Earlier this year, I chronicled “Core Wars”, the ruthless ETF fee competition being waged over the core building blocks of a portfolio. Investors continue plowing money into the lowest cost ETFs, resulting in fund companies battling for those dollars by…
ETF innovation is truly staggering. After hosting ETF Prime for 7+ years and visiting weekly with the brightest minds the industry has to offer, I can only compare the sheer level of talent and entrepreneurial spirit to Silicon Valley. With…
Earlier this year, I put nearly 20 of my favorite ETF-related charts in a single spot. Images are often more powerful than words. Based on the response I received, I decided to compile some new favorites, all of which I’ve…
“So I don’t (have bitcoin). But I’m a big fan of innovation.” – SEC Commissioner Hester Peirce Consider this my public comment to the Securities and Exchange Commission (SEC) on a proposed bitcoin ETF. The idea of packaging bitcoin into…
The first free index funds are finally here! Tomorrow, Fidelity will unveil two broad-based, self-indexed mutual funds with a 0.00% fee. In 2016, I made the prediction that several prominent ETFs will lower expense ratios to zero in 2017. I…
“This is an unexpected move by Vanguard, and absolutely the next salvo in the ETF fee war.” – Dave Nadig, Managing Director of ETF.com A ruthless ETF fee war escalated this week with Vanguard announcing 1,800+ ETFs (pretty much…
A recent memo from billionaire investor Howard Marks seemed to rekindle debate over active and passive investment management or, more specifically, how both should be defined. Howard (correctly) observed the increasingly blurring line between active and passive: “Each deviation from…
Bitcoin’s rise (and current fall) has produced some of the more incredible charts you’ll find anywhere. In December 2017, not long before bitcoin hit its all-time high, I put together a compilation of some of my favorites. At the time,…
I talked trade war, inflation, & active ETFs on Bloomberg yesterday. I even managed to sneak in a Walkman reference. Enjoy!
This week, I had the honor of participating in the closing bell ceremony at the New York Stock Exchange. Brandometry was celebrating the 1-year anniversary of the Brand Value ETF (BVAL), offered by Exponential ETFs. Brandometry has developed an innovative…
While ETF fee cuts are nothing new, iShares’ latest slashing of fees on several popular ETFs seemed to create more buzz than usual. In one fell swoop, iShares reduced fees on eleven ETFs, saving investors over $51 million dollars annually. …
The New York Times recently chronicled the challenges of Fidelity, perhaps the most renowned and respected active management firm out there: “In each of the last 10 years, Fidelity’s fabled mutual funds have leaked money, no matter how well they…
