The race for safe havens appears to be on once more. Will bitcoin recover after languishing for months and be a winner in the rush from U.S. equities? Our own Dave Nadig and Sumit Roy were joined by Nate Geraci, President of NovaDius Wealth management and Host of ETF Prime; Kirsten Chang, Senior Industry Analyst at TMX VettaFi; and Mike Akins, Founding Partner of ETF Action, to discuss precious metal performance and bitcoin on a recent ETF Zoo episode. You can find the episode in its entirety here.  Tran ...

在当地时间周二市场因日本债市动荡及地缘不确定性而出现恐慌抛售时，散户投资者逢低大举买入，创下年内第三大单日买入规模，推动本周散 户净买入达到惊人的129亿美元，达到显著峰值。这一操作精准押中了所谓"TACO"（Trump Actually Cares about Optics）策略，即特朗普言论引发 的市场波动将快速反转。 回溯更长时间周期，据摩根大通数据，在过去21个交易日内，散户累计净买入的总额首次超过了450亿美元这一历史关口。相比去年事件驱动的短 期抄底，本轮买入更具持续性，显示散户情绪已从避险转向积极配置。 在整体ETF买入中，宽基股票ETF贡献了约40%的份额，位居周度买入首位（处于第98百分位），主要由QQQ（流入规模达2.4倍标准差）、SPY 和VOO的强劲资金流入所推动。 当地时间周三，特朗普在达沃斯的发言提振了风险情绪，市场如散户预期地发生反转。特朗普出现了明显的立场调整，不仅放弃此前对格陵兰问 题的关税威胁，也排除了使用武力的可能性。据新华社，美国总统特朗普21日在社交媒体发文称，他已经同北约秘书长吕特就未来达成有关格陵 兰岛的协议制定了框架，因此不会实施原定于2月1日生效、对欧洲8国加 ...

I've been charting stocks since 1986 and professionally since 1993. So you'd think by now I'd have this big, complex algorithm that has 57 factors and flavors, like it's a Heinz consumer product. And that my trading screen looksI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting inv ...

Group 1 - The Business Development Companies (BDCs) sector has started the year strong, outperforming the S&P 500 and Nasdaq-100, which are influenced by the promising AI factor [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, helping corporates shape financial strategies and execute large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]

Core Viewpoint - The article emphasizes the importance of building a thoughtful investment portfolio that balances strong growth potential with solid fundamentals, focusing on high-quality businesses primarily in the U.S. and Europe [1]. Group 1: Investment Strategy - The portfolio consists of approximately 75-80% individual stock picks, indicating a strong preference for stock-picking strategies [1]. - Long-term ETFs, such as SPDR® S&P 500® ETF, are also included in the portfolio, suggesting a balanced approach to investment [1]. - The focus is on companies with industry-leading profitability, low leverage, and significant growth potential, highlighting a preference for businesses with staying power [1]. Group 2: Investment Philosophy - Investing is viewed as a means to challenge thinking and foster curiosity, with a long-term goal of achieving financial independence [1]. - The analyst emphasizes the importance of capital allocation and portfolio strategy in determining the value of a business for long-term holding [1].

The S&P 500 Index has stalled near its all-time high as investors reflect on major news, including the ongoing earnings season and geopolitical events. It was trading at $6,9400, a few points below th... ...

Market Analysis - The S&P 500 experienced significant volatility last week, reaching a new all-time high before dropping below the previous week's lows and trendline support [1] Analyst Insights - Andrew McElroy, Chief Analyst at Matrixtrade, utilizes a proprietary top-down system developed over 15 years, incorporating fractals, Elliott Wave, and Demark exhaustion signals, along with macro drivers and market narrative analysis [1] Trading Strategy - The 'Daily Edge' report produced by Andrew McElroy provides actionable ideas, directional bias, and important levels in the S&P 500, focusing on various asset classes including commodities, stocks, crypto, and forex [1]

Crypto markets are bracing for an unusually turbulent week, with record retail options activity colliding with escalating geopolitical risks. While the Bitcoin price steadied near $95,100 on Sunday, suggesting a market devoid of volatility as the pioneer crypto consolidates at thin levels, eyes remain peeled to the US-EU trade tensions, a looming Supreme Court ruling, and surging retail speculation converge. High-Risk Week Ahead: Crypto, Stocks, and Metals in the Crosshairs Retail traders are exerting u ...

Core Insights - The Inspire 500 ETF (PTL) offers broad exposure to U.S. stocks, utilizing a proprietary biblical framework for screening violations and excellence, with a low expense ratio of 0.09% [1] Group 1: ETF Overview - The Inspire 500 ETF is positioned as a reasonable alternative to the S&P 500, appealing to investors looking for ethical investment options [1] - The Sunday Investor, who focuses on U.S. Equity ETFs, has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] Group 2: Analytical Background - The Sunday Investor has a strong analytical background, holding a Certificate of Advanced Investment Advice and completing educational requirements for the Chartered Investment Manager designation [1] - The ETF Rankings system includes individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, culminating in a composite score from 1-10 [1]

Core Insights - The article emphasizes that comparing dividend ETFs solely based on total returns overlooks important factors, particularly highlighting the positioning of the Schwab U.S. Dividend Equity ETF (SCHD) in relation to broader market indices like SPY [1]. Group 1: Investment Strategy - The analysis suggests that SCHD often catches up with broader market performance, indicating its potential as a strategic investment choice for long-term value creation [1]. Group 2: Analyst Background - The author has over 20 years of experience in quantitative research, financial modeling, and risk management, with a focus on equity valuation and market trends [1]. - The author previously held a Vice President position at Barclays, leading teams in model validation and stress testing, which contributes to a deep expertise in both fundamental and technical analysis [1]. - The research approach combines rigorous risk management with a long-term perspective, aiming to provide actionable investment ideas [1].