Archive | Currency ETFs

“Old Tech” ETFs Are Better Risk-Reward Prospects Than “New Tech” ETFs

Scores of investors often regard Benjamin Graham as the grandfather of value investing. Even those who shun Graham’s methods of analyzing securities tend to revere quotes attributed to him. For example, on market complacency, “… chief losses to investors come from the purchase of low-quality securities at times of good business conditions.” In this discussion, we [...] Continue Reading...


What You Don’t Know About Relative Strength Shifts In ETFs Can Hurt You

One of the best web sites for identifying trends in the ETF marketplace is ETFscreen.com. And one of the best features at the data aggregation portal is the Relative Strength Factor (RSf) reporting. According to ETF Screen, the Relative Strength Factor (RSf) represents a percentile ranking of fund performance relative to all other funds in the [...] Continue Reading...


Weaker Euro Presents ETF Admirers With Multiple Opportunities

At the tail end of 2013, journalists asked money managers like myself about perceived threats to stock assets in 2014. My answer was simple: The possibility for policy missteps in the battle against global deflation might scare away risk-takers. In truth, my commentary received a lukewarm reception. Some argued that deflation is a good thing for [...] Continue Reading...


The Reappearance Of Resources-Rich Country ETFs

For the better part of three years, investing in mining companies has been an exercise in extraordinary patience. A significant portion of the poor performance is attributable to the slowdown in emerging market growth. Economic weakness from China to Brazil to India has contributed to plummeting commodity prices and fresh lows for industrial metals. Shares of [...] Continue Reading...


5 ETF Indicators Battle The Risk-On Herd

Shares of Gilead, Netflix and Tesla have rocketed to record peaks. The S&P 500 is on track for its best monthly performance since October. And the overwhelming majority of CNBC commentators assure viewers that the bullish case for stocks rests on a solid foundation. While there may not be a compelling reason to abandon broad market [...] Continue Reading...


European ETF Investors Bank On More Monetary Stimulus

On Monday, 2/24, most market commentary centered on U.S. benchmarks rocketing to record highs. Writers have been missing the bigger story. Eurozone consumer prices fell in January at their fastest pace ever. Let me reiterate. For as long as statisticians have been keeping data on eurozone inflation, the pace at which it is dropping is faster [...] Continue Reading...


U.S., European Stock ETFs Will Take Their Cues From Japanese Stimulus

The S&P 500 and the Dow may be toiling to reclaim the glory of all-time record peaks. On the other hand, nearly 200 ETFs have already recovered 52-week highs, terminating the notion of a lengthy stock market correction. The list of winners includes some of the biggest names from 2013, including: (a) Powershares DJ Pharmaceuticals [...] Continue Reading...


Diversification Across ETF Asset Classes Reclaims Its Mojo

Glum economic data derailed U.S. stocks in January. A mammoth “miss” for manufacturing activity, an unsettling decline in mortgage applications as well as an appalling “net-new-jobs” number were some of the high-profile culprits. At long last, it seemed as if the market might treat bad news as a reason to recoil. Here in February, though, disappointing [...] Continue Reading...


What Currency ETFs Know That Stock Investors Do Not

Investors can borrow a currency with low interest rates or zero interest rates and buy risk assets (e.g., stocks, bonds, commodities, currencies, etc.) in a currency with a higher interest rate. For example, a hedge fund might decide to borrow the low-yielding Japanese yen to buy New Zealand stocks that trade in the higher-yielding New [...] Continue Reading...


3 ETF Indicators That Challenge The “Economy Is Improving” Assumption

CNBC commentators and Bloomberg analysts have spent the last few months explaining how the Federal Reserve’s measured withdrawal (a.k.a. “tapering”) from electronic dollar creation (a.k.a. quantitative easing) is a sign that the U.S. economy is capable of standing on its own. Personally, I believe that it should be allowed to stand on its own regardless; [...] Continue Reading...


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