Archive | Dividend ETFs

What Deleveraging May Mean For Netflix And Many Of Your Favorite Stocks

You know those annoying notifications that chime on your cell phone in the middle of the work day? The ones that sound off to let you know when Kim Kardashian’s daughter sits on a commode? Or when Donald Trump insults a member of the media? I get far too many of those. I’ve tried playing with the [...] Continue Reading...


All About Nothing: Stock ETFs Celebrate Zero Percent Rate Policy

About a year ago, I was meeting a client at a restaurant in Marina Del Rey, California. The traffic had been mild by Los Angeles County standards, so I arrived in the area early. I stopped in a local coffee shop and sat down in a booth. Lo and behold, in the booth next to [...] Continue Reading...


What the 3rd Quarter Tells Us About The Stock Market In October

Three months ago to the day (6/30), I served up a list of reasons for lowering one’s exposure to riskier assets. I discussed weakness in market internals where fewer and fewer corporate components of the Dow and S&P 500 had been propping up the popular U.S. benchmarks. I talked about the faster rate of deterioration [...] Continue Reading...


Resilient Consumer? Not During The Manufacturing Retreat and Corporate Revenue Recession

Concerned investors started punishing foreign stocks and emerging market equities in May. The primary reason? Many feared the adverse effects of declining economic growth around the globe as well as the related declines in world trade. By June, risk-averse investors began selling U.S. high yield bonds as well as U.S. small cap assets. A significant [...] Continue Reading...


The Stock Market’s Best Shot? A Fed Promise To Move Slower Than A Three-Toed Sloth

Consumers, as opposed to manufacturers, represent two-thirds of the U.S. economy. Indeed, Americans love to splurge. We buy sneakers, iPhones, home furnishings, real estate, cars, jewelry, concert tickets, and meals at our favorite restaurants. We even buy chew toys for our pets. Many of us, however, do not have enough cash saved up to acquire [...] Continue Reading...


Are You Selling The Drama Or Buying The Rally?

Mini-crash for equities ignites panic selling? Check. The commodity super-slump, ever-widening credit spreads, corporate sales recession and rapid deterioration in market internals throughout June and July assured a reassessment of risk. The brutality and swiftness of that risk reassessment was less destructive for those who respected the dozens of warning signs and acted proactively. Extremely oversold [...] Continue Reading...


Economic Lethargy Continues To Bankroll The U.S. Stock Bull

Over the past century, the U.S. stock market typically turned down prior to the onset of a recession. You did not need to predict economic contraction; rather, you monitored the Dow and the S&P 500 because the benchmarks acted like leading indicators of bad times ahead. (Investors checked the market internals to get a sense [...] Continue Reading...


When Market Breadth Stinks, Cash Is The Mouthwash

Perma-bulls on the major networks routinely gloss over the reduction in stock market breadth. For example, 60% of the Dow 30 components currently sit below long-term moving averages. When companies like Coca-Cola, Wal-Mart, DuPont, Intel and Verizon are simultaneously suffering from rally fatigue, one might anticipate an eventual breakdown in the gravity-defying direction of popular [...] Continue Reading...


The Risk Of Owning Stock Assets and Holding Stock Assets Right Now

Hold-n-hope advocates believe that greater gains with stocks over investment grade bonds require nothing more than a commitment to accepting increased volatility. In other words, if you accept the occasional craziness of stock prices, then your rewards will be far more robust than lower yielding debt instruments. But is that even accurate? In the 15-year period [...] Continue Reading...


Rate-Sensitive, Energy-Sensitive Sectors Now Down 10%-Plus

Bullish borrowers have increased their margin debt to invest in stocks from $445 billion in January to $507 billion today. And why not? The overall price movement for growth sectors of the stock market remains healthy. Flashy sub-segments like cyber-security and biotech continue to soar. For example, I allocated a small portion of moderately aggressive [...] Continue Reading...


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