Archive | Natural Resources ETFs

The Return Of Energy ETF Dominance?

Energy ETFs outperformed the overwhelming majority of competing sector investments in the previous bull market (10/02-10/07). In the early part of the run, the war in Iraq boosted the demand for shares. In the later stages of the rally, emerging economic growth fueled speculative excesses in both the price of oil as well as desire [...] Continue Reading...


Great Rotation? ETFs Encounter A Different Kind Of Shift In 2014

Whatever happened to the “Great Rotation?” You remember the predictive theory that ultra-low yields would encourage investors to rotate out of bonds and into stocks. The notion picked up steam shortly after the Federal Reserve announced its intention to taper its quantitative easing (QE) program in May of 2013. Yield-sensitive assets of all stripes — [...] Continue Reading...


The Reappearance Of Resources-Rich Country ETFs

For the better part of three years, investing in mining companies has been an exercise in extraordinary patience. A significant portion of the poor performance is attributable to the slowdown in emerging market growth. Economic weakness from China to Brazil to India has contributed to plummeting commodity prices and fresh lows for industrial metals. Shares of [...] Continue Reading...


Is The Bear For Gold-Oriented ETFs Over?

Non-residential construction, home building and manufacturing have been decelerating. Nowhere is this more evident than in the new 52-week lows being set by industrial metals like iPath Copper (JJC) and multi-sector metals investments like PowerShares DB Base Metals (DBB). The latter tracks a rules-based index composed of futures contracts in widely used metals like aluminum, [...] Continue Reading...


U.S. Stock ETFs Completely Decouple From U.S. Economic Concerns

Can we really attribute all of the horrendously weak economic data to icy pavements and polar vortexes? The Institute of Supply Management (ISM) services sector report for February recorded its weakest data point in four years (51.6), posting a percentage decline that is the second worst ever. In the same report, a sub-index on jobs [...] Continue Reading...


Why Certain Energy ETFs Are Better Choices Than Others

Most sector ETFs have hit new year-to-date highs. Some sector investments like SPDR Select Sector Health Care (XLV) are not only blazing a trail in 2014, they’re crushing all-time records. Meanwhile, REIT ETFs like iShares DJ Real Estate (IYR) have shaken off the hangover of 2013’s massive spike in rates and have rallied back to [...] Continue Reading...


Why Across-The Board Negativity On Commodity-Related ETFs May Be Misplaced

Investors are punishing commodity-rich countries yet again. As popular developed market funds like iShares MSCI United Kingdom (EWU) prosper, iShares MSCI Canada (EWC) and its heavy energy allocation keep the exchange-traded tracker languishing near 52-week lows. Similarly, iShares MSCI Frontier Markets 100 (FM) continues attracting buyers, whereas copper king Chile via iShares MSCI Chile (ECH) [...] Continue Reading...


Should You Harvest Energy ETFs?

How good were the employment reports of October and November? It depends who you ask. Those who believe the job market is dramatically improving want you to look at the raw number of new jobs created as well as the headline U-2 unemployment percentage; several hundred thousand jobs have been added to payrolls each month [...] Continue Reading...


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...


ETF Investor Implications Of An Absence In Sector Rotation

Over the last month, investors have witnessed a variety of strange events. The Republican party ungracefully bowed out of its bid to derail Obamacare during the tail end of the government shutdown. The Democrat party helplessly attempted to control damage associated with scores of consumers not being able to keep their health plans or their [...] Continue Reading...


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