Using the PPO to Define Trend and Aroon to Identity Breakouts After Corrections
Arthur Hill, CMT, outlines a two‑indicator system that uses the Percentage Price Oscillator (PPO) to confirm a long‑term uptrend and the Aroon indicator to time short‑term breakouts after pullbacks. He notes that the S&P 500 (SPY), Nasdaq 100 (QQQ) and Russell 2000 (IWM) are in a bull market, with PPO(5,200,0) turning positive. The Solar Energy ETF (TAN) is highlighted as a live example where a PPO‑driven trend change and an Aroon Up spike to 100 signaled a breakout in April. The report is part of a subscription‑based service that provides additional ETF setups and video analysis.
Aroon Setups and Signals for 5 ETFs, Include a Commodity ETF
TrendInvestorPro has released a new systematic trading package that provides Aroon‑based setups for five exchange‑traded funds, one of which tracks a commodity index. The service bundles the signals with momentum scores, video tutorials, and a market‑timing model. Access requires a...
Bitcoin ETF Inflows Are Becoming Persistent
Bitcoin ETFs have recorded a nine‑day streak of net inflows, the longest consistent demand signal in the current bear market, suggesting a rebuilding buying regime. At the same time, Bitcoin’s price is still below its 200‑day moving average, though the...
Major Asset Classes | April 2026 | Performance Review
April 2026 saw a broad market rebound after March’s sell‑off, with every major asset class posting gains except a few bond segments and bitcoin. The Vanguard Total US Stock Market ETF (VTI) led the rally, jumping 10.4%, while emerging‑market and...
Big Funds Bet Billions on Mining Supercycle – by Clara Denina, Pratima Desai and Melanie Burton (Reuters – April 30,...
Major fund managers are pouring record capital into mining as AI infrastructure, rising defence spending and a shift from high‑valuation tech stocks drive a perceived commodity supercycle. Mining ETFs saw assets under management double to $87.4 bn by March, while first‑quarter...
15 Clicks to Zero: How EFG International Is Scaling ETF Trading with Automation
EFG International, a private‑banking group with $233.6 billion in assets, teamed with Bloomberg to automate its ETF execution workflow. By integrating Bloomberg EMSX, RFQe, Rule Builder and BTCA with its native OMS, the bank reduced manual RFQ steps from 15 clicks...
Bitcoin ETFs See $263M in Outflows: Cooling Momentum or Strategic Rotation?
Spot Bitcoin exchange‑traded funds recorded a single‑day net outflow of $263 million, marking the first sizable reversal since their high‑profile launch. The pullback reflects profit‑taking, heightened macro uncertainty around Federal Reserve policy, and a broader rotation into other asset classes. Institutional...
Private Credit ETFs Vs. Interval Funds: Why Semi-Liquid Structures Are Winning the Asset War:
Private credit interval funds attracted $12.2 billion in 2023, dwarfing the $791 million net inflows into private‑credit ETFs. Their semi‑liquid design matches the illiquid nature of direct‑lending assets, enabling managers to lock in higher yields without daily redemption pressure. Institutional investors and...
The Individual Stock “Alpha” Resurgence: Why Investors Are Moving Past ETFs in the Age of AI:
A new SoFi survey shows 31% of alternative‑leaning investors are trimming passive ETF allocations in favor of individual conviction stocks, especially those tied to artificial intelligence. The shift reflects growing belief that rapid tech disruption and market dispersion are reopening...
BNP Paribas AM Advances Thematic Investing with a Targeted Defense Benchmark
BNP Paribas Asset Management has launched the GUARD FP exchange‑traded fund, built around a new European‑focused defense benchmark. The product gives investors direct exposure to companies benefiting from the EU’s defense spend, which rose to €343 bn (about $374 bn) in 2024. By...
Bitcoin ETFs Hit 8-Day Inflow Streak — $2.1 Billion and Counting
Bitcoin spot ETFs posted an eight‑day streak of net inflows totaling $2.1 billion, with BlackRock’s iShares Bitcoin Trust accounting for roughly three‑quarters of the flow and now holding over $53 billion in assets. At the same time, the Ethereum Foundation quietly withdrew...
Talk Your Book: Consternation About Concentration
The podcast, sponsored by State Street, examines the explosive expansion of the ETF market, noting that global assets under management have surpassed $12 trillion. It highlights a portfolio rotation from the Mag‑7 mega‑caps toward small‑cap, industrial and international equities, driven by...
Alternative Index Strategies Outpace the S&P 500 as Factor Rotation Reignites Institutional Interest:
Factor‑based alternative index strategies, especially pure‑growth and momentum, have recently delivered returns that surpass the S&P 500. The outperformance is driven by renewed earnings growth, heightened market dispersion and strong institutional inflows. Providers such as Invesco package these factors into...
Overnight vs Daytime Returns in Sector ETFs
A new study of SPY and nine sector ETFs from 1999‑2025 finds that overnight returns generate a strong, exploitable momentum, while daytime returns are weak or negative. A simple long‑only overnight strategy (Strategy #1) outperformed buy‑and‑hold in every ETF, delivering...
The Market Everyone Has Given Up On
The piece examines a market that has endured a decade of net outflows and historically low sentiment, labeling it the sector most investors have abandoned. It details roughly $1.2 trillion in capital withdrawals and a sentiment index at its lowest since...
Bitcoin ETFs Are Back — And Institutions Are Leading the Charge
Bitcoin spot ETFs rebounded dramatically after four months of outflows, logging $996.4 million in net inflows last week—the largest since January 2026. Year‑to‑date flows turned positive, reaching roughly $245 million, driven largely by BlackRock’s IBIT, which alone attracted over $900 million and pushed...
Tagus Bytes (24.04.26)
U.S. Bitcoin exchange‑traded funds recorded an eight‑day inflow streak of roughly $2.1 bn, outpacing March and coinciding with a price rebound. BlackRock’s iShares Bitcoin Trust (IBIT) dominated the flow, absorbing about 75 % of new capital, while Morgan Stanley’s Bitcoin Trust added...
XRP ETFs Go Weeks without Outflows
XRP spot exchange‑traded funds have posted several consecutive weeks of net inflows, marking the longest positive streak of 2026. The inflows erased the $31 million outflow recorded in March and pushed cumulative weekly inflows above $1.28 billion, a three‑month high. Despite the...
Morgan Stanley Bitcoin ETF Sees $100M Week-One Inflow as Wall Street Deepens Its Crypto Commitment:
Morgan Stanley launched a spot Bitcoin exchange‑traded fund that pulled in roughly $100 million in its first week of trading, signaling a decisive move from passive distribution to active crypto management. The product offers investors direct exposure to Bitcoin’s price, leveraging...
At the Money: Looking Beyond Market Cap Weighted Indexes
Rob Arnott, the founder of Research Affiliates, argued that market‑cap‑weighted indexes like the S&P 500 suffer from concentration risk, costly “flip‑flop” trades, and a bias toward over‑priced mega‑caps. He promoted fundamental‑weighting—using sales, profits, book value and dividends—to better reflect a company’s...
XEQT vs VEQT vs ZEQT: Why XEQT Looks Like the Winner
The Canadian market now offers three flagship all‑equity ETFs—iShares XEQT, Vanguard VEQT and BMO ZEQT—each bundling U.S., Canadian, European and emerging‑market stocks. Back‑tested data shows XEQT slightly outpacing the others, but this edge relies on a fixed U.S. equity weighting...
Green Lights, One Yellow
The S&P 500 surged 4.5% this week, closing at 7,126.05 – its highest level since January – driven by strong Q1 earnings and optimism around the U.S.-Iran ceasefire. Three of the four proprietary signals (Beta Rotation, Treasury Rotation, and the...
Mega-IPOs and Index Fund Mechanics: Much Ado About Nothing?
Index providers are tweaking rules to let large IPOs enter major US indexes faster, prompting worries as mega‑IPOs such as SpaceX, OpenAI, Anthropic and Stripe loom. The authors calculate that even a $280 billion IPO wave would represent only about 0.4%...
Indicator of the Day (Video): Consumer Staples New High New Low %
The daily "New Highs minus New Lows" percentage for the Consumer Staples Select Sector SPDR (XLP) has been tracked from July 2023 through May 2026. The chart shows the breadth of the sector, highlighting periods when more stocks hit fresh 52‑week highs...
Price Action and Seasonal Filter Strategy for Bonds
A simple TLT framework blends pure price‑action signals with a seasonal filter, avoiding macro forecasts or Fed‑watching. Backtested over 20 years, the model executed 242 trades, achieving a 69% win ratio, 2.0 profit factor and a 3.3% CAGR unleveraged. Exposure...
ASEAN, Inc.: +19.5% Annually Since December 31, 2024 — The Quiet Outperformer in a Noisy World
ASEAN, Inc., a basket of seven U.S.-listed ETFs covering Indonesia, Malaysia, the Philippines, Singapore, Thailand, Vietnam and the region’s 40 largest firms, has delivered a total return of +25.7% (annualized +19.5%) since December 31, 2024. The portfolio’s outperformance is anchored by Vietnam’s...
CTA / Trend Following ETFs: Access, Implementation, and the Question of Completeness
Jerry Parker notes that trend‑following ETFs have moved beyond a narrow focus on liquid futures to incorporate a much wider set of assets, including foreign exchange, commodities, equities, fixed‑income securities and even digital assets. This broader market breadth mirrors the...
TMTB EOD Wrap
The Nasdaq‑100 tracking QQQ ETF added roughly 50 basis points, pushing the fund to fresh all‑time highs. Across the Treasury curve, yields nudged up 1‑3 basis points while the Federal Reserve’s policy expectations stayed flat. Market participants are increasingly betting...
TMTB Morning Wrap
TSMC posted first‑quarter 2026 revenue of $35.9 bn, up 6.4% sequentially and slightly above its own guidance, while gross margin surged to 66.2%, outpacing the 63‑65% target. Advanced process technologies (3‑nm, 5‑nm, 7‑nm) accounted for 74% of wafer revenue, driven by...
Two Allocators, One View: Liquidity, Cost and Control Behind CTA ETF Adoption
Institutional investors such as Sweden’s AP3 and Norway’s Aars family office are increasingly turning to trend‑following CTA ETFs to boost liquidity, cut costs, and maintain full portfolio transparency. Both firms view the ETF format as a practical complement to in‑house...
One Simple Momentum Strategy Using 4 ETFs
A straightforward momentum rotation across four liquid ETFs—SPY, EEM, TLT and EFA—selects the asset with the strongest 10‑month performance each month. The back‑test delivers an annualized return of 9.2%, a 61% win rate, a 26% maximum drawdown and a profit...
Charlie Munger’s Best Advice on Investing in S&P 500 Index Funds
Charlie Munger, despite his reputation as a concentrated stock picker, repeatedly urged ordinary investors to buy a low‑cost S&P 500 index fund and hold it for the long term. He argues that most retail investors lack a professional edge, are prone...
ASEAN, Inc.: +17.8% Annually Since December 31, 2024 — How Southeast Asia Quietly Outperformed Amid Global Conflict
A conceptual portfolio called ASEAN, Inc., equally weighting seven US‑listed ETFs that track Indonesia, Malaysia, the Philippines, Singapore, Thailand, Vietnam and a regional top‑40 fund, generated a total return of +22.8% (‑$1 million to $1.227 million) and an annualized +17.8% through April 10 2026....
Platinum Under Pressure as Middle East Tensions Trigger ETF Outflows and Market Volatility
Platinum’s safe‑haven appeal is waning as Middle East geopolitical tensions and rising U.S. interest‑rate expectations trigger sizable outflows from platinum‑backed ETFs. The World Platinum Investment Council reports March ETF withdrawals of 224,000 ounces, while the region accounts for roughly 200,000...
Can Forgotten Biotech Break Out?
The iShares Biotechnology ETF (IBB) surged more than 50% from its April lows to a mid‑January peak, then entered a prolonged sideways phase. Recent price action shows the fund just reclaimed its 50‑day moving average but has yet to breach...
Momentum Factor Leads as Wall Street Bets on a Fragile Ceasefire
Wall Street’s optimism over the tentative US‑Iran ceasefire lifted the S&P 500 to a five‑week high on April 9. Among equity factors, the iShares MSCI USA Momentum Factor ETF (MTUM) surged 3.8% since the war’s onset, outpacing all peers. In contrast, low‑volatility...
Overnight Edge in SPY: A Simple Close-to-Close Strategy
An overnight edge strategy for the SPDR S&P 500 ETF (SPY) buys at the market close and sells at the next close. A 30‑year backtest (1995‑2025) that includes realistic 0.06 % per‑trade costs shows an average daily gain of 0.25 %, delivering a...
A Market Divided
The intermarket framework is now evenly split, with two signals reading Risk‑Off and two reading Risk‑On, marking a shift from last week’s defensive bias. The Beta Rotation signal remains Risk‑Off for a sixth straight week as utilities outpace the S&P...
Ep.127 - UVXY Hedging Questions / Apollo 11 DID Land on the Moon
Volatility Trading Strategies released Episode 127 on April 10, 2026, featuring a live Q&A on UVXY hedging techniques and a tongue‑in‑cheek discussion of the Apollo 11 moon landing. The episode targets traders seeking practical risk‑management tools for short‑volatility ETFs like UVXY. Viewers are invited...
Gold ETF Outflows Hit Record in March as Asian Buying Offsets Western Selling
Gold-backed exchange‑traded funds recorded a historic $11.8 bn outflow in March, equivalent to roughly 85 tonnes of physical gold, as North American investors fled the market. The sell‑off ended nine months of net inflows, with SPDR Gold Shares shedding $8.4 bn and...
At The Money: Seeking Uncorrelated Returns
The At The Money podcast featured Andrew Beer, founder of Dynamic Beta Investments, promoting the DBMF ETF that replicates managed‑futures strategies. Managed futures, which trade futures on commodities, currencies and rates, have historically delivered returns uncorrelated with stocks and bonds, even posting...
Bitcoin’s Support Is Becoming Increasingly Concentrated
After months of outflows, Bitcoin ETF demand has stabilized but remains weak, offering little momentum for price gains. Corporate treasuries have stepped in as the main source of buying, yet their activity is uneven, with a few firms accumulating aggressively...
Maybe CTA Alpha Is Simpler Than You Think: Evidence From the ETF Space
Andrew Beer examines whether the simplicity of CTA ETFs translates into superior alpha. Using Morningstar data, he compares equally weighted composites of US mutual funds, UCITS funds and CTA ETFs against the SG CTA index, the benchmark of the twenty...
Monday Links: A Distraction at Best
The Monday Links roundup highlights several developing stories that could distract investors: BlackRock is filing a new Nasdaq‑100 exchange‑traded fund to challenge Invesco’s dominance; OpenAI faces internal debate over an IPO while publishing an AI‑economy policy paper; the Iran‑related conflict...
ADG 4/6: Wait-and-See-Change
BlackRock has filed with the SEC to launch a Nasdaq‑100 ETF under the ticker IQQ, likely charging a 12‑basis‑point fee that undercuts Invesco’s QQQ, which carries an 18‑bps charge and manages about $375 billion. Invesco’s shares dropped more than 5% after...
Autocallable ETFs Are Here — And You Can Learn About Them Directly From the People Building Them
GraniteShares is hosting its first Autocallable Income ETF Seminar on April 10, 2026 at the NASDAQ MarketSite, gathering banks, market makers, and clearing firms to discuss the newly launched single‑stock autocallable ETFs TLA (Tesla) and ANV (NVIDIA). These ETFs employ...
HANetf and Infrastructure Capital Advisors Launch Nuclear Renaissance ETF in Europe
HANetf and Infrastructure Capital Advisors have launched the Nuclear Renaissance UCITS ETF (ticker NUKZ) in Europe, offering investors exposure to the full nuclear value chain—including fuel, construction, advanced reactors and utilities. The fund adopts a diversified, non‑commodity‑centric approach, contrasting with traditional...
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Model Factsheet Update [March]
Tematica Research released an updated suite of model factsheets covering its AI, CHIPS, cloud, digital infrastructure, nuclear, power, core, targeted and dividend strategies. The update highlights the $52.7 billion CHIPS Act funding earmarked for U.S. semiconductor reshoring. Each model links to...
Barron’s: “Target and 5 More ‘Dividend Aristocrats’ to Own Now:
DataTrek Research reports that the S&P 500 Dividend Aristocrats Index outperformed the broader S&P 500 by 13.9 percentage points over the last 100 trading days, while the S&P 500 itself declined 6.9% in the same window. The note highlights that...
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...