Letters by company
WEBs Defined Volatility XLB ETF
1 letter discussing DVXB. Everything written about it on this site is on its ticker page.
- QuantStreet Capital May 2026 Update QuantStreet retained its gold exposure on a gradual de-dollarization thesis and added a small materials allocation through XLB, citing AI-driven demand for copper, steel, industrial gases and aggregates. The firm argues that AI is moving from experimentation into productive commercial use, supporting technology, utility-grid investment and labor demand in some professional services. April —