A Fantastic Fundamental Foundation for This REIT ETF

With no help from the Federal Reserve, the notoriously rate-sensitive real estate sector is delivering some impressive performances this year, as the largest ETF in the category is up 10%. Proving the advantages of active management, the ALPS Active REIT ETF (REIT) is higher by nearly 16%. Obviously, that’s an impressive showing against an uncooperative […]

Time to Consider ‘Agg’ Improvement AGZD

Aggregate bond ETFs are popular because these funds typically have low annual expense ratios and hold thousands of bonds. However, old guard aggregate bond ETFs aren’t perfect. Certainly not at a time when interest rate risk is elevated and clarity from the Federal Reserve is low. That said, “agg” bond ETF shoppers may want to […]

WNBA Target Of Political Grandstand As Florida Attorney General Threatens Criminal Charges On Flagrant Fouls

Florida Attorney General James Uthmeier has faced strong criticism from sports analysts and corporate leaders after threatening criminal prosecution of Women’s National Basketball Association (WNBA) players for standard on-court fouls. His social media statements, made after a hard foul during a nationally televised game on Aug. 8, mark a significant escalation in political actions targeting […]

Retail ETFs: Following the Selective Consumer

Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure. E-commerce is evolving from discretionary shopping toward an everyday retail channel spanning groceries, essentials, and services. The consumer remains resilient, but spending is becoming increasingly selective. Bank of America’s August […]

Bypassing China: The $3B Opportunity for Rare Earths

If anyone was expecting U.S.-China tensions over critical minerals to simmer down any time soon, August has already put those thoughts to rest. Key Takeaways: The United States has announced $3 billion in new investments to support a variety of critical minerals and battery projects. These developments further the use case for ex-China rare earths, […]

Open USD & the Repricing of Stablecoin Economics

The consortium behind Open USD is not competing on demand. It is competing on who keeps the reserve income. On 30 June, more than 140 firms including Visa, Mastercard, Stripe, BlackRock, Google, BNY and Coinbase announced Open USD, a dollar stablecoin governed by a new entity called Open Standard.1 Circle fell 17.5% to $62.63 that […]

How Active Management Unlocks Income ETFs Amid Volatility

Income ETFs are a huge category in the ETF landscape. Using a variety of derivatives, call strategies, and fixed income allocations, income strategies have thrived. They’ve drawn interest from investors at the start of their investing journey and from those at or near retirement, together. Active income ETFs may be standing out, however, with the […]

It Might Be Time to Go Shopping With This Shopify ETF

Shares of Shopify Inc. (SHOP) surged last week after the Canadian e-commerce technology provider delivered an estimate-thumping second-quarter earnings report. That allayed investors’ fears about the company’s purported artificial intelligence (AI) vulnerabilities. The earnings report was just what the doctor ordered for traders using the Direxion Daily SHOP Bull 2X ETF (SHPU) to play the […]

With S&P 500 Dividend Yield at All-Time Low, Consider This ETF

As Creative Planning Chief Market Strategist Charlie Bilello notes, the dividend yield on the S&P 500 has declined to a paltry 1.04% — a record low. The bright side in that scenario? It means that the index is rising, because stock prices and yields move inversely of one another. Still, from an income perspective, a […]