Basis Pointing
Jeffrey PtakInvesting, music, other obsessions
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Subscribers | Read | jeffreyptak.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Somewhere Down There
This is a filing to register a new non-listed closed-end fund that’s effectively a private placement available to accredited investors.
Socialists Like Me
Recently, ARK’s Cathie Wood decried the state of proxy voting among institutional investors. Here was the tweet:
Breathe Through Your Mouth
Jason Zweig wrote recently about the hidden costs of leveraged ETFs, specifically the financing cost associated with the total return swaps these ETFs utilize in order to get some multiple of a reference asset’s daily return. That cost isn’...
No Earthly Idea
Short post this time.
Authors
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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