Markets & the Economy: The Great Rotation meets $100 Oil
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So far the tape refuses to reprice for a lasting oil surge. It’s less blind complacency than a somewhat rational yet hopeful stance that accounts for the odds of getting lucky with a near-term de-escalation.
The markets at a dramatic plot point, need to see how the 3rd act resolves...
Add it to the ETF Line Up
New Launches: (week ending 3/20/26) a few highlights…
- BHDG~ Nicholas Bitcoin Tail ETF
- NTSD~ WisdomTree Efficient US Plus International Equity
Dimensional launches industry’s 1st actively managed ETF share class…
- DFMC~ Dimensional US Micro Cap ETF (first of what will likely be many ETF share class launches across the industry)
New Filings:
Corgi files for 88 2x Leveraged single stock ETFs… AAPL, ACHR, ACLS, ACMR, ALAB etc
ETF Check Up:
ETF Buzz...
ETF dominated Tape…
