Archive | Latin America ETFs

Emerging Market Stock ETFs: Too Much Risk For Too Little Reward?

Wayne Lin manages money at Baltimore-based Legg Mason Inc. In a phone interview with the folks at Bloomberg, he explained that many investors have been surprised by the significant under-performance of emerging market equities in the global “risk-on” rally. How anemic have the upside gains for emergers been? ¬†Since the October lows of 2011, Vanguard Emerging [...] Continue Reading...


Do These Country ETFs Provide Better Value Than U.S. Stock ETFs?

Over several decades, I have produced content for radio, television, magazines and web sites. And one of my longest-standing themes has been the silliness surrounding what constitutes a “bargain” in a stock market. Advocates for employing price-to-earnings ratios (P/Es) debate whether to use trailing 12 months or forward 12 months or trailing 10 years; some even [...] Continue Reading...


Domestic ETF Risk Taking Vibrant, International ETF Risk Taking Constrained

The S&P 500 has not merely been resilient in its six consecutive weeks of gains. The celebrated U.S. stock benchmark has been unstoppable in its 8.3% unrealized run-up. Granted, nearly everyone expects a period of mild selling activity (a.k.a. “a breather”). Indeed, history certainly suggests that unbridled enthusiasm usually gets a reality check or three. The [...] Continue Reading...


Brazil ETFs: Should Investors Buy The Gold Medals and Golden Crosses?

If you look hard enough, you can find a whole lot of things that are wrong with the “B” in BRIC. The country’s GDP growth is virtually non-existent. Government regulatory intervention in both the energy sector as well as the financials segment has been increasing. And Brazil’s currency lost approximately 7% against the dollar on [...] Continue Reading...


How Long Will Stock Market Exuberance Last? These 3 ETFs May Tell You

According to EPFR Global, money poured into stock funds at a faster pace over the last week than at any time since September of 2007. For those who may not immediately recognize the date as particularly significant, October 2007 kicked off one of the most volatile and bone-jarring bear markets in U.S. history. By no means [...] Continue Reading...


Alternative ETF Strategies For Everyday Portfolios

Seeking Alpha’s Jonathan Liss recently spoke with Gary to find out how he planned to use ETFs – including alternative ETF strategies not frequently found in more typical investor portfolios – to position clients in 2013. Jonathan Liss (JL): How would you describe your investing style/philosophy? Gary Gordon (GG): Information processing is the best way to describe [...] Continue Reading...


Exporter ETFs Unfazed By U.S. Political Drama

The S&P 500 traded in a 20-point range on Thursday, 12/27. And most of that activity was consistent with risk-off, “sell-it-all” fretfulness. What have investors been fretting? What else… the¬†fiscal stand-off. Early on Thursday, Senate Majority Leader Harry Reid sent broader indexes 1% lower on statements¬†suggesting that a budget deal could not be reached before year-end. Later [...] Continue Reading...


Relative Safety: ETFs That Are Standing Up To The Selling Pressure

Two weeks ago, I talked about reducing risk by leaning toward revenue beaters. Today, with a meager 37% of corporations surpassing expected sales targets, investors appear nervous about the possibility that companies will lose their footing on “Revenue Mountain.” Disappointing earnings reports, year-over-year revenue declines and uninspiring growth projections are not the only reasons for the [...] Continue Reading...


QE3 Continues To Rev Up Emerging Market Corporate Bonds And Currencies

In the steamy September days (9/13-9-14) of central bank euphoria, Federal Reserve Chairman Ben Bernanke announced that the Fed would immediately begin purchasing $40 billion in mortgage-backed securities each month. What’s more, the chairman did not include an end date for the quantitative easing program known as “QE3.” Bernanke’s summertime bazooka sent S&P 500 stocks skyward, [...] Continue Reading...


ETFs That Have Defied The Guidance Of Well-Known Critics

Hedge fund guru, Jim Chanos, has been telling investors to avoid China like the plague. And he’s been slamming the world’s second largest economy for many years. In May, Chanos described China as being in the midst of an epic property bubble. Fair enough… Chanos sees parallels between the U.S. meltdown and China’s “ghost towns.” Yet [...] Continue Reading...


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