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Real Estate ETFs

Homebuilder and Home Construction ETFs Falter At The Real Estate Altar

By | Bond ETFs, Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Real Estate ETFs, Special Sectors ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Is the enthusiasm for the real estate market built on a solid foundation? Existing home sales fell in March to its lowest pace since July of 2012. Worse yet, sales have declined for seven out of the previous eight months, ever since the the Federal Reserve signaled its intent to slow the pace of its Treasury bond purchases. Surprisingly, a number of media reports have accentuated the positives. For example, the rate of declining home sales has slowed. Some economists…

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How Bond ETFs Crushed Stock ETFs In The First Quarter Of 2014

By | Bond ETFs, Consumer ETFs, Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Internet ETFs, Real Estate ETFs, Small Cap ETFs, Special Sectors ETFs, Technology ETFs, US Markets and ETFs | No Comments

Don’t blame weakness in home sales on weather conditions. The National Association of Realtor’s pending home sales index has fallen for eight consecutive months. In fact, you can trace the trouble directly back to when 30-year fixed mortgages pole vaulted from 3.5% to 4.5% in the summer of 2013. The rate-sensitive home-building segment has been able to cling to a technical uptrend in spite of increasing uncertainty surrounding home affordability. Yet, the SPDR S&P Homebuilders ETF (XHB) is down roughly…

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An Easy Way To Insure Against A Big Loss With Your ETFs

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

One of the more noticeable trends in the current U.S. stock bull has been the flip-flopping of the bears. Steven Russolillo at WSJ.com recently profiled a variety of prominent voices who received accolades in the past for extreme pessimism. Yet, even as price gains started to pile up in 2009, 2010, 2011, 2012, these folks insisted that the moves higher would not last. Eventually, each relented; each changed course by professing bullish optimism on U.S. equities. And names that had…

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Lower Risk ETFs On The New 52-Week High List

By | Biotechnology ETFs, Consumer ETFs, Current Affairs and ETFs, Defense & Aerospace ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Health ETFs, International ETFs, Internet ETFs, Real Estate ETFs, Special Sectors ETFs, Technology ETFs, US Markets and ETFs | No Comments

Does anyone really think that the monstrous erosion in homebuilder sentiment and the disappearance of mortgage applications are due to the nasty weather? Perhaps one can attribute the sad state of retailer earnings to cold spells and polar vortexes. One can even consider excusing two months of abysmal payroll data to rain, sleet and snow. On the other hand, if weather had been the main issue for home construction companies, sentiment would have risen on the promise of a sun-filled…

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Diversification Across ETF Asset Classes Reclaims Its Mojo

By | Bond ETFs, Commodity ETFs, Consumer ETFs, Currency ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Health ETFs, Industrial ETFs, Materials ETFs, Real Estate ETFs, Retail ETFs, Semiconductor ETFs, Special Sectors ETFs, Technology ETFs, Telecom ETFs, Transportation ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Glum economic data derailed U.S. stocks in January. A mammoth “miss” for manufacturing activity, an unsettling decline in mortgage applications as well as an appalling “net-new-jobs” number were some of the high-profile culprits. At long last, it seemed as if the market might treat bad news as a reason to recoil. Here in February, though, disappointing data have only strengthened the resolve of buy-the-dip investors. Job growth deceleration from a 3-month rolling average of 190,000 down to 150,000 sent U.S….

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Positioning Your ETF Portfolio For 2014

By | Asia ETFs, Bond ETFs, China ETFs, Commodity ETFs, Current Affairs and ETFs, Dividend ETFs, Emerging Market ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Global ETFs, International ETFs, Internet ETFs, Large Cap ETFs, Real Estate ETFs, Small Cap ETFs, Special Sectors ETFs, Technology ETFs, US Markets and ETFs | No Comments

Seeking Alpha’s Abby Carmel and Jonathan Liss recently spoke with Gary to find out how he selects specific ETFs and plans to use them to position clients in 2014. SA Editors (SA): How would you describe your investing style/philosophy? Gary Gordon (GG): Information processing is the best way to describe the way that I invest. I gather information from a variety of credible sources (e.g., fundamental, technical, contrarian, economic, historical, etc.), select ETFs based on that information, and control the…

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When Will You Taper Your Exposure To U.S. Stock ETFs?

By | Bond ETFs, Emerging Market ETFs, ETF Philosophy, ETF Strategy, Real Estate ETFs, US Markets and ETFs | No Comments

Long-time readers, listeners as well as clients already know how I feel about the current U.S. stock market bull. For example, the absence of revenue growth at corporations (e.g., average sales growth for Dow components in 2013 is -0.7%) and the exceptionally high cyclically-adjusted P/E (i.e., 25) do not matter right now. And that’s okay. Pending home sales have dropped for five straight months and mortgage applications have declined for 5 consecutive weeks, placing a potential damper on the real…

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What’s Wrong With The Housing Market? These ETFs Are Telling You

By | Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Real Estate ETFs, Special Sectors ETFs, Telecom ETFs, Utilities ETFs | No Comments

One mistake that people often make is that they react too strongly to individual economic reports. For example, recent headlines heralded a dramatic 25% jump in new home sales from September to October. And, most of the follow-up commentary trumpeted the fact that 444,000 purchases (seasonally adjusted) had been much greater than anticipated. Some investors have taken the uptick to mean that real estate sales are alive and well. However, single month estimates are typically revised. Sales for July and…

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ETF Investor Implications Of An Absence In Sector Rotation

By | Biotechnology ETFs, Consumer ETFs, Current Affairs and ETFs, Defense & Aerospace ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Global ETFs, Health ETFs, Industrial ETFs, Materials ETFs, Natural Resources ETFs, Real Estate ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Over the last month, investors have witnessed a variety of strange events. The Republican party ungracefully bowed out of its bid to derail Obamacare during the tail end of the government shutdown. The Democrat party helplessly attempted to control damage associated with scores of consumers not being able to keep their health plans or their doctors. Meanwhile, employment data have never been more antithetical, as employers created 200,000-plus net new jobs in October, yet 900,000-plus left the work force in…

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Financial ETFs, Homebuilder ETFs: Casualties of the October Jobs Report

By | Current Affairs and ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Real Estate ETFs, Special Sectors ETFs, US Markets and ETFs | No Comments

Working-aged adults are leaving the workforce at a faster rate than those who are entering. For all the hoopla surrounding the 200,000 jobs created last month, investors paid very little attention to the 930,000 people who left the labor force in October. These are not 930,000 new retirees; most of these folks have given up hope of landing a job. Investors should not ignore a frightening trend of the current century. It is one thing to recognize that an aging…

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