offline
Wer sich fuer Cathie Wood bzw Ark interessiert kann sich evt ein paar Gedanken ueber den Artikel machen.
Does size matter?
Nachdenklich macht auf jeden Fall mal die Tabelle mit Ark's Anteil an einigen Firmen..bei 25 Firmen sind es >10%...
*****
Cathie Wood Risks Having Too Much Money and Not Enough Stocks
....
“There is risk with so much money flowing into so few,” said James Pillow, managing director at Moors & Cabot Inc. “When the flows stop, or worse yet reverse, one should expect a day of reckoning.”
Two kinds of threats are looming, Peter Garnry of Saxo Bank wrote in a research note this week. The first is Ark’s potential impact on the market. The firm’s huge inflows over the past year have helped fuel a biotech boom, for instance. If assets start to flow out, it could undercut the sector.
The second threat is from the market to Ark. A slide in the companies it is heavily exposed to could force the firm to sell in turn, starting a feedback loop, according to Garnry, Saxo’s head of equity strategy.
....
https://www.bloomberg.com/news/articles/...ugh-stocks
Does size matter?
Nachdenklich macht auf jeden Fall mal die Tabelle mit Ark's Anteil an einigen Firmen..bei 25 Firmen sind es >10%...
*****
Cathie Wood Risks Having Too Much Money and Not Enough Stocks
....
“There is risk with so much money flowing into so few,” said James Pillow, managing director at Moors & Cabot Inc. “When the flows stop, or worse yet reverse, one should expect a day of reckoning.”
Two kinds of threats are looming, Peter Garnry of Saxo Bank wrote in a research note this week. The first is Ark’s potential impact on the market. The firm’s huge inflows over the past year have helped fuel a biotech boom, for instance. If assets start to flow out, it could undercut the sector.
The second threat is from the market to Ark. A slide in the companies it is heavily exposed to could force the firm to sell in turn, starting a feedback loop, according to Garnry, Saxo’s head of equity strategy.
....
https://www.bloomberg.com/news/articles/...ugh-stocks
