Archive | October, 2010

October 31, 2010 – ETF Expert Radio Podcast

Old Energy ETFs, New Energy ETFs, Commodity ETFs, Copper ETFs, Global ETFs Click here to listen to the show: 10-31-10 Continue Reading...

Tis The Season For Wireless Technology ETFs

For market-watchers, the last week of October was a bit like waiting for a tornado in Kansas. You know that a twister is about to touch down on a plain… but you don’t know where or when. The quietude is entirely due to 3 items: (a) mid-term elections on Tuesday, 11/2, (b) Federal Reserve quantitative easing (QE) [...] Continue Reading...

Why The Gaming ETF Is Up More Than 30% in 2010

The American economy grew at an anemic 2.0% in the 3rd quarter. Consumer sentiment in October is the lowest in roughly 1 year. Unemployment is stuck at 9.6%, more folks are saving their quarters and anti-government feelings suggest extreme discontent. Yet, somehow, the Market Vectors Gaming ETF (BJK) is up more than 30% YTD. Did contrarian investors succeed where [...] Continue Reading...

Is It “Finally” Time to Short Treasury Bond ETFs?

Most world-renowned investors became famous for beating the Street during a bull market. Think Warren Buffett, Bill Miller and Peter Lynch. Yet John Paulson garnered fame (or infamy) as a hedge fund manager who profited from shorting sub-prime mortgages in 2007 and 2008. In 2009, John Paulson made a different “call” that has yet to pan out; that is, the [...] Continue Reading...

Are Small Cap ETFs In The Wrong Place At The Wrong Time?

Some argue that economic growth is not sustainable until and unless banks loosen the purse strings on credit. When this does happen, small cap companies would likely prosper because the new dollars would give them the opportunity to tackle new business opportunities. Since large corporations have all the cash that they need to survive another downturn… since banks are still hanging onto money more than they are [...] Continue Reading...

Breaking Down The New Rare Earth Metals ETF (REMX)

There are times when you can just tell… “this ETF is going to be popular.” On 10/28/2010, Van Eck launched its Market Vectors Rare Earth/Strategic Metals ETF (REMX). Not only does the Market Vectors brand name carry clout with its commodity company line-up (e.g., agribusiness, coal, goldminers, etc.), but the intrigue surrounding “rare earth metals” is [...] Continue Reading...

Real World ETFs Versus “Buzz World ETFs”

Silver, gold, copper, nickel, timber, oil, coal, corn, wheat– these are just a handful of the natural resources needed in the real world. Investors in resource-related corporations are seeing price appreciation in nearly every arena with the exception of natural gas. (And hey, who knows… winter may just change fortunes for the other fossil fuel.) In contrast, [...] Continue Reading...

China and India Sector ETFs May See Strong Investor Demand

The Chinese consumer is seeking out everything from toasters to microwaves to flat-screens. Need proof? Small appliance sales in China are up 126% over the previous year, forging a sales bonanza that is on track for $30 billion per year. Meanwhile, India is experiencing a huge upswing in infrastructure spending. Consequently, major construction firms have been raising prices by as much as 25%. Chinese consumers? Indian infrastructure? [...] Continue Reading...

Transportation ETFs and Telecom ETFs: The Best Little Superstar Sectors On The Street

Transportation companies (e.g., railways, air delivery, trucking, shipping, etc.) move materials and unfinished goods to industrial giants like Caterpillar, Boeing and General Electric. Many believe that if the transporters are “on the go,” then the economy is showing signs of health. In contrast, some investors used to turn to the ”phone companies” for safer haven investing during recessionary periods. Historically, the higher-than-average [...] Continue Reading...

Are International Telecom ETFs Delivering A Strong Signal?

With the expansion of the middle class in the emerging market nations, Telecom providers like AT&T & Verizon are doing everything they can to get iPhones, Blackberrys and other smart phones into the hands of new buyers. As the emerging market story continues to grow, should you be looking looking for an International Telecom ETF “Buy signal?” Additionally [...] Continue Reading...

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