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James Seyffart

23 Sep, 5 tweets, 2 min read

Here's a thread with more stats/tables from my gold vs #Bitcoin note. This is my 3rd time doing a piece like this since 2018 and I find that each time gold bugs and bitcoiners both disagree with me on multiple points while favoring their respective side far far more heavily. 1/5

Difference in inflation statistics. 2/5

Use as a currency. 3/5

An undisputed victory for U.S. Bitcoin investors on the Bitcoin vs Gold debate is the tax rate situation. 4/5

5/5 There's a lot more to my note than these images and there are nuances to pretty much every stat but if you want to read the entire piece it can be found on the terminal as a part of my $GBTC primer at {GBTC US Equity BICO<Go>} and at the link below:
blinks.bloomberg.com/news/stories/Q…

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James Seyffart

@JSeyff

8 Mar

@CathieDWood

I took my own dive into Ark ETFs last week as people came out to the wood-work to bash @CathieDWood and @ARKInvest. Sure there are risks for people to be concerned about but there's also a lot of misinformation out there. Market cap and liquidity of stocks showed no pattern.

Regression analysis showed nothing in most basic metrics like beta, market cap, liquidity, etc. But taking the firm's stakes in the underlying stocks and their liquidity relative to the size of its position showed a definitive pattern. Heres avg return by quintile in each metric.

When you take both metrics into account, the trend is pretty obvious. But this is just correlation and not necessarily causation in my view. It's possible that Ark's concentrated positions happen to be in stocks most sensitive to other external factors, like rising rates...

Read 14 tweets

James Seyffart

@JSeyff

10 Feb

@TheTerminal

Now available on @TheTerminal . Passively managed assets in U.S. ETFs and Mutual Funds sit right around 43% market share and passive is increasing at over 2 percentage points per year. Means we're likely to see majority passive by 2026. Likely earlier if there's a bear market...

If you're thinking, "I thought passive was already a majority?" that's probably from domestic equity funds. Which sit around 53.8% passive.

What i'm calling "Non-Domestic" sits around 41.5%. and puts the aggregate equity fund market at about 50.3% passive. But if international equities start offering relative positive performance to domestic, I expect that % to increase as well.

Read 4 tweets

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