Archive | Defense & Aerospace ETFs

ETF Investor Implications Of An Absence In Sector Rotation

Over the last month, investors have witnessed a variety of strange events. The Republican party ungracefully bowed out of its bid to derail Obamacare during the tail end of the government shutdown. The Democrat party helplessly attempted to control damage associated with scores of consumers not being able to keep their health plans or their [...] Continue Reading...


Tech and Healthcare ETFs… Are They All That We Have Left?

On Monday, 8/19/2013, U.S. stocks logged their first 4-day losing streak of the calendar year. Until recently, the idea of a pullback had begun to seem far-fetched. The S&P 500 SPDR Trust (SPY) had been hitting high after record high with remarkable ease. Now the only “rally talk” is centering on how high longer-term bond [...] Continue Reading...


3 Reasons Irrational Enthusiasm For U.S. Stock ETFs Will Continue

The city of Detroit just filed for the largest municipal bankruptcy in U.S. history. Crude oil is pushing $110 per barrel. Microsoft, eBay, Intel and Google severely disappointed in their Q2 earnings reports. Housing starts dropped to its slowest pace in 10 months. And while it may appear unlikely to market watchers, the Fed may [...] Continue Reading...


How To Play It Safe With Stock ETFs

Transportation bellwether United Parcel Service (UPS) reduced its full-year profit forecast due to a weak economy. Fast food giant Yum Brands (YUM) experienced declines in earnings as well as revenue. Meanwhile, financial behemoth J.P. Morgan (JPM) managed to cover up waning revenue from mortgages and trading with sleight-of-hand accounting. Yet some folks in the financial [...] Continue Reading...


ETFs for When the Fear of Fed Tapering Subsides

The production value of radio commercials can be nearly as comical as the quality of messages that your favorite Aunt posts to Facebook. I should know. I was a national talk radio personality during the rise and fall of the so-called New Economy (circa 1998-2005). Ā The network created “spots” with minimum wage or unpaid voice-over [...] Continue Reading...


ETFs for the “Third Scenario”

In 2013, Mondays have been noticeably superb for U.S. stock investors. Tuesdays have been even more spectacular; in fact, until a few weeks ago, the Dow closed higher on 20 consecutive occasions. However, what began as a siren song of riskless gains back in November could be shifting in pitch and tempo. The Dow has [...] Continue Reading...


Are Defense Sector ETFs A Post-Sequester Bargain?

The closest thing to bipartisanship in the presidency of Barrack Obama may have come a few weeks ago. Eight prominent Senators — four Democrats and four Republicans — have been crafting an immigration reform bill that many believe could eventually become law. However, finding common ground on economic issues has eluded members of Congress for [...] Continue Reading...


How ETF Investors Might Get In On Single-Family Rentals

The leading measure for residential property, the S&P Case-Shiller Home Price Index, pointed to 4.3% year-over-year gains in the 12 months ending last October. Clearly, prices have stabilized. That said, can consumers genuinely contribute to a longer-lasting real estate recovery? For example, I recently purchased a 2nd property. My credit scores were phenomenal. The loan-to-value [...] Continue Reading...


Media Exaggerate Exodus From Junk Bond ETFs

In my recent commentary, “An Assault on Yield-Oriented ETFs,” I discussed the reasons why the markets had been punishing income producers as much as capital appreciators. Briefly, tax rate hikes on dividends and distributions may turn out to be more onerous than those for capital gains. Additionally, I encouraged investors who had large cash positions [...] Continue Reading...


Slumping LIBOR Rates Favor Wild-N-Crazy European ETFs

There’s been a great deal of discussion about the NASDAQ’s ability to log an 11-year high this past week. What hasn’t been mentioned, however, is that the tech-heavy composite remains 42.5% below its 12-year high. In fact, the composite would needĀ to pole vaultĀ 74% from the current 11-year peak to recover the losses incurred fromĀ theĀ bursting of [...] Continue Reading...


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