Archive | Real Estate ETFs

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...


Real Estate ETFs Hold the Key to the U.S. Stock Market’s Direction

I am not exactly going out on a limb, but let me say this about the circumstances in Syria: Missile strikes will not be the stock market’s downfall. Granted, the short-term trend toward higher oil prices is a thorn in the paw of consumption; consumer-oriented stocks may struggle a bit. However, the recent momentum in [...] Continue Reading...


Which Income ETFs Are Handling The “Taper Time” Pressure?

On Thursday, 8/15/2013, the 10-year yield broke through the psychological barrier of 2.75%. Since May, the intermediate-term 10-year Treasury has catapulted from a year-to-date low near 1.6% to a year-to-date high of 2.8%. Clearly, the U.S. Federal Reserve is having trouble persuading investors that — absent its $85-billion-per-month bond binge — they have the tools [...] Continue Reading...


Bond ETFs Could Shock Pundits In The Months Ahead

Who are these folks who keep insisting that the Federal Reserve will slow its bond purchases in September? Unless I’ve missed something, the press releases concerning Fed policy have explicitly stated that the central bank will maintain its zero percent interest rate policy for as long as the U.S. unemployment rate remains above 6.5% and [...] Continue Reading...


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