Search Results for: ETFs – Page 2
Demand Signal
Demand Signal would be a great name for a rock band. I heard it from Microsoft’s president Brad Smith, who is an attorney, not an engineer. He said Microsoft’s investments in startups often benefit from Microsoft’s “demand signal.” If we’re doing it,…
View pageWhat We’ve Learned
There are 1,500 companies reporting results this week, a flood of earnings releases all seeking to differentiate a story, a company. At the same time, the Market Structure EDGE quantitative test portfolio limited to just five stocks could find…
View pageSynthetics
Former SEC chair Mary Jo White once said in a speech, “The stock market exists for investors and issuers, and their interests must be paramount.” It’s a view widely intoned by regulators and on Capitol Hill where there is now…
View pageTestimonials
What People Are Saying We’ve served the investor-relations teams for hundreds of public companies spanning all sectors and every market-capitalization “I believe a well-informed IRO should understand the valuable information embedded in stock trading activity. Understanding the underlying demographics that…
View pageDisconnect
Why is there a 100% spread between SPY and stocks? SPY is the State Street S&P Depository Receipt, called a “spider” for the acronym SPDR, tracking S&P 500 stocks. It’s an exchange-traded fund (ETF). The term depository receipt reflects the…
View pageDelivering Beta
It’s been a surreal week. We’ve had a life-changing event, a terrifying experience. But it’s going to be okay. Those of you in our close circle know. We’re more reflective. And I can’t let beta go. I’m admittedly fixated on…
View pageSearching for Why
Now it’s getting weird. Companies are asking us why their shares are up. Most times it’s the reverse. Why’s my stock down? It’s a telling point along the continuum of the Curiously Strong Market. S&P 500 earnings so far this…
View pageChasing Beta
Does alpha exist? That was how a hedge-fund executive began a conversation when I was in his office back before the pandemic. He said the joke among hedge funds is that everybody is pursuing something – higher risk-adjusted returns –…
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