@EricBalchunas@Perth_Tolle Eric, just listened to the podcast.
Surprised that no one asked the most basic question: when AUM rises meaningfully, why does the expense ratio remain the same? Scale should benefit investors too.
Asking the simple, foundational questions is what does justice to journalism.
CIO Chart of the Week: A reminder amid all the daily noise that the US 10Y has spent more than two years oscillating around a remarkably stable center. While headlines jump, markets react, and every data point feels pivotal, since touching 4.0% in Oct ’22, the US 10Y has averaged 4.13% with a median of 4.17%. Noise moves fast, but fundamentals move slower.
@EricBalchunas Hi Eric, you do an excellent job of educating ETFs. Are there any good EM momentum ETFs? Aware of pure momentum EEMO and partial momentum, UEVM. Appreciate your input.