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BlackRock just put out a nine-page white paper that makes case for bitcoin ETF as a "unique diversifier" that can hedge against fiscal, monetary and geopolitical risks
also including section called "bitcoin's path to $1 trillion market cap". Read whole thing here: https://lnkd.in/e8XVW9gG Source: Blackrock
Short Volatility etf $SVIX Assets Under Management are surging
Aug 2024: $600M Q1 2024: $140M Q1 2023: $88M Q1 2022: $22m Source: Bloomberg, Lawrence McDonald
The Argentina ETF $ARGT has been the best performing out of 46 country ETFs since 11/17/23 prior to President Milei's election victory as well as year-to-date in 2024
Source: Bespoke
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
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