Letters by company
Invesco Qqq Trust, Series 1
2 letters discussing QQQ. Everything written about it on this site is on its ticker page.
- QuantStreet Capital July 2026 Update QuantStreet Capital shifted portfolios toward Vanguard Value ETF exposure as valuation models flagged expensive technology, software, communications and broad-equity sectors. It argues that traditional-economy companies may benefit from AI-driven productivity gains with a lag, while also considering alternatives and 351 ETF exchanges for suitable clients. June 2026 QQQ
- Lansing Street Advisors Q1 2023 Letter – Like A Hurricane Federal Reserve rate increases helped trigger the closures of Silvergate, Signature and Silicon Valley Bank, while investors rotated from value and banks into technology shares and Bitcoin. Lansing Street Advisors warns that renewed options, crypto and meme-stock speculation could signal a bear-market rally, with interest-rate direction determining where record money-market balances flow. Q1 2023 QQQ