Archive | Current Affairs and ETFs

State of Disunion: Safer Haven Investments Diverge From Stocks

The S&P 500 soared 29.6% and 11.4% in 2013 and 2014 respectively, pushing the broad market benchmark to unimaginable heights. Net inflows into U.S. stock funds, including ETFs, also set records. Unfortunately, that is not always a positive sign for the asset class. The increased participation by the world’s investors in U.S. stocks may not be [...] Continue Reading...


Late Stage Bull Markets: The Myth Of Stock Superiority?

I recently received an e-mail from a “wannabe” hold-n-hope investor. This particular investor expressed a belief that selling positions through stop-limit loss orders or with the benefit of a 200-day moving average only proved beneficial in 1929 and 2008. I countered with the reality that reducing stock exposure via selling or hedging benefited investors in every [...] Continue Reading...


How Long Before “They’re Raising Rates” To “They’re Considering QE4?”

The media are telling us that U.S. stocks have been under pressure this January due to global growth fears and an accompanying rout across the entire commodity space. Yet that only tells a small part of the story. After all, the S&P 500 SPDR Trust (SPY) has performed quite admirably over the past three years, [...] Continue Reading...


Bears Growl At Bonds And Energy… So Buy Both

Over the previous six years, the stock market is not the only thing that has gone up. Total U.S. debt has catapulted from roughly $10.5 trillion – give or take $100 billion – to $18.0 trillion. That’s a 70% increase in the country’s outstanding obligations since the start of 2009. Perhaps ironically, I have spent the [...] Continue Reading...


Proof Positive That U.S. Stock ETFs Are Not The Only Place To Be

Financial professionals are blaming the latest round of risk asset uncertainty on a variety of factors, from the continuing sell-off in oil to the possibility of Greece being kicked out of the euro-zone. Still others are pointing to anxiety over the U.S. Federal Reserve’s intention to raise its overnight lending rate target in mid-2015 – [...] 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‚Ķ There are four possible investing outcomes (i.e., [...] Continue Reading...


A Courageous ETF Idea For 2015

The biggest news making the rounds on a sleepy Monday in late December? North Korea has been threatening the U.S. over the Franco-Rogen flick, “The Interview.” I doubt that I would have spent any time in the movie theater to watch the satire, even if Sony had not pulled the film from its scheduled Christmas [...] Continue Reading...


The 3 “Macro” Questions Investors Must Ask Heading Into 2015

I am ecstatic that the majority of my client base had 65%-70% long exposure in lower-volatility stock ETFs over the last two trading sessions. The S&P 500 picked up roughly 4.5%, which means that these portfolio balances rose approximately 3.0% since the U.S. Federal Reserve promised to be “patient” with respect to raising overnight lending [...] 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