Category

Financial ETFs

Bull Market, Bear Market or Barely Moving Market?

By | Bond ETFs, Consumer ETFs, Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Health ETFs, Internet ETFs, Materials ETFs, Natural Resources ETFs, Retail ETFs, Semiconductor ETFs, Technology ETFs, Telecom ETFs, Transportation ETFs, Utilities ETFs | No Comments

Perma-bulls may note that the S&P 500 eked out a 0.4% gain in the first quarter of 2015. They may also choose to ignore warning signs such as the 5th consecutive month of decelerating economic activity in the manufacturing segment. The last time that this happened? 2008. A quick check of the individual sectors that make up the overall market demonstrates that an increasing number of them are losing ground rather than gaining it. For example, the transporters in the…

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ETFs For An Ongoing Stimulus Bubble

By | Asia ETFs, Bond ETFs, China ETFs, Commodity ETFs, Currency ETFs, Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Global ETFs, International ETFs, Large Cap ETFs, US Markets and ETFs | No Comments

Canada, India, Turkey, Australia, China and Denmark. What do all of these countries have in common? The central bank of each nation has eased monetary policy to stimulate respective economies in 2015. What’s more, none of these actions had been anticipated; rather, the media described rate cuts as “surprising” or diminished reserve requirements as “unexpected.” In the case of Denmark, recent stimulus has been creative as well as startling. For the fourth time in less than three weeks, the Danish…

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Proof Positive That U.S. Stock ETFs Are Not The Only Place To Be

By | Bond ETFs, Commodity ETFs, Currency ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Mid Cap ETFs, Small Cap ETFs, Special Sectors ETFs, Technology ETFs, Telecom ETFs, US Markets and ETFs | No Comments

Financial professionals are blaming the latest round of risk asset uncertainty on a variety of factors, from the continuing sell-off in oil to the possibility of Greece being kicked out of the euro-zone. Still others are pointing to anxiety over the U.S. Federal Reserve’s intention to raise its overnight lending rate target in mid-2015 – the first move of its kind since December of 2008. Meanwhile, the biggest names in bonds have added fuel to the fire. Bill Gross at…

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Expect Rate Sensitive ETFs To Extend Their Lead Due To Housing Uncertainty

By | Biotechnology ETFs, Bond ETFs, Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Industrial ETFs, Large Cap ETFs, Special Sectors ETFs, Technology ETFs, US Markets and ETFs, Utilities ETFs | No Comments

I have not been able to sell my house. I have lowered the original asking price ($1,139,000) by more than 5%. I have jacked up the commission for buyer agents. None of it matters – million dollar homes throughout Orange County, California are not receiving a whole lot of offers. Granted, real estate is local. What’s more, I may be fortunate enough to rent out the residence. (My family already has a new home to move into in November.) Yet…

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Keeping More of Your ETF Capital Gains and Income

By | Bond ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Large Cap ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

According to the Social Security Administration, the average monthly benefit for retired workers of 65 years of age is $1,300 per month, or $15,600 per year. Median family income in the United States is currently $54,000. With roughly 20 percent of people near 65 years old having saved zero for retirement, how can these folks live anywhere near their current standard of living? The most these families can hope to live on is $31,000 per year, and that only occurs…

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Reduce Your Allocation To Small Cap U.S. Stock ETFs

By | Biotechnology ETFs, Consumer ETFs, Current Affairs and ETFs, Defense & Aerospace ETFs, Dividend ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Industrial ETFs, Large Cap ETFs, Materials ETFs, Small Cap ETFs, Technology ETFs, Utilities ETFs | No Comments

The Wall Street media may celebrate the 35% intra-day jump in Alibaba shares. They may tout the record highs in the Dow and the S&P 500. However, they are missing the boat on both the economy as well as key stock market divergences. Let us start with the economic environment. The all-important Conference Board’s Leading Indicators Index (LEI) rose a meager 0.2%. That is indicative of an economy that has little chance of repeating its 4% 2nd quarter expansion. Even…

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Currency Hedged Stock ETFs Can Protect A Diversified Portfolio

By | Asia ETFs, Bond ETFs, China ETFs, Commodity ETFs, Current Affairs and ETFs, Emerging Market ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Financial ETFs, International ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

The U.S. economy has been growing at an annualized pace of roughly 2% since the current expansion began in June of 2009. Gross Domestic Product (GDP) for the first half of 2014 hovered around a paltry 1%. And while many contend that 2nd quarter growth at approximately 4% is signaling better times ahead, members of the Federal Reserve are keenly aware of the recovery’s fragility. That is why the central bank continues to maintain a remarkably accommodating policy of zero…

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Questions For U.S. Stock ETF Bulls

By | Bond ETFs, Commodity ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Large Cap ETFs, Materials ETFs, Natural Resources ETFs, Small Cap ETFs, US Markets and ETFs | No Comments

Have you studied the history of stocks in the U.S? Most people are aware of the crash in 1929 as well as the capital depreciation that occurred through 1932. Yet many may not be aware of the government stimulus in 1933 that helped the market soar 200% over the next four years. While the stimulus may have aided in pulling the markets higher in the absence of organic economic growth, stocks eventually tanked nearly 50% in a ferocious 1-year bear…

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These 5 ETF Charts Are Killing “Risk-On” Exhilaration

By | Asia ETFs, China ETFs, Commodity ETFs, Consumer ETFs, Current Affairs and ETFs, Emerging Market ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Financial ETFs, International ETFs, Latin America ETFs, Real Estate ETFs, Retail ETFs, Small Cap ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

Admit it. You are feeling a little bit edgy these days. While you understand that fear is the elixir of investment opportunity, you also recognize that there is little glory for the last person standing on a sinking aircraft carrier. Most in the media have been touting bull market accomplishments, job gains and economic progress. Writers regularly highlight the monster percentage gains that U.S. stocks have enjoyed since the lows hit in March of 2009 rather than discuss the reality…

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Home Sales Data Incinerate Confidence In Economically Sensitive Stock ETFs

By | Consumer ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Materials ETFs, Real Estate ETFs, Special Sectors ETFs, US Markets and ETFs | One Comment

My wife and I sold two condominiums near the tail end of 2005. We could not justify owning residences that were 40% more expensive to own than to rent. Simply put, it was time to cash in. Due largely to my comfort with the liquidity of market-based securities, I did not wade back into the real estate investment waters until 2012. I purchased a mixed-use property in a short sale. And today, I operate Pacific Park Financial, Inc. – a…

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