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ETF Zoo: Why Rebalancing Killed the ARK Star
etf.com120d agoneutral
ETF Zoo: Why Rebalancing Killed the ARK Star

<p>Is rebalancing killing your gains? The ETF Zoo crew dives into Cathie Wood’s ARK strategy, hyper-growth tech inflows, the wildest new corners of the market, and why ETFs are officially eating the market. </p>

Treasury ETF Falls. A Record Low Looms
Barrons.com123d agobearish
Treasury ETF Falls. A Record Low Looms

It's the last line of support and a famous long-term government bond fund is close to crossing it. If the fund manages to trade below that level, it will surpass its 2023 closing low of $82.77 and be on pace for its lowest close since June 12, 2007, when it closed at $82.35.

Treasury Yields Are Soaring. Don’t Miss Out and Buy This ETF Today
24/7 Wall St.123d agobullish
Treasury Yields Are Soaring. Don’t Miss Out and Buy This ETF Today

The yield on the front end of the Treasury curve has been doing something unusual for a supposedly boring asset class, and the iShares 0-3 Month Treasury Bond ETF (NASDAQ:SGOV) is the cleanest way to own it. Investors have pushed roughly $75 billion into SGOV because it solves a specific problem. You want a cash ... Treasury Yields Are Soaring. Don’t Miss Out and Buy This ETF Today

Is Negative Sentiment in Bonds a Reason to Buy?
Barchart128d agobullish
Is Negative Sentiment in Bonds a Reason to Buy?

Rising oil prices are lifting inflation indicators and weighing on bond prices. Sentiment in the U.S. government bond market is bearish, which could explain why the odds favor the upside.

Seasonal Tailwinds Are Aligning for 30 & 10-Year Treasuries – Here's the Setup
Barchart131d agoneutral
Seasonal Tailwinds Are Aligning for 30 & 10-Year Treasuries – Here's the Setup

There's a historically bullish seasonal window for longer-dated interest rates from now through early August. Lower liquidity in summer often leads to a "search for yield," big coupon reinvestment flows in June/July, and the classic "Sell in May" rotation into safer assets, which tends to support Treasuries. Add in softer summer economic data, and you've got a setup that has favored duration for years. Not guaranteed, but the pattern is lining up again.

Jobs- Stronger April Report Boosts Growth Hopes, Keeps Fed Cuts on Hold
MoneyShow132d agobearish
Jobs- Stronger April Report Boosts Growth Hopes, Keeps Fed Cuts on Hold

A stronger-than-expected April jobs report gave investors a second straight upside surprise, a welcome development after an uneven stretch for the labor market. Payrolls rose while the unemployment rate held steady at 4.3%, although average hourly earnings were a bit light, writes Bret Kenwell, US investment analyst at eToro US.

MoneyShow135d agoneutral
MoneyMasters Podcast 5-7-26- As 60-40 Investing Fails, Expect a "Great Migration"

In this episode, Larry McDonald joins the MoneyShow MoneyMasters Podcast to discuss what he calls the "Great Migration" of capital from tech and growth stocks into hard assets. The founder of The Bear Traps Report explains why the traditional 60/40 portfolio is failing – and why investors should consider a significant allocation to commodities like gold, silver, base metals, and energy.

Rate Cuts Are Coming: Here’s How to Position TLT, XLRE, and ITB Now
24/7 Wall St.136d agobearish
Rate Cuts Are Coming: Here’s How to Position TLT, XLRE, and ITB Now

The Federal Reserve has already trimmed its policy rate by 0.75 percentage points over the past year, leaving the upper bound at 3.75%. The question facing rate-sensitive sectors is what happens if the cutting cycle continues. Three exchange-traded funds sit at the center of that question: the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT), the ... Rate Cuts Are Coming: Here’s How to Position TLT, XLRE, and ITB Now

Fed Policy, Higher Energy Prices, and the Road Ahead
MoneyShow137d agoneutral
Fed Policy, Higher Energy Prices, and the Road Ahead

One big surprise coming out of last week’s unusual press conference by Fed Chairman Jay Powell was his decision to remain on the Federal Open Market Committee (FOMC) as a Governor after Kevin Warsh takes over this month. That sets up an interesting dynamic for the Fed going forward, writes Louis Navellier, founder and chairman of Navellier & Associates.

Are Private Markets Worth Chasing In an ETF?
etf.com137d agoneutral
Are Private Markets Worth Chasing In an ETF?

<p>The SpaceX IPO is one of the most anticipated IPOs of this decade, but should your clients be gaining early access to it via ETF? Dave Nadig, Sumit Roy, and Conor MacWilliams had an honest conversation at Future Proof Citywide about the potentials and pitfalls they see in the current private equity ETF landscape. </p>

Manulife John Hancock Investment’s CEO on Active ETF Growth
etf.com151d agoneutral
Manulife John Hancock Investment’s CEO on Active ETF Growth

<p>Active ETFs have cornered nearly 40% of inflows and Manulife John Hancock Investment's Kristie Feinberg breaks down their incredible success as well as the dramatic impacts of artificial intelligence for investors and the industry. </p>