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...


May 3, 2015 – ETF Expert Radio Podcast

03 May 2015 at 8:00 am by Staff

ETFs, Debt & Interest Rates, ETF Strategies for a Late Stage Bull Market, China ETFs, International ETFs   Click here to listen to the show: 5-3-2015 Continue Reading...


China’s ‘Slowdown’ May Be Your Opportunity To Buy Low

01 May 2015 at 10:45 am by Gary Gordon

Chinese leaders already anticipate that the country’s economic expansion in 2015 will be its slowest in 25 years. The gross domestic product (GDP) projection? 7%. Analysts have ridiculed everything about the world’s 2nd largest economy from the nation’s extraordinary debt build-up to the modern-day ghost towns of empty apartment complexes. Ironically, these same critics barely flinch [...] Continue Reading...


The Debt-Driven Expansion Requires Tweaks To Your Portfolio

28 April 2015 at 9:40 am by Gary Gordon

The U.S. government spent $7.50 trillion above the country’s budget over the last six years to encourage economic growth as well as fulfill pre-existing obligations (e.g., defense/military, agriculture, Medicare/health, Social Security, education, transportation, interest on the federal debt, etc.). Yet the economy still only grew at annualized 2.1% in the period – a growth rate [...] Continue Reading...


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