Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of “The Institutional ETF Toolbox” & “The Bogle Effect.” Co-host of "Trillions" podcast.

South Philly, yo
Joined May 2010
As ETFs see record-breaking flows & volume again this year, check out the fascinating story of how it all started in our 6-part Ken Burns-y audio docu called "Trillions: The ETF Story" feat intvs w/ key early ppl as well as those crucial in its evolution: podcasts.apple.com/us/podcas…
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Just asked my 10yr old what his fav xmas song was and he said Deck the Halls “bc I can make memes out of it”
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Looking forward to this one today. It’s basically a playoff game. Michigan getting no respect tho, 7-pt dog despite same record and at home.
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It’s prob bc Rutgers came thiiiiiis close to shocking Michigan in Week 5
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About to dive into the new Beatles docu. Already hit w amazing factoid. 150 hrs of audio (to make 35 min album). And this was when they were already beyond respected/famous. Hard core.
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We’re in the ALL CAPS and POTUS being questioned bc of a 2% off absurdly high all time highs stage of a bull market
BIDEN SAYS HE IS NOT AT ALL WORRIED ABOUT FRIDAY'S STOCK MARKET DROP
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How can you not love this guy
"People go spend money on cars and chains. I went and bought Oreos." Never change, @Giannis_An34 😂
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How headlines are born
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Eric Balchunas retweeted
"Start buying. We are about to leak the all clear"
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Just occurred to me what this chart reminds me of: Kingda Ka at Great Adventure
STAT OF THE DAY: 91% of equity ETFs are beating $ARKK over past 1yr but $ARKK is beating 98% of equity ETFs over past 2yr = why we call it hot sauce. via @tpsarofagis
Show this thread
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Look at this thing
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STAT OF THE DAY: 91% of equity ETFs are beating $ARKK over past 1yr but $ARKK is beating 98% of equity ETFs over past 2yr = why we call it hot sauce. via @tpsarofagis
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And since $ARKK's top on Feb 16th it has seen less than $1b in outflows. This (that ARKK would not see outflow bloodbath many thought/hoped for) is def a call we nailed. That said, $ARKG & $ARKW seeing some bleeding.
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Introducing the BI ESG ETF Intensity Scorecard, which measures the ESG-ness of ESG ETFs and exposes greenwashing (much like our smart-beta spectrum and thematic capture score). Developed by my ESG colleague Shaheen Contractor, check it out here: {NSN R36IB6T0AFB5 <GO>}
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She also went the extra mile and made ranking of ESG ETFs that give the most ESG juice (intensity score) per unit cost (exp ratio), shows $USSG and $SUSL are best bang for buck.
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Here's what's going to happen: market will have spasm, drop 2-4% off all time highs, it will painted as 'plunging', ppl will freak, Fed will say something indicating delayed hikes and/or they're ready to help and we'll be back at ATHs bf we know it. If I'm wrong, I'll own it.
New Covid strain prompts rush to safety, commodities plunge, and Bitcoin's 20% drop Here's what's moving markets ⬇️ trib.al/pxlHo6p
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This spasm does re-confirm bitcoin is a risk asset, like a high, high beta stock and will get prob crushed way worse than stocks when (or maybe if) there's bear mkt as tourists panic sell. That said, long-term I do see it morphing into more gold-like returns.
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Happy Thanksgiving y’all
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My mom’s already got her Yacht Rock mix going. That’s a good sign
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