나스닥100 ETF 투자 전 필독! QQQ와 QQQM 대응 전략 총정리
나스닥100 #QQQ #QQQM #미국ETF #나스닥ETF #미국주식 #ETF투자 #미국주식투자 #장기투자 #적립식투자 #나스닥100개편 #미국증시 #성장주ETF #투자공부 #재테크 #서학개미 #인베스코QQQ #QQQ투자 #QQQM투자 #패시브투자 미국 나스닥100 ETF 역대급 개편, QQQ·QQQM 투자자라면 반드시 알아야 할 변화 미국 주식에 장기투자하는 분들이라면 한 번쯤은 들어봤을 ETF가 있습니다. 바로 QQQ와 QQQM입니다. 두 ETF 모두 미국 대표 성장주 지수인 나스닥100 지수를 추종합니다. 애플, 마이크로소프트, 엔비디아, 아마존, 메타, 테슬라 등 미국 빅테크 중심으로 구성되어 있어 국내 투자자들에게도 인기가 높습니다.
Jezebel | The Stock Market Can Stay Irrational Longer than You Can Stay Solvent by Jacob Weindling
AI generated summary, Read the full article for complete information.
The article argues that the stock market’s current AI‑driven frenzy is a classic example of irrational exuberance, and warns against trying to time a crash by shorting it. Citing the spectacular rise of Allbirds after it rebranded as an AI‑computing firm, the author points out how valuation “vibes” now outweigh fundamentals, especially among a handful of “magnificent seven” mega‑caps such as Tesla and Nvidia. Using Michael Burry’s track record as a cautionary tale, the piece shows that even celebrated market‑shorters have repeatedly mistimed major downturns, reinforcing the adage that markets can stay irrational longer than investors can stay solvent. Instead of betting on a collapse, the author recommends the simpler, proven strategy of buying a broad index like the S&P 500 and holding it for decades, letting compounding work while the market inevitably rises despite periodic bubbles and crises. The piece concludes that while AI hype, concentration risk, and geopolitical uncertainty could eventually trigger a correction, most professional investors are already hedging these tail‑risks, making precise market‑timing both dangerous and unnecessary.
Read more: https://www.jezebel.com/the-stock-market-can-stay-irrational-longer-than-you-can-stay-solvent
#MichaelBurry #S&P500 #QQQ #Nvidia #Tesla
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yahoo news | State Street Follows BlackRock With Filing to Challenge Invesco’s QQQ
State Street Investment Management has joined BlackRock in filing with the Securities and Exchange Commission to launch new Nasdaq 100 exchange‑traded funds, directly targeting Invesco’s long‑standing market leader, the Invesco QQQ Trust. The SPDR Nasdaq 100 ETF and BlackRock’s iShares Nasdaq 100 ETF become viable contenders now that Nasdaq has opened licensing for the index, which tracks the 100 largest U.S. companies outside of the financial sector. Both newcomers aim to capture investors who want exposure to the “Qs,” especially as the index may soon welcome high‑profile IPOs such as SpaceX.
Fee differentials and brand loyalty are expected to drive the competitive dynamics. Invesco’s newer QQQM fund already outperformed the flagship QQQ in the past year, largely because of its lower 15‑basis‑point expense ratio versus QQQ’s 18 bps; QQQM attracted $1.6 billion in inflows in early 2026 while QQQ saw $8 billion of outflows. Analysts argue that the larger, well‑established ETF platforms of BlackRock and State Street can further erode QQQ’s scale by offering similarly low fees, while also providing a familiar “blue‑chip” alternative for investors seeking exposure to upcoming Nasdaq 100 additions.
Nasdaq has indicated that additional licenses will be granted to a “select set of partners,” though it did not disclose which firms will receive them. In response, Invesco emphasized its 25‑year track record, asserting that “there is only one QQQ.” The filing news coincided with a more than 5 % drop in Invesco’s share price, even as the stock remains up 79 % over the past year. With the cheapest existing alternative sitting at 15 bps, analysts predict there is ample room for new players to compete on cost, potentially shaving a further 12 bps off the expense landscape and giving investors additional low‑cost pathways to Nasdaq 100 exposure.
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The Bad Place
George Pearkes