Mike Akins
Insights from Mike Akins
Under the Hood of the $8.1T Size & Style Market: Why Growth is Dominating
When analyzing the U.S.-listed ETF landscape, the sheer scale of the market can be difficult to conceptualize without the right…
The Semiconductor ETF Boom: Performance, Scale, and the Valuation Reality Check
The semiconductor trade has officially shifted from a niche tech sub-sector to a dominant driver of broader equity momentum. We…
Mega-Cap Drag: How Market Capitalization is Dictating Factor Returns
The Hidden Driver of Factor Outperformance: Company Size Let’s be clear upfront: factor investing absolutely matters. However, when you apply…
Inside the Defense ETF Boom: Visualizing Holdings, Overlap, and Valuations
Defense ETFs in Focus: Sector vs. Thematic Approaches With ongoing global events keeping national security and defense spending in the…
Last Week in ETFs: International Equities on Pace to Crush Records as U.S. Markets Rotate
The Big Picture: The ETF industry closed out February 2026 with an exceptional $53.36 billion in weekly net inflows, pushing…
Hardware Over Software: How AI Flipped the Tech Market Upside Down
Valuation Reality: The Software Apocalypse For years, our fundamental observation in tech investing was straightforward: pure-play software commands a premium.…
Beyond Passive: The 3 Tailwinds Fueling the Next Wave of ETF Growth
The New Engines of ETF Growth With the financial press constantly highlighting record-setting ETF flows, the headline numbers only tell…
Last Week in ETFs: Value Rotation, Yield Hunting, and the Unstoppable Synthetic Income Boom
The Big Picture: Total industry ETF flows reached a robust $25.6 billion over the last week, pushing aggregate assets under…