Archive | January, 2013

3 ETFs For The Bulls, 3 ETFs For The Bears

Las Vegas odds-makers believe that the San Francisco 49ers will beat the Baltimore Ravens to win Superbowl XLVII this Sunday, February 3. That’s what is implied by a 4-point spread. In contrast, if the professionals did not feel that the 49ers had a definitive edge, there would neither be a spread nor a so-called “favorite.” And [...] Continue Reading...


With U.S. Treasury Yields Rising, Income May Need To Come From Foreign ETFs

The yield on a ten-year treasury bond is very close to recovering 2%. That may sound ridiculously low when placed in a historical context. On the other hand, funds like iShares 10-20 Year Treasury (TLH) have logged -2.1% returns year-to-date, precisely because the 10-year’s yield has gained 0.25% in 4 short weeks. On a day when [...] Continue Reading...


Brazil ETFs: Should Investors Buy The Gold Medals and Golden Crosses?

If you look hard enough, you can find a whole lot of things that are wrong with the “B” in BRIC. The country’s GDP growth is virtually non-existent. Government regulatory intervention in both the energy sector as well as the financials segment has been increasing. And Brazil’s currency lost approximately 7% against the dollar on [...] Continue Reading...


January 27, 2013 – ETF Expert Radio Podcast

Stock Market Highs & ETFs, Bonds & ETFs, International Real Estate ETFs, Global Resources ETFs, Currency-Hedged ETFs Click here to listen to the show: 1-27-2012 Continue Reading...


The Death of Bond ETFs? Change Your Fixed Income Lenses

The S&P 500 is above 1500. CBOE S&P 500 Volatility (VIX) is sitting near 15-year lows. And 88% of iShares S&P 100 (OEF) component stocks are above respective 200-day moving averages. Normally, you might hear more discussion about complacency and/or an imminent sell-off. Instead, you’re hearing more about the “Great Rotation” out of bonds and into [...] Continue Reading...


How ETF Investors May Profit From Currency Devaluation

ETF enthusiasts can make profitable investing decisions based upon government/central bank currency manipulation. For example, a little more than a month ago, I wrote “A Foreign Stock ETF for a Rapidly Declining Currency.” In the article, I discussed Shinzo Abe’s determination to devalue the yen substantially through aggressive monetary intervention so that Japan’s exports would be [...] Continue Reading...


Overbought and Overvalued Market? Consider One Or More Unconventional ETFs

What are the alternatives for an investor when a large majority of assets are fundamentally overvalued and technically overbought? One can wait to participate, of course. Even if there are no obvious reasons for sellers to enter the marketplace, they always do. On the other hand, stock fund managers are being flooded with cash that they [...] Continue Reading...


January 20, 2013 – ETF Expert Radio Podcast

Fund Flows & ETFs, Treasury Bond ETFs, Small-Cap ETFs, Telecom ETFs, Auto ETFs Click here to listen to the show: 1-20-2012 Continue Reading...


ETFs For Potential Increases In Demand For Cars And Cell Phones

Lately, I’ve been fielding a great many questions related to automobile companies. Had I seen the 5-year highs on car purchases? Am I aware that autos were the strongest segment in 2012 retail? And what’s the best ETF for capturing the inevitable growth? In truth, I’m not necessarily convinced that the U.S. auto sector will continue [...] Continue Reading...


5 Reasons Why I Like Vanguard’s Telecom ETF

After nearly 4 years, retail investors have begun to exit low-yielding investment grade bonds for the perceived potential of stocks. This “rotation” of money flow into equity funds is putting pressure on fund managers to keep pace with the broader benchmarks. In other words, if they hold back cash in the hopes of a better [...] Continue Reading...


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