Archive | Consumer ETFs

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...


Are Rate-Sensitive ETFs Suggesting Economic Weakness Ahead?

Lost in the bull market euphoria is the reality that economists have been dead wrong about the direction of asset prices, particularly bond prices. Last December, when 55 of the most prestigious economists across a wide range of institutions had been polled by Bloomberg about where the 10-year yield (3.0%) would end the year, each [...] Continue Reading...


The Best ETFs For Positioning Your Portfolio In 2015

At the beginning of each New Year, Seeking Alpha, the popular financial web portal, interviews Gary Gordon for its Positioning for 2015 series. Here is a transcript of that exchange. SA’s Carolyn Pairitz (CP): How would your clients describe your investing style/philosophy? Gary Gordon (GG): My clients would recite my mantra… There are four possible investing [...] 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...


3 Seemingly Crazy ETF Ideas

Japan has now registered two consecutive quarters of economic contraction – a persistent absence of growth that defines most recessions. For worse or for better, the world’s third largest economy will simply commit additional electronic money printing resources to acquire more Japanese stock and bond assets. This activity weakens the yen which, in turn, emboldens [...] Continue Reading...


Expect Rate Sensitive ETFs To Extend Their Lead Due To Housing Uncertainty

I have not been able to sell my house. I have lowered the original asking price ($1,139,000) by more than 5%. I have jacked up the commission for buyer agents. None of it matters – million dollar homes throughout Orange County, California are not receiving a whole lot of offers. Granted, real estate is local. [...] Continue Reading...


New 52-Week Highs: Which Stock ETFs Are Shining The Brightest?

In spite of a stock market sell-off that nearly set the S&P 500 back 10%, some stock ETFs have already recovered. That’s right. A handful of funds barely trembled during last week’s frightful liquidation. Shortly thereafter, this intrepid group ascended to record heights. Here are the more notable stock ETFs on the latest 52-Week High [...] Continue Reading...


Is The S&P 500 Now Safer Than A Diversified Portfolio?

Both the media and a wide array of financial advisers preach owning a diversified portfolio. Below, I have created a hypothetical asset mix that a moderate growth investor might employ: 30% iShares S&P 500 (IVV) 25% Vanguard Total Bond (BND) 12.5% iShares MSCI EAFE (EFA) 7.5% SPDR S&P Mid-Cap 400 (MDY) 5% SPDR High Yield [...] Continue Reading...


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