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Alt Energy ETFs

Should You Harvest Energy ETFs?

By | Alt Energy ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Natural Resources ETFs, Technology ETFs, US Markets and ETFs | No Comments

How good were the employment reports of October and November? It depends who you ask. Those who believe the job market is dramatically improving want you to look at the raw number of new jobs created as well as the headline U-2 unemployment percentage; several hundred thousand jobs have been added to payrolls each month and the 7.0% unemployment “stat” represents a 5-year low. On the flip side, those who feel the job market is stagnant want you to examine…

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3 ETFs To Consider For Reasons Other Than Ultra-Low Interest Rates

By | Alt Energy ETFs, Bond ETFs, China ETFs, Commodity ETFs, Currency ETFs, Current Affairs and ETFs, Dividend ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Global ETFs, Special Sectors ETFs, Technology ETFs, Telecom ETFs, US Markets and ETFs | No Comments

I have met David Kotok, chief investment officer at Cumberland Advisors, at several conferences in which we have both been speakers. He is intelligent, amiable and approachable. Recently, I read an article by Mr. Kotok on whether or not Federal Reserve tapering constituted tightening. He suggested that it may not be. He also maintained that Cumberland would remain fully invested because it will take the world’s economies many years before reaching a stage in which they will need to deal…

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Are Oil ETFs the Answer?

By | Alt Energy ETFs, Commodity ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Natural Resources ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

Oil ETFs may have surged on word of a potential U.S. strike on Syria. Those that have been paying attention, however, realize that West Texas Crude has been comfortably above $100 per barrel for quite some time. Moreover, commodity ETFs/ETNs that track oil and gasoline have performed remarkably well year-to-date. The Re-Emergence Of Oil ETFs/ETNs Approx YTD % Goldman Sachs Crude Oil Total Return (OIL) 18.4% United States Oil Fund (USO) 16.7% United States Gasoline Fund (UGA) 10.0% PowerShares DB…

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Are Energy and Technology ETFs Cheap?

By | Alt Energy ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Large Cap ETFs, Mid Cap ETFs, Natural Resources ETFs, Small Cap ETFs, Technology ETFs, US Markets and ETFs | No Comments

What exactly makes an exchange-traded fund in a given economic segment “cheap?” I am beginning to think that the concept is as arbitrary and as disobliging as the automatic spending cuts in Washington D.C. For example, Russ Koesterich is the Chief Investment Strategist for Blackrock. I genuinely enjoy reading his perspectives on “everything iShares.” Indeed, every exchange-traded fund enthusiast should follow Russ on Twitter or sign up for Blackrock’s weekly update. That said, in a 3/6/13 blog post, Russ declared that…

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ETFs That May Get A Lift From Snowstorm Nemo

By | Alt Energy ETFs, Commodity ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Natural Resources ETFs, Short ETFs, Technology ETFs | No Comments

Investing in stock assets when the S&P 500 is hitting fresh highs can be as dangerous as driving on a yet-to-be-plowed stretch of highway. You may get to your destination without a hitch. Then again, you might spin out of control and crash. At present, both the Eurozone’s ongoing recession and “Snowmageddon” on the East Coast are likely to have an adverse impact on U.S. economic growth. It follows that a blind allocation in a blizzard is ill-advised. Traditionally, clean-up…

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Overbought and Overvalued Market? Consider One Or More Unconventional ETFs

By | Alt Energy ETFs, Consumer ETFs, Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Global ETFs, International ETFs, Materials ETFs, Natural Resources ETFs, Real Estate ETFs, US Markets and ETFs | No Comments

What are the alternatives for an investor when a large majority of assets are fundamentally overvalued and technically overbought? One can wait to participate, of course. Even if there are no obvious reasons for sellers to enter the marketplace, they always do. On the other hand, stock fund managers are being flooded with cash that they need to put to work immediately; most have very little wiggle room for keeping cash on hand. What’s more, retail investors have been blitzed…

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How Do You Know When An ETF Is Actually A Bargain?

By | Alt Energy ETFs, Commodity ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, US Markets and ETFs, Utilities ETFs | No Comments

Jack Hough recently wrote an “Ahead of the Crowd” article for Barron’s on finding value in the stock market. The author cited a Merrill Lynch study that looked at core fundamental data dating back 25 years — data like book value, cash flow and earnings — to determine overpriced and under-priced sectors. My first reaction to reading the piece was to wonder why so many recommendations are built on price-to-book (P/B) and price-to-earnings (P/E) ratios alone. If the investing public…

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Taxing The Wealthy Part II: MLP ETFs Experience A “Double Whammy”

By | Alt Energy ETFs, Current Affairs and ETFs, Dividend ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Natural Resources ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

Over the last 20+ years, my opinions have aroused emotional reactions from readers and listeners alike. And the forum — national talk radio, podcast, newspaper, magazine, digital ink — has been far less critical than the topics themselves. For example, I was one of a handful of original ETF advocates in the mid-90s when few people valued trade-ability/liquidity. I was an “idiot, “jack-ass,” and a “hack” for expressing the importance of planning when to sell. After all, if Vanguard’s Bogle…

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The Fed’s “QE3,” Unemployment Numbers and Your ETF Portfolio

By | Alt Energy ETFs, Asia ETFs, China ETFs, Commodity ETFs, Current Affairs and ETFs, Emerging Market ETFs, ETF Philosophy, ETF Strategy, Natural Resources ETFs, Real Estate ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

Back on September 14, the Federal Reserve Chairman Ben Bernanke shocked and “awe-struck” the investing world. The U.S. Fed did not merely embark on another bond-buying binge like they had in previous versions of quantitative easing (i.e., QE1, QE2). Whereas the earlier iterations had specific dates, “QE3” is open-ended. Bernanke has made it clear that the Fed will continue to create dollars electronically and then purchase mortgage-backed bonds for as long as it takes to accomplish their objective. (What’s the…

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Should You Buy Real Asset ETFs On The “Real” Pullback?

By | Alt Energy ETFs, Consumer ETFs, Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Global ETFs, Materials ETFs, Natural Resources ETFs, Real Estate ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

Timber has been weak since the Federal Reserve announced its enormous bond buying initiative. Agricultural grains have been even weaker since the peak of drought fears in mid-July. And crude oil? Instead of surging past $100 per barrel, it closed below $88 per barrel on 10/3/12. The question is simple: If gurus from Jim Rogers to Bill Gross to Kyle Bass believe real assets belong in your portfolio, should you buy them now… when they are down below recent 52-week…

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