#Thematic #ETFs always seem launch at the wrong time. 3-5% pa alpha in the strategy before launch, 4-5% negative alpha after launch of ETF. Thematic ETFs require an active approach and risk management to avoid this outcome.

Active management is hard. A record low of 24% of stocks have outperformed the $SPY over a 1-year period. #investing #ETFs

Active ETFs continue to capture the attention of investors and witness rising demand. #ETFs #investing

Sophisticated institutions, like pension funds and endowments, are seeing accelerated adoption of active #ETFs Source:@SPglobal

Always amazed how many different #ETFs hold the #Mag7 - $AAPL $NVDA $MSFT – in top 15 Despite being called different things. Other stocks are featured much less. #ETFs #magnificent7

Closed end funds struggle with two value destructive problems, often it’s persistent discounts but sometimes can be excessive premiums. ETFs, for most underlying assets, are a solution that mitigates the inherent inefficient pricing challenges facing closed end funds. $DXYZ

Latest data from UBS showing that quality outperforms across various stages of the cycle #investing #stocks #ETFs

Did you know #glp1 drugs have the potential to work in addiction? Addiction is a massive problem. It kills more Americans than cancer or heart disease. Only 4% of people with substance use disorder receive medication. Early evidence from health record studies is

Freight rates have quietly hit a new post Red Sea attacks high on major trade routes into the US. Supply chain disruptions are not letting up driving the powerful #reshoring trend. Drewry Arbor Data Science (h/t Liz Ann Sonders)

From how the upcoming US election will affect reshoring to the future of GLP-1 and weight loss medication, Maurits Pot sits down with Bob Pisani to discuss it all. CNBC's ETF Edge CNBC youtu.be/LSz4WvwM6ps?si…

Looking for more big P2/P3 trial news in the GLP-1 space #diabetes #obesity The Novo Nordisk calendar promises a data rich next 5 months inc SOUL STRIDE & ESSENCE novonordisk.com/content/dam/nn…

Huge quarter for $LLY with big beats by both Zepbound and Mounjaro. Adds $3bn to FY sales guidance. $NVO #obesity

Do you think the prices of Ozempic are too high?

Health-care stocks can't avoid an election workout, says John Authers trib.al/isLPdtJ

GLP-1 drug supply is improving as evidenced by the FDA's decision yesterday to remove Zepbound from the FDA shortage list. reut.rs/3BtNUdP

BREAKING: Unusual Whales has hit 1.9 million followers on Twitter/X. Right here, we started a movement to get Congress to ban trading (before anyone else!), made financial tools used by many, & created a community of millions! Thank you for being part of it. Let's keep going!

Smaller endowments are increasingly seeking external investment management resources as their multi-asset portfolios become more complex to manage internally. ft.com/content/9b0292…

Scott Bessent, former Soros Fund Management CIO, launching a global macro ETF. Would be the highest profile hedge fund manager to launch a strategy in an ETF wrapper There's really no reason why nearly all hedge funds can't launch ETF series. Seems to be only a matter of time

This month, we are excited to celebrate the 1-year anniversary of $HRTS. This actively managed fund invests in innovative companies that are transforming the treatment and prevention of obesity and related diseases. 🩺 Learn more: bit.ly/3YKgi3n

Power demand is surging, fueled by new energy sources, the rise of AI and data centers, reindustrialization, and more. This accelerating trend is poised to continue, creating significant opportunities throughout the electrification value chain.