Is It Time To Rethink An Allocation To Gold?

15 April 2015 at 5:45 pm by Gary Gordon

Many investors have given up on the idea that gold merits consideration in their portfolios due to years of depreciation in the dollar price of the yellow metal. For one thing, the SPDR Gold Trust (GLD) is still reeling from 35% bear market losses since the heyday of 2011’s euro-zone crisis. Similarly, sharp increases in [...] Continue Reading...

Understanding Why Rates Must Go Lower Leads To Better Risk-Adjusted Results

13 April 2015 at 11:14 am by Gary Gordon

Is there any conceivable path for Japan – the world’s 3rd largest economy – to escape eventual default? The country owes one quadrillion yen ($8.4 trillion U.S. dollars), yet takes in only $460 billion annually. Even at negligible rates, the Japanese government must allocate approximately 40% of its total tax revenue on paying the interest [...] Continue Reading...

April 12, 2015 – ETF Expert Radio Podcast

12 April 2015 at 8:00 am by Staff

U.S. Debt & ETFs, Treasury Bond ETFs, ETFs & Stock Buybacks, Zero Coupon Treasury Bond ETFs, Muni Bond ETFs, Currency ETFs, ETFs & the MASH Index, ETFs & Interest Rates   Click here to listen to the show: 4-12-2015 Continue Reading...

Government and Corporate Indebtedness Provide Investment Opportunity

10 April 2015 at 10:22 am by Gary Gordon

The former chairmen of the Federal Reserve, Ben Bernanke, acknowledged his belief that the Fed will not normalize overnight lending rates in his lifetime. Yet Mr. Bernanke neglected to share his contribution to the dilemma by agreeing to acquire trillions of dollars’ worth of treasuries with electronic money during his tenure. The quantitative easing (QE) [...] Continue Reading...

Paper Wealth In Your Accounts Is Great, But Only If You Know How To Protect It

08 April 2015 at 10:53 am by Gary Gordon

One of the more challenging tasks in high finance is making the distinction between “paper wealth” and economic health. Are the two related? Sure. Are they positively correlated. Sometimes, particularly on the downside. Does one matter more than the other? That depends upon who you are. Too frequently, writers will talk about paper wealth like stocks [...] Continue Reading...

Stocks And Long Bonds Know That The Fed’s In A Pickle

06 April 2015 at 2:41 pm by Gary Gordon

Economists should not have been stunned by downward revisions to job creation for January and February. Similarly, analysts should not have been surprised by the painfully weak jobs data for March – information that confirmed the seriousness of the ailing U.S. economy. Some folks are clinging to the hope that the slowdown is attributable to poor [...] Continue Reading...

April 5, 2015 – ETF Expert Radio Podcast

05 April 2015 at 8:00 am by Staff

ETFs & the Risk of Recession, Long Term Treasury Bond ETFs, ETFs & a Flattening Yield Curve, Foreign Stock ETFs, MASH Index ETFs, ETFs & the Fed, Low Volatility ETFs   Click here to listen to the show: 4-5-2015 Continue Reading...

Bull Market, Bear Market or Barely Moving Market?

01 April 2015 at 9:58 am by Gary Gordon

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 [...] Continue Reading...

50% Recession Possibility Calls For A ‘Higher-Than-Usual’ Allocation To Non-Stock ETFs

30 March 2015 at 2:00 pm by Gary Gordon

Other than permanently bearish writers and investors, few address the possibility of the U.S. falling into a recession. Many conclude that the Federal Reserve’s ultra-low rate policy completely altered the landscape such that the idea of a business cycle no longer exists. Others merely ignore warning signs until, unfortunately for them, the opportunity to reduce [...] Continue Reading...

March 29, 2015 – ETF Expert Radio Podcast

29 March 2015 at 8:00 am by Staff

Transportation ETFs, ETFs & the Possibility of a Bear Market, Assessing Economic Health & ETFs, ETFs & 10-Year Treasury Note Yields, ETFs in a Low Interest Rate Environment, Treasury Bond ETFs, ETFs & the MASH Index   Click here to listen to the show: 3-29-2015 Continue Reading...

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