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Goldman’s Sentiment Indicator just went nuts pic.twitter.com/giefi3hciP
— Mike Zaccardi, CFA, CMT ? (@MikeZaccardi) March 15, 2024
I think you asking why ARKK hasn’t popped more along with the tech stocks. This attribution (which I ran against QQQ from 10/22 to 2/24) yields a sense. Tldr: They owned less tech than the Nasdaq and had bad selection within it + owned a lot more HC and had bad selection there. pic.twitter.com/kTBKeNVhoJ
— Jeffrey Ptak (@syouth1) March 13, 2024
ARKK’s shareholder base has been remarkably resilient all things considered. Assets that poured in largely stayed put. However, starting to see some sustained redemption activity for the first time. Nothing big on daily basis, typically, but sharecount is down ~25% from the peak. pic.twitter.com/jAcpqbyH6V
— Jeffrey Ptak (@syouth1) March 14, 2024
Surprise: shelter strikes again.
Real world headlines read out much cooler.
When we put in Apartment List rent (which declined -1% last 12m) vs the +5.7% BLS, we see both core and headline CPI printing both <1%!
Hearing much more commentary the Fed ‘gets it’ now. pic.twitter.com/kAbhuY0f7d
— Jeremy Schwartz (@JeremyDSchwartz) March 12, 2024
This is underappreciated but perhaps the greatest accomplishment of modern-day economists.
graph via @leecoppock pic.twitter.com/bepnJBYnuq— John Arnold (@JohnArnoldFndtn) March 14, 2024
✅ U.S. Bitcoin ETFs started trading 10 weeks ago?
Despite the large $GBTC outflows, the ETFs bought ~220,00 Bitcoin on a net basis, with 7 consecutive net positive weeks ?$IBIT $FBTC $ARKB $BITB $BRRR $BTCO $HODL $EZBC $BTCW pic.twitter.com/qHmJmbolOP
— HODL15Capital ?? (@HODL15Capital) March 16, 2024
Nice look at 2024 YTD ETF flows by category.. US growth stocks and bitcoin are stories of year so far.. corp bonds up there as well.. Notable Japan and EM both making rare appearance. Gold ETFs in the gutter (despite seeing ATHs) is also interesting. Via @Todd_Sohn pic.twitter.com/VfFYvnWRKk
— Eric Balchunas (@EricBalchunas) March 15, 2024
At least 23.98% of your wealth has been invisibly seized by the government since Jan 2020. https://t.co/s97GLpvV0X pic.twitter.com/BjIji6Iuwt
— Balaji (@balajis) March 16, 2024
2/3 of U.S. adults prefer watching movies on streaming rather than theaters, according to a new poll.
(Source: https://t.co/Fwt9KLVO3K) pic.twitter.com/8GJ6CeKeLP
— DiscussingFilm (@DiscussingFilm) March 15, 2024
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