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WisdomTree launched its first ETFs in June of 2006, and is currently the industry's seventh largest ETF provider. WisdomTree sponsors 93 distinct ETFs that span asset classes and countries around the world. Categories include: U.S. and International Equity, Currency, Fixed Income and ...more
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Navigating Earnings Season: The Death Of Price Over Volume
Saturday, July 20, 2024 1:40 PM EDT
Not long ago, price over volume—PoV—was rampant. Every earnings season was a sort of race for pricing power and a lack of care for losing volume. And it spanned everything from toilet paper and soft drinks to potato chips and candy.
In this article: PEP, META
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Contrarian Alert: Is It Time To Look At Software Companies?
Tuesday, July 16, 2024 4:59 AM EDT
The market expected interest rate cuts in late 2023, leading to a drop in the 10-Year Treasury yield and a 28% return for the BVP Nasdaq Emerging Cloud Index. SaaS companies underperformed in the first half of 2024, with revenue growth decelerating.
In this article: QQQ, RSP, SPY
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As Nvidia’s Market Cap Went From $2 Trillion To $3 Trillion, What Happened With The ETF Exposures?
Saturday, June 29, 2024 5:32 AM EDT
Nvidia recently reached a new milestone, surpassing $3 trillion in market capitalization. There are six ETFs with more than 10% exposure to Nvidia and more than $100 million of AUM: BOTZ, CHAT, SOXX, SMH, FTXL and SOXQ.
In this article: SOXX, SMH, BOTZ, FTXL, SOXQ, CHAT, NVDA
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The Costco Economy
Saturday, June 15, 2024 2:20 PM EDT
When it comes to top-notch operators, Costco is up there with the best of them. The company has a rather wide view of the consumer. From food to furniture, Costco sells it. What did it have to say about the health of the consumer?
In this article: STZ, COST, ROST
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Fed Watch: At The Midway Point
Wednesday, June 12, 2024 3:00 PM EDT
Two rate cuts is still a reasonable case scenario for 2024. However, don’t be surprised when the UST market begins to entertain the prospects for 2025 monetary policy.
In this article: SPY
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The Dollar Remains King
Saturday, June 8, 2024 8:40 PM EDT
For the better part of 50 years, there has been one prediction that has been in the headlines and persistently wrong—the impending implosion of the U.S. dollar. Eventually, the U.S. dollar must share its crown as the king of currencies. Right?
In this article: UUP Also: FXE
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Navigating Inflation: The FOMC’s Single Mandate
Friday, May 24, 2024 4:45 PM EDT
The Federal Open Market Committee is always data-dependent. But the dependency is not always the same. There are times when inflation matters more than the labor market, and times when the situation is reversed. This time, it is a confidence game.
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Earning(s) The Consumer’s Trust
Saturday, May 11, 2024 3:20 PM EDT
Sometimes, earnings season provides clarity to the economic outlook. Sometimes, it does not. This earnings season is a bit of both. A confused and perplexing U.S. consumer is one of the more obvious topics of conversation.
In this article: CMG, DPZ, KO, MCD, YUM, SBUX, KHC
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D Is For Defense (and Dividends)
Wednesday, May 1, 2024 4:26 AM EDT
Dividend equities have historically shown resilience during market downturns and offer the potential for quicker recovery after losing less than other non-dividend benchmarks.
In this article: DHS, DLN, DGRW
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Between The Lines
Sunday, April 28, 2024 5:45 PM EDT
Ignoring data can be useful. Because not all data is, in fact, useful. As the number of datasets has proliferated, so too has the noise created by them. But there can also be signals in the noise, particularly when it comes to survey-based soft data.
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New Spot Bitcoin ETFs Are Crushing The Supply/Demand Balance
Saturday, April 6, 2024 3:20 PM EDT
One of the biggest stories of 2024 has been the launch of 11 distinct spot Bitcoin strategies. Jan. 11 is truly a date that will go down in ETF history, similar to the launch of SPDR’s gold trust in 2004, or even SPDR’s S&P 500 Index trust in 1993.
In this article: BITCOMP Also: GLD, SPY
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Q4 2023 Earnings: Quality Growth Takes Center Stage
Wednesday, March 27, 2024 9:28 AM EDT
Earnings season for the last quarter of 2023 has wrapped up. Despite recession fears early in the year, most reporting companies made it across the finish line with better corporate profits than analysts had expected.
In this article: SPY, SPX
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Wait, Did Europe Really Outperform The U.S. Over The Last Three Years?
Tuesday, March 19, 2024 9:58 AM EDT
Goldman Sachs recently highlighted a basket of 11 European companies it calls “internationally exposed quality growth compounders” with surprisingly similar returns to the Magnificent 7 over the last three years.
In this article: EZU, HEDJ, HEZU
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With Nvidia At $2 Trillion, Where Is The Risk Concentrated?
Saturday, March 16, 2024 5:34 AM EDT
No stock has been hotter in this artificial intelligence (AI) cycle than Nvidia, which recently eclipsed a market capitalization of $2 trillion.
In this article: NVDA, WTAI, SOXX, BOTZ, SMH
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A Time-Tested Strategy: Laddered Treasury Solutions
Thursday, March 14, 2024 8:22 AM EDT
The new rate regime has presented investors with a fixed income backdrop that hasn’t been witnessed in several years. Against this backdrop, bond portfolio decision-making has been presented with a new, “old” opportunity for positioning.
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Gold: Unique In Every Way
Sunday, February 25, 2024 1:40 PM EDT
Gold is a special asset. It is simultaneously a commodity and a foreign exchange instrument. It is cyclical and defensive at the same time. It has been used as a store of value and a medium for exchange for millennia.
In this article: GLD
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