Financial markets, ETFs, and well… all of us have experienced a wild two months. Stocks are now rebounding and Coronavirus cases plateauing, though it’s still anyone’s guess as to the full extent of economic damage inflicted. A second wave of…
There was no ETF death spiral. ETF liquidity didn’t evaporate. The ETF tail didn’t wag the market dog. Despite ETFs successfully passing numerous tests including the Dotcom crash, Global Financial Crisis, and more recently, a 20% drawdown in the fourth…
Following stellar performance in 2019 and a promising start to 2020, U.S. stocks fell into correction territory today (down 10% from previous high) on Coronavirus (COVID-19) fears. Year-to-date, the S&P 500 has declined approximately 7% after beginning the year up…
I’m claiming 5 for 5 on my 2018 ETF predictions. Last year? 4 out of 5, yet I still think the one miss will pan out longer-term. So, what’s in store for 2020? I’m intentionally avoiding the obvious topics in…
It’s that time of year… a look back at some of my favorite ETF charts and pictures from an eventful 2019. Enjoy! Previous “ETFs in Pictures”: ETFs in Pictures I ETFs in Pictures II ETFs – Year in Pictures…
I visit with Bloomberg’s Scarlet Fu about direct indexing, my concerns with non-transparent ETFs, and the rise of smart beta. Enjoy!
The “Future of Investing”. The “Great Unwrapping”. The “ETF Killer”! The financial industry never lacks innovation and, apparently, the next big thing is here: direct indexing. A typical index mutual fund or ETF owns the components of a market benchmark…
The inaugural conference collaboration between Ritholtz Wealth Management and Inside ETFs was nothing short of a blazing success. With 700+ attendees and a sold-out Scottsdale, Arizona resort (yes, it was hot – thus, the blazing reference), the confab was an…
ETFs have existed for 26+ years. That’s longer than a third of the U.S. population has been alive. Through the Dotcom crash, the Global Financial Crisis, taper tantrums and more recently, a 20% market swoon in the back half of…
“If you’re a mutual fund warehouse, you’re trying to figure out how to grow your business without giving away your secret sauce.” – Nichole Kramer, Manager of ETFs at Alps Inc. Most investors know the story by now. Actively…
It was back to the City of Dreams this week… Ben Carlson, who I actually met on the trip, summed-up my visit rather well: My tally after a quick 36 hours in NYC: -3.5 pieces of pizza -2 bagels…
