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Basis Pointing

Jeffrey Ptak

Investing, music, other obsessions

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Latest Issues

The Accidental Star Manager

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...

5 months ago
20

Come Clean

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...

7 months ago
8
7

Doesn't Track

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...

8 months ago
10
5

Fast and Unsteady

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...

9 months ago
7

Cut It Out

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...

9 months ago
7
9

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    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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