When ProShares launched BITO, the Bitcoin Futures Strategy ETF last autumn, the ETF along with Bitcoin were promoted as “stores of value.” The rationale was that Bitcoin was independent of stock markets and would provide diversification away from equities and tend to rise when equity markets fell. Unconvinced, I wrote a column at that time … Read more
Last Tuesday was International Women’s Day. For the eighth straight year Women in ETFs, the standard bearer for promoting gender bias reform in the ETF industry, held bell-ringings and special programs around the world to commemorate the occasion. There have been a number of research studies demonstrating examples that having female representation in the C-Suite, … Read more
You are invited to join a small group of ValuEngine clients for our first Zoom Webinar at 12pm noon EST on March 29 To attend, please send a request to Jordan at jkimmel@valuenginecapital.com no later than March 22. How do I navigate the current market volatility? What will the stock market do next? Are the … Read more
Two months ago, I noted that ValuEngine models were predicting a down market for 2022 and wrote a column on redeployment of core assets for investors with short-to-medium equity time horizons. The question for investors concerned with a downturn is what to do and if reallocation from assets committed to core equity is required, how … Read more
ValuEngine Capital Management, LLC (VECM) portfolio manager Jordan Kimmel appeared on Fox Business 03/07/2022. Jordan and a second guest discussed the overall markets, current risks, and where things may go from here. The video is a few minutes long, and worthwhile for anyone concerned about the condition of today’s markets and their own portfolio. VECM … Read more
The trend is your friend. That is, until it isn’t. The list of best performing non-leveraged ETFs for the past 90-days is led almost exclusively by ETFs that hold the stocks of fossil-fuel-based energy and closely related companies. At the same time, the prices of ESG and more climate-focused impact ETFs have plunged dramatically. With … Read more