Archive | Transportation 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...


Develop Your “They May Never Completely Quit QE” Buy List

Emerging market ETFs are pulling back sharply from gains that they had achieved in recent months. The countries with the largest drops in the past few days are those that are most dependent on foreign capital to finance their super-sized deficits. In essence, speculation that some of the world’s central banks may pare back the [...] Continue Reading...


3 Reasons To Consider Transportation ETFs

History tends to punish bull markets when speculative frenzies hover around a narrowing list of stand-outs (e.g., Netflix, First Solar, etc.), an increasing number of initial public offerings (e.g., Twitter, Container Store, etc.) and/or a dramatic rise in margin debt.  Perhaps ominously, all three circumstances currently exist, with margin debt at an all-time peak and [...] Continue Reading...


Why Infrastructure ETFs Are Overrated

Early in 2007, a prospective client informed me that he would not be placing his $1,000,000 portfolio with my company, Pacific Park Financial. He explained that another Registered Investment Adviser¬†specialized in leveraged emerging market ETFs and that the firm’s¬†performance was amazing.¬†I challenged the individual to better understand daily compounding versus annual compounding, though ultimately, I [...] 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, the [...] Continue Reading...


Don’t Blame China For The Sell-Off In U.S. Stock ETFs

For the first time in 2013, investors do not appear to be tripping over themselves to buy every fractional percentage dip. Here on 4/15, the media have blamed the accelerated selling on commodity price depreciation and a disappointing GDP reading (7.7%) out of China. So we’re supposed to believe that a manic Monday where the domestic [...] Continue Reading...


Breakdown ETFs: Go Ahead And Give It To Me

Over the course of the 4-year bull market, I’ve kept an eye on the percentage of S&P 100 stocks that reside above a long-term 200-day trendline. Market pressures always seemed to develop when the level approached 86%-90%. Similarly, when the 50-day moving average for the S&P 100 reached 85%, you could pretty much count on [...] Continue Reading...


Three Trends That Favor Non-Cyclical ETFs In April

Investors may be heartened to discover that the Cyprus bailout is back on track. I am not sure how that will prevent Europeans in Italy and Spain from slowly moving their money out of beleaguered banks, but that is an issue for another day. Right now, broad-based U.S. large cap stocks are trading at record levels [...] Continue Reading...


ETFs For Potential Increases In Demand For Cars And Cell Phones

Lately, I’ve been fielding a great many questions related to automobile companies. Had I seen the 5-year highs on car purchases? Am I aware that autos were the strongest segment in 2012 retail? And what’s the best ETF for capturing the inevitable growth? In truth, I’m not necessarily convinced that the U.S. auto sector will continue [...] Continue Reading...


Stock ETFs That Didn’t Slump On The Failure To Pass “Plan B”

The fiscal cliff steals the financial headlines on a daily basis. Yet, in spite of increasing volatility and year-end uncertainty, the hot topic hasn’t moved the broader market’s needle. Since the 11/6 election more than 6 weeks ago, the S&P 500 SPDR Trust (SPY) has effectively ended in the same place it began. Bears believe this [...] Continue Reading...


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