
Investing, music, other obsessions
| Platform | Pricing | Only free issues | Publishes | Weekly | |
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| Issues | 39 | Founded | 6 years ago | Last Issue | 5 months ago |
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There are times intuition fails you. Plenty of times, actually. But with funds you kind of form heuristics based on patterns you’ve observed repeatedly. For example, fund companies have had a tendency to launch narrow or theme-based product...
This is kind of a long post so here’s a summary: ERShares Private-Public Crossover ETF (XOVR) put out a very odd press release. In it, they said, among other things, that they were valuing SpaceX at $526 per share as part of a “transparency...
I’ve already written about ERShares Private-Public Crossover ETF (XOVR) a few times. Once here and another time, at greater length, on Morningstar.com.
It’s a pretty obscure ETF*, so why bother? Couple reasons. They’re attempting to inves...
To succeed long-term you’ve got to excel short-term. Slow and steady isn’t going to cut it. Those conclusions don’t come easy to me. I’d much prefer the latter to the former—steadfastness over streakiness. But the data is hard to deny.
Th...
I recently wrote a piece for Morningstar.com in which I examined the subsequent performance of the S&P’s 500’s highest-returning sectors since 1989. Long story short, leading sectors struggled in the years that followed the decade where the...
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The writers behind this newsletter.
Morningstar Research Services The views and opinions expressed in this blog post are those of Jeffrey Ptak and do not necessarily reflect those of Morningstar Research Services or its affiliates.
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