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- 🐺 Everything You Need to Know Post Election...
🐺 Everything You Need to Know Post Election...
Here's a breakdown of the market post election week
Welcome to the WOLF Financial Newsletter.
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IN PARTNERSHIP WITH NEOS INVESTMENTS
Seeking Income From Market Volatility
What if you could aim to turn market volatility into income opportunities...?
ETFs from NEOS Investments aim to harness volatility to seek tax-efficient monthly income for investors through data-driven options strategies, like covered calls.
Their ETF lineup offers exposure to both equities and fixed income:
• SPYI – NEOS S&P 500 High Income ETF
• QQQI – NEOS Nasdaq-100 High Income ETF
• BTCI – NEOS Bitcoin High Income ETF
• CSHI – NEOS Enhanced Income 1-3 Month T-Bill ETF
• BNDI – NEOS Enhanced Income Aggregate Bond ETF
• IWMI – NEOS Russell 2000 High Income ETF
And... income generated from NEOS options strategies may be less sensitive to future interest rate changes compared to traditional income-oriented investments... Food for thought🤔
To learn more about how you can seek monthly income within your investment portfolio, visit:
This Week’s Market Forecast… 📊
The past two weeks have been jam-packed with headlines, from earnings releases and key economic data to the U.S. Presidential Election. With so much happening at once, it’s easy to feel overwhelmed by the constant stream of updates—especially around election time. But with the election now behind us, we can refocus on the markets and what lies ahead.
This week kicks off with Veterans Day 🇺🇸, a moment to honor those who have served. U.S. bond markets will be closed in observance. Throughout the week, several Federal Reserve officials will share their perspectives on the economy, providing valuable insights amid a steady flow of market-moving information.
On the data front, inflation will be a central focus, with the Consumer Price Index (CPI) out on Wednesday and the Producer Price Index (PPI) on Thursday. Wrapping up the week, Friday’s retail sales report will offer a deeper view into consumer spending as we approach the holiday season, giving us a sense of economic momentum from the consumer side.
Meanwhile, Bitcoin’s rally has been making headlines. Over the weekend, it hit an all-time high of $80k, breaking above its previous resistance at $77k and showing no signs of slowing down. Bitcoin has surged 18.7% since last Tuesday’s election—a pace that’s fueling speculation it might reach $100k by year-end
My Schedule This Week!
Have a Blessed Weekend!
Disclaimer: Wolf Financial does NOT offer financial advice. All content provided is strictly for informational purposes. Wolf Financial is not registered as an investment, legal, or tax advisor, nor as a broker/dealer. Please be aware that trading any stock or crypto-related asset carries inherent risks and may lead to substantial capital losses.
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Disclaimers:
Investors should carefully consider the investment objectives, risks, charges, and expenses of exchange-traded funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866) 498-5677 or view/download a prospectus here: SPYI | QQQI | | CSHI | BNDI | IWMI | BTCI. Please read the prospectus carefully before you invest.
An investment in NEOS ETFs involves risk, including possible loss of principal. The equity securities purchased by the Funds may involve large price swings and potential for loss.
The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) the risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate, or index. Derivative prices are highly volatile and may fluctuate substantially during a short period. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. The earnings and prospects of small and medium-sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium-sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history.
Investments in smaller companies typically exhibit higher volatility. Investors in NEOS ETFs should be willing to accept a high degree of volatility in the price of each fund’s shares and the possibility of significant losses. Income distributions from NEOS ETFs have been classified as a return on capital. Distributions may be comprised of option premiums, dividends, interest payments, and capital gains. There is no guarantee the ETFs will make a distribution and amounts may fluctuate from month to month.
Covered Call: A covered call is an options trading strategy that involves selling a call option on a stock that the investor already owns. The investor, or "seller", gives the buyer the right to purchase the stock at a specific price (strike price) and before a specific date (expiration date). The seller receives a premium for the option and then waits to see if the buyer exercises the option or if the option expires.
NEOS ETFs are distributed by Foreside Fund Services, LLC.