Nate Geraci @NateGeraci
President @ETFStore, Host @ETFPrime, Co-Founder @ETF_Institute theetfeducator.com Kansas City Joined March 2012-
Tweets17K
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Followers32K
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Following436
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Likes34K
This week's ETF buzz... theetfeducator.com/2024/05/04/etf…
I call this masterpiece… “Hyperinflation 101” This can’t be real.
There’s still no @SpotEtherETF handle… Can’t take you all seriously until I see that. SEC making a decision this month! cc: @SpotBitcoinETF
Best mainstream description of bitcoin I’ve seen… “It’s like gold, but as a teenager.” I don’t know where @EricBalchunas comes up with this stuff. <not investment advice>
Even if Warren Buffett had charged hedge fund-like fees (2 & 20), would have hypothetically still crushed S&P 500 over past 60yrs… Wild chart. Could he have *actually* produced outperformance via hedge fund structure? Highly unlikely. Incentives matter. via @jasonzweigwsj
The reason to pay attention to bitcoin is because people like this are spending their Friday evening debating the merits of it… Think about it.
Look at the growth of JPM’s vs Goldman’s ETF biz since 2016… Huge divergence for two of Wall Street’s blue bloods. Massive hits like JEPI & JPST will do that. via @kgreifeld
2024 has picked up right where 2023 left off… 77% of S&P 500 return contribution this yr is from the 10 largest constituents. NVDA alone has contributed 41%, the highest of any single stock during yr when S&P 500 posted positive performance. via @Todd_Sohn
So, iShares Bitcoin ETF has first day of outflows ($37mil)… Has taken in $15+bil ytd. For perspective, iShares Gold ETF has $1bil *outflows* this yr. SPDR Gold ETF has $3bil outflows. And gold is up 16% ytd. This is what ETFs do. Inflows don’t go up in straight line.
Fed knows as much about the future direction of economy & inflation as you do… Everyone is just guessing.
Wondering about the impact of corporate #AI spending on tech giants' quarterly outlooks? 🤔 @Zenomercer breaks it down on @ETFPrime! Plus, stick around after for Panagram's John Kim, who joins to cover the opportunities in #CLOs. 🔗etftrends.com/etf-prime/merc… #Investing…
Interest payments on US govt debt set to surpass *military spending* this yr… Seems bad. via @NickTimiraos
We got 2x leveraged btc futures ETFs before spot btc ETFs… And we may get 2x leveraged eth futures ETFs before spot eth ETFs. Somebody make it make sense.
We got 2x leveraged btc futures ETFs before spot btc ETFs… And we may get 2x leveraged eth futures ETFs before spot eth ETFs. Somebody make it make sense.
Panagram manages some $17bil... Their Co-Founder & CEO, John Kim, does an *excellent* job here of explaning CLOs incl investment case & wrapping in ETF structure. Fun chat w/ @Zenomercer on AI, AI ETFs, & top-heaviness of market cap weighted indices.
Panagram manages some $17bil... Their Co-Founder & CEO, John Kim, does an *excellent* job here of explaning CLOs incl investment case & wrapping in ETF structure. Fun chat w/ @Zenomercer on AI, AI ETFs, & top-heaviness of market cap weighted indices.
Eric Balchunas @EricBalchunas
267K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Ben Carlson @awealthofcs
256K Followers 717 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️
Ben Johnson, CFA @MstarBenJohnson
20K Followers 572 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Michael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]
Jake @EconomPic
40K Followers 538 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
Sam Ro 📈 @SamRo
67K Followers 3K Following Award-winning writer of @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 25k+ subs. Long-term optimist. Short-term cautious optimist.
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Dave Nadig @DaveNadig
20K Followers 679 Following Free Agent Financial Futurist. Connecting dots between humans and finance. DMs open, LinkedIn works. https://t.co/oKWq31HJWg for more.
Todd Rosenbluth @ToddRosenbluth
12K Followers 771 Following Head of Research at @Vetta_Fi Please note: retweets are not endorsements.
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
eddie minassian @minassianrealty
52 Followers 327 Following
Ishan Puri @IshanPuri2
3K Followers 2K Following CEO at Clove Dental. On a mission to bring dentistry into the 21st century. Visit https://t.co/JrZ4F24krf to learn more. All opinions here are my own.
vladimir @vladimi61006032
118 Followers 94 Following
kayque @kayque51580825
0 Followers 6 Following
carlinha/educação @cacapedagogia1
0 Followers 12 Following Leitora, sensível, gosto de pessoas com propósitos na vida, engraçadas e calorosas.
kwan @wishlist7
63 Followers 685 Following 1. IT 경영기획부 팀장 2. 관심사항 : 부동산, 주식, 암호화폐, 거시경제 3. 포트폴리오 : $BTC, $TSLA, $ETH, $PFE, $KO, $LUNC, $MATIC, $HSI
Gisela V dos Santos @GiselaJeovan
3 Followers 18 Following
Aliyu Kabiru @AqueousAK
275 Followers 763 Following The less you talk the more your words will matter.
btcyp @btcyp90
0 Followers 97 Following
Ricardo @MesquitaNasci
10 Followers 47 Following
Bob Cratchett @Bob_Cratchett76
3 Followers 37 Following Just a lowly paid employee looking for justice in an unjust world. I think I was born into the wrong family! I return follows guaranteed.
Murat kuz @mrtkuzz
26 Followers 104 Following
Jennifer Kinsey @JenniferKi39604
20 Followers 311 Following
Brianmsc 🔯 @brianmsc
515 Followers 5K Following hometown N. Caldwell, NJ. MIT class of '82 V VII; MCG class of ‘86; UofWash Anatomic & Clinical Pathology ‘90; Summa Cytopathology ‘03
Volitionist @Whovillage
277 Followers 469 Following Observing assets and ownership becoming democratized and digitalized.
Lewis Kimeto @LewisKimet58518
0 Followers 53 Following
日月哥投资日记 @minghuazhou1
180 Followers 2K Following 2016年第一次买入BTC，4673元人民币一个。 所有推文不是投资建议，仅个人分享！ 交易所折扣：https://t.co/BFOUCKNDP5
Jean Pierre Maurice @JeanPierreMau14
32 Followers 247 Following
sarlateny @hannahkarkal
215 Followers 1K Following “Paper money eventually returns to its intrinsic value – zero.” — Voltaire
Questar @DinoRiding
58 Followers 2K Following
redsdubzle @redsdubzle
0 Followers 3K Following
G. @gmillersc
115 Followers 346 Following
Todd Sohn @Todd_Sohn
3K Followers 196 Following ETF and Technical Strategist @strategasrp / @strategasasset
贞文 @CaB2s
5 Followers 89 Following
Poghoth @poghoth75723
14 Followers 309 Following
Jam56 @noman98334
105 Followers 237 Following
Tommy Ellis @tommy4295
5 Followers 48 Following
astonlai @astonlai
35 Followers 5K Following
Justbrowsin @Justbro95813605
31 Followers 243 Following
Cryptolordera🧠 @cryptolordera
11 Followers 118 Following
AprilTrollpoe @sW1DWtY2x8M1DK
0 Followers 109 Following
Crypto_Space @Crypto_Space_99
37 Followers 99 Following
Kurama @MadMcObi
49 Followers 46 Following
Amalia G @AmaliaG28899976
39 Followers 421 Following
Buddhika Asiri @buddhika_asiri
1 Followers 2 Following
Pikey @AngeloW18813691
186 Followers 730 Following BigDogLabs🔬 Indicators/Strategies/Bots https://t.co/Eq2PiWRVIF https://t.co/yImXVXQoRz
shekhar modi @shekharmodi
138 Followers 2K Following Change Proponent, Political Observant, Pragmatic Patriot
Eric Balchunas @EricBalchunas
267K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Ben Carlson @awealthofcs
256K Followers 717 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️
Ben Johnson, CFA @MstarBenJohnson
20K Followers 572 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Michael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]
Jake @EconomPic
40K Followers 538 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
Sam Ro 📈 @SamRo
67K Followers 3K Following Award-winning writer of @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 25k+ subs. Long-term optimist. Short-term cautious optimist.
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Dave Nadig @DaveNadig
20K Followers 679 Following Free Agent Financial Futurist. Connecting dots between humans and finance. DMs open, LinkedIn works. https://t.co/oKWq31HJWg for more.
Todd Rosenbluth @ToddRosenbluth
12K Followers 771 Following Head of Research at @Vetta_Fi Please note: retweets are not endorsements.
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Tree News @News_Of_Alpha
111K Followers 27 Following Decentralized Community-Run News Aggregator. Full News Feed: https://t.co/VcKnL0tBpo Powered by: @TreeTokenEth
Phoenix » PhoenixNew.. @PhoenixTrades_
4K Followers 510 Following Building @PhoenixNews_io News Feed Terminal: https://t.co/TCUTBkmew8 Discord: https://t.co/3RWO56sJNk Telegram: https://t.co/9I81cWLewL
Trilly Donovan @trillydonovan
80K Followers 232 Following college hoops box score enthusiast & “ubiquitous and mysterious” burner account | https://t.co/tYmpqmMGyz
Jack Johnson @JohnyJ_15
3K Followers 424 Following Host of “Locked On Royals” w/ @LockedOnNetwork, co-host on “The Zone” at @SportsRadio810, producer for @ESPNWichita
Kristin Myers @KristinReports
5K Followers 3K Following SVP, EIC @etfcom Ex @yahoofinance. Always chatting 💵 on the 📺. Love 🌮. Drink🍷. 🐶 Mama. @Penn/@CardiffUni Alum. Openly Black. Send 💌: [email protected]
Kirsten Chang @kirstenchang16
727 Followers 498 Following VettaFi Senior Industry Analyst, fmr. @CNBC Markets Producer, NYU econ grad, aspiring market maven, seasoned traveler and lover of all things catlike.
Kian @slhzdh
137 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Jay Dilks @DilksJay
3K Followers 2K Following Fully Retired Western Pa. Resident. Army Veteran. Typically early to the next big thing. 🇺🇸 $SPGP $BRK.B $ARKW $VXF $VTI $TLTW $IBIT $DNA $YBTC $YMAX $DXYZ
paulgrewal.eth @iampaulgrewal
63K Followers 824 Following Chief Legal Officer @coinbase. I talk a little crypto, a lot of law, and way too much Ohio sports.
Kansas Stats & Info @KUStatsInfo
2K Followers 50 Following The official X account of the @kuathletics Communications staff. #RockChalk
Fred Krueger @dotkrueger
65K Followers 1K Following Investor. I give my opinions, but not Financial Advice. Math PhD. (Stanford) 6 Years Prop Trading 10 exits. (500MM$) Bitcoin maxi. https://t.co/AbGntC19G6
Anthony Scaramucci @Scaramucci
1.0M Followers 3K Following 🇺🇸 Entrepreneur @SkyBridge. Host, Open Book and @RestIsPolitics: US. https://t.co/t4SOzQjxuy
Bitcoin Archive @BTC_Archive
1.5M Followers 707 Following #Bitcoin News, Insight, and Commentary🚀 🌗 👉Follow me: @ArchieX__ Partnerships👇
Zeno Mercer @Zenomercer
1K Followers 2K Following Striving to make the world a little taller and more equitable. Let’s chat about robotics, AI, healthcare + beyond. ROBO Global | Vettafi | TMX
Sarah Katilyn @Sarah_Katilyn
24K Followers 337 Following Madam Trash Panda • Swing Trader Biotech Investor • Penny Picasso Bibliophile - Literally literarily obsessed ☆Citizen of the Month - March of '97☆
Nelson Wang @NelWang
3K Followers 921 Following Ex-U.S. News Editor @CoinDesk. Past: @TheStreet, @Yahoo, @CBSMoneyWatch, Portfolio.
Erik Smith, CFP® @eriksmithcfp
2K Followers 5K Following Chief Investment Officer @401Financial, Co-founder @ https://t.co/Xt0mJ5HfJQ
Hailey Lennon @HaileyLennonBTC
92K Followers 2K Following Partner @BrownRudnickLLP, Legal Analyst @forbescrypto, Founder @_CryptoConnect_ — Previously Regulatory Counsel @Coinbase, @bitFlyerUSA, @SilvergateBank 🔥
Charles V Payne @cvpayne
920K Followers 18K Following Trying to make sense of this world while becoming the man my mother raised- I give a damn, love my family and country...and making people $$$$
Chris Kuiper, CFA @ChrisJKuiper
2K Followers 1K Following Director of Research Fidelity @DigitalAssets. Turning coffee into digital asset insights and analysis. Views are my own. https://t.co/JcKNgythKd
The Block Pro Headlin.. @theblockupdates
14K Followers 24 Following Breaking news updates as shown earlier on The Block Pro. Check here to verify journalists: https://t.co/MDdYeJMTLl
Ophelia Snyder @OpheliaBSnyder
4K Followers 487 Following Co-Founder of @21Shares @21Shares_US & @21co__. Running 40+ crypto ETFs, 8+ tokenized products, $5bn+ in assets. Forbes 30U30.
Alexandra Semenova @alexandraandnyc
13K Followers 2K Following US stocks & investment strategy reporter @business. Formerly @yahoofinance, @FT publications. Proud public school girl. Must love dogs. Views mine/RT = "look"
Yueqi Yang @Yueqi_Yang
5K Followers 1K Following Crypto reporter @theinformation. Ex-Bloomberg. Figuring out the system. Reach me at [email protected] or DM for Signal.
Sid Verma @_SidVerma
28K Followers 4K Following Global markets editor @markets. Formerly @euromoney @FT. Opinions are my own. I'm not David Baddiel. [email protected]
Ryan Selkis (d/acc) �.. @twobitidiot
350K Followers 5K Following founder & CEO @messaricrypto | long crypto, long America, short D.C.
Marc Andreessen 🇺�.. @pmarca
1.4M Followers 24K Following Techno-optimist. E/acc. Technology brother. Move Fast and Make Things. p(Doom) = 0; p(“1984”) = not 0.
Laura Shin @laurashin
244K Followers 4K Following Crypto journalist 🎧 Host @unchained_pod 📚 Author, The Cryptopians 👇🏻 sign up for my 💌 https://t.co/mFlM1ZEUWW. Ads: [email protected]
Katherine Ross @byKatherineRoss
23K Followers 679 Following news editor @Blockworks_. tg: byKatherineRoss. 📨 [email protected]
Steven McClurg @stevenmcclurg
15K Followers 375 Following Co-Founder of @valkyriefunds / Disclosures: https://t.co/BPHPO56hBw) #nostr #npub1nvxnc8egjlhpqtzrxmav3yk8frf3p7y9wujgwrcgwep2xr77xrvsa0paqn
The WallStreetRanter @WallStreet_Rant
4K Followers 3K Following An anonymous blogger from the 'financial industry' writing about the economy, markets, politics, corrupt organizations, or whatever else seems worth discussing.
Anna Tutova 🇺🇦 @anna_tutova
7K Followers 4K Following CEO @Coinstelegram1 PR, marketing for tech, crypto Contributor @FortuneMagazine Partner https://t.co/Iyb2no72dP Banking, payment gateways Co-Producer #Bitcoin film
Will Schmitt @double_you_ess
4K Followers 1K Following Reporter at the @FT covering asset management and ETFs. Past: @citywire/@northbaynews/@springfieldnl/@comissourian
Lance Leipold @CoachLeipold
50K Followers 2K Following Husband to Kelly. Father to Lindsey & Landon. Head Football Coach University of Kansas. ROCK CHALK
Will @WClementeIII
721K Followers 2K Following Investing & stuff | Co-founded @reflexivityres (acq. by @defitechglobal) | Using @velodata
Dave Liedtka @dliedtka
2K Followers 1K Following crypto senior editor @BloombergNews. Tweets are not endorsements and opinions are my own.
Tommy @Shaughnessy119
47K Followers 4K Following Co-Founder @Delphi_Digital ▫️ Founding Partner Delphi Ventures ▫️ Host @PodcastDelphi ▫️ Not Investment Advice
FxMacro @fxmacro
62K Followers 733 Following think macro trade catalysts…In Crypto just trade the flows
Chris Flood @chrisflood_FTfm
3K Followers 3K Following Reporter with the Financial Times covering the asset management industry at https://t.co/VeUcuipEfM. Views expressed are my own.
Joe Light @joelight
8K Followers 787 Following Senior writer for @barronsonline in New York. Ex Bloomberg @business, @WSJ, @Money, and Florida Times-Union. Email [email protected] with tips
Andrew Welsch @AndrewWelsch
2K Followers 857 Following Wealth management reporter at Barron's (@barronsonline). Previously managing editor at @finplan. Alum of @newmarkjschool. Tips welcome! DM for Signal.
Eleanor Terrett @EleanorTerrett
132K Followers 2K Following @FoxBusiness • Journalist • UK export 🏴 • @JMU Alum • Crypto and cat pics 🐈• Views my own • Insta: ell_kate • THIS IS MY ONLY X ACCOUNT •
fed_speak @fed_speak
28K Followers 993 Following Former buy-side gone corporate. Still know a thing or three. Interests include: finance, economics, sports, gambling, dad life, etc #FCOTY #FriedEggTwitter
Sarah Wynn @ForTheWynn_
1K Followers 903 Following Reporter @TheBlock__ focused on policy and regulation -, @CQnow/@RollCall - @DJNF - @Mizzou grad - CHI✈️MO✈️DC
Jeff Weniger @JeffWeniger
37K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Twitter Spaces ninja. https://t.co/1usXI7qALR
Craig Salm @CraigSalm
16K Followers 433 Following Chief Legal Officer @Grayscale. Tweets are my own. Likes and Retweets are not necessarily an endorsement. Disclosure: https://t.co/3whAInMM3pLove this hypothetical that if Buffett had been a 2&20 HF manager, $1 invested in 1965 would have grown to $5k vs the $65k it grew into in the “zero fee” Berkshire stock.
Even if Warren Buffett had charged hedge fund-like fees (2 & 20), would have hypothetically still crushed S&P 500 over past 60yrs… Wild chart. Could he have *actually* produced outperformance via hedge fund structure? Highly unlikely. Incentives matter. via @jasonzweigwsj
@NateGeraci So remember guys, “you’re either stupid or dangerous.” Let this video be proof that there’s a third option: Being “stupid AND dangerous.” Absolutely wild.
@NateGeraci I don’t think it’s real. The cuts and edits are weird. And nobody can be that stupid.
@NateGeraci Umm ahh, yeah so, ahhh umm ehhh, V ahh, yeah so print and yes ahh well so, ahh Exactly ☺️ that’s what happens 👍 any quaestions?
@NateGeraci Too soon for an ETF not launching in 2024. 😉
@NateGeraci @jasonzweigwsj Missed the text highlighting the transition. Smart move!
@NateGeraci @jasonzweigwsj Well he did charge 20% on profits excess of 6% hurdle for a while, no?
“@WarrenBuffett understood that structure should follow #Strategy.” Incentives (& intentions) embodied in organizational structure matter.
Even if Warren Buffett had charged hedge fund-like fees (2 & 20), would have hypothetically still crushed S&P 500 over past 60yrs… Wild chart. Could he have *actually* produced outperformance via hedge fund structure? Highly unlikely. Incentives matter. via @jasonzweigwsj
NVDA : SPY as Caitlin Clark : Iowa
2024 has picked up right where 2023 left off… 77% of S&P 500 return contribution this yr is from the 10 largest constituents. NVDA alone has contributed 41%, the highest of any single stock during yr when S&P 500 posted positive performance. via @Todd_Sohn
Got a lot of questions on premiums & discounts (more on discounts the past few days) in #bitcoin ETFs. Matt and I both commented for the @business article below. Adding a few more points. There are no 'signs of stress' or 'issues' - best to grok the mechanics (as usual!)🧵
A clarification here: The daily premium/discount for an ETF is calculated by comparing the Closing Price of the ETF at 4pm ET with its NAV. In the case of many bitcoin ETFs, the NAV is based on the CF Benchmark NY reference rate. Importantly, the CF Benchmark NY is not the…
All of this to say: this market is operating smoothly, effectively, efficiently, and as expected. $563mm out of BTC ETFs yesterday - ETF structure swallowed it and processed it without issue. x.com/NateGeraci/sta…
So, iShares Bitcoin ETF has first day of outflows ($37mil)… Has taken in $15+bil ytd. For perspective, iShares Gold ETF has $1bil *outflows* this yr. SPDR Gold ETF has $3bil outflows. And gold is up 16% ytd. This is what ETFs do. Inflows don’t go up in straight line.
Sane take
So, iShares Bitcoin ETF has first day of outflows ($37mil)… Has taken in $15+bil ytd. For perspective, iShares Gold ETF has $1bil *outflows* this yr. SPDR Gold ETF has $3bil outflows. And gold is up 16% ytd. This is what ETFs do. Inflows don’t go up in straight line.
@NateGeraci Well get a follow for this one Tweet of the decade sir!! 👑 u dropped this
A clarification here: The daily premium/discount for an ETF is calculated by comparing the Closing Price of the ETF at 4pm ET with its NAV. In the case of many bitcoin ETFs, the NAV is based on the CF Benchmark NY reference rate. Importantly, the CF Benchmark NY is not the…
Some of the largest spot-Bitcoin ETFs closed at record discounts to the value of their assets on Tuesday after crypto markets sank trib.al/pBVpDLc
@NateGeraci @NickTimiraos I was going to say “probably nothing.”
😂
GBTC outflows… Not sure we’ll ever see a chart like this again in asset management. I call this “The Bitcoin Shining”. via @HODL15Capital
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