Archive | Real Estate ETFs

How Bond ETFs Crushed Stock ETFs In The First Quarter Of 2014

Don’t blame weakness in home sales on weather conditions. The National Association of Realtor’s pending home sales index has fallen for eight consecutive months. In fact, you can trace the trouble directly back to when 30-year fixed mortgages pole vaulted from 3.5% to 4.5% in the summer of 2013. The rate-sensitive home-building segment has been able [...] Continue Reading...


An Easy Way To Insure Against A Big Loss With Your ETFs

One of the more noticeable trends in the current U.S. stock bull has been the flip-flopping of the bears. Steven Russolillo at WSJ.com recently profiled a variety of prominent voices who received accolades in the past for extreme pessimism. Yet, even as price gains started to pile up in 2009, 2010, 2011, 2012, these folks [...] Continue Reading...


Lower Risk ETFs On The New 52-Week High List

Does anyone really think that the monstrous erosion in homebuilder sentiment and the disappearance of mortgage applications are due to the nasty weather? Perhaps one can attribute the sad state of retailer earnings to cold spells and polar vortexes. One can even consider excusing two months of abysmal payroll data to rain, sleet and snow. [...] Continue Reading...


Diversification Across ETF Asset Classes Reclaims Its Mojo

Glum economic data derailed U.S. stocks in January. A mammoth “miss” for manufacturing activity, an unsettling decline in mortgage applications as well as an appalling “net-new-jobs” number were some of the high-profile culprits. At long last, it seemed as if the market might treat bad news as a reason to recoil. Here in February, though, disappointing [...] Continue Reading...


Positioning Your ETF Portfolio For 2014

Seeking Alpha’s Abby Carmel and Jonathan Liss recently spoke with Gary to find out how he selects specific ETFs and plans to use them to position clients in 2014. SA Editors (SA): How would you describe your investing style/philosophy? Gary Gordon (GG): Information processing is the best way to describe the way that I invest. I gather [...] Continue Reading...


When Will You Taper Your Exposure To U.S. Stock ETFs?

Long-time readers, listeners as well as clients already know how I feel about the current U.S. stock market bull. For example, the absence of revenue growth at corporations (e.g., average sales growth for Dow components in 2013 is -0.7%) and the exceptionally high cyclically-adjusted P/E (i.e., 25) do not matter right now. And that’s okay. [...] Continue Reading...


What’s Wrong With The Housing Market? These ETFs Are Telling You

One mistake that people often make is that they react too strongly to individual economic reports. For example, recent headlines heralded a dramatic 25% jump in new home sales from September to October. And, most of the follow-up commentary trumpeted the fact that 444,000 purchases (seasonally adjusted) had been much greater than anticipated. Some investors [...] 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...


Financial ETFs, Homebuilder ETFs: Casualties of the October Jobs Report

Working-aged adults are leaving the workforce at a faster rate than those who are entering. For all the hoopla surrounding the 200,000 jobs created last month, investors paid very little attention to the 930,000 people who left the labor force in October. These are not 930,000 new retirees; most of these folks have given up [...] Continue Reading...


The Relative Weakness in Financial ETFs and Homebuilder ETFs

Americans are at it again. They are becoming wide-eyed at the prospect of real estate riches, convinced by media cheer-leading that the 2007-2009 collapse in home prices was a once-in-a-century anomaly. Why shouldn’t we be enthusiastic? Home values have been rising by double digit percentages. Buyers are tripping over themselves to outbid one another. And when [...] Continue Reading...


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