Archive | Europe ETFs

Allocation Advice For The Do-It-Yourself Investor

At the tail end of 2014, individual investors as well as financial web site editors asked me for predictions on a variety of assets heading into 2015. I answered as many folks as I could. I suggested that foreign developed stocks via iShares Currency Hedged EAFE (HEFA) or Vanguard Europe Pacific (VEA) would likely outperform U.S. [...] Continue Reading...


What’s So Bad About Kicking The Container Down The Road?

Every central banker and monetary authority understands economics. Each recognizes that debt-centric spending, interest rate repression and eye-popping additions to total government obligations will not sidestep inevitable defaults and/or worthless currencies in the future. So why has every influential central bank on the world stage – Federal Reserve, Bank of Japan, People’s Bank of China, [...] Continue Reading...


Allocating Assets When the Fed Talks Out Of Both Sides Of Its Mouth

One year ago, each of the 17 members of the Federal Reserve provided an expectation of where the fed funds rate would be at the end of 2015. The average came in at 1.1%. That might have required four to five rate hikes this year alone. By March, the expected year-end rate dropped to 0.65%. [...] Continue Reading...


‘Taper Tantrum’ Round 2? It’s More Serious For Stocks This Time Around

By definition, a recovery is the regaining of something lost. Homeowners have partially (and in some instances, entirely) recovered the equity in their property since the start of the Great Recession. Similarly, market-based securities investors have regained their capital and even accumulated additional paper wealth. The jobs recovery is a bit more challenging to quantify. For [...] Continue Reading...


Why Greece Still Matters To Financial Markets

In recent commentary, I suggested that the inability for Greece to repay its debts can still have an adverse impact on stocks. Not everyone agrees with my assessment. Most in the media maintain that the euro-zone has already inoculated itself from the threat of a “Grexit.” Similarly, anonymous comments underneath my previous article(s) jokingly refer [...] Continue Reading...


3 Reasons June Gloom Is Already Hitting The Markets

The theme of maintaining a sunny disposition in spite of genuine concerns has always been prevalent in music. Bobby McFerrin told people not to fear cash flow troubles or paying the rent late in his 80’s chart-topper “Don’t Worry, Be Happy.” Similarly, an animated meerkat from 1994’s The Lion King sang about ignoring one’s worries [...] Continue Reading...


Are You Betting On The Fed? Allocate According to the ‘Fundamentals’ and ‘Technicals’ Instead

The S&P 500 continues registering highs for the record books. Yet, the benchmark is reaching new peaks with less participation from its constituents. Consider the chart of the Bullish Percentage Index (BPI) for the S&P 500. Typically, a stock market bull is at its healthiest when the majority of companies are moving higher in established [...] Continue Reading...


International Stock ETFs: One Way Or Another

As much as investors might like to believe that the U.S. stock market is still “grinding higher” in 2015, the reality is that it may be grinding to a halt. S&P 500 stocks have been stuck in a 4% trading ranged for the last 10 weeks; they’ve been stuck in a 2% trading range for [...] Continue Reading...


Should You Consider Making Tactical Changes To Your Asset Allocation Mix?

Yesterday, the S&P 500 logged in as the 3rd longest bull market in the benchmark’s history. Yes, yes… bull market’s don’t die of old age. Yet, what about health-restoring corrections of 10%? Shouldn’t they appear more regularly than 45 months (1371 days)? The current period of equanimity now registers as the 3rd longest without a [...] Continue Reading...


China’s ‘Slowdown’ May Be Your Opportunity To Buy Low

Chinese leaders already anticipate that the country’s economic expansion in 2015 will be its slowest in 25 years. The gross domestic product (GDP) projection? 7%. Analysts have ridiculed everything about the world’s 2nd largest economy from the nation’s extraordinary debt build-up to the modern-day ghost towns of empty apartment complexes. Ironically, these same critics barely [...] Continue Reading...


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