Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

7 Aug 2023

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

2 Aug 2023

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

31 Jul 2023

There is now a huge divergence between semiconductors share price index and semis monthly sakes

Source: Mac10

27 Jul 2023

‘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

19 Jul 2023

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

17 Jul 2023

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

12 Jul 2023

$ARKK Cathie Wood's innovation ETF pushing to new 2023 highs

Source: Trend Spider

9 Jan 2023

Biggest Junk-Bond ETF Draws Most Cash Since 2020 as Debt Rallies

HYG ETF attracted $1.7 billion of inflows amid cross-asset rally Source: Bloomberg

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Please note that you can unsubscribe at any time by clicking on the link in the footer of our newsletters

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks