Archive | Consumer ETFs

Allocation Advice For The Do-It-Yourself Investor

At the tail end of 2014, individual investors as well as financial web site editors asked me for predictions on a variety of assets heading into 2015. I answered as many folks as I could. I suggested that foreign developed stocks via iShares Currency Hedged EAFE (HEFA) or Vanguard Europe Pacific (VEA) would likely outperform U.S. [...] Continue Reading...


Economic Lethargy Continues To Bankroll The U.S. Stock Bull

Over the past century, the U.S. stock market typically turned down prior to the onset of a recession. You did not need to predict economic contraction; rather, you monitored the Dow and the S&P 500 because the benchmarks acted like leading indicators of bad times ahead. (Investors checked the market internals to get a sense [...] Continue Reading...


When Market Breadth Stinks, Cash Is The Mouthwash

Perma-bulls on the major networks routinely gloss over the reduction in stock market breadth. For example, 60% of the Dow 30 components currently sit below long-term moving averages. When companies like Coca-Cola, Wal-Mart, DuPont, Intel and Verizon are simultaneously suffering from rally fatigue, one might anticipate an eventual breakdown in the gravity-defying direction of popular [...] Continue Reading...


‘Taper Tantrum’ Round 2? It’s More Serious For Stocks This Time Around

By definition, a recovery is the regaining of something lost. Homeowners have partially (and in some instances, entirely) recovered the equity in their property since the start of the Great Recession. Similarly, market-based securities investors have regained their capital and even accumulated additional paper wealth. The jobs recovery is a bit more challenging to quantify. For [...] Continue Reading...


Are You Betting On The Fed? Allocate According to the ‘Fundamentals’ and ‘Technicals’ Instead

The S&P 500 continues registering highs for the record books. Yet, the benchmark is reaching new peaks with less participation from its constituents. Consider the chart of the Bullish Percentage Index (BPI) for the S&P 500. Typically, a stock market bull is at its healthiest when the majority of companies are moving higher in established [...] Continue Reading...


Bull Market, Bear Market or Barely Moving Market?

Perma-bulls may note that the S&P 500 eked out a 0.4% gain in the first quarter of 2015. They may also choose to ignore warning signs such as the 5th consecutive month of decelerating economic activity in the manufacturing segment. The last time that this happened? 2008. A quick check of the individual sectors that [...] Continue Reading...


What the NASDAQ’s Round-Trip To 5000 Really Means

When the NASDAQ Composite Index hit 5000 in March of 2000, jubilant investors celebrated the milestone. Shortly thereafter, however, scores of individuals lost their collective shirts. Many witnessed losses of 50%, 60% or 80% of their account values on names like Cisco, JDS Uniphase and Pets.com. Back then, the euphoria was akin to unchecked greed. [...] Continue Reading...


Saving Greece? What ETF Investors Should Really Be Focused On

February has been a terrible month for the U.S. economy, but a wonderful month for U.S. stocks. Translation? Investors do not believe that the Federal Reserve will raise overnight lending rates during an economic slowdown. Just how abysmal have the data been so far? Personal spending, construction spending, factory orders, international trade, business inventories, wholesale [...] Continue Reading...


U.S. Stocks and U.S. Bonds: What the Heck?

Most people believe that Tom Cruise became an international superstar with the release of the action drama, “Top Gun” back in 1986. However, I remember the actor from an earlier film, “Risky Business.” The popular motion picture capitalized on teenage angst and harebrained ways to make money. In the film itself, the main character, Joel [...] Continue Reading...


ETFs For The Unquestioned “Wall Of Worry”

The crises of yesteryear almost seem quaint. Did investors really need to fret the possibility of the world’s 44th economy (Greece) exiting the euro-zone back in 2011? The stock market ultimately prevailed. Why did the fiscal cliff, sequestration and government shutdown concerns cause so much anxiety in 2012? U.S. stocks eventually powered ahead by roughly [...] Continue Reading...


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