RIGZ News and Press, Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF From 11/09/22

Summary The fact that pension funds have allocated significant member capital to this madness reveals a dereliction of duty and the speculative madness that was. From March 2020 through March 2022, some 40% of purchases in Canada and the US were bought as second homes for investme...

Summary Will the fourth 75 basis-point rate hike be the last major rise before the Fed downshifts in December? Next week’s FOMC decision is widely expecting a unanimous vote for one last major rate increase. Inflation has hit double-digits and remains the ECB’s numbe...

Summary Crypto regulation has been widely discussed as one of the necessary steps for the digital asset market to mature and become truly mainstream. While mature industries often fear regulations because they believe they may stifle innovation, many crypto advocates are looking f...

Summary Sentiment, positioning, network activity, network growth and other on-chain indicators continue to trend favourably and appear positive for the long-term outlook for crypto and digital assets. Bitcoin miners currently pose meaningful downside risk to crypto markets, given ...

Summary Digital assets are a new and distinct asset class that, despite considerable volatility, is rapidly maturing. To analyse digital assets, we apply the lens of traditional finance (“TradFi”). By combining this framework - informed by decades of experience in eq...

Summary In a crypto bear market that has seen trillions in digital assets valuations disappear, crypto gaming continues to attract significant early-stage funding. Mobile gaming has grown to be a massive category for traditional gaming and has generated the majority of growth in r...

Summary Overall semiconductor stocks and the broader IT sector appear to move in tandem. Semiconductors underperformed from 2002 to 2012 and then outperformed from 2013 to 2021. The newfound fragmentation of the semiconductor sector may be contributing to the recent underperfo...

Summary Energy sector volatility and surging oil prices have sharply boosted interest in energy trading this year. Clients can also obtain relative value, or alpha, by rotating between outperforming and underperforming sectors underlying a broad index, according to Woolman. Th...

Summary We believe that investors will differentiate and favor stocks based on quality factors as companies with higher-quality and growth characteristics are more likely to weather the storm. We seek to identify industries whose profits are growing at least as fast, or ideally fa...

Summary PPI and CPI numbers came out last week, and both were higher than expected. Fed officials are concerned about the persistence of high inflation, and a 0.75% key interest rate hike at the November FOMC meeting is virtually certain. Worldwide demand for crude oil naturally r...