Vanguard's Edge: Long‑term Investors Capture Full Gains
"[W]hat appears to have set Vanguard apart is its fund investors largely staying put and, thus, participating more fully in their gains." A good news story, and a characteristically thoughtful analysis, from @syouth1 https://t.co/HCPoMAVGqV
High‑Yield Bonds Diverge, Falling While Risk Rally Persists
$HYG Daily. Biggest early divergence to the rally in risk is high yield/junk and some private credit names in the red. Here, high yield corporate bonds gapping down. Trump speech tonight on tap https://t.co/9x0hkcFmtd
AI: The Biggest Productivity Leap Since the Internet
AI is the most profound productivity unlock since the internet. ARK’s investment in OpenAI across three ETFs reflects our conviction that AI is driving step-function change across sectors and accelerating innovation.
Institutional Bitcoin Inflows Rise as Retail Panic Peaks
Fear & Greed just printed 8 — lowest since COVID. Every major coin is up 3-5%. That divergence matters more than any headline today. When the market rises into peak fear, sellers are spent. Bitcoin ETFs posted $1.32B in March...
SPYM Doubles Competitors, Leads VOO in YTD Flows
Inigo Montoya, err I mean $SPYM, took in double any other ETF over the past month. Now has comfortable lead over $VOO in YTD flows. https://t.co/jLeSeHAiNw
ETF Flows Tighten While Volume Surges Across Sectors
In this week's video we highlight the rise of restraint from ETF flows, as well as dig into elevated ETF volume, and a few sector flow charts you should know. https://t.co/ewwa4G5PCz
ARK Adds Private OpenAI to ETFs, 3% Stake
ARK is going to add private co OpenAI into some of its ETFs. I believe it’s 4th ETF to do this, and def not the last. 3% weighting. Nice scoop from @shiringhaffary @isabelletanlee https://t.co/OITULFSOS1
Tax-Free 351 ETFs Surge to $16B Across 77 Funds
351 ETFs (where investors make tax free exchange of highly appreciated stocks for ETF shares) are growing like crazy, there’s now 77 of them on the market w $16b in assets. We asked @TaxAlphaInsider on ETF IQ where he sees...
Cathie Wood, Biggest ARKK Loser, Now Teaching Investing
Now up on @SquawkCNBC Cathie Wood who has lost more money in $ARKK than any other actively managed ETF in history. She is giving viewers investing lessons now. Wash, rinse, repeat. @dougkass @cnbc
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
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
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
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,...
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
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...
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
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
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
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...
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...
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...
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...
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
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.
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
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.
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
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.
New Signals Boost Momentum & Mean-Reversion Strategy
Bonus momentum and mean-reversion switching strategy update with new signals. $TLT $GLD $TLT Link in reply below. 👇 https://t.co/f6qo530Cv7
ETF Closures Surge, Average Age Halved, Consolidation Looms
We seeing an uptick in ETF closures as issuers trim fat and get rid of spaghetti that didn't stick. Notable that they getting MUCH less patient. The avg age of a liquidated ETF this year is 1yr 9mo, about half...
Can Staples and Low‑Volatility Outperform S&P 500?
Do Staples and Low Volatility vs the S&P 500 hold the breakout and keep moving higher here? https://t.co/xQS4BCRIq8
Weekly Market Report: Mission Accomplished Across Major ETFs
Weekly report for subs is out. Weekly Market Report: Mission Accomplished $SPY $GLD $TLT $DBC $VEU Link in reply below 👇 https://t.co/sJzfMMS4Mg
Semis, Gold, and Liquidity Have Peaked, Expect Rollover
This will not be a popular opinion, but it's mine: Semis, Gold & Liquidity Have Topped This Year From my live trading room March 20th... semiconductors, gold & broader liquidity trends have peaked after a multi-year rally. Mean reversion = prolonged rollover. $SMH...
Mag 7 ETF Lags While Russell 1000 Outperforms
YTD total returns: Mag 7 ETF $MAGS -15.9% Russell 1000 equal weight $EQAL +3.4% International stocks $VEU -0.9% @stockcharts https://t.co/smi2VwzbiW
Massive SPY Put Purchases Drive Significant Gains
Top April 2nd (W) positioning form Hawk Database... SPY puts have seen massive buys since early March and are up significantly https://t.co/I2kbzAFe3I
Bonds Outpace Stocks, Signaling New Bullish Hard‑asset Era
Same Story - One month Bonds $TLT -5% vs Stocks $QQQ -7% Last 20 years, equities risk-off + geopolitical events = bonds rallied / with higher prices. Game changer, since 2022 this has not been the case, a significant -...
ARK Pivots From Chips to Biotech, Trims High‑beta Semis
Macro: ARK shifts from semiconductors to biotech. Key: sold ~$38M NVDA; bought $0.34M ARCT. Risk: tech momentum reversal. Trade: trim high-beta semiconductors. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov