HomeFinanceAnimal Spirits: It is a Good Factor – Cyber Tech
Animal Spirits: It is a Good Factor – Cyber Tech
March 21, 2024
Posted by sean
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I believe you asking why ARKK hasn’t popped extra together with the tech shares. This attribution (which I ran towards QQQ from 10/22 to 2/24) yields a way. Tldr: They owned much less tech than the Nasdaq and had dangerous choice inside it + owned much more HC and had dangerous choice there. pic.twitter.com/kTBKeNVhoJ
— Jeffrey Ptak (@syouth1) March 13, 2024
ARKK’s shareholder base has been remarkably resilient all issues thought of. Property that poured in largely stayed put. Nonetheless, beginning to see some sustained redemption exercise for the primary time. Nothing large on every day foundation, usually, however sharecount is down ~25% from the height. pic.twitter.com/jAcpqbyH6V
— Jeffrey Ptak (@syouth1) March 14, 2024
Shock: shelter strikes once more.
Actual world headlines learn out a lot cooler.
Once we put in Condominium Checklist hire (which declined -1% final 12m) vs the +5.7% BLS, we see each core and headline CPI printing each <1%!
Listening to rather more commentary the Fed ‘will get it’ now. pic.twitter.com/kAbhuY0f7d
— Jeremy Schwartz (@JeremyDSchwartz) March 12, 2024
Good take a look at 2024 YTD ETF flows by class.. US development shares and bitcoin are tales of 12 months up to now.. corp bonds up there as nicely.. Notable Japan and EM each making uncommon look. Gold ETFs within the gutter (regardless of seeing ATHs) can be attention-grabbing. By way of @Todd_Sohn pic.twitter.com/VfFYvnWRKk
— Eric Balchunas (@EricBalchunas) March 15, 2024
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