Category: Evolution Long/Short

Buybacks & ETFs: The Passive Bubble

Perusing my charts over the weekend, it dawned on me that two current market phenomena are coming to a head →Buybacks & ETFs. Both are very prominent trends that have created a powerful feedback loop which I believe has a myriad of implications for the current market structure. So, let’s dive in! Historically, stock buybacks were shunned because firms feared... Read more ›