Archive | Energy ETFs

Three Potential Surprises To Tempt The “Early Bird” ETF Investor

After eight consecutive weeks of U.S. stock dominance, a few days of selling pressure should not come as a shock to anyone. In fact, it does not matter if the profit-taking is due to the worst retail report for Black Friday revenue since 2006 or if it is due to record-setting purchases on Cyber Monday; [...] Continue Reading...


3 ETFs To Consider For Reasons Other Than Ultra-Low Interest Rates

I have met David Kotok, chief investment officer at Cumberland Advisors, at several conferences in which we have both been speakers. He is intelligent, amiable and approachable. Recently, I read an article by Mr. Kotok on whether or not Federal Reserve tapering constituted tightening. He suggested that it may not be. He also maintained that Cumberland [...] Continue Reading...


3 ETFs For Hedging Against A Falling Dollar

The Federal Reserve is getting ready to announce its decision to stay on its ultra-accommodative course; that is, they will continue to print $85 billion each month to buy U.S. debt and to suppress intermediate-term interest rates. However, the central bank’s rationale for avoiding the choice to taper its bond buying may not sit well [...] Continue Reading...


Equal Weight ETFs: Will Tilting Your Portfolio Help You Or Hurt You?

Over the years, I have written articles extolling the virtues of “Equal Weight” ETFs at the expense of traditional market-cap weighted index ETFs. The folks at Rydex (now Guggenheim) certainly appreciated my observations; several equal-weight advocates even asked for republishing rights. Here are a few examples: 1. Equal Weight Edging Out Market Cap (June, 2007). In this [...] Continue Reading...


Resources-Based ETFs Coming Back From The Dead

If one focused his/her attention solely on year-to-date performance, he/she might eschew foreign stock ETFs altogether. With the S&P 500 SPDR Trust (SPY) and the iShares S&P Mid-Cap 400 (IJH) garnering 18% and 22% respectively, who needs to dabble in emerging markets? After all, Vanguard Emerging Markets (VWO) registered a dismal 9-month showing of -8%. Think [...] Continue Reading...


Are Oil ETFs the Answer?

Oil ETFs may have surged on word of a potential U.S. strike on Syria. Those that have been paying attention, however, realize that West Texas Crude has been comfortably above $100 per barrel for quite some time. Moreover, commodity ETFs/ETNs that track oil and gasoline have performed remarkably well year-to-date. The Re-Emergence Of Oil ETFs/ETNs Approx YTD [...] Continue Reading...


5 Reasons To Pursue Alternatives To More U.S. Stock ETF Exposure

In September of 2012, the central bank of the United States (a.k.a. β€œthe Fed”) announced its largest debt-buying policy ever. The $85-billion-per-month endeavor sent mortgage rates to amazingly low levels. Real estate purchases soared, property prices rose sharply and homeowners became enamored with β€œ3.4% Fixed for 30 years.” Naturally, the central bank hoped that its manipulation [...] Continue Reading...


Investors Take Another Look At Stock ETFs With Above-Average Yields

Morningstar offers its paid subscribers a premium service called, “ETF Valuation Quickrank.” The company offers price-to-fair value estimates for several hundred ETFs that are based upon a proprietary analysis of the underlying stock holdings. At present, each investment is being labeled as fairly valued or overvalued; you will not a find a single fund — [...] Continue Reading...


The Sector ETFs That “Dovetail” Best With The Fed Chairman’s Thinking

Is the current chairman of the Federal Reserve a genius, a knucklehead or a mere mortal? In late May, Ben Bernanke appeared to communicate that our central bank would soon be slowing down its bond purchasing program. Rate-sensitive assets from U.S. Treasury bonds to real estate investment trusts experienced a blood-letting that hardly seemed therapeutic [...] Continue Reading...


Choose ETFs With Relative Strength As Well As Defensive Attributes

The U.S. economy’s modest growth is attributable to the real estate market, corporate debt restructuring and big ticket consumption like auto. All of these areas are extremely rate sensitive. It follows that, with the Federal Reserve “taper talking” 10-year yields higher by 100 basis points (1%), the U.S. economy should slow in the coming months. [...] Continue Reading...


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