Archive | Alt Energy ETFs

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 had [...] 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 equities [...] 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 stubbornly [...] 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 a below-trend [...] Continue Reading...


Are Record Levels Of Consumer Credit Dangerous To Your ETF Portfolio?

Technology was the best performing sector in the five years prior to the 2000-2002 stock market bear. The acceleration of dot-com mania created a boom-to-bust scenario that few had ever seen. Yet “tech” actually weakened before other segments of the economy. What’s more, corporate shares of technology companies witnessed far more violent sell-offs than stock [...] Continue Reading...


Liquidity Makes Alternative ETFs Less Peculiar

Increasingly, clients and prospective clients have been asking me about “liquid alternatives.” On the one hand, I like the thinking behind an inquiry where the liquidity of an investment is at the forefront of a consideration. Alternative assets (e.g., art, wine, commercial real estate, commodities, etc.) often sound intriguing on the surface, but unless one [...] Continue Reading...


Great Rotation? ETFs Encounter A Different Kind Of Shift In 2014

Whatever happened to the “Great Rotation?” You remember the predictive theory that ultra-low yields would encourage investors to rotate out of bonds and into stocks. The notion picked up steam shortly after the Federal Reserve announced its intention to taper its quantitative easing (QE) program in May of 2013. Yield-sensitive assets of all stripes — [...] Continue Reading...


Three Characteristics Of ETFs Near 52-Week Highs

The investing public tends to place a great deal of faith in the forecasts of economists. To be frank, I am not entirely sure why. An overwhelming majority missed the impact that well-documented declines in real estate were having on the economy in 2007. Here in 2014, the latest housing data may be showing cracks as [...] Continue Reading...


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