Sebastien Cabral
@thetrinianalyst
ETFs. Markets. Economics. Opinions Are My Own. Research Associate
Was dir gefallen könnte
Hong Kong’s ambition to become a Crypto hub could get a boost with the launch of the Asia-Pacific region’s first inverse crypto ETF. CSOP Asset Management CEO Ding Chen opens up to @DavidInglesTV and @RebeccaSin_SK. Episode 6 #TigerMoney podcasts.apple.com/us/podcast/hon…
"Indexing has become the navigation tool of choice for investors seeking simplicity amid the blur of financial complexity." Dan Draper opens up to questions in #TigerMoney co-hosted by @DavidInglesTV and @RebeccaSin_SK. #TigerMoney🐯 @EricBalchunas omny.fm/shows/tiger-mo…
The "United States of India" could be an EM pacesetter -- high growth, favorable demographics, and regional uniqueness. India is now within striking distance of supplanting China as the world's growth driver by year-end, ending China's 16-year run as the MSCI EM heavyweight.
Markets in India, Taiwan, and mainland China could be front and center in investing pioneer @MarkMobiusReal Emerging Opportunities Fund. Mark Mobius sits down with @DavidInglesTV and @RebeccaSin_SK on Episode 4 of Tiger Money. Listen Now: podcasts.apple.com/us/podcast/mar…
Excited to be back in Monaco 🇲🇨for Fund Forum! Great week head discussing everything from global ETFs and funds to geopolitics & AI! @IMpowerplatform
ETFs in Europe are on track to break last year's record net flows of €160 billion as we're already at €90 billion and not even half way through the year. @thetrinianalyst
ETFs have good chance of breaking annual flow record of $910b (curr at $390b).. 1) they've exceeded the avg flows for every month so far (see chart) 2) H2 months tend to be bigger, esp Dec 3) In years where $SPY has gained >10% in H1 it ended w avg gain of 28%, and when $SPY is…
The Massive Rebalance is Happening (I'm pretty sure) Back of napkin math means $XLK will have to sell about $12.6 billion worth of $AAPL and buy about $10.9 billion worth of $NVDA at current prices. This trade will occur on June 21. Need confirmation from S&P/SPDR though.
We are neck and neck coming into the close on a simple market cap basis. They are within $1 billion in value. Aka they are within 0.03% of each others value If this holds for the next 90 minutes I'm pretty sure we will see a $24 billion shakeup in $XLK's holdings next week
"Crypto funds are at the beginning of their development journey, with a long way to go until global adoption!" -- @OpheliaBSnyder, Co-founder of @21Shares Listen to Episode 3 of #TigerMoney🐯: podcasts.apple.com/us/podcast/tig… @DavidInglesTV @RebeccaSin_SK @EricBalchunas @JSeyff
Also, If you follow my team's research with @BBGIntelligence on @TheTerminal. @thetrinianalyst and I warned of the potential for this to happen back in April:
Episode 2 of Tiger Money -- A Bloomberg Podcast Listen to investment veteran, ChinaAMC CEO Yimei Li share insights on China, equities and crypto products. Featuring @RebeccaSin_SK and @DavidInglesTV #BloombergIntelligence #TigerMoney podcasts.apple.com/us/podcast/lar…
China AMC CEO Yimei Li says it's more difficult to build an ideal index for Chinese companies than it is for other markets such as the US. Investment veteran exclusively spoke to our 'Tiger Money' podcast. Listen to the full episode: trib.al/3UBcCJd
The private-market boom will get a fresh lease on life if and when the Federal Reserve slashes interest rates. BlackRock Head of Asia Pacific Susan Chan shares her thoughts in a rare appearance on the pilot episode of Tiger Money. Full episode here: trib.al/6XTpwOC
$IBIT with the new world $10 billion record!
Prior to the bitcoin ETFs the record speed for an ETF to reach $10b in assets was held by $JEPQ who did it in 647 trading days (nearly three years). $IBIT got there in 49 days, $FBTC in 77 days. Cool visual from @thetrinianalyst
A potential fee war could break out in Hong Kong over these #Bitcoin & #Ethereum ETFs. Harvest coming in hot with a full fee waiver and the lowest fee at 0.3% after waiver. Tables are from my colleagues @RebeccaSin_SK & @thetrinianalyst!
$IBIT inflow streak now 71 days which has it officially in the Top 10 all time after passing the ETF One Hit Wonder $JETS (remember JETSanity?). Also passed $BND and $VEA which are cash vacuum cleaners. Lot of mountain still left to climb tho. h/t @thetrinianalyst
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