Operating at the Intersection of Technology and the Capital Markets
Tag: ETF
One of the reasons why I believe this bull market of the past year is fragile outside of the Fed's loose monetary policy is the amount of gimmicks I see at play - crypto currencies (where is the inherent value?), NFTs and SPACs to name several. One gimmick category we have yet to cover in … Continue reading AI-Managed Momentum ETFs
The ETF giant missed an opportunity years ago to build its version of the App Store for Capital Markets-related financial technology. BlackRock (tkr: BLK), announced a partnership with Snowflake (tkr: SNOW), earlier this week. Per the partnership BlackRock will introduce Aladdin Data Cloud where clients may access pre-defined Aladdin data sets, proprietary client data and … Continue reading BlackRock’s Missed Cloud Opportunity
Gold prices ought to have climbed higher given the amount of money printing that took place in 2020 and that is likely to continue. What happened? Additional debt-funded "stimulus", QE and accompanying asset inflation should have pushed gold prices higher. After all, gold is a safe haven. What gives? (view a chart of the spot … Continue reading Where Is The Gold Rally?
Given the significant run up in many Technology stocks (our CEORater Tech portfolio is up 57% YTD, detail end of article), the question for many institutional investors is how best to position the portfolio for 2021? There is a saying in Physics that "big bubbles get bigger". Our expectation would be for Alphabet, Amazon, Apple … Continue reading Where Do We Go From Here?
Equity funds continue to experience fund outflows as taxable bond funds enjoy fund inflows. (see table & chart below). A modicum of sanity has crept into the equity markets insofar as Technology names are concerned. High multiple growth names that were driven primarily by speculation and momentum have finally started to pull back over the … Continue reading Equities Continue to Experience Fund Outflows as Technology Stocks Slide
Enormous sums of capital piled into passive products (index funds, ETFs) over the past decade. I get it. Why pay management fees if your portfolio manager can't outperform the benchmark? However, let's not be quick to dismiss active managers as dinosaurs. Active managers perform an important function as they decide what a security is worth. … Continue reading Passive Investing Makes for Less Efficient Markets
The CEORater Technology Founder CEO Index posted an Unweighted Return of 8.2% for calendar 2018 vs. -2.5% for the benchmark (ticker: RYT). +10.7% outperformance. The CEORater Technology Founder CEO Index posted a Weighted Return of 7.8% for calendar 2018 vs. -3.0% for the benchmark (ticker: S5INFT). +10.8% outperformance. To view the individual stocks that comprise … Continue reading CEORater Technology Founder CEO Index Outperformed in 2018
The CEORater Technology Founder CEO Index outperformed its peer group Year-to-Date through September 18th 2018. The CEORater Technology Founder CEO Index returned 32.3% and 28.5% on a Weighted and Unweighted Stock Price Return basis respectively (click here for detail) during the January 2nd 2018 – September 18th 2018 period. The S&P 500 Information Technology (TKR: S5INFT) returned 16.0% on a Weighted basis over … Continue reading CEORater Technology Founder CEO Index Continues to Outperform
We created the CEORater Technology Founder CEO Index in 2017 to illustrate our strong belief that founder CEOs are better qualified to lead Technology companies than are “hired” CEOs/ professional managers. The CEORater Index remains undefeated through July 13th 2018. The CEORater Technology Founder CEO Index returned 24.7% and 22.8% on a Weighted and Unweighted Return basis respectively … Continue reading CEORater Technology Founder CEO Index Remains Undefeated
The CEORater Technology Founder CEO Index returned 8.2% and 8.4% on a Weighted and Unweighted Return basis respectively (click here for detail) during the January 2nd 2018 – March 29th 2018 period. The S&P 500 Information Technology (TKR: S5INFT) returned 1.8% on a Weighted basis over the same period. The Guggenheim S&P 500® Equal Weight … Continue reading CEORater Technology Founder CEO Index Outperformed in Q1’18
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