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Mutual Funds & ETFs

Small-Cap ETF RYLD Lags IWM by Wide Margin as Call Overhang Weighs on Returns

Global X Russell 2000 Covered Call ETF (RYLD) is underperforming its benchmark by a significant margin, as a $26.75 million short call position on the Russell 2000 index suppresses returns and reduces payouts. While iShares Russell 2000 ETF (IWM) surged 20.24% year-to-date, RYLD returned …

Vinay Lochav | 20 July 2026

YieldMax TSLA ETF Misses About 30% of Tesla’s Rally on Call Strategy

Investors in the YieldMax TSLA Option Income Strategy ETF (TSLY) have given up nearly a third of Tesla’s rally in exchange for option premiums, as the fund’s synthetic covered‑call methodology limits upside while compressing payouts. Over the past year, Tesla (NASDAQ: TSLA) stock rose …

Vinay Lochav | 20 July 2026

Cybersecurity-Themed ETF (NASDAQ: SPAM) Shares Stay Flat Amid Growing OTA Risk Concerns

The cybersecurity-themed exchange‑traded fund is trading with little movement in early market activity, essentially unchanged from the previous session. The fund’s performance this year has drawn attention to its exposure to automotive over‑the‑air (OTA) technology. Analysts are flagging the growing risk that OTA updates …

Vinay Lochav | 20 July 2026

Dow‑Weighted DIA Underperforms Tech‑Heavy S&P 500 ETFs, Raising Allocation Questions

The disparity widens when tracking a plain S&P 500 ETF, which delivered 314.79% in the same period. The figures illustrate that the Dow‑weighted fund lags its broader market counterpart despite a headline‑grabbing return. Investors evaluating long‑term growth must look beyond the 186.7% headline and …

Vinay Lochav | 20 July 2026

Jeremy Grantham Calls Bitcoin Useless as Price Sits 48% Below 2025 Peak

His comments come as Bitcoin trades 48% below its October 2025 peak of $126,080, a drawdown that contrasts with a resilient stock market. Grantham, who accurately predicted the 2008 financial crisis, argued that Bitcoin’s sole function is enabling fraud, a claim that clashes with …

Vinay Lochav | 20 July 2026

Argus Min Vol Model Portfolio Shifts as Iran War Fears Ease

Argus Research has recalibrated its Min Vol Model Portfolio, pivoting toward defensive sectors as geopolitical risks from the Iran conflict recede and equity markets regain footing. The move underscores a broader rotation away from the volatility that gripped markets earlier this year, when escalating …

Vinay Lochav | 17 July 2026

Financials ETFs See 10-Year Return as Investors Seek Stable Growth

The financial sector is experiencing a significant shift, with investors weighing the benefits of diversified exposure versus targeted investments in regional banks. The Vanguard Financials ETF and the iShares Regional Banks ETF are two popular options, each offering distinct advantages. The Vanguard Financials ETF …

Vinay Lochav | 17 July 2026

Hoisington Investment Shifts Decades-Long Bond Bull Stance in Q2 2026 Outlook

Hoisington Investment Management has abandoned its long-standing bullish view on bonds, a move that could ripple through fixed-income markets and prompt investors to rethink duration and yield strategies. The firm, known for its macroeconomic insights under chief economist Lacy Hunt, had maintained a bond-friendly …

Vinay Lochav | 17 July 2026

Hyperliquid Falls Amid Market Rout

Hyperliquid led a broad crypto sell-off as rising oil prices and geopolitical tensions rattled risk assets. The token plunged 10% to its sharpest single-day drop, while other cryptocurrencies also retreated. The sell-off coincided with reports that Hyperliquid’s HIP-3 volume neared 50% of onchain stock …

Vinay Lochav | 17 July 2026

Ondo Finance Token Surges 16% as DTCC Debut Fuels 25% Rally Potential

Ondo Finance’s native token, ONDO, surged nearly 16% on Thursday, reclaiming critical technical levels and positioning itself for a potential 25% rally as real-world asset (RWA) tokenization gains momentum. The move follows Ondo’s launch of tokenized stock representations, Circle shares (CRCLon) and the SPDR …

Vinay Lochav | 17 July 2026
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