ARKX: Cathie Wood Takes Thematic ETFs To The Moon

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ZMK Capital
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Summary

  • ARK’s growing success, following a wildly bullish call on Tesla several years back, has seen its product line expand.
  • The leader of thematic ETFs - ARK has packaged a bunch of atypical equities together under different umbrellas.
  • Hard to fault Cathie Wood’s track record of unconventional bets.
  • ARKX is just that - a themed space exploration fund - which uses the definition of space liberally to build an investable universe.
  • Will she take this one to the moon, too?

Planet Earth viewed from space with city lights in Europe. World with sunrise. Conceptual image for global business or European communication technology, elements from NASA
NicoElNino/iStock via Getty Images

Introduction

Ok, ok - I know. We have all perhaps been there. The detractors of Cathie Wood - the queen of unconventional thematic ETFs, has consistently found herself in the media spotlight with bets on unloved equities, huge game-changing narratives, and outrageous forecasts.

This article was written by

ZMK Capital profile picture
1.4K Followers
ZMK Capital is a Southeast Asian based prop trading desk focusing on long/ short macro set ups globally. Additionally, the desk publishes equity specific research, ETF overviews, earnings plays and macro-economic analysis. Current focal points include the global energy market, natural resources, macro-economics, interest rates and Fx. Beyond managing money in these markets, interests include data science linked to securities markets, game theory & professional sports.Feel free to direct message me if you are interested in being part of a community of prop traders, investors & money managers.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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