SWAN ETF: Hedged Equity Vehicle Looking Appealing

by Martin Nancekievill Thesis Black swan events are rare occurrences, and they usually describe very out of the ordinary transgressions that result in significant market dislocations: The black swan theory or theory of black swan events is a metaphor that describes an event that comes as a surprise, has a major effect, and is often…

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AGGH: An Interesting Hedged Core Bond Fund

BlackJack3D Hedging bonds is always an interesting thing to do, and something that few understand how to accomplish on their own. That’s why ETFs like the Simplify Aggregate Bond ETF (NYSEARCA:AGGH) are interesting for those who want bond exposure but are nervous around risks beyond the potential to get an ongoing stream of income. AGGH…

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Meridian Hedged Equity Fund Q2 2023 Investment Commentary (undefined:MEIFX)

TERADAT SANTIVIVUT Market Summary With inflation gradually easing and the U.S. economy holding firm, stocks generally advanced during the second quarter. Conditions prompted U.S. Federal Reserve (“Fed”) officials to pause their aggressive rate-hike campaign in June and forecast that the U.S. would avoid a recession in 2023. Fed Chair Jerome Powell did assert, however, that…

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