This Halloween, we reached beyond the veil and summoned the investment market. While everyone may be talking about @Facebook’s new company name @Meta — we wanted to highlight a few industry hot topics that will leave you saying, “BOO” ya. Let’s take a closer look at these happenings below:
If you haven’t seen it, Bitcoin ETF has been the talk of Twitter lately. This week marked a significant milestone for cryptocurrency with the launch of the first U.S. Bitcoin ETF…
There are approximately 218,000 financial advisers in the United States managing assets in excess of $110 trillion, and as of this week they can allocate client assets to #Bitcoin via ETFs which integrate with their business model & information systems.https://t.co/Ezc7A2nW2C
— Michael Saylor⚡️ (@saylor) October 23, 2021
These ETFs invest in bitcoin futures contracts traded at the CME Group, which track and index of crypto exchange prices, rising when those prices rise, falling when they fall, and so forth. Bitcoin has been around for over a decade now, and this is sure to only add some fire to the furor. Be sure to check out our podcast with Dave Nadig (@DaveNadig) on how the came to be here:
And, here’s one for tips on new Bitcoin offers (like bitcoin micros), bitcoin as a portfolio diversifier, the future costs of production for cryptocurrencies, plus more:
Is ESG Pushing Commodity Prices?
Who would have thought it would take a massive disruption like the Coronavirus to spark the interest of investors and consumers to classify businesses that prioritize environmental, social, and governance (ESG) causes?
It’s good to know that many companies have embraced new long-term views on how their businesses operate but does it leave room for additional issues? We’re not here to say ESG is good, bad, or indifferent — but we do take a deeper dive on this topic here. However, are there any perks for commodities with the increasing awareness of ESG concerns amongst investors? We believe so; commodities and ESG are closely intertwined. Just look at how their prices have increased over the past year:
Commodity price increases over the last year…
Heating Oil: +128%
WTI Crude: +120%
Brent Crude +111%
Natural Gas: +85%
— Charlie Bilello (@charliebilello) October 27, 2021
Although we wouldn’t necessarily call this trend a supercycle, it does certainly look like growth is a great possibility — in fact, this may likely be a long-term trend. There is rising commodity demand, especially with a progressively compelling need to tackle climate change issues.
Don’t ghost yourself on other learning opportunities like the trends mentioned above. Treat yourself to instant updates from RCM by following us on Twitter (@RCMAlts) and subscribe to our weekly digest. And, if you really want to give yourself a thrill this Halloween weekend, check out these five “spooktacluar” items on our website:
- Inflation, Commodities, and Trend-Following Field Guide
- Return Stacking: Strategies for Overcoming a Low Return Environment
- The Cockroach Fund and Strategy
- Convex (CNVEX) to the Core with Certeza
- Everything you Need to Know About The VIX
Happy Haunting from RCM!