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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (20070)	10/3/2017 10:23:33 PM
From: The Ox	Read Replies (1) \| Respond to of 33421

reuters.com Less than 18 percent of global stocks owned by index investors: BlackRock Trevor Hunnicutt NEW YORK (Reuters) - Less than 18 percent of the global stock market is owned by index-tracking investors, according to a new estimate from BlackRock Inc ( BLK.N), as it suggested that passive investing plays only a limited role in setting equity prices. The estimate on Tuesday showed that $11.9 trillion in stocks were owned by mutual funds, exchange-traded funds, institutional accounts and private investors that track an index. That accounts for 17.5 percent of the $67.9 trillion in global equity market capitalization, according to the data. Stocks in actively managed hedge funds, mutual funds and institutional accounts total $17.4 trillion, 25.6 percent of the global equity market cap, according to the report. The remaining 57 percent are assets held by governments, pension funds, insurers or corporations. Such holdings are not overseen by an asset manager and do not track an index. The data comes as debate rages about the rise of funds that attempt to match the market at low cost rather than focus on beating the market. BlackRock - the world’s largest manager of ETFs, most of which are passive - released its data in a report disputing what its vice chairman, Barbara Novick, called “misinterpretations of information.” BlackRock said active managers drive prices in the stock market, with $22 dollars by active stockpickers for every $1 traded by index funds, according to the firm’s data. Bank of America Corp’s ( BAC.N) research unit said earlier this year that the stocks most held by passive investors have seen wider price swings. Their report pegged passive ownership of U.S. equity funds at 37 percent, up from 19 percent in 2009, though that analysis was limited to funds and did not include an estimate of privately held assets. Oaktree Capital Management LP Co-Chairman Howard Marks told clients this summer that active managers’ underperformance could be temporary and that ETFs’ “promise of liquidity has yet to be tested in a major bear market.” A report last year by broker-dealer Sanford C. Bernstein & Co LLC described passive investing as promoting a system of capital allocation worse than both capitalism and Marxism in which shares in the biggest companies are bought blindly. This year alone, U.S.-based equity ETFs have gathered $214 billion and index mutual funds attracted another $111 billion, while actively managed funds bled $124 billion in withdrawals, according to Thomson Reuters’ Lipper research unit. More value is exchanged daily in the top ETFs like the SPDR S&P 500 ETF ( SPY.P) and iShares Russell 2000 ETF ( IWM.P) than in most stocks.

To: The Ox who wrote (20070)	10/5/2017 2:21:33 AM
From: John Pitera	2 Recommendations Recommended By 3bar The Ox Read Replies (1) \| Respond to of 33421

Canon BryanCFO of Terrestrial Energy Inc1d The #NuclearHumanist, Mathijs Beckers? presenting at the Thorium Energy Alliance? Conference 8 in St. Louis, USA in August 2017. youtube.com Mathijs Beckers - Copper Crunch @ TEAC8 Mathijs Beckers - Copper Crunch @ TEAC8youtube.com 8 Likes8 Likes Canon Bryan Canon Bryan CFO of Terrestrial Energy Inc 1d The #NuclearHumanist, Mathijs Beckers? presenting at the Thorium Energy Alliance? Conference 8 in St. Louis, USA in August 2017. Mathijs Beckers - Copper Crunch @ TEAC8 Mathijs Beckers - Copper Crunch @ TEAC8 youtube.com 8 Likes 8 Likes This table from the energy talk ...which is really a must view...... shows the problem with lithium.... a 100 Giga factories running at 100% consume 71 TIMES the amount of Lithium that we produce each year. Who every comes up with an alternate storage medium that is equal to or superior to Lithium and can generate massive volume output will be sitting on a Half Trillion dollar company. There are Decarbonization pathways that are showing more potential... and there are more angles to explore, play and exploit in getting from here heavy reliance on traditional Carbon fuels..... Crude, and it's distillates, gasoline, heating oil /diesel..... and Natural gas the cleanest burner of the traditional fields. so our speaker is doing some of the really deep thinking and research on these next generation energy potentialities and solutions. A new and compelling use for more copper in building out the solar / wind 50 /50 mix Some very interesting projects........ this guy knows what he is talking about....... it will take a lot of copper to build out the electrical infrastructure looking ahead a number of years if this technology leads. 454 million tons of copper would have to be extraced to make the Copper battery powered cells the de facto standard heading into 2020-20205. Only half of what can feasibly be mined.... so what to do.... Our expert is telling us that if this vision of the increase of copper in the use of battery storage comes to pass, then Copper is going to have a Secular Bull Market that will be maybe the single most compelling Super Bull market around, under this potentiality of future development Copper would easily beat the returns of the SPX, the NDX... and all but true premiere massive growth companies like NVDA, GOOGL, several AI companies what the video and keep your ear to the grown as these new technologies and developments transpire. JP