Most recents (7)

1) Crypto has always favoured certain narratives.

• Meme season.
• RealYield season.
• A.I. season.
• …

Ever thought about creating an ''index fund'' where one token represented multiple cryptocurrencies?

Or join the ''index fund'' from a professional?

Here's how 🧵 👇

2) The ''asset management industry'' is a trillion dollar industry that's very popular in traditional markets.

Lots of people are willing to invest their money after all, but don't have the experience for it.

What if we could bring this industry on-chain?

2) @FactorDAO is a platform build on #arbitrum that provides the infrastructure to allow investors to create and manage asset portfolio's from different markets.

They can also choose to invest in the asset portfolios of others while leveraging the security of blockchain tech.

Read 14 tweets

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

THREAD: A picture is worth a thousand words. Let's look at a few of the globe's largest #ETF's & their graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Only positive YTD #MSCI #Sector.

$IXC

2/19

#Global #CleanEnergy #ETF relative to Global #Energy shows an interesting picture.

$ICLN vs $IXC

3/19

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might be down over 1YR, but $EZA performance in USD (-15.9%) is still way ahead of both $URTH (DM -22.2%) & $EEM (EM -28.9%) over the same period.

Read 19 tweets

trendwhizo

@trendwhizo

S&P 500 - avg returns of large cap index components by GICS Level 1 sector factor 1day, 1 week, 1 month, 1 quarter.

#Quant #momentum #investing #trading #SwingTrading #stocks #Equities

S&P 500 - avg returns of large cap index components by GICS Level 1 & Level 2 factors 1day, 1 week, 1 month, 1 quarter.

#Quant #momentum #investing #trading #SwingTrading #stocks #Equities #HedgeyeNation

S&P 500 - avg returns of large cap index components by Interest Coverage Ratio Quartiles

(1=good cos and 4=vulnerable cos)

Colors continuum - shaded by columns

#Factor #Quant #momentum #investing #trading #SwingTrading #stocks #Equities #HedgeyeNation #Hedgeye

Read 5 tweets

QC Alpha

@QCAlphaOne

Our investing focus lies on two factors that we see prominent for the #India #markets.

#Momentum & #LowVolatility

Lets see why #LowVolatility.

A 🧵

1/n

#Investing #Volatility #portfolios

First up is straight out returns performance.

#LowVolatility portfolios have out-performed their market cap-weighted benchmarks.

2/n

The #LowVolatility #portfolio outperformance is persistent and shows prevalence over a long period of historical data.

#investing #volatility #LowVol

3/n

Read 9 tweets

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

#Global #ETF (thread): 26 Aug 2021

- 2020 worst perf #sectors making still leading in 2021 $IXG $IXC

- This is helping #oil producing countries with #SaudiArabia & #UAE in top5 #Country ETF YTD performers in USD $KSA $UAE

- #SouthAfrica $EZA still in top30 YTD performers

2/12

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+8.2%) is still ahead of $EEM (-0.95%)

3/12

#Global #Value #stocks enjoyed short-term recovery to the end of April, but since then, $IWVL #ETF really struggled against #Quality & #Momentum. Over 1yr period it is however still the best-performing #factor, very much in its recovery phase.

Read 13 tweets

Schalk Louw | Mr Louwcal 🇿🇦

@SchalkLouw

Anybody feels like looking at a few #Global #ETF graphs? Or are you all sitting in front of a big fire, ready for that Sunday braai or potjie?

If there's interest, I'll be happy to show 1 graph for every like or retweet?

#MonthEnd #Markets

@RocknDad

That's nr1 (5 likes & retweets). Nice one @RocknDad 😂- saw you sneak in both a like & retweet, but rules are rules.

#SouthAfrica dropping down to 10th in the #Country #ETF YTD rankings. #China losing the lead to #Taiwan. #Brazil new current holder of the wooden spoon.

That makes it 2.

#DevelopedMarkets (+2.5% in US$) making a bit of a comeback against #EmergingMarkets (+0.8% in US$) in February. #MSCI #SouthAfrica however outperformed both with 5.3% (in US$) over same period.

$URTH $EEM $EZA

Read 19 tweets

GAVNet

@GAValueNetwork