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ARKK’s Tech Bets: Over 500k Roblox Shares Purchased, 1.24M Robinhood Shares Sold

ARKK’s Tech Bets: Over 500k Roblox Shares Purchased, 1.24M Robinhood Shares Sold

Image courtesy of 123rf.com Cathie Wood’s ARK Innovation ETF (ARKK) had an active week of trading, with a mix of buying and selling across various holdings. The ETF, known for its focus on disruptive technology companies, made significant moves in several key positions. ARK Innovation ETF Purchased Over 500,000 Roblox Shares this Week One of the most notable transactions […]
March Recap: Conservative “Cannabis” Stocks Up 7%

March Recap: Conservative “Cannabis” Stocks Up 7%

Photo by Jason Briscoe on Unsplash The 5 tobacco, beer, and distiller/vintner companies with major investments in the cannabis sector, constituents in the munKNEE Conservative “Cannabis” Stocks Index, are ranked below as to their performances in March, in descending order, and YTD: Conservative “Cannabis” Stocks Index Constellation Brands (STZ): UP 9.4% in March; UP 12.4% YTD  has a 39% stake in Canopy […]
Core Bond Funds See 21 Straight Weeks Of Inflows

Core Bond Funds See 21 Straight Weeks Of Inflows

Image Source: Unsplash During LSEG Lipper’s fund-flows week that ended March 27, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the second straight week, removing a net $7.5 billion.Taxable bond funds (+$3.1 billion, +0.57%), equity funds (+$2.0 billion, +0.69%), and tax-exempt bond funds (+$447 million, -0.06%) attracted weekly […]
Weekend Reading – Inflation, Inflation, Inflation

Weekend Reading – Inflation, Inflation, Inflation

1) Core PCE is STILL trending in the right direction.Core PCE came in at 2.78% on Friday. This was the lowest rate of inflation we’ve seen since March of 2021 right before the big spike. This should ease some concerns going forward as there were concerns that this reading might come in at 2.9% or […]
Complacency, Inflation, And Time For A Hedge

Complacency, Inflation, And Time For A Hedge

Image Source: Pexels— Inflation in-line but not dead — anemic volume at the end of the quarter — NVDA and tech squeeze full-stop — XLK under performs INTC, AAPL, TSLA — correlation higher — financials and energy — watching retail — time to hedgeSPX Expected Move — — last week — 54.11 (4–day expected move) — […]
How Much Trust Do You Have In Your Stock Portfolio

How Much Trust Do You Have In Your Stock Portfolio

Image Source: Pexels What is keeping individual investors wary of the stock market? It is not valuation, liquidity, or profits. In many cases, it is a lack of trust in both the financial industry and in the ethical actions of public company leadership and decision-making. Now fifteen+ years past the 2008 financial crisis, little has changed […]
Big Moves Up In Gold Heading Into Easter Weekend

Big Moves Up In Gold Heading Into Easter Weekend

 Image Source: Unsplash We’re seeing another big move in the gold market. The monetary metal reached a new record high on Thursday to close out this holiday-shortened trading week. Gold finished the week, the month, and the quarter on a high note at $2,243 an ounce, gaining 3.1% since last Friday’s close.Silver, however, isn’t quite matching […]
How Much Do Food Stamps, Social Security, And Medicare Support The Economy?

How Much Do Food Stamps, Social Security, And Medicare Support The Economy?

Data from BEA’s personal Income and outlays report. Real means inflation adjusted. Chart by Mish. What Are Transfer Receipts?Transfer receipts are government payments for which no services were performed.Transfer receipts include food stamps, subsidized housing, Social Security, Medicare, Medicaid, child tax credits, and other government assistance.Three rounds of massive fiscal stimulus during the Covid pandemic […]
How To Profit From This Decade’s Crackdown Knockout Stocks

How To Profit From This Decade’s Crackdown Knockout Stocks

Image Source: Unsplash Every decade has its investment themes…Where investors pile money into one group of stocks until they reach an absurd amount of over-investment then they go kablooey.In the 60’s, it was the Nifty Fifties.In the 70’s, it was gold and oil prices.In the 80’s, Japan boomed.In the 90’s, the Nasdaq soared from American tech innovators.In […]
Fire, Then Ice: Our Deflationary Future

Fire, Then Ice: Our Deflationary Future

Image Source: Pixabay Outside the “everything’s always fine” echo-chamber, the consensus is that easily created fiat currencies will all evaporate as the temptation to continue printing/borrowing money into existence is irresistible: the only way to keep the system from imploding is to devalue the soaring debt and interest payments with inflation, and the dial controlling inflation is […]