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Brian Jacobs

@jacobsbrian.bsky.social
68 followers 92 following 37 posts

ETF strategist | Investment nerd | Dad x3 | Trying to simplify the complex | Baseball, basketball, and big / weird ideas

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Brian Jacobs @jacobsbrian.bsky.social · 12/12/2024
Blog Post: ETFs as Hedge Funds 2.0: A Better Way to Capture Beta and Alpha? Hedge funds often fall short. Case in point: Warren Buffett’s 2007 bet. He wagered $1M that an S&P 500 index fund would beat a selection of hedge funds over a decade. The S&P 500 crushed all five hedge fund portfolios.
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Brian Jacobs @jacobsbrian.bsky.social · 10/12/2024
NEW POST: Bitcoin: Wealth Creation or Wealth Transfer? A “devil vs. angel” format to explore the debate around Bitcoin’s place in a portfolio. aptuscapitaladvisors.com/bitcoin-weal...
aptuscapitaladvisors.com
Bitcoin: Wealth Creation or Wealth Transfer? - Aptus Capital Advisors
Bitcoin remains one of the most polarizing topics in finance. On one side, crypto enthusiasts celebrate its revolutionary potential; on the other, fundamental analysts caution against its speculative ...
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Brian Jacobs @jacobsbrian.bsky.social · 04/12/2024
More a reflection of Greece's improved standing than France's deterioration (at this point at least), but this wasn't an outcome that would have been deemed possible a decade ago
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Brian Jacobs @jacobsbrian.bsky.social · 04/12/2024
The CAPE ratio, introduced by Robert Shiller in 1988, is a popular tool for assessing market valuation. But its track record shows consistent underestimation of U.S. equity returns—missing by 5-10%+ over many periods. aptuscapitaladvisors.com/beware-cape-... Let’s explore.
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Brian Jacobs @jacobsbrian.bsky.social · 01/12/2024
Well… that was fun! Last week I was fortunate to be on @bloomberg ETF IQ to talk about our new ETF $UPSD You can find me starting at the 17:00 minute mark: lnkd.in/ghY-_Ag2 Feel free to DM with any questions
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Brian Jacobs @jacobsbrian.bsky.social · 26/11/2024
Housing Market and Affordability… 1/2 Home prices and especially mortgage payments (given prices and rates) are clearly elevated in nominal and real terms
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Brian Jacobs @jacobsbrian.bsky.social · 25/11/2024
Some last minute “stimulus” before budgets get pulled 👀
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Brian Jacobs @jacobsbrian.bsky.social · 25/11/2024
We see a lot of charts showing the outperformance of U.S. vs foreign stocks as some indication that mean reversion is on the way. If earnings growth doesn’t revert, returns won’t either.
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Brian Jacobs @jacobsbrian.bsky.social · 25/11/2024
Sometimes the VIX futures curve is like this… upward sloping (in contango) signaling market risk is “normal” HT vixcentral.com
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Brian Jacobs @jacobsbrian.bsky.social · 21/11/2024
Excited to share the launch of an ETF that's been in my mind for a decade+ $UPSD combines a low-vol core of quality large-cap stocks to manage risk while adding trend-following equity + put-writing overlays to enhance upside when markets are favorable More here www.businesswire.com/news/home/20...
businesswire.com
Aptus Capital Advisors Expands Active, Options-Based ETF Lineup with the Launch of the Aptus Large Cap Upside ETF (Cboe: UPSD)
Aptus Capital Advisors, LLC (Aptus) announces the launch of the Aptus Large Cap Equity Upside ETF (Cboe: UPSD), an actively managed ETF designed to of
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Brian Jacobs @jacobsbrian.bsky.social · 15/11/2024
Utilizing Volatility Expectations to Guide Risk Taking aptuscapitaladvisors.com/utilizing-vo... TLDR: The VIX isn't just a "fear gauge"—it's the market's pulse, reflecting expectations about future volatility which can be used to make risk-taking decisions.
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