Markets & the Economy: Too Much Market Optimism?
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Elevated energy prices, AI capex binge puts the Fed & Kevin Warsh in a tough spot…yet equity markets continue their record run~ Is 8000 the next stop for the SP500?
Add it to the ETF Line Up
New Launches: (week ending 8/7) a few highlights…
- FIZY~ Fitz-Gerald Must have Portfolio and Options Overlay ETF
- ELOL~ LeverageShares TSLA & SPCX 2x ETF (100% exposure to each stock)
- LYTE~ Roundhill Photonics & Optics ETF; had a banner 1st in volume $72m, which is actually more than DRAM did on Day One
- PHOX~ Aura AI Photonics ETF
New Filings:
Defiance to use AI to pick stocks in new ETF, with PM retaining say on final portfolio…
- Defiance AI Powered ETF (vs Russell 3k)
2 new active ETFs filed by Thrivent
- TLCE~ Thrivent Large Cap Stock ETF
- TSIE~ Thrivent Securitized Income ETF
New filings by Global X
- Global X Asia Defense Tech ETF
- SMRZ~ Global X Small Modular Reactor ETF
ETF Check Up:
ETF Buzz…
https://theetfeducator.com/2026/07/25/etf-buzz-319/
1st spot Bitcoin ETF closure…DEFI by Hashdex is throwing in the towel~ only raised $14M
- Issue here isn’t the price decline as much as it is that it launched WAY after the rest of the pack—tough for an indie issuer to make it (in any category) when you’re that late to the party
Equity ETF Flows- “2026 continues to blow away any historical comparisons”
