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…
I am certainly no wine connoisseur, but I like to think I know my way around reds enough to be dangerous. Recently, my wife and I took some time off with friends and ventured to Napa Valley, home to one…
I’m not the guy waiting in line at the Apple store for the latest iPhone release. I let millions of other people roll the dice on Uber and Airbnb before I made the leap. I’m just not an “early adopter”,…
For all the extraordinary innovation occurring in ETFs, no standardized ratings exist to help everyday investors sort through the rapidly growing number of ETF options. The most recent poster child of the problem this creates is the VelocityShares Daily Inverse…
“You must pay taxes. But there’s no law that says you gotta leave a tip.” – Morgan Stanley Unless you’re overly patriotic, highly altruistic, or have more money than you know what to do with, you likely agree paying less…
There isn’t much we can say with certainty when it comes to investing. Nobody knows what stocks will do tomorrow, let alone a year from now. Same with interest rates, inflation, or any other factor that might move the markets. …
They say a picture is worth a thousand words. If that’s the case, I’ve put together a novel here. Below are my favorite ETF-related charts. While there are still a few words, the pictures tell quite a story. Enjoy! ETF…
