Leveraged and Inverse Funds

To sate his multibillion dollar rampant appetite for Bitcoin, Michael Saylor has tapped demand from retail investors transfixed by MicroStrategy Inc.’s more than 500% rally this year. He’s also benefited from hedge funds who care far less where the stock trades.

The trend is your friend. Or, in Larry Fink’s case, your primary acquisition tickbox.

Big banks have been warning their investors about the competition they face from private credit, electronic market makers and others for some time.

Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...

President-elect Donald Trump vowed additional tariffs on Mexico, Canada and China, shaking markets with his first specific threats to the US’s top trading partners since his election win three weeks ago.

MicroStrategy Inc. bought a record $5.4 billion in Bitcoin, the third major purchase announced this month by the crypto hedge fund proxy.

Amid a red-hot run in the shares of MicroStrategy Inc. last month, Matt Tuttle got some bad news from the prime brokers for his booming leveraged ETF linked to the shares of the crypto-centric company.

The world’s biggest private credit managers are turning to an obscure investment product to help raise billions from deep-pocketed insurance companies, testing the limits of industry safeguards meant to curb risk.

Top financial professionals have a clear understanding of their unique strengths and are able to convey them to clients. To set yourself up for success, distinguish yourself in the market through specialized expertise and tailored client services.

The era of explosive growth in multistrategy hedge funds is over, according to billionaire Ken Griffin, who runs one of the biggest such firms.

This year was already a landmark one for exchange-traded funds, but as of Friday the ETF universe can add another superlative: biggest annual inflows on record.

Private equity’s recent splurge of piling ever more debt onto already highly leveraged bets has sparked fears about financial-system risks. Banks, however, are positioning themselves to take advantage.

A surge in Bitcoin that paused earlier Wednesday is regaining steam, sending the original cryptocurrency above $90,000 for the first time, as traders assess the remaining market impact of President-elect Donald Trump’s rhetorical support for crypto.

Warren Buffett created Berkshire Hathaway Inc.’s Class B shares almost 30 years ago to stymie money managers who sought to split the high-priced conglomerate’s stock.

Investors are piling into US leveraged loan ETFs, betting that President-elect Donald Trump’s policies will potentially boost inflation and push the Federal Reserve to keep interest rates higher for longer.

I think I finally understand value of cryptocurrencies: They add some volatility to your portfolio. Maybe that’s why they have found such a champion in Donald Trump, who if nothing else adds some volatility to our politics.

While baby boomers can be slower to embrace technology, younger investors tend to seek out and prefer tech-focused services and providers. This preference for technology is something advisors should lean into to connect with younger generations of investors.

Mike Wirth became the king of Big Oil on Oct. 7, 2020. That was the day the chief executive officer of Chevron Corp. elbowed out archival Exxon Mobil Corp. to become America’s largest oil corporation by market value. It was the zenith of a honeymoon between Wall Street and Wirth.

A few months ago, travel companies were warning that the great post-pandemic boom in consumer travel was losing steam.

Things are looking up for bonds - learn what makes them a great addition to your portfolio right now.

A visit to the annual Bogleheads conference got Elm Wealth's Victor Haghani thinking about static vs. dynamic asset allocation.

To understand the wave of bank partnerships with private-credit fund managers during the past year or so, think back to the boom in mortgage lending through securitization in the early 2000s. The same forces are at work: a huge demand for finance, limited and costly bank capital and investment bankers’ ingenuity and desire to generate business.

In corporate-speak, when a company says a key target is “currently” unchanged but it plans to disclose a “review” soon, you know trouble is coming. And indeed, there’s trouble ahead for BP Plc.

Most advisors grow by referral and word of mouth. But what happens when your clients stop talking about you? Here are three ways to start marketing.

When done effectively, your outsourced team of professionals can help improve efficiencies, increase productivity, and scale profitably – all while giving you the freedom to focus on what you’re most passionate about.

Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.

In this new economy, your prospect is assessing you, the opposite of the way things should be and used to be. The advisory industry is now officially in a trust recession.

I have developed a seven-step framework that has been used countless times to assist advisors looking to build a $1 million, 100-days-off practice, as well as help leaders of seven-figure firms scale their success to new heights.

Navigating space is hard. It’s expensive, complex, time-consuming and dangerous. And yet you have to hand it to Elon Musk: His SpaceX firm makes it look easy.

The unwinding of positions in Treasury futures stands to rekindle a popular bond-market wager that’s been burned as traders pare back expectations for aggressive Federal Reserve interest-rate cuts.

Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the matter said.

This article will explore how to increase your AUM by capturing assets in trusts and DAFs, explain the difference between directed and traditional trustees, and discuss why designating a directed trustee and an advisor-friendly DAF is in the client’s best interest.

By adopting best-in-class technologies, wealth management firms can position themselves as leaders in a competitive market, attracting more right-fit clients, and achieving sustainable growth.

Agency REITs are not for buy-and-hold investors. They tend to perform well in specific economic and interest rate environments and poorly in others. I believe the current bullish steepening shift in the yield curve could offer investors opportunities with the agency REIT sector.