Weak Wages and Weaker Manufacturing, But How ‘Bout Those Rate Hike Expectations!

02 July 2015 at 11:32 am by Gary Gordon

I started working at the age of 13. I wanted to be productive. I wanted to make money. Gardener, golf caddy, food deliverer, waiter, bartender, entrepreneur, researcher, analyst, writer, planner, adviser, money manager – I probably spent as much time cursing and complaining as I did whistling. Nevertheless, thirty five years of work contributed to [...] Continue Reading...

When Market Breadth Stinks, Cash Is The Mouthwash

30 June 2015 at 10:15 am by Gary Gordon

Perma-bulls on the major networks routinely gloss over the reduction in stock market breadth. For example, 60% of the Dow 30 components currently sit below long-term moving averages. When companies like Coca-Cola, Wal-Mart, DuPont, Intel and Verizon are simultaneously suffering from rally fatigue, one might anticipate an eventual breakdown in the gravity-defying direction of popular [...] Continue Reading...

June 28, 2015 – ETF Expert Radio Podcast

28 June 2015 at 8:00 am by Staff

ETFs & Stock Valuations, Rising Interest Rates & ETFs, Stock ETFs vs. Bond ETFs, ETF Strategies Click here to listen to the show: 6-28-2015 Continue Reading...

The Risk Of Owning Stock Assets and Holding Stock Assets Right Now

25 June 2015 at 3:41 pm by Gary Gordon

Hold-n-hope advocates believe that greater gains with stocks over investment grade bonds require nothing more than a commitment to accepting increased volatility. In other words, if you accept the occasional craziness of stock prices, then your rewards will be far more robust than lower yielding debt instruments. But is that even accurate? In the 15-year period [...] Continue Reading...

Revenue Growers In A Late-Stage Stock Bull

23 June 2015 at 10:49 am by Gary Gordon

Some facts are more disconcerting than others. For instance, top-line sales at S&P 500 corporations will decline for the second consecutive quarter for the first time since 2009. Equally discouraging? Roughly 70% of these companies (77/106) have reported negative profit-per-share outlooks. Meanwhile, earnings-per-share (EPS) prospects are expected to fall across the entire S&P 500 space. It [...] Continue Reading...

June 21, 2015 – ETF Expert Radio Podcast

21 June 2015 at 8:00 am by Staff

ETFs & Stock Valuations, GDP & ETFs, ETFs & the Fed, Treasury Bond ETFs Click here to listen to the show: 6-21-2015 Continue Reading...

Allocating Assets When the Fed Talks Out Of Both Sides Of Its Mouth

18 June 2015 at 11:55 am by Gary Gordon

One year ago, each of the 17 members of the Federal Reserve provided an expectation of where the fed funds rate would be at the end of 2015. The average came in at 1.1%. That might have required four to five rate hikes this year alone. By March, the expected year-end rate dropped to 0.65%. [...] Continue Reading...

Sky High Valuations? Lusterless Economy? It Just Doesn’t Matter!

16 June 2015 at 11:22 am by Gary Gordon

Several years ago, Rolling Stone ranked the 10 best movies by former cast members of Saturday Night Live. Bill Murray barely made the list with Rushmore – an offbeat comedy from the late 90s. I remember thinking that Murray had been cheated in the editorial; he should have received additional nods for Caddyshack, Stripes, Lost [...] Continue Reading...

June 14, 2015 – ETF Expert Radio Podcast

14 June 2015 at 8:00 am by Staff

ETFs & the Jobs Recovery, Government Spending & ETFs, ETFs & Rising Interest Rates, Cash Allocation & ETFs, Cybersecurity ETFs, Rate Sensitive ETFs Click here to listen to the show: 6-14-2015 Continue Reading...

Rate-Sensitive, Energy-Sensitive Sectors Now Down 10%-Plus

11 June 2015 at 11:32 am by Gary Gordon

Bullish borrowers have increased their margin debt to invest in stocks from $445 billion in January to $507 billion today. And why not? The overall price movement for growth sectors of the stock market remains healthy. Flashy sub-segments like cyber-security and biotech continue to soar. For example, I allocated a small portion of moderately aggressive [...] Continue Reading...

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