The evolution of fixed income ETFs in one picture...
This chart really shows off how far things have come in 20 years and how far the ETF industry goes with an asset class. Source: Todd Sohn thru Eric Balchunas
Michael Burry top holdings are two Chinese ADRs at the time the $KWEB etf is starting to outperform $QQQ
Source: The Long Investor
The fact that Retail investors are rapidly buying the iShares 20+Year Treasury Bond ETF (TLT) - despite the bond bloodbath - could mean that the sentiment is far from being oversold
From a contrarian perspective, this is NOT a positive for long-dated bonds. Source: The Daily Shot, Bloomberg, VandaTrack
The top 3 country ETFs in 2023:
1) Nigeria $NGE: +48.3% 2) Greece: $GREK: +47.5% 3) Argentina $ARGT: +38.7% Source: Charlie Bilello
There is now a huge divergence between semiconductors share price index and semis monthly sakes
Source: Mac10
‘SPDR S&P Semiconductor ETF’ has the highest 10-year returns at 24%.
They are closely followed by BlackRock’s 'iShares Semiconductor ETF’ at 23.3%. There is a clear pattern here where semiconductor and technology ETFs have achieved the highest returns over the last 10 years. Source: Genuine Impact
First ETF with 100% protection against losses launches in US
Is it the perfect product? The world's first ETF to offer 100% protection against losses (not including management and transaction fees) launched today in the U.S. The Innovator Equity Defined Protection ETF $TJUL will focus on the SP500 and use options to shield investors from losses. The fund, which requires investors to forgo some potential gains, is aiming to disrupt the annuities market. Source: Barchart, FT
SEC Formally Accepts BlackRock Spot Bitcoin ETF Application for Review
SEC Formally Accepts BlackRock Spot Bitcoin ETF Application for Review. The procedural move suggests that the federal agency will give the closely-watched application a serious look. BlackRock's application to offer a spot Bitcoin exchange-traded fund (ETF) has been added to the official docket of the Securities and Exchange Commission as part of its proposed rule change process. The move, recorded late Thursday, advances the most closely-watched Bitcoin-related proposal to the SEC to date. Source: Decrypt
