Archive | Asia ETFs

Positioning Your ETF Portfolio For 2014

Seeking Alpha’s Abby Carmel and Jonathan Liss recently spoke with Gary to find out how he selects specific ETFs and plans to use them to position clients in 2014. SA Editors (SA): How would you describe your investing style/philosophy? Gary Gordon (GG): Information processing is the best way to describe the way that I invest. I gather [...] Continue Reading...


How Diversified ETF Portfolios Can Make You Feel Like A Loser

Financial professionals often talk about the importance of diversifying across the asset classes. Had you chosen to do so in 2013, however, you may be feeling less giddy than the “Holy Cow, Look at the Dow” cheerleaders on CNBC. ETFs For 14 Asset Classes 2013 YTD Approx % Large Cap US: SPDR S&P 500 Trust (SPY) 31.9% Mid [...] Continue Reading...


What Current Federal Reserve Policy Will Mean For Stock ETFs in 2014

Stock markets initially plummeted on the notion that the Federal Reserve would print less money, buy less government debt and stand by as interest rates soared into the stratosphere. Very quickly, however, Fed officials extinguished fears of skyrocketing borrowing costs by simultaneously announcing that its policy of zero-percent overnight lending would continue “well beyond” the [...] Continue Reading...


Buying An International ETF? Check Its Corresponding Currency ETF First

Nobody may have any interest in shorting the U.S. stock market right now. Yet futures traders are growing increasingly excited about the prospect of shorting certain currencies. In particular, bets that the Japanese yen will fall against the greenback are at their highest levels since the summer of 2007. Granted, a contrarian might think that [...] Continue Reading...


Risk-On Investing? International ETFs May Be More Profitable

The S&P 500 has not experienced a 10% correction since October 3, 2011. That’s a heck of run without a reality check. Yet, according to the researchers at Bespoke Investment Group, 515 trading sessions without a serious sell-off is not unprecedented. The S&P 500 rocketed ahead throughout the 90s (10/90-10/97) as well as in the 2000s [...] Continue Reading...


Which ETFs Are Benefiting From U.S. Dollar Woes?

The U.S. dollar has certainly lost value since the Federal Reserve began printing greenbacks to purchase U.S. bonds. On the other hand, most of the damage occurred at the onset of the Fed’s quantitative easing program(s). Since the “euro” came under extreme pressure during the sovereign debt crisis of 2011, and since Japan’s campaign to [...] Continue Reading...


ETF Trends That May Not Have Hit Your Radar Screen

A do-it-yourself investor would be wise to track institutional money. Are there surprising, or not so surprising, moves that advisers make via their block trades? Often, the activity will give you the heads-up if advisers like myself are on their way to a party before the rowdier guests arrive; similarly, tracking block allocations might tell [...] Continue Reading...


China ETFs Quietly Becoming Go-To Performers

The United States government is in the process of debating both a budget as well as a debt ceiling increase. Neither Republicans in the House of Representatives nor the president himself appears eager to pursue a “grand bargain” or a “mini bargain.” Meanwhile, Angela Merkel may have won a resounding victory in Germany’s recent election, [...] Continue Reading...


A Meaningful Rotation Into China ETFs and Resources-Related ETFs?

Near the start of the present bull market for U.S. stocks, an ultra-accommodating Federal Reserve pushed interest rates lower. In fact, 10-year yields tied to mortgages had journeyed to unbelievably low levels across a four year span; meanwhile, stocks rocketed to all-time records. Today, we still have an ultra-accommodating central bank. And, historically speaking, interest rates [...] Continue Reading...


A Quadrillion Reasons to Rethink Japan ETFs

The Japanese debt dilemma is one that I have been thinking about for quite some time. In particular, how has one of the most industrious countries on the planet managed to go from a viable debt-to-GDP level of 50% in 1980 to 240% in 2013? That’s akin to a country generating $100,000 in revenue while [...] Continue Reading...


Free Sign-Up                     ETF Expert RSS Feed  Follow EtfExpert on Twitter

Receive ETF Expert Daily By Email
Get The Weekly ETF Expert Newsletter

Archives