Time to load up on oil stocks again? Oil is back as an inflation issue, with West Texas Crude going from $77 to $92 in two weeks. Join us Monday when my guest will be Jan van Eck, CEO of VanEck, a commodities guru who manages the Van Eck Oil Services ETF (OIH). He'll weigh in on oil as well as gold (Van Eck Gold Miners GDX), agricultural commodities (Van Eck Agribusiness MOO). Jan will be joined by Chris Hempstead from Mirae Asset Management and Fiona Boal, Global Head of Commodities and Real Assets at S&P Dow Jones Indices. ETFedge.cnbc.com.
Are "moats" real? Moats are supposed to be companies that possess long term competitive advantages over their rivals. VanEck launched the latest of its moat ETFs, the VanEck Morningstar SMID Moat ETF (SMOT). We will find out how real moat investing is from Jan van Eck himself.
Big inflows into bond funds in September. That's what the FT is reporting.
Strive Asset Management introduced its third ETF, the Strive U.S. Semiconductor ETF (SHOC). Same philosophy of "profits over politics."
You know you're famous when ... you get an ETF named after you. Hey, Cathy Wood has not one, but two: the ASX Short Innovation Fund (AXS) which bets against Cathie, and the AXS 2x Innovation ETF (TARK), which is a leveraged bet with Cathie. And so does Elon Musk, if you assume the recently launched AXS Tesla Bear ETF (TSLQ) and the GraniteShares Long TSLA ETF (TSL) and Short Tesla ETF (TSLI) is really about betting for and against Elon.
AXS (Tuttle Capital Management) does it again. The company who brought you the Cathie Wood and Tesla leveraged and inverse ETFs are proposing a long and short bet on ... Jim Cramer. The Inverse Cramer ETF (SJIM) and a Long Cramer ETF (LJIM) will, according to ETF.com, be actively managed and will have "at least 80% of the fund's investment in securities"— 20 to 25 stocks equally weighted — mentioned by Jim either on his TV show or via Twitter. This is a rather novel idea, to say the least, and it's possible the SEC will have questions about the composition of the fund.
Still, it's part of a clear trend in the ETF world: Pretty soon, you're going to be able to bet for and against ... just about anything or anyone. How silly could it get? In September, the SEC received filings for two ETFs that would mimic the trades of lawmakers, I kid you not. Unusual Whales is planning two ETFs divided along party lines: ticker NANC for Democrats and KRUZ for Republicans. Both will build portfolios based on the 300-600 investments disclosed by lawmakers and their families, according to Morning Brew.
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