Howard Chan

Higher oil. Sticky inflation. Rising yields. Yet markets keep rallying. In this episode of Kurv Your Enthusiasm, @HowardFChan and Dominique Tersin discuss AI spending, inflation, U.S.-China policy, real assets, and why #cash matters again. Watch now: bit.ly/4drFcw8

Finally back home to fixed income! With inflation prints coming in hot two days in a row, this is a part of the portfolio most people don’t think about often. If your cash is yield less than inflation, you are losing slowly purchasing power day by day.

Is your cash keeping up with inflation? There are ways to not lose purchasing power.

Thank you to Armchair Income for the video on our Metals Enhanced Income Strategy. Watch now: youtube.com/watch?v=ATbtjP…

Copper exposure is for the future. Even when miners look to meet the demand, there are structural issues to increasing production.

1. 20yr, 30yr Treasury yields touching 5% 2. Oil at $115 per barrel with upward inflation pressure coming in the next months from supply shock 3. Equity markets at all time high One of the three does not compute. Evaluating hedges and taking some profit.

@MikeSchiemer @kurvinvest @MIT @PIMCO You are too kind. The picture smooths out the stress lines.

ETF Expert Spotlight Name: @HowardFChan Company: @kurvinvest ETFs: $KQQQ $KYLD $KGLD $KSLV $KCOP $LQID Claims To Fame: - @MIT Hall-Of-Famer - Former @PIMCO Powerhouse & $GS Grandmaster - Knows 3 Languages - Beat me in chess by accident while he was asleep - Jawline Of Steel

Great news for Fidelity investors: Kurv ETFs will be available with no transaction fees starting June 1 — the same access you have today, now confirmed going forward.

Despite some central banks selling some gold holdings to buffer the oil shock, the net purchase was positive and increasing. Big purchaser: Poland.

Will have good news after next Friday.

Don’t worry. Will have more on the Fidelity thing shortly.

Short term headwinds from rates, oil shocks, and market rotation have weighed on mega cap technology. These pressures are real and worth acknowledging. However, the long term drivers remain firmly in place. In our latest piece, we examine the distinction between near term dynamics and long term fundamentals, and how we are thinking about capturing both growth and income in the current environment. Read More: bit.ly/4murOLS

Short-term volatility does not change long-term structural supply-demand imbalance. Pick the right freeway.

Interesting charts from LSEG. The market did not adjust its forecast for earnings growth despite the war: higher, and even higher for the tech sector. We have a lower P/E ratio from both the numerator (down) and denominator (up). For the IT sector, it is back below 20, or back at 2019 level.

🎉 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! 🔔📈

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

@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.

@MarcosMillaYT @NEOSInvestments @TappAlphaFunds @jpmorgan @XFunds_ Thank you. Were you able to find any information on @kurvinvest ?

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…

@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.

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.