Archive | Bond ETFs

Why Overvalued Stock ETFs Still Offer Opportunity

Let us recall that every significant economist and every major U.S. investment firm predicted interest rates would climb in 2014. The primary basis for the assessment? U.S. economic growth would accelerate and encourage the Federal Reserve to end ultra-easy monetary measures. Well, now that we’ve seen a so-called acceleration in the second quarter – now [...] Continue Reading...


Record Setting Stock ETFs: It’s About The Stimulus, Not The Economy

At the beginning of the year, analysts and economists explained why interest rates would climb significantly. They anticipated a year-end 10-year yield of 3.4%, not 2.4%. Only a few bond fund managers, doom-n-gloomers and contrarians dared to suggest that rates would drop. (For more on the topic, review my January commentary, “Against The Herd: Lower Rates, [...] Continue Reading...


Questions For U.S. Stock ETF Bulls

Have you studied the history of stocks in the U.S? Most people are aware of the crash in 1929 as well as the capital depreciation that occurred through 1932. Yet many may not be aware of the government stimulus in 1933 that helped the market soar 200% over the next four years. While the stimulus [...] Continue Reading...


Has Stock Bias Adversely Affected Your ETF Asset Allocation?

Bonds must be unbelievably dull. When the Dow broke 17,000 and when the S&P came withing a stone’s throw of 2,000 – media messengers enthusiastically reported the peachy particulars. In contrast, 10-year German bund yields are currently logging record lows and the vast majority of fixed income ETFs are registering 52-week highs, yet CNBC’s focus [...] Continue Reading...


Emerging Market ETFs Ascend A Great Wall Of Worry

If the U.S. economy and the global economy were truly in good shape, why is the SPDR Gold Trust (GLD) performing so admirably in 2014? If  U.S. economic expansion as well as gross world product were actually succeeding, why is Vanguard Extended Duration Treasury (EDV) the envy of capital appreciation seekers? Lastly, if geopolitical tensions [...] Continue Reading...


5 Days of Fearful Trading Provide ETF Insights

Five days cannot tell you much about the future direction of market-based securities or their respective asset classes. They may, however, be able to provide insight into the more pressing issues or lingering worries on the minds of investors. For example, many folks believe that Europe’s sovereign debt crisis effectively ended in 2011 when the head [...] Continue Reading...


Is There A Changing Of The ETF Guard?

The headlines have focused on the year-to-date gains for the S&P 500 as well as the relatively minor losses for the Dow Jones Industrials. Simply stated, most investors are more comfortable hearing about the performance of popular benchmarks than the tribulations of the Russell 2000 or Japan’s Nikkei or the S&P Europe 350. On the flip [...] Continue Reading...


Don’t Fight The Fed? Don’t Fight The Treasury Bond ETF Trend

Media pundits have attributed recent stock skittishness to geopolitical tension in Eastern Europe, military conflict in the Middle East, a 4.0% initial reading for 2nd quarter GDP growth, a hawkish dissenter in the ranks of the Federal Reserve, a surprisingly strong jump in employment costs, a 10-basis point pop higher in the 10-year yield, deflation [...] Continue Reading...


Tactical Asset Allocation And The Understanding Of Longer-Term ETF Trends

One of the most common expressions in the investment world is that “one day does not a trend make.” Indeed, it would be foolhardy to over-analyze the stock and bond market reaction to the initial estimate of 4% economic growth in the 2nd quarter. What is more instructive in determining the attractiveness of asset classes [...] Continue Reading...


Sector ETFs In 2014 And 2007: The Inconvenient Comparison Feels Like A Bone In The Throat

The S&P 500 has served up a 7%-plus return through the first six-and-a-half months of the year. That’s remarkably impressive when one considers the depth of geopolitical conflict, the implication of structural under-employment, the October end of quantitative easing (QE3) and the strong possibility of a significant change to the legislative branch this November. Naturally, some [...] Continue Reading...


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