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As highlighted by Eric Balchunas
The Reshoring ETF $RSHO is quietly nursing a 9-week flow streak (after being ignored since birth) which boosted its assets under management 7x this year. The American Industrial Renaissance ($AIRR) 3ETF also saw AuM jump by $800m YTD. BlackRock noticed this and launched iShares US Manufacturing ETF $MADE. All these ETFS are exposed to Trump Trade 2.0 but this theme spans beyond politics. Source: Bloomberg, Eric Balchunas
US Presidential elections >>> Are we back to square one?
Source: PredictIt, Bloomberg, www.zerohedge.com
Microsoft and Alphabet are now exactly on par since the launch of ChatGPT at the end of November 2022.
Source: HolgerZ, Bloomberg
The US government just moved $2 billion of seized bitcoin $BTC, two days after Trump's speech 👀
Source: Joe Consorti
Countries with the most billionaires 📊
Source: Voronoi, Visual Capitalist
4 Golden rules of effective meetings by Jeff Bezos
Source: Victoria Repa
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