Archive | Technology ETFs

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...


3 ETFs To Consider For Reasons Other Than Ultra-Low Interest Rates

I have met David Kotok, chief investment officer at Cumberland Advisors, at several conferences in which we have both been speakers. He is intelligent, amiable and approachable. Recently, I read an article by Mr. Kotok on whether or not Federal Reserve tapering constituted tightening. He suggested that it may not be. He also maintained that Cumberland [...] Continue Reading...


The ETFs To Buy Near Dow 16000

My wife Denise asked me why stocks were hitting record highs this morning (11/18/13). I grinned in a manner that probably appeared smart-alecky. For one thing, stock benchmarks hit record peaks on numerous occasions over the last two months without much in the way of resistance. The only difference on this particular Monday are the [...] Continue Reading...


Why The Rich ETFs Keep Getting Richer

One of the defining debates of our time is what to do about income disparity. Nobody disputes that the wealthy have become much wealthier, particularly over the last five years. At the same time, the poor have become impoverished (e.g., 50 million on food stamps, etc.); meanwhile, middle class families are barely treading water. Yet [...] Continue Reading...


Equal Weight ETFs: Will Tilting Your Portfolio Help You Or Hurt You?

Over the years, I have written articles extolling the virtues of “Equal Weight” ETFs at the expense of traditional market-cap weighted index ETFs. The folks at Rydex (now Guggenheim) certainly appreciated my observations; several equal-weight advocates even asked for republishing rights. Here are a few examples: 1. Equal Weight Edging Out Market Cap (June, 2007). In this [...] Continue Reading...


What Can Apple Teach ETF Investors About Performance Chasing?

The hottest ETFs have taken the biggest hit over the past five trading days. Global X Social Media (SOCL), Market Vectors Biotech (BBH) and iShares Russell 2000 Small Cap Growth (IWO) have shed 7.0%, 6.5% and 4.0% respectively. Most attribute the over-sized losses to generalized anxiety over the debt ceiling showdown between Congress and the [...] Continue Reading...


ETF Categories That Just Keep On Winning

Stocks as an asset class have shrugged off a wide variety of risks throughout the year. Sequestration failed to derail equity enthusiasm. The May-June interest rate spike did little to deter dip-buyers. And I suspect that any actual downside for the markets in October, whether caused by political strife or disappointing economic data, will ultimately [...] Continue Reading...


Sector ETF Reaction to Budget Impasse

It has been five trading days since “no-taper” euphoria has passed. In that time, U.S. stock assets have been falling, though the declines have been modest. Most investors continue to believe that a last-minute deal will be struck and that a bearish retreat like the 2011 correction is improbable. Nevertheless, different economic sectors appear to be [...] Continue Reading...


Stock ETFs Overvalued? “Old Tech” Begs To Differ

Warren Buffett and Berkshire colleagues are publicly complaining about the absence of stock bargains. What they should be saying is that broad-based equity investors were wrong to cheer the Federal Reserve’s economic downgrade and subsequent continuation of its money-printing, bond-buying program; in particular, lower economic forecasts by the Fed will likely be accompanied by reduced [...] Continue Reading...


Tech and Healthcare ETFs… Are They All That We Have Left?

On Monday, 8/19/2013, U.S. stocks logged their first 4-day losing streak of the calendar year. Until recently, the idea of a pullback had begun to seem far-fetched. The S&P 500 SPDR Trust (SPY) had been hitting high after record high with remarkable ease. Now the only “rally talk” is centering on how high longer-term bond [...] Continue Reading...


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