Joined August 2025
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39 Photos and videos
Jun 12
The most common question we received the last two weeks is the directionality of $SPCX stock. My hot take is perhaps it doesn’t matter. The stock is bound to be volatile. Tesla $TSLA has one of the highest implied vol amongst large tech stocks. Maybe it’s better to harvest vol premium while the equity price settles down…
🚀 Taking Off Soon: XSHP - Kurv SpaceX Enhanced Income ETF.
Built for investors seeking monthly income potential from SpaceX exposure. Learn more: bit.ly/4vKWyM0
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May 30
We have received additional questions about Fidelity fees on Kurv ETFs. The schedule referenced was out of date. This is the most updated list. As mentioned before, there will be no additional fees for Kurv ETFs after June 1, the same as before June 1: fidelity.com/bin-public/060_…
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Howard Chan retweeted
Higher oil. Sticky inflation. Rising yields. Yet markets keep rallying.
In this episode of Kurv Your Enthusiasm, @HowardFChan and Dominique Tersin discuss AI spending, inflation, U.S.-China policy, real assets, and why #cash matters again. Watch now: bit.ly/4drFcw8
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May 13
Finally back home to fixed income! With inflation prints coming in hot two days in a row, this is a part of the portfolio most people don’t think about often. If your cash is yield less than inflation, you are losing slowly purchasing power day by day.
Cash should be working, not waiting.
Now Trading: Kurv Enhanced Short Maturity ETF $LQID
LQID is designed to seek enhanced monthly income while helping investors stay liquid and manage risk.
Learn more: kurvinvest.com/etf/lqid
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May 12
Is your cash keeping up with inflation? There are ways to not lose purchasing power.
Tired of cash just sitting around?
Tomorrow, we are launching Kurv Enhanced Short Maturity ETF $LQID to help investors put their cash to work.
Learn more: bit.ly/4uimRs8
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May 12
Thank you to Armchair Income for the video on our Metals Enhanced Income Strategy. Watch now: youtube.com/watch?v=ATbtjPHs…
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May 11
Copper exposure is for the future. Even when miners look to meet the demand, there are structural issues to increasing production.
May 10
This is bad for global copper. Grasberg produced 3% of global copper 680k tonnes in 2023. With curtailment of production due to sulphur shortages, this bodes badly for global copper production. JP Morgan and Goldman Sachs are forecasting 3-4% deficit this year. I think it could be closer to 5-6%. Over the last 75years CAGR of production has been 3%, slowing recently because mine supply simply cannot keep up even though demand is likely more than 5% a year. @robert_ivanhoe @jmroberge @SeanZubick @TheOregonGroup @ClemChambers mining.com/freeport-delays-g…
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May 6
1. 20yr, 30yr Treasury yields touching 5%
2. Oil at $115 per barrel with upward inflation pressure coming in the next months from supply shock
3. Equity markets at all time high
One of the three does not compute.
Evaluating hedges and taking some profit.
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May 5
Great news for Fidelity investors: Kurv ETFs will be available with no transaction fees starting June 1 — the same access you have today, now confirmed going forward.
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May 5
Despite some central banks selling some gold holdings to buffer the oil shock, the net purchase was positive and increasing. Big purchaser: Poland.
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Apr 17
Don’t worry. Will have more on the Fidelity thing shortly.
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Apr 16
Short term headwinds from rates, oil shocks, and market rotation have weighed on mega cap technology. These pressures are real and worth acknowledging.
However, the long term drivers remain firmly in place.
In our latest piece, we examine the distinction between near term dynamics and long term fundamentals, and how we are thinking about capturing both growth and income in the current environment.
Read More: bit.ly/4murOLS
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Apr 15
Short-term volatility does not change long-term structural supply-demand imbalance. Pick the right freeway.
The global silver market is expected to remain in a deficit for a sixth consecutive year amid robust demand for bars and coins, and declining supplies, according to the Silver Institute bloomberg.com/news/articles/…
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Apr 6
Interesting charts from LSEG. The market did not adjust its forecast for earnings growth despite the war: higher, and even higher for the tech sector. We have a lower P/E ratio from both the numerator (down) and denominator (up). For the IT sector, it is back below 20, or back at 2019 level.
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Howard Chan retweeted
🎉 Last week in Chicago, the Kurv team came together to ring the closing bell at @Cboe, celebrating 10 ETFs now listed on the exchange. A memorable day of teamwork, growth, and market innovation! 🔔📈
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