Archive | Special Sectors ETFs

Why Overvalued Stock ETFs Still Offer Opportunity

Let us recall that every significant economist and every major U.S. investment firm predicted interest rates would climb in 2014. The primary basis for the assessment? U.S. economic growth would accelerate and encourage the Federal Reserve to end ultra-easy monetary measures. Well, now that we’ve seen a so-called acceleration in the second quarter – now [...] Continue Reading...


Hedged Japan ETFs May Radiate On Efforts To Further Weaken The Yen

Several months before Shinzo Abe took office as the Prime Minister of Japan, the pre-ordained leader had expressed a fierce determination to jump start Japan’s economy through unconventional monetary policy measures. Like the U.S. Federal Reserve, the Bank of Japan (BOJ) would electronically create yen to acquire less liquid assets, such as government bonds. For a [...] Continue Reading...


These 5 ETF Charts Are Killing “Risk-On” Exhilaration

Admit it. You are feeling a little bit edgy these days. While you understand that fear is the elixir of investment opportunity, you also recognize that there is little glory for the last person standing on a sinking aircraft carrier. Most in the media have been touting bull market accomplishments, job gains and economic progress. Writers [...] Continue Reading...


Home Sales Data Incinerate Confidence In Economically Sensitive Stock ETFs

My wife and I sold two condominiums near the tail end of 2005. We could not justify owning residences that were 40% more expensive to own than to rent. Simply put, it was time to cash in. Due largely to my comfort with the liquidity of market-based securities, I did not wade back into the real [...] Continue Reading...


Sector ETFs In 2014 And 2007: The Inconvenient Comparison Feels Like A Bone In The Throat

The S&P 500 has served up a 7%-plus return through the first six-and-a-half months of the year. That’s remarkably impressive when one considers the depth of geopolitical conflict, the implication of structural under-employment, the October end of quantitative easing (QE3) and the strong possibility of a significant change to the legislative branch this November. Naturally, some [...] Continue Reading...


Is A Little “Bubble Paranoia” Good For Your ETF Portfolio?

Authors Lu Wang and Joseph Ciolli at Bloomberg described the fear of U.S. stocks falling as “bubble paranoia.” Yet, if fundamental and technical indicators both suggest that U.S. stock assets are extremely overvalued, is the maladjustment with some investors or with the markets themselves? The above-mentioned writers explained that U.S. Federal Reserve members believe asset prices [...] Continue Reading...


Why U.S. Small Company ETFs Are Losing Their Way

There has been a great deal of talk about the housing recovery. Sales of existing homes steadily rose between mid-2011 and mid-2013 on the back of a weak U.S. dollar and an increase in the money supply. Indeed, Federal Reserve monetary policy had stimulated demand for U.S. stocks as well as U.S. real estate. Yet [...] Continue Reading...


Are M&A ETFs The Logical Choice For The Sharp Decline In Corporate Share Buybacks?

Government debt around the globe is roughly 40% higher than it was just five-and-a-half years ago. In fact, the majority of “top 10″ economies, including the United States, carry untenable debt burdens of more than 100% debt-to-GDP ratios. How dangerous are these circumstances? Well, imagine a family that earns $120,000 per year and carries credit card [...] Continue Reading...


ETFs With Low P/S Ratios May Be The Only Bargains Left

The 30 companies that comprise the Dow Jones Industrials collectively failed to increase sales in 2013. Yet the price of the Dow surged more than 25%. And while that price appreciation for the big-time benchmark may be slowing, the Dow still managed to eclipse 17,000 without generating much in the way of actual revenue growth. Sales [...] Continue Reading...


Susceptibility 101: ETFs That Are Exceptionally Far From Respective Trendlines

Are investors cautiously optimistic? Probably. A little bit greedy? Maybe. Yet I would be hard-pressed to describe the current psychology in terms of euphoria. The most apt descriptor is complacency. Keep in mind, geopolitical tensions are rising in the Middle East, Ukraine and off the coastal waters near China. Not surprisingly, gasoline prices have remained stubbornly [...] Continue Reading...


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