Core Insights - Seeking Alpha is enhancing its ETF coverage to become a primary source for ETF content, focusing on delivering original and actionable insights [2][3][7] ETF Analysis Guidelines - Analysts are encouraged to provide forward-looking guidance and clearly illustrate how an ETF's construction and methodology relate to their views [3][5] - It is essential to discuss the dynamic nature of ETF holdings, including factors like rebalancing frequency and selection criteria [3][5] - Recommendations should include quantitative details such as NAV, total return, average/weighted average P/E, and expense ratios to enhance credibility [3][4] Enhanced Income ETFs - Coverage of newer "enhanced income" ETFs requires additional background information to explain their complex methodologies [5][6] - Analysts should focus on forward-looking guidance and frame their analysis around a central thesis, similar to other ETF or stock articles [5][6] Sector Focus - Seeking Alpha is expanding the use of ETFs as proxies for different sectors, developing a list of sector/industry ETFs for market outlook articles [9][10] - Specific ETFs have been identified for various sectors, including US Financials, US Technology, and US Healthcare, among others [10][11] Earnings Calendar - February earnings season features numerous high market-cap companies reporting, including notable names like Amazon, Alphabet, and Disney [21][22] - The earnings calendar is packed with significant reports from various sectors, indicating a busy month ahead for investors [20][21][22] Economic Reports and Events - Key economic reports and events are scheduled throughout February, including the Fed's SLOOS report and various employment and inflation metrics [30][32]

Investment Strategy - The core investment idea revolves around the expectation that governments will consistently print money, leading to currency debasement [7] - This strategy suggests investing in assets that are sensitive to global liquidity or benefit from currency debasement, such as Bitcoin, gold, and stocks [9] - The expectation is that Bitcoin could reach millions of dollars, gold could accelerate towards $10,000 per ounce, and stocks will continue to rise [8] - Cash and bonds are predicted to be losing trades for long-term holders under this scenario [9] Uranium Enrichment & Nuclear Energy - The United States previously enriched over 90% of the world's uranium during the Cold War, but now produces less than 0.1% and lacks domestic capability to enrich uranium beyond 5% [14] - General Matter, a new company, aims to establish a US-owned, privately developed uranium enrichment facility to address this issue [14] - The goal is to produce fuel for the next generation of nuclear energy and reduce reliance on foreign adversaries for nuclear power, which currently powers 20% of the US grid [14] Central Banking & Geopolitics - Central banking and warfare are closely linked, with the Bank of England established to raise and lend money to the government for war [24] - The establishment of central banks is often associated with the introduction of new taxes [25] - During World War I, key figures in the German central bank (Max Warburg) and the American Federal Reserve (Paul Warburg) were brothers [28][29]