Archive | International ETFs

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 uptrends. [...] Continue Reading...


Weakness In Corporate Revenue Is A Bad Sign For ‘Buy-n-Hold’ Investors

There is one thing that has always nagged me during the 2nd longest bull market run in U.S. history. Corporations have roughly the same revenue per share today as they did halfway through 2007. And yet, sales growth per stock share has only recovered to the pre-crisis levels of 2007, whereas the S&P 500’s price [...] 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...


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 flinch [...] Continue Reading...


How Much Faith In The Fed Is Too Much Faith?

What if the U.S. economy fails to pick back up from its dismal first quarter? Then the U.S. Federal Reserve will push off the frequency and the magnitude of any increases in overnight lending rates. That’s what the U.S. stock market is telling investors, as the S&P 500 and NASDAQ break above record highs. That’s [...] Continue Reading...


Understanding Why Rates Must Go Lower Leads To Better Risk-Adjusted Results

Is there any conceivable path for Japan – the world’s 3rd largest economy – to escape eventual default? The country owes one quadrillion yen ($8.4 trillion U.S. dollars), yet takes in only $460 billion annually. Even at negligible rates, the Japanese government must allocate approximately 40% of its total tax revenue on paying the interest [...] Continue Reading...


Government and Corporate Indebtedness Provide Investment Opportunity

The former chairmen of the Federal Reserve, Ben Bernanke, acknowledged his belief that the Fed will not normalize overnight lending rates in his lifetime. Yet Mr. Bernanke neglected to share his contribution to the dilemma by agreeing to acquire trillions of dollars’ worth of treasuries with electronic money during his tenure. The quantitative easing (QE) [...] Continue Reading...


Stocks And Long Bonds Know That The Fed’s In A Pickle

Economists should not have been stunned by downward revisions to job creation for January and February. Similarly, analysts should not have been surprised by the painfully weak jobs data for March – information that confirmed the seriousness of the ailing U.S. economy. Some folks are clinging to the hope that the slowdown is attributable to poor [...] Continue Reading...


50% Recession Possibility Calls For A ‘Higher-Than-Usual’ Allocation To Non-Stock ETFs

Other than permanently bearish writers and investors, few address the possibility of the U.S. falling into a recession. Many conclude that the Federal Reserve’s ultra-low rate policy completely altered the landscape such that the idea of a business cycle no longer exists. Others merely ignore warning signs until, unfortunately for them, the opportunity to reduce [...] Continue Reading...


Why A ‘Rate Hike Tantrum’ Will Not Kill Bond ETFs in 2015

The 10-year Treasury note is the most recognizable, and most important, debt instrument in the world’s financial system. It is vital to foreign jurisdictions, banks and investors as a way to gain exposure to the U.S. dollar as well as interest payments backed by the full faith and credit of the U.S. federal government. Stateside, [...] Continue Reading...


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