Key Takeaways: Global power demand is surging as AI data centers, electrification and manufacturing re-shoring drive record electricity consumption worldwide. Energy security is now a geopolitical
Key Takeaways: Global power demand is surging as AI data centers, electrification and manufacturing re-shoring drive record electricity consumption worldwide. Energy security is now a geopolitical
A Redditor expressed concern about having only $120,000 in liquid assets for retirement. While challenging, achieving retirement is still possible with proper financial assessment, extending working years, and increasing savings through catch-up contributions. Seeking advice from a financial planner can further enhance retirement strategies and bridge any financial gaps.
New investors often debate whether to choose ETFs or index funds, each differing in structure, costs, and trading flexibility. ETFs trade like stocks with intraday pricing and lower fees, while index funds are priced once daily and are ideal for automated investing. Understanding these differences, including several real-world examples, aids in making informed choices.
American teenagers express a strong desire to start investing around age 19 but confront significant anxiety and confusion about the process. This “intent–readiness gap” indicates a critical need for financial literacy education to equip young people with the necessary knowledge and confidence for informed investing decisions, essential for their future financial health.
Bitcoin miners are transitioning to artificial intelligence infrastructure, securing major contracts with tech giants. Notable deals include Iris Energy’s $9.7 billion agreement with Microsoft and Cipher Mining’s $5.5 billion partnership with Amazon Web Services. This shift allows miners to leverage existing power infrastructures, integrating AI services alongside cryptocurrency operations.
Market focus shifts back to the Federal Reserve post-government shutdown, with speculation about potential rate cuts at the December meeting. Divergence exists between dovish governors advocating cuts and hawkish regional presidents urging caution due to inflation. The upcoming November 20 jobs report could significantly influence the Fed’s decision-making process.
SoftBank sold its remaining Nvidia shares for $5.83 billion, marking an end to its partnership with the semiconductor giant, which has surged to a market value exceeding $150 billion since SoftBank’s initial investment in 2017. The proceeds are now aimed at funding new AI ventures, including a hefty commitment to OpenAI.
The third-quarter earnings season shows trends among tech companies, distinguishing growth leaders from laggards. Investors favor ETFs like QQQ and QQQM, highlighting successful AI monetization examples such as Alphabet and Amazon. As the AI investment narrative evolves, focus shifts from speculation to tangible results, emphasizing profitable outcomes over mere enthusiasm.
In October, fixed income ETFs achieved a remarkable $51 billion in inflows despite ongoing market uncertainty. With rate cuts from the Federal Reserve, investors are advised to consider active management for flexibility and adaptability. Thornburg offers two noteworthy options: the Core Plus Bond ETF (TPLS) and the Multi Sector Bond ETF (TMB) for income diversification.
With that information in mind, we find local currency international bond funds as more appealing, since they represent a nice play on a weaker dollar, hence a diversification effect. Also please note that most of the risk
The index includes fixed income securities issued by the U.S. Treasury (not including inflation-protected bonds) with maturities between five and 10 years. For investors seeking this so-called sweet spot of five years,
“We built our suite of US Treasury ETFs for investors looking to target their duration with precision and flexibility, and it’s rewarding to already see meaningful adoption by our clients,” said Tony Kelly, co-founder of
UTWO is about as easy to understand as any ETF. Or is it? On the surface, it just buys the 2-year US Treasury Note. That’s it. However, as opposed to buying and holding that bond until it matures in 2 years, UTWO swaps out its holding whenever a new 2-year bond is issued. Given the unique moment in history for the bond market, I find this ETF to be a potentially opportunistic tool for contemporary income investors.
While investors have been pumping money into investment-grade corporate fixed income, some bond managers are concerned that they aren’t being adequately compensated for the risks associated with such