultaneously stoking inflation concerns via higher oil prices. This dual dynamic creates a paradox for intermediate‑term bond investors, as...
WhiteHorse Finance Inc (WHF) Q4 2025 Earnings Call Transcript
Westwood Holdings Group reported Q4 2025 revenue of $27.1 million, driven by a growing ETF franchise that now holds over $200 million in assets and the launch of the YLDW ETF. The firm closed its Westwood Energy Secondary Fund II with more...
The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk
In this episode, host Melanie Schaefer and CraneShares senior investment strategist Derek Yan discuss how the concentration of U.S. mega‑cap stocks is driving investors to seek diversification in emerging markets (EM), especially as the dollar shows signs of weakening. Yan...
OIH and XLE Surge; Oil Rally Just Beginning
🚨 UPDATE: On February 2nd I told you to buy OIH and XLE. Since then: OIH: +14% XLE: +10% Crude oil: 7-month highs And in my opinion, we’re just getting started. Here’s why I’m not selling yet:
Strategic Allocation Up 7.7% YTD, Tactical 4.3% YTD
Weekly Market Report: Weekend Wars. Strategic allocation +7.7% YTD, Tactical allocation +4.3% YTD. More details and some free access in the link in reply below. 👇 $SPY $VEU $GLD $TLT https://t.co/gZFEG6wHe1
Leveraged ETF Watchlist And Focus On SPXU History
ProShares UltraPro Short S&P 500 ETF (SPXU) delivers –3X daily exposure to the S&P 500, attracting short‑term traders seeking inverse market bets. The fund manages about $489 million in assets and sees roughly $284 million in average daily trading volume. SPXU is prone to...
Recent Signals and Tematica Model Confirmation Points
Tematica’s latest confirmation points map a broad set of macro trends—from a rapidly aging U.S. population and soaring AI adoption to cash‑strapped consumers, heightened cyber threats, and a surge in digital‑infrastructure investment. The report highlights a 91% YoY jump in...
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Cathie Wood’s Ark Innovation ETF (ARKK) recently added three new positions: design‑software firm Figma, gene‑editing company CRISPR Therapeutics, and AI‑focused data‑center provider CoreWeave. Figma now represents about 0.66% of the fund after a third purchase in February, while CRISPR has...
SCYB: Trouble Not Yet Boiling Over In High Yield
Schwab’s High Yield Bond ETF (SCYB) received a hold rating as macro‑economic headwinds raise concerns in the junk bond market. The fund offers a 6.7% distribution yield, a short 2.9‑year duration, and 58% exposure to BB‑rated issuers, but technical resistance...
IJR: The Smart Way To Play The 2026 Rotation
The iShares Core S&P Small‑Cap ETF (IJR) has been upgraded to a Buy as it trades roughly 30% below the S&P 500 valuation while delivering faster earnings growth. Its profitability screen removes the 43% of unprofitable firms found in broader small‑cap...
AVLV: A Value ETF With A Distinct Sector Mix
Avantis US Large‑Cap Value ETF (AVLV) combines traditional value screens with profitability filters, delivering a sector‑balanced portfolio that includes notable allocations to technology and industrials. The fund trades at roughly a 24% price‑to‑earnings discount to the Russell 1000 and has posted...
QQQ Breakout, Price Rests on 200‑SMA Support
$QQQ @marketsurge #IBDPartner Such a clear chart of massive breakout and then massive base. Price smack middle of channel now with 200sma 587 as key support https://t.co/g4AzAXM9aK