Archive | Telecom ETFs

3 ETF Indicators That Challenge The “Economy Is Improving” Assumption

CNBC commentators and Bloomberg analysts have spent the last few months explaining how the Federal Reserve’s measured withdrawal (a.k.a. “tapering”) from electronic dollar creation (a.k.a. quantitative easing) is a sign that the U.S. economy is capable of standing on its own. Personally, I believe that it should be allowed to stand on its own regardless; [...] Continue Reading...


3 Ways An ETF Investor Can Approach The Increasingly Erratic Stock Market

If an economic data point came in much weaker than expected last year, the U.S. Federal Reserve’s monetary stimulus offered reason enough to buy stocks. Bad news served as good news. At the same time, when a data point exceeded expectations, the resilience of the American economy also inspired equity purchases. Good news served as [...] 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...


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 [...] 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...


Why Investors Are Looking At Foreign Stock ETFs For Income And Growth

PowerShares DB U.S. Dollar Bullish (UUP) traded near $22.25 per share at the beginning of September, 2012. One year later, UUP trades near the same share price. In other words, over the course of the last 12 months, the U.S. dollar has not changed much against a basket of world currencies. Why is the dollar’s [...] Continue Reading...


Even The Threat Of War Fails To Lift Income ETFs

The list of uncertainties for the U.S. stock market is expanding. Pending home sales have declined for two consecutive months. Consumer spending is flat. The U.S. government is gearing up to debate the debt ceiling yet again. And, more immediately, Congress may authorize a military strike on Syria. Perhaps ironically, I do not see conflict [...] Continue Reading...


Investors Take Another Look At Stock ETFs With Above-Average Yields

Morningstar offers its paid subscribers a premium service called, “ETF Valuation Quickrank.” The company offers price-to-fair value estimates for several hundred ETFs that are based upon a proprietary analysis of the underlying stock holdings. At present, each investment is being labeled as fairly valued or overvalued; you will not a find a single fund — [...] Continue Reading...


Interest Rate Volatility Slams Real Estate ETFs and Telecom ETFs

Has global monetary stimulus by the world’s central banks squashed euro-zone collapse fears forever? On Wednesday, European leaders hinted that they may withhold bailout euro-dollars from Athens due to lack of progress on government reform initiatives. The occurrence barely registered as an afterthought on most people’s radar screens. Of course, there was a time when [...] Continue Reading...


U.S. Manufacturing Shrinks. Should You Rethink Your Exposure to High Beta ETFs?

The possibility of the Federal Reserve slowing its bond purchasing program sent interest rates rocketing in May. Rate-sensitive assets — dividend stocks, REITs, MLPs, preferreds, muni bonds — all began to depreciate in value. By the end of the month, even common stocks began to stammer. Here on the first trading day of June, however, [...] Continue Reading...


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