Fred Meissner argues that the fund flow into the largest U.S. companies is not a new phenomenon; it’s been happening since November and it’s coincided with decreasing interest in emerging equities. If the money flow trend continues, you could follow the herd into a Dow ETF or a S&P 500 ETF. If you’d like to consider a road less traveled… [...] Continue Reading...
Did you think it was over? Did you believe that the bailouts of Greece and Ireland had effectively put an end to the PIIGS challenge? On a monthly momentum basis, Europe had been on a roll. And many market strategists had suggested that a fundamental shift from the macro-economic Eurozone picture to the micro-economic attractiveness of European corporations would keep European ETFs [...] Continue Reading...
Regardless of where the markets are… regardless of where stock shares go… developing nations are clearly creating growth opportunities for large corporations. Marc Litchenfeld of Investment U notes that biotech companies with overseas operations are in a particularly good spot. For instance, drug revenues for both China and India are expected to surge at a rate of 15% per year. Moreover, the aging of the world’s [...] Continue Reading...
Turmoil in Egypt set the markets back for a single Friday on 1/28/11. In fact, since the Egypt crisis mummified equities, the Dow Jones Industrials Diamonds Trust (DIA) has embarked on a 7-day winning streak! So… what’s the frequency of 7 consecutive days of gains? It’s only happened 8 other times in the past decade. In spite of the odds that [...] Continue Reading...
Investor’s Business Daily pointed out that Emerging Market ETFs have had their heaviest fund withdrawals in nearly 3 years. With more than $7 billion getting yanked last week alone, some believe that the BRIC ride may be over. On the flip side, others argue that a direct investment in China looks remarkably appealing. Is now the entry [...] Continue Reading...
Here at the 4th Annual Inside ETFs Conference at the Westin Diplomat in Hollywood, Florida, I am beginning to go “stir crazy.” Granted, I’ve had the opportunity to hear Ben Stein deliver an entertaining keynote presentation. And yes… Bob Pisani of CNBC fame really does wear those brassy neckties. With that said, I’m worn out. I’ve been [...] Continue Reading...
Recent housing data has indicated that more thatn 10% of existing residential property may be empty. Most of those homes are owned by banks. What’s more, the prevailing belief is that financial institutions are holding back inventory because of a fear that a huge influx of available homes for sale could topple a troubled real estate market. Should investors with [...] Continue Reading...
US ETFs, Emerging ETFs, Global ETFs Click here to listen to the show: 2-06-2011 Continue Reading...
The idea that different assets move independently of one another over time is the cornerstone of true diversification… and yet it hasn’t truly existed since 2007. In fact, most stocks, bonds, commodities and currencies have all fallen or risen together; the only differences have been matters of degree, not direction. With that said, research group ConvergEx recently suggested that the “Risk-On-Risk-Off” [...] Continue Reading...
Major storms in both the U.S. and in Australia have had adverse effects on agricultural products. Tack on a Fed-inspired weak dollar, increasing emerging market demand, and… you find a world that is struggling to cope with food price inflation. So how might you benefit from the trend? One author believes that super-sized gains for the Powershares DB Agriculture Fund (DBA) [...] Continue Reading...
