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The video gaming, entertainment, and overall communications services sector is shifting away from...
Last week, I discussed some of the different types of crypto and bitcoin ETFs. The distinction...
Year-to-date, bitcoin prices are up 72.7%, and crypto ETFs like the Valkyrie Bitcoin Miners ETF (...
While I’ve recently discussed what is driving outperformance in the consumer discretionary sector...
Closed-end funds are known for their high distribution rate and potential to provide current...
While investors have renewed interest in the tech sector this year, this week, however, the...
While consumer spending data has cooled, the retail consumer still remains relatively resilient —...
Last week on March 23, Ford Motor Company (F) announced changes to its financial reporting and...
With turmoil in the banking sector spreading to the broader market, many investors are seeking...
This past weekend, banks saw their second and third largest collapse, respectively, as regulators...
Last week’s VettaFi Voices On discussed small-cap stocks in ETFs. In this conversation, I...
The first U.S. ETF with “crypto” in its name was the Bitwise Crypto Industry Innovators ETF...
According to the latest U.S. e-commerce data release on February 17, 4Q e-commerce continues to...
Last week at Exchange: An ETF Experience, I hosted a panel called “Thematics—Separating Hype From...
Next week at Exchange, I will spend 30 minutes moderating a panel on thematic investing,...
In an earlier note, we discussed the likelihood of a strong online holiday shopping season in...
Out of the entire ETF universe, the best performing ETFs YTD so far are crypto ETFs—more...
With better access to internet and more connected devices, people are changing the way they...
At first, the 2022 holiday travel season seemed to be a flashback to 2021—last minute flight...
After several quarters, e-commerce sales growth finally resumed growing at a faster pace than...
FTX filed for Chapter 11 bankruptcy on Friday, November 11, after a series of revelations...
Thematic indexes are often synonymous with growth and many of these indexes like OGIGX, BCHAIN,...
The S-Network Global Travel Index (TRAVEL) is largely consumer-driven to the extent that...
Crypto regulation has been widely discussed as one of the necessary steps for the digital asset...
As the largest constituent in the S-Network Streaming & Gaming Index (STREAM), Netflix (NFLX,...
In 2020, over 50% of new publicly listed companies were SPACs, with a large portion being in...
Hurricane Ian made landfall on the Florida coast on September 28, 2022, and became one of the...
About two weeks after the completion of the Ethereum Merge, investors have likely heard about...
In last week’s note, we discussed e-commerce sales data in detail relative to headline numbers...
On the surface, quarterly e-commerce sales data show that e-commerce growth is still strong...
Autonomous and electric vehicles are often used interchangeably when referring to future...
In anearlier note, we briefly mentioned strong consumer demand in travel, which hasn’t yet...
While correlations are just one factor to consider when investing in Bitcoin and Bitcoin-related...
Although it is a widely used term, “infrastructure” actually has a much broader definition than...
Many thematic indexes are driven by long-term growth in technology and innovation—for instance,...
One segment of the S-Network Global Travel Index (TRAVEL) — ancillary beneficiaries — has not...
After the Fed hiked interest rates for a fourth time this year, closed-end fund (CEF) investors...
The word “Metaverse” has been around for years, originating in the 1992 novelSnow Crash.(1) Since...
The word “Metaverse” has been around for years, originating in the 1992 novel Snow Crash.(1)...
This year Amazon Prime Day occurred on July 12 and 13 and according to Amazon was the “biggest...
This year Amazon Prime Day occurred on July 12 and 13 and according to Amazon was the “biggest...
The streaming and gaming sector has been rising in popularity as widespread internet access and...
This month, U.S. digital asset investment products saw net inflows, suggesting that some U.S....
The streaming and gaming sector has been rising in popularity as widespread internet access and...
This month, U.S. digital asset investment products saw net inflows, suggesting that some U.S....
Natural disasters have been increasing globally over the past few years—from 2001 to 2020, there...
Natural disasters have been increasing globally over the past few years—from 2001 to 2020, there...
It may be surprising to know that there are virtually no new entrant U.S. electric vehicle (EV)...
It may be surprising to know that there are virtually no new entrant U.S. electric vehicle (EV)...
E-commerce growth has been a multi-sector trend for several years—growing alongside...
E-commerce growth has been a multi-sector trend for several years—growing alongside...
As Bitcoin has become a widely discussed investment topic, investors are looking for more...
As Bitcoin has become a widely discussed investment topic, investors are looking for more...
While January travel metrics were still impacted by the Omicron strain, 1Q22 earnings reports for...
While January travel metrics were still impacted by the Omicron strain, 1Q22 earnings reports...
Much like both the broader equity market and Bitcoin (BTC) prices, YTD performance for crypto...
High growth tech stocks aren’t the only beneficiaries of the digital transformation. While real...
While international equities can often be overlooked by U.S. investors, an international dividend...
With U.S. inflation rising to record highs and geopolitical unrest causing volatility in the...
With U.S. inflation rising to record highs and geopolitical unrest causing volatility in the...
While international equities can often be overlooked by U.S. investors, an international...
During the past few weeks, domestic and global events have brought further attention to...
During the past few weeks, domestic and global events have brought further attention to...
In early 2022, fear of higher interest rates contributed to a tech sell-off, and many investors...
A broad equity allocation may seem suitable for a one-size fits all approach, but income-oriented...
Within the thematic space, the e-commerce industry can serve as a multi-sector play on strong...
Not long ago, electric vehicles (EVs) seemed like a concept of the far future. But trends...
Not long ago, electric vehicles (EVs) seemed like a concept of the far future. But trends...
After a busy air travel season this Thanksgiving, the Christmas travel season was expected to...
After a busy air travel season this Thanksgiving, the Christmas travel season was expected to...
Summary
Originally published by Alerian on October 14, 2021 in the Thematic Times.
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With inflation debated daily among investment professionals and media reporters, it is virtually...
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A long-running debate in asset allocation circles is how much of a portfolio an investor should...
In a digital age where information moves in milliseconds and millions of participants can transact...