Howard Chan retuiteado
🎉 Last week in Chicago, the Kurv team came together to ring the closing bell at @Cboe, celebrating 10 ETFs now listed on the exchange. A memorable day of teamwork, growth, and market innovation! 🔔📈
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Howard Chan
97 posts
Howard Chan
@HowardFChan
Founder and CEO @Kurvinvest. Formerly @PIMCO @GoldmanSachs. Views expressed are my own.
San Francisco, CA Se unió Ağustos 2025
47 Siguiendo1.2K Seguidores
Howard Chan retuiteado
Commodity exposure isn’t always as straightforward as it seems.
Futures based commodity ETFs can face hidden costs especially when markets move into contango potentially eroding returns over time. Spot exposure may offer a cleaner way to participate in rising metals prices while avoiding some of those structural headwinds.
@HowardFChan and Dominique Tersin explore the difference between spot and futures and why it matters for investors. Read more: bit.ly/4bd3NF7
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@Investor_x1 Take a look at the SAI for any of our ETFs where we need to disclose this at least once a year. Usually around page 42-44 ish.
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@MarcosMillaYT @NEOSInvestments @TappAlphaFunds @jpmorgan @XFunds_ Thank you. Were you able to find any information on @kurvinvest ?
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I did some digging & found 18 High Yield ETFs that ETF issuers actually BUY & OWN of their own ETFs!
1. @NEOSInvestments
2. @TappAlphaFunds
3. Amplify
4. @jpmorgan
5. First Trust
6. @XFunds_
Total Amount Invested by NEOS Team
$SPYI $60,000
$BTCI $60,000
$QQQI $100,000
$IWMI $20,000
$CSHI $60,000
$QQQH $110,000
$TLTI $10,000
$BNDI $60,000
$HYBI $20,000
$IYRI $10,000
Total Amount Invested by TappAlpha Team
$TSPY $1,000,000
Total Amount Invested by JP Morgan Team
$JEPI $2.2 million+
$JEPQ $2.15 million+
Total Amount Invested by Amplify Team
$QDVO $60,000
$DIVO $60,000
$IDVO $70,000
Total Amount Invested by XFunds Team
$GIAX $50,000
Total Amount Invested by First Trust Team
$KNG $10,000
Watch the Full Video Here: youtu.be/guHMqy7rfIE?si…
YouTube
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@MarcosMillaYT Take a look at the SAI for any of our ETFs where we need to disclose this at least once a year. Usually around page 42-44 ish.
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Morningstar only shows Portfolio Managers. Sometimes the portfolio manager happens to be the CEO & Founder , but not all the time. Howard has stated on multiple occasions he owns his own products, but all his products as not managed under his name, so it does not show up on the Morningstar database.
InvestorX@Investor_x1
@MarcosMillaYT @NEOSInvestments @TappAlphaFunds @jpmorgan @XFunds_ Thank you. Were you able to find any information on @kurvinvest ?
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New insights section of Kurvinvest.com is now up! Check it out.
kurvinvest.com/investor-insig…
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Howard Chan retuiteado
Join @HowardFChan, Founder and CEO, and Portfolio Manager, Dominique Tersin, moderated by Ben Suciu, for an inside look at our Metals Enhanced Income Suite (KGLD, KSLV, KCOP).
We’ll break down how our strategies work and also discuss the recent KYLD distribution adjustment, showing how we balance NAV health with sustainable monthly income.
Bring your questions! This is your chance to hear directly from the team.
Register now: bit.ly/4rtWQFq
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Howard Chan retuiteado
Pleased to welcome a new ETF from Kurv Investment Management to our U.S. market: Kurv Copper & Mining Enhanced Income ETF - #KCOP!
Learn more about @kurvinvest's #CboeListed funds: bit.ly/3QFZkQM
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This reflects our thesis that in an increasingly deglobalized world, each country is seeking security in not only defense but energy and natural resources.
The Kobeissi Letter@KobeissiLetter
US copper stockpiles are exploding: Copper inventories at Comex surged to a record 589,081 short tons last week. Since June 2024, copper stockpiles have risen +6,400% and now exceed the previous record of 399,341 short tons set in 2002 by 48%. Including off-exchange inventories, total US copper stockpiles are now estimated at ~1.1 million short tons. This nearly equals the annual production of the world's largest copper mine, Escondida in Chile. This all comes as US copper imports nearly DOUBLED in 2025 to a record 1.9 million short tons. Fears that President Trump would impose tariffs on refined copper, the most commonly traded form of the industrial metal, are driving the historic rush. The US is hoarding copper at an unprecedented pace.
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I am not a silver bug. Long-term supply-demand imbalance can act as an investment Northstar, helping you filter the noise (short-term extreme volatility) from the signal. Remember the marginal buyer is now China, not the US. Also, remember Lunar New Year is right around the corner. Happy Year of the Fire Horse.
The Kobeissi Letter@KobeissiLetter
Silver inventories on the Shanghai Futures Exchange are collapsing: Shanghai's Silver available for delivery is down to just 350 tonnes, the lowest since 2015. This marks a -88% decline from the ~3,000 tonne peak seen in January 2021. This tightness has been exacerbated by heavy silver exports from China to London in 2025, which alleviated the global physical squeeze but depleted local stocks even further. The physical silver market has rarely been this tight.
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@HowardFChan Update the distribution amounts in the distribution sections of the ETFs. This appears to have been set up a week or so ago before it went into production today.
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Hopefully even more functional to get the info you need faster. Would love feedback on the new site. More content in the coming weeks. Definitely stay tune on the website around this time tomorrow.
Kurv Investment Management@kurvinvest
Our new website is live! kurvinvest.com Take a look and tell us what you think — and keep an eye on it tomorrow 👀
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I had a great conversation with Armchair Income about @kurvinvest, precious metals, and what’s ahead. Full video now on YouTube: bit.ly/4rkNYBz
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For price protection, silver miners hedge their input product, ~15% of annual production. Let’s see how much this will hurt margins during earnings season.
Chart: Saxobank
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