Not all Momentum  is the Same

Not all Momentum
is the Same

When you hear the word “momentum,” the first thing that may pop into your mind is an F1 Car, or a running back diving across the goal line. Regardless of your personal visualization of the word, the principle remains the same: no one wants to lose momentum. When it...
Choosing to be  Different

Choosing to be
Different

It is not easy, being the odd person out. It wasn’t easy when we were in grade and high school, it is not easy as adults, and it is certainly not easy in this business. It’s funny though, different is what most everyone will tell you they want. Oscar Wilde implores us...
Not so Fast:  The Pitfalls of Buffer ETFs

Not so Fast:
The Pitfalls of Buffer ETFs

Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023. It started with Innovator, then First Trust, and now iShares is jumping into the mix. By using options, the ETFs construct a position that aims...
Dow Inclusion:  Signal or Noise?

Dow Inclusion:
Signal or Noise?

On Monday, February 26th, Amazon.com Inc. (AMZN) replaced Walgreens Boots Alliance, Inc. (WBA) in the Dow Jones Industrial Average. Many investors might look at that headline and think that it’s a good time to buy AMZN. Maybe that’s the holy grail of investing, or...
Actively Passive; No, Passively Active

Actively Passive;
No, Passively Active

“It’s Official: Passive Funds Overtake Active Funds.” In mid-January, I read the above headline, and a small part of me died inside. Okay, I am being a bit dramatic, but I was disappointed. In my opinion, this is a sign that most investors are content to be average.  ...
Bitcoin ETFs? Shall We Take a Look?

Bitcoin ETFs?
Shall We Take a Look?

Unless you have been living under a real rock, the asset that some haters refer to as a “digital pet rock” achieved a major milestone to start 2024. I am talking about the approval of a Spot Bitcoin ETF. Followers of Bitcoin know that this is an event more than 10...