April 5, 2015 – ETF Expert Radio Podcast

05 April 2015 at 8:00 am by Staff

ETFs & the Risk of Recession, Long Term Treasury Bond ETFs, ETFs & a Flattening Yield Curve, Foreign Stock ETFs, MASH Index ETFs, ETFs & the Fed, Low Volatility ETFs   Click here to listen to the show: 4-5-2015 Continue Reading...

Bull Market, Bear Market or Barely Moving Market?

01 April 2015 at 9:58 am by Gary Gordon

Perma-bulls may note that the S&P 500 eked out a 0.4% gain in the first quarter of 2015. They may also choose to ignore warning signs such as the 5th consecutive month of decelerating economic activity in the manufacturing segment. The last time that this happened? 2008. A quick check of the individual sectors that make [...] Continue Reading...

50% Recession Possibility Calls For A ‘Higher-Than-Usual’ Allocation To Non-Stock ETFs

30 March 2015 at 2:00 pm by Gary Gordon

Other than permanently bearish writers and investors, few address the possibility of the U.S. falling into a recession. Many conclude that the Federal Reserve’s ultra-low rate policy completely altered the landscape such that the idea of a business cycle no longer exists. Others merely ignore warning signs until, unfortunately for them, the opportunity to reduce [...] Continue Reading...

March 29, 2015 – ETF Expert Radio Podcast

29 March 2015 at 8:00 am by Staff

Transportation ETFs, ETFs & the Possibility of a Bear Market, Assessing Economic Health & ETFs, ETFs & 10-Year Treasury Note Yields, ETFs in a Low Interest Rate Environment, Treasury Bond ETFs, ETFs & the MASH Index   Click here to listen to the show: 3-29-2015 Continue Reading...

Are Transportation Stocks Hinting At A New Recession?

26 March 2015 at 11:26 am by Gary Gordon

Is a recession around the corner? Some analysts believe the key to that answer resides with transportation companies like Federal Express (FDX), Union Pacific (UNP) and Ryder (R). Specifically, if less and less unfinished goods are being moved to manufacturers, wholesalers and retailers, then one might anticipate sluggish growth, or even economic contraction. How might one [...] Continue Reading...

Why A ‘Rate Hike Tantrum’ Will Not Kill Bond ETFs in 2015

24 March 2015 at 3:18 pm by Gary Gordon

The 10-year Treasury note is the most recognizable, and most important, debt instrument in the world’s financial system. It is vital to foreign jurisdictions, banks and investors as a way to gain exposure to the U.S. dollar as well as interest payments backed by the full faith and credit of the U.S. federal government. Stateside, [...] Continue Reading...

March 22, 2015 – ETF Expert Radio Podcast

22 March 2015 at 8:00 am by Staff

Bull Markets & ETFs, ETFs & Interest Rates, Europe ETFs, Germany ETFs, ETFs & the US Dollar, US Treasury Bond ETFs, Mid Cap Value ETFs, Minimum Volatility ETFs, ETFs & the MASH Index   Click here to listen to the show: 3-22-2015 Continue Reading...

Technical Breakouts For Popular ETFs On The World Stage

20 March 2015 at 10:37 am by Gary Gordon

The current bull market for U.S. stocks is the fourth longest in history. Two others journeyed into a seventh year, while one other (1990s) enjoys the distinction as having traveled into an eighth year. Even if one subscribes to the idea that “bull markets never die of old age,” probability alone suggests that we are [...] Continue Reading...

Three Implications Of “Shifts” In Fed Policy

18 March 2015 at 9:53 am by Gary Gordon

A large number of stocks in the Dow Jones Industrials Average have moved lower since the¬†Federal Reserve ended its quantitative easing (QE) program in late October. Telecom giants AT&T (T) and Verizon (VZ) have toiled. Consumer champs Procter & Gamble (PG) and Coca-Cola (KO) have struggled. Commodity-related kings like Chevron (CVX) and Caterpillar (CAT)? They’ve [...] Continue Reading...

ETF Risk Management In The Face Of A Surging U.S. Dollar

16 March 2015 at 10:40 am by Gary Gordon

Historically, when the U.S. dollar surges, forward S&P 500 earnings plummet. In the same vein, the last two times that the world’s reserve currency skyrocketed, the¬†U.S. economy slipped into a recession. Come on, Gary. Do you really think that we have already dipped into recession territory? No, I do not. Yet the idea that the Federal [...] Continue Reading...

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