
SPEAR
@SpearAdvisors
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Spear is a fundamental asset manager and ETF issuer specializing in investments in industrial technology value chains.
New York, NY
Joined August 2021
Invest in technology revolutionizing traditional industries. $SPRX.
learn.spear-invest.com
Alpha is an actively managed fund that helps you do more than passively track the broader market. Download the investment case to learn more.
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MEDIA ALERT 🔔 . Tune in to hear our Founder and CIO @IvanaSpear talk about the impact of #AI on the technology sector and the broader market. @ 2:35 PM EST on Thursday, June 13th on @FoxBusiness
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WEBINAR ALERT 🔔 Join us for a deep dive into the Cybersecurity Ecosystem. Spear Founder @IvanaSpear and cybersecurity expert @InvestiAnalyst will provide a framework for analyzing the cybersecurity space. Wednesday, May 29th at 12PM. Register here:
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Tune in to hear our Founder and CIO @IvanaSpear on Yahoo Finance’s inaugural show “Asking for a Trend” 📈. @ 4:30 PM EST on Monday, May 20th.
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RT @IvanaSpear: One big misconception about #AI is that labor will be replaced with robots. Here is an interesting perspective by @McKins….
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Spear Alpha ETF $SPRX was highlighted in Barron's as the best-performing actively managed stock ETF this year. SPRX is listed on the @Nasdaq exchange. Disclosures including link to prospectus and required comparison information:.
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“Every time you see (the 10Y) cross 4%, people are looking for something in the system to break," shared Founder and CIO @IvanaSpear . …but once uncertainty surfaces, the Fed starts walking back the tough stance. Read more: @kryshur @CNN article here:
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How will AI adoption affect B2B tech? Founder and CIO @IvanaSpear joined @TDAmeritrade for a discussion on cloud infrastructure, semiconductors and other tech themes shaped by the ongoing #AI boom. Watch here:
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RT @IvanaSpear: $NVDA . not even firing on all cylinders. Data Center capex cycle is just about to turn. Notes from the call 👇. Full thes….
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$NVDA is up 160% this year. Here is the thesis: .
spear-invest.com
Nvidia is often synonymous with GPUs, high performance processors originally designed to accelerate graphics rendering...
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What can surprise to the upside in 2023? .1. Re-shoring boosting industrial activity .2. Cost cutting supporting margins (e.g., tech layoffs) .3. Interest rates stabilizing (10Y 3.5%-4.5%)?.4. Europe emerging from recession.5. China recovery? .Thank you @Nasdaq for the support
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RT @IvanaSpear: Electrification is driving decent demand for materials. #copper is well positioned from supply/demand perspective $FCX @Vis….
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Does #reshoring finally have legs? Transportation and manufacturing executives expect to shift >40% of Asia originating freight to the Americas by 2029, according to the 2022 Deloitte Future of Freight survey.
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Re-shoring is creating a tight labor market despite massive tech lay-offs. Investment in automation and AI will be the only way to tackle wage inflation sustainably. Tune in to @BNNBloomberg for our thoughts.
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Jobs data surprising to the upside despite massive tech layoffs?.Answer is re-shoring. Where are the best opportunities in this downturn? Link to our webinar:
medium.com
In this Weekly Insights we focus on technology earnings, inflation, and the mystery behind the strong job numbers.
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Join Spear Invest Founder @IvanaSpear and tech investing expert Paulo Passoni as they discuss the risks and opportunities created by the downturn in the technology sector. Webinar link:
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