Archive | Alt Energy ETFs

This Is What Happens When The Fed Tries To Leave ‘QE’

Back on October 29, 2014, the Federal Reserve ended its largest round of quantitative easing (QE3/QE4). The unconventional policy of buying market-based assets with electronically created credits (dollars) first began in late November of 2008. Since that time, $3.75 trillion in stimulus forced interest rates downward and sent stock prices soaring. The S&P 500 moved from [...] Continue Reading...


An Energy ETF Resurgence Defies The Naysayers

Maybe you do not know who Rex Tillerson is. Maybe you did not realize that Tillerson, a dinosaur in the energy sector, is the chairman and CEO of Exxon Mobil (XOM) – one of the largest corporations on the planet. The company that he runs had been the largest in the world by market capitalization [...] Continue Reading...


Selecting The Individual Energy Stocks Over The ETFs

Talk about doom and gloom. Oil bears are predicting $40 per barrel, even $30 per barrel. Meanwhile, a whole lot of folks are treating the chatter like it is a foregone conclusion. What would need to happen for oil to go from $110 per barrel at the height of Russia-Ukraine tensions down to $30 per [...] Continue Reading...


Are Stocks Really The Only Game In Town?

Contrarians must be thinking about the sustainability of the year-end stock rally after six weeks of remarkable gains. The most recent AAII Investor Sentiment Survey discovered that a whopping 52 percent of respondents were bullish, far surpassing the long-term trend of 39 percent. Meanwhile, nearly $43 billion of inflows poured into U.S. equity ETFs in [...] Continue Reading...


Three Critical ETF Trends That Require Monitoring

When influential managers (e.g., large financial institutions, hedge funds, etc.) borrow low-yielding assets to invest in higher-appreciating, higher-yielding ones, they are engaging in a speculative art. What is the nature of the artwork here in 2014? Borrow as much yen and euro at negligible rates as possible to finance the acquisition of U.S. stocks and [...] Continue Reading...


Is It Over? 3 ETF Signals You May Use For Confirmation

Is the global economic landscape healing? Far from it. Does that typically signal good things for the U.S. stock market? No… but the U.S. Federal Reserve is extremely likely to keep overnight lending rates near zero for years to come. That discourages saving, yet encourages borrowing for the purposes of consumption and investment. Zero percent [...] Continue Reading...


The Barbell Approach To ETF Portfolio Allocation Continues To Shine

I did not invent the barbell strategy. At the start of the year, I simply offered readers a glimpse into the way that I would be managing ETF assets in the late-stage bull market. First, let me take you back to January when I explained that long-term rates would fall, not rise. The contrarian call [...] Continue Reading...


Value Versus Momentum: What Should You Buy For Your ETF Portfolio

In a world of high-frequency trading, central bank rate manipulation and cross-border fund flows, fundamental value often gets pushed to the back burner. Without question, U.S. stocks are very expensive — inordinately overpriced. Nevertheless, most will opt to continue placing their faith and their hard-earned dollars in what they know. Can one pursue reasonably priced [...] Continue Reading...


Susceptibility 101: ETFs That Are Exceptionally Far From Respective Trendlines

Are investors cautiously optimistic? Probably. A little bit greedy? Maybe. Yet I would be hard-pressed to describe the current psychology in terms of euphoria. The most apt descriptor is complacency. Keep in mind, geopolitical tensions are rising in the Middle East, Ukraine and off the coastal waters near China. Not surprisingly, gasoline prices have remained [...] Continue Reading...


3 Rate-Sensitive ETF Categories Demonstrate High-Caliber Endurance

Many of the word’s most respected economists projected the direction of interest rates at the start of the year. The average assessment? Experts collectively anticipated that the 10-year Treasury bond yield would rise from 3.03% to 3.41% by the end of 2014. I didn’t see it. For one thing, the well-being of real estate in [...] Continue Reading...


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