Archive | Actively Managed ETFs

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‚Äôs exports would be [...] Continue Reading...


3 Successful ETFs That Will Pique Your Interest In 2013

Why do some ETFs succeed and why do others fail? The question certainly seems harmless enough. What’s more, this was the topic of my presentation at the Global Indexing & ETFs Conference in Phoenix yesterday afternoon. As I prepared to speak, I found myself questioning the nature of success. Should I link success to risk-adjusted returns? [...] Continue Reading...


QE3 Continues To Rev Up Emerging Market Corporate Bonds And Currencies

In the steamy September days (9/13-9-14) of central bank euphoria, Federal Reserve Chairman Ben Bernanke announced that the Fed would immediately begin purchasing $40 billion in mortgage-backed securities each month. What’s more, the chairman did not include an end date for the quantitative easing program known as “QE3.” Bernanke’s summertime bazooka sent S&P 500 stocks skyward, [...] Continue Reading...


Why Mortgage-Backed Bond ETFs Will Increase Your Net Worth

Benjamin Franklin said, “It would be thought a hard government that should tax its people one-tenth part of their income.” Yet recent polls show that the majority of U.S. citizens do not believe candidate Romney’s 2011 effective rate of 14.4% was high enough. Apparently, not everyone seems to feel that one-tenth, or 10%, is harsh [...] Continue Reading...


Fed Encourages High Income ETFs, Discourages Stock ETFs

Chairman Bernanke hinted than the¬†U.S.¬†Federal Reserve¬†is still leaning towards additional easing, either through bond purchases or an extension¬†of low rates into 2015. (Tell us something that we didn’t already know.) Yet the Fed does not appear poised to act¬†in September or October. Indeed, with¬†the Fed¬†unlikely to provide clarity until after the presidential election, Stock ETFs¬†may see¬†volatile [...] Continue Reading...


Equal Weight ETFs Offer A “Compelling And Rich” Alternative

The early 80s may¬†accurately capture my¬†transition to adulthood. Yet the 70s have a grip on a treasure trove¬†of¬†childhood memories — from iZod shirts to Schoolhouse Rock to the Dallas Cowboy Cheerleaders. The 70s also bring back a less nostalgic¬†activity… waiting on gasoline lines that stretched about a 1/2 mile down Route 22. Well, to be fair, [...] Continue Reading...


Sector ETF Risk: Health Care ETFs? Financial ETFs?

The Senate recently voted in favor of a health reform bill. Is this good or bad for medical insurers? November new home sales were no better than they were in April. Does that spell doom for homebuilders or serve up new opportunity? Congress raised the deficit debt ceiling to $12.4 trillion. Can the U.S. dollar really handle [...] Continue Reading...


Actively Managed ETFs: Investors Stay Away in 09

Recently, I received an inquiry about the state of actively managed ETFs. Had my position on their viability changed since the beginning of the year? Answer? Nope. The so-called actively managed vehicles are… for the most part… poorly conceived, low-volume¬†losers. I’m not alone¬†in my beliefs either.¬†None of the existing actively-managed ETFs¬†have sufficient assets under management. Some have [...] Continue Reading...


ETF Winners of the “U.S. Dollar Carry Trade”

The mainstream media continue to foster a notion that improving economic fundamentals are driving the cyclical bull. If that were the case,¬†treasury bond yields wouldn’t be falling¬†and gold wouldn’t be¬†maintaining at the¬†$1000 per ounce level. If economic fundamentals were as sound as the media would have you believe,¬†insiders at Toll Brothers wouldn’t be selling shares of [...] Continue Reading...


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