Tactical Asset Allocation And The Understanding Of Longer-Term ETF Trends

30 July 2014 at 11:39 am by Gary Gordon

One of the most common expressions in the investment world is that “one day does not a trend make.” Indeed, it would be foolhardy to over-analyze the stock and bond market reaction to the initial estimate of 4% economic growth in the 2nd quarter. What is more instructive in determining the attractiveness of asset classes [...] Continue Reading...


Home Sales Data Incinerate Confidence In Economically Sensitive Stock ETFs

28 July 2014 at 10:25 am by Gary Gordon

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 [...] Continue Reading...


July 27, 2014 – ETF Expert Radio Podcast

27 July 2014 at 8:00 am by Staff

Hot Sector ETFs in 2014, Cold Sector ETFs in 2014, Bond ETFs, ETFs & Interest Rates, Consumer ETFs, Small & Micro Cap ETFs, Emerging Market ETFs, Large Cap ETFs   Click here to listen to the show: 7-27-2014 Continue Reading...


Emerging Markets Versus U.S. Small Caps: Which Provides Better Reward For The Risk?

23 July 2014 at 3:02 pm by Gary Gordon

Downward revisions to economic growth going forward have little to do with the weather in the first few months of the year. Yet economists are already concluding that gross domestic product (GDP) in the second, third and fourth quarters will be lower than originally anticipated. Similarly, the National Retail Federation (NRF) is blaming the so-called [...] Continue Reading...


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

21 July 2014 at 11:51 am by Gary Gordon

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 [...] Continue Reading...


July 20, 2014 – ETF Expert Radio Podcast

20 July 2014 at 8:00 am by Staff

Real Estate & ETFs, ETFs & Stock Valuations, Small Cap ETFs, Micro Cap ETFs, Foreign ETFs, Low Volatility ETFs, Asian ETFs, Fixed Income ETFs   Click here to listen to the show: 7-20-2014 Continue Reading...


Is A Little “Bubble Paranoia” Good For Your ETF Portfolio?

18 July 2014 at 11:26 am by Gary Gordon

Authors Lu Wang and Joseph Ciolli at Bloomberg described the fear of U.S. stocks falling as “bubble paranoia.” Yet, if fundamental and technical indicators both suggest that U.S. stock assets are extremely overvalued, is the maladjustment with some investors or with the markets themselves? The above-mentioned writers explained that U.S. Federal Reserve members believe asset prices [...] Continue Reading...


Why U.S. Small Company ETFs Are Losing Their Way

16 July 2014 at 1:47 pm by Gary Gordon

There has been a great deal of talk about the housing recovery. Sales of existing homes steadily rose between mid-2011 and mid-2013 on the back of a weak U.S. dollar and an increase in the money supply. Indeed, Federal Reserve monetary policy had stimulated demand for U.S. stocks as well as U.S. real estate. Yet [...] Continue Reading...


Value Versus Momentum: What Should You Buy For Your ETF Portfolio

14 July 2014 at 3:36 pm by Gary Gordon

In a world of high-frequency trading, central bank rate manipulation and cross-border fund flows, fundamental value often gets pushed to the back burner. Without question, U.S. stocks are very expensive — inordinately overpriced. Nevertheless, most will opt to continue placing their faith and their hard-earned dollars in what they know. Can one pursue reasonably priced equities [...] Continue Reading...


July 13, 2014 – ETF Expert Radio Podcast

13 July 2014 at 9:47 am by Staff

Stock Buybacks & ETFs, ETFs with Low Price-to-Sales Ratios, ETFs and Mergers & Acquisitions, Small Cap ETFs, Large Cap ETFs, Gold ETFs, Gold Miners ETFs   Click here to listen to the show: 7-13-2014 Continue Reading...


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