Archive | Current Affairs and ETFs

Hedged Japan ETFs May Radiate On Efforts To Further Weaken The Yen

Several months before Shinzo Abe took office as the Prime Minister of Japan, the pre-ordained leader had expressed a fierce determination to jump start Japan’s economy through unconventional monetary policy measures. Like the U.S. Federal Reserve, the Bank of Japan (BOJ) would electronically create yen to acquire less liquid assets, such as government bonds. For a [...] 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...


These 5 ETF Charts Are Killing “Risk-On” Exhilaration

Admit it. You are feeling a little bit edgy these days. While you understand that fear is the elixir of investment opportunity, you also recognize that there is little glory for the last person standing on a sinking aircraft carrier. Most in the media have been touting bull market accomplishments, job gains and economic progress. Writers [...] 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...


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...


Home Sales Data Incinerate Confidence In Economically Sensitive Stock ETFs

My wife and I sold two condominiums near the tail end of 2005. We could not justify owning residences that were 40% more expensive to own than to rent. Simply put, it was time to cash in. Due largely to my comfort with the liquidity of market-based securities, I did not wade back into the real [...] Continue Reading...


Emerging Markets Versus U.S. Small Caps: Which Provides Better Reward For The Risk?

Downward revisions to economic growth going forward have little to do with the weather in the first few months of the year. Yet economists are already concluding that gross domestic product (GDP) in the second, third and fourth quarters will be lower than originally anticipated. Similarly, the National Retail Federation (NRF) is blaming the so-called [...] 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...


Is A Little “Bubble Paranoia” Good For Your ETF Portfolio?

Authors Lu Wang and Joseph Ciolli at Bloomberg described the fear of U.S. stocks falling as “bubble paranoia.” Yet, if fundamental and technical indicators both suggest that U.S. stock assets are extremely overvalued, is the maladjustment with some investors or with the markets themselves? The above-mentioned writers explained that U.S. Federal Reserve members believe asset prices [...] Continue Reading...


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