Is It Too Early To Think About 2016?

28 May 2015 at 10:49 am by Gary Gordon

The average economic expansion since the 1940s is roughly five years. The current recovery? We are now at the six year mark. Yet there’s a problem with the current environment that few are willing to talk about; that is, historically, the Federal Reserve raises overnight lending rates to slow economic growth and suppress inflationary tensions. [...] Continue Reading...


3 Reasons June Gloom Is Already Hitting The Markets

26 May 2015 at 10:29 am by Gary Gordon

The theme of maintaining a sunny disposition in spite of genuine concerns has always been prevalent in music. Bobby McFerrin told people not to fear cash flow troubles or paying the rent late in his 80’s chart-topper “Don’t Worry, Be Happy.” Similarly, an animated meerkat from 1994’s The Lion King sang about ignoring one’s worries [...] Continue Reading...


May 24, 2015 – ETF Expert Radio Podcast

24 May 2015 at 8:00 am by Staff

ETFs & New Stock Market Highs, The Fed & ETFs, ETFs & Stock Buybacks, International ETFs, Aerospace & Defense ETFs   Click here to listen to the show: 5-24-2015 Continue Reading...


Are You Betting On The Fed? Allocate According to the ‘Fundamentals’ and ‘Technicals’ Instead

21 May 2015 at 10:46 am by Gary Gordon

The S&P 500 continues registering highs for the record books. Yet, the benchmark is reaching new peaks with less participation from its constituents. Consider the chart of the Bullish Percentage Index (BPI) for the S&P 500. Typically, a stock market bull is at its healthiest when the majority of companies are moving higher in established uptrends. [...] Continue Reading...


Three Other Ways To Play Defense

19 May 2015 at 11:19 am by Gary Gordon

The broader stock market (as measured by the NYSE Composite) may be making marginal progress. A 2.5% appreciation in price over the last nine months is mildly positive. Similarly, higher lows are typically indicative of ongoing strength. It would be reasonable, however, to discuss whether the risk of participation is worthy of the potential reward. Retail [...] Continue Reading...


May 17, 2015 – ETF Expert Radio Podcast

17 May 2015 at 8:00 am by Staff

ETFs & Stock Valuations, International ETFs, Currency-Hedged ETFs, ETFs & the US Dollar   Click here to listen to the show: 5-17-2015 Continue Reading...


Weakness In Corporate Revenue Is A Bad Sign For ‘Buy-n-Hold’ Investors

15 May 2015 at 11:28 am by Gary Gordon

There is one thing that has always nagged me during the 2nd longest bull market run in U.S. history. Corporations have roughly the same revenue per share today as they did halfway through 2007. And yet, sales growth per stock share has only recovered to the pre-crisis levels of 2007, whereas the S&P 500’s price [...] Continue Reading...


International Stock ETFs: One Way Or Another

13 May 2015 at 10:00 am by Gary Gordon

As much as investors might like to believe that the U.S. stock market is still “grinding higher” in 2015, the reality is that it may be grinding to a halt. S&P 500 stocks have been stuck in a 4% trading ranged for the last 10 weeks; they’ve been stuck in a 2% trading range for [...] Continue Reading...


Should You Consider Making Tactical Changes To Your Asset Allocation Mix?

07 May 2015 at 3:50 pm by Gary Gordon

Yesterday, the S&P 500 logged in as the 3rd longest bull market in the benchmark’s history. Yes, yes… bull market’s don’t die of old age. Yet, what about health-restoring corrections of 10%? Shouldn’t they appear more regularly than 45 months (1371 days)? The current period of equanimity now registers as the 3rd longest without a [...] Continue Reading...


Is Waning Enthusiasm For U.S. Dollar-Denominated Assets Temporary?

05 May 2015 at 1:16 pm by Gary Gordon

The U.S. economy is in trouble. After expanding at a modest 2.2% in the 4th quarter, economic growth dimmed to a scant 0.2% in Q1 of 2015. Yet privately, many are acknowledging the likelihood that revisions to first quarter gross domestic product (GDP) will indicate a trend toward contraction. Should investors actually concern themselves with economic [...] Continue Reading...


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