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Basis Pointing

Investing, music, other obsessions

jeffreyptak.substack.comSource feed ↗10 episodes

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Latest episodes

The Accidental Star Manager

...that earned nearly twice the NASDAQ's return, without even trying

Come Clean

ERShares Private-Public Crossover ETF (XOVR) wants a redo. It doesn't deserve one.

Doesn't Track

ERShares Private-Public Crossover ETF's (XOVR) performance is puzzling

Fast and Unsteady

The top funds don't plod along; they kill often

Cut It Out

Assessing how a strategy of avoiding the top-performing sector would have done

Getting Stronger

Fees appear to have gotten even more predictive.

There's a Word for That

One of the more craven things I've seen in the fund industry.

Somewhere Down There

Something something hedge funds and private equity.

Socialists Like Me

ARK's Cathie Wood has a bone to pick with index funds and proxy voting.

Breathe Through Your Mouth

A $7.9 billion ETF that costs nearly 5% per year? Yep.