Category

Utilities ETFs

What The Daily 1% Price Swings Mean For ETF Investors

By | Asia ETFs, Bond ETFs, Commodity ETFs, Current Affairs and ETFs, Emerging Market ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Large Cap ETFs, Small Cap ETFs, Special Sectors ETFs, Utilities ETFs | No Comments

In the first half of the U.S. stock market bull (i.e., 2009-2011), 10%-19% corrections occurred annually. That has not been the case in the second half of the bull market. Instead, the frequency as well as the duration of setbacks lessened. There were several 7% sell-offs in 2012, a couple of 5% pullbacks in 2013 and a number of shake-ups here in 2014. At the present moment, the NYSE High-Low Index suggests that our collective assets may be banging on…

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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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Sector ETFs In 2014 And 2007: The Inconvenient Comparison Feels Like A Bone In The Throat

By | Bond ETFs, Current Affairs and ETFs, Dividend ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Health ETFs, Internet ETFs, Materials ETFs, Real Estate ETFs, Retail ETFs, Special Sectors ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

The S&P 500 has served up a 7%-plus return through the first six-and-a-half months of the year. That’s remarkably impressive when one considers the depth of geopolitical conflict, the implication of structural under-employment, the October end of quantitative easing (QE3) and the strong possibility of a significant change to the legislative branch this November. Naturally, some investment sectors of the economy have outperformed others. Here’s a peek at the 2014 year-to-date results: Sector ETF Performance (1/1-7/21) in 2014    …

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3 Rate-Sensitive ETF Categories Demonstrate High-Caliber Endurance

By | Alt Energy ETFs, Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Financial ETFs, Global ETFs, International ETFs, Real Estate ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Many of the word’s most respected economists projected the direction of interest rates at the start of the year. The average assessment? Experts collectively anticipated that the 10-year Treasury bond yield would rise from 3.03% to 3.41% by the end of 2014. I didn’t see it. For one thing, the well-being of real estate in a below-trend recovery largely depends on rate containment. Yet rising interest rates adversely impacted home sales in the 2nd half of 2013.  Second, the Federal Reserve…

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Are Consumer ETFs Ready To Cry Uncle?

By | Consumer ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Materials ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Most folks experience anxiety about carrying any kind of debt load. Many of us do not even distinguish between the different types of debt that we owe. Of course, some debts may be “better” than others. A subsidized Stafford loan from the Federal government allows a student to defer his/her principal and interest during college, pay back a low fixed rate of roughly 3.86% after school, as well as achieve a degree that increases one’s salary potential. Similarly, a first…

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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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ETF Investors React With Caution To A Weakening Consumer

By | Biotechnology ETFs, Bond ETFs, Commodity ETFs, Consumer ETFs, Current Affairs and ETFs, Energy ETFs, ETF Philosophy, ETF Strategy, Financial ETFs, Health ETFs, Industrial ETFs, Materials ETFs, Retail ETFs, Short ETFs, Technology ETFs, Telecom ETFs, US Markets and ETFs, Utilities ETFs | No Comments

Last week, board members of the Federal Reserve signaled that they may begin hiking overnight lending rates as early as 2015.  A majority of analysts believe that the message is in line with an anticipated acceleration of U.S. economic growth and a more robust expansion. Similarly, economists polled by the National Association for Business Economics (NABE) foresee a 2.6% bounce in consumer spending here in 2014. If we’re going to spend more, however, wouldn’t our paychecks need to grow at a…

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Three Characteristics Of ETFs Near 52-Week Highs

By | Alt Energy ETFs, Biotechnology ETFs, Commodity ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Health ETFs, Special Sectors ETFs, US Markets and ETFs, Utilities ETFs | No Comments

The investing public tends to place a great deal of faith in the forecasts of economists. To be frank, I am not entirely sure why. An overwhelming majority missed the impact that well-documented declines in real estate were having on the economy in 2007. Here in 2014, the latest housing data may be showing cracks as well. For example, the National Association of Home Builders (NAHB) puts out a monthly housing market index. In February, the index plummeted to 46,…

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Three Big Time Trends That ETF Investors May Miss

By | Asia ETFs, China ETFs, Consumer ETFs, Current Affairs and ETFs, Dividend ETFs, ETF Philosophy, ETF Strategy, Europe ETFs, Financial ETFs, Frontier Market ETFs, Global ETFs, Health ETFs, International ETFs, Small Cap ETFs, Special Sectors ETFs, US Markets and ETFs, Utilities ETFs | No Comments

How do stock market benchmarks pop 1% out of the blue? Check your Twitter news feed. Crimea voted to join Russia as everyone anticipated. Industrial production rose more than expected in February. And the second largest e-commerce site in the world, China-based Alibaba, is getting increasingly close to an IPO date. In essence, buying the previous week’s pullback seems reasonable to the masses. On the other hand, broader stock benchmarks have not made much progress in 2014 and the rallies have…

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3 Lesser-Known ETFs For An Escalating Ukraine Conflict

By | Alt Energy ETFs, Bond ETFs, Commodity ETFs, Defense & Aerospace ETFs, ETF Philosophy, US Markets and ETFs, Utilities ETFs | No Comments

Russia’s “beef” with Ukraine is leading to a variety of near-term repercussions. The turmoil is producing interest in traditional safer-haven assets like the Japanese yen, U.S. Treasuries as well as gold. It should be noted, however, that these perceived safer holdings have been gaining in price since the year began. Russia’s recent military maneuvering has merely intensified a desire for protection. Yet not all investments that currently show relative strength fit as neatly into the “risk-off” category. There are a number…

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