Bears Growl At Bonds And Energy… So Buy Both

08 January 2015 at 11:36 am by Gary Gordon

Over the previous six years, the stock market is not the only thing that has gone up. Total U.S. debt has catapulted from roughly $10.5 trillion – give or take $100 billion – to $18.0 trillion. That’s a 70% increase in the country’s outstanding obligations since the start of 2009. Perhaps ironically, I have spent the [...] Continue Reading...

Proof Positive That U.S. Stock ETFs Are Not The Only Place To Be

06 January 2015 at 10:45 am by Gary Gordon

Financial professionals are blaming the latest round of risk asset uncertainty on a variety of factors, from the continuing sell-off in oil to the possibility of Greece being kicked out of the euro-zone. Still others are pointing to anxiety over the U.S. Federal Reserve’s intention to raise its overnight lending rate target in mid-2015 – [...] Continue Reading...

ETFs For The Unquestioned “Wall Of Worry”

02 January 2015 at 9:40 am by Gary Gordon

The crises of yesteryear almost seem quaint. Did investors really need to fret the possibility of the world’s 44th economy (Greece) exiting the euro-zone back in 2011? The stock market ultimately prevailed. Why did the fiscal cliff, sequestration and government shutdown concerns cause so much anxiety in 2012? U.S. stocks eventually powered ahead by roughly [...] Continue Reading...

Are Rate-Sensitive ETFs Suggesting Economic Weakness Ahead?

29 December 2014 at 8:38 am by Gary Gordon

Lost in the bull market euphoria is the reality that economists have been dead wrong about the direction of asset prices, particularly bond prices. Last December, when 55 of the most prestigious economists across a wide range of institutions had been polled by Bloomberg about where the 10-year yield (3.0%) would end the year, each [...] Continue Reading...

The Best ETFs For Positioning Your Portfolio In 2015

26 December 2014 at 9:03 am by Gary Gordon

At the beginning of each New Year, Seeking Alpha, the popular financial web portal, interviews Gary Gordon for its¬†Positioning for 2015 series. Here is a transcript of that exchange. SA’s Carolyn Pairitz (CP): How would your clients describe your investing style/philosophy? Gary Gordon (GG): My clients would recite my mantra‚Ķ There are four possible investing outcomes (i.e., [...] Continue Reading...

December 22, 2014 – ETF Expert Radio Podcast

22 December 2014 at 3:42 pm by Staff

Domestic vs. International ETFs, Europe ETFs, Small Cap ETFs, High Yield Bond ETFs, U.S. Large Cap Stock ETFs, ETFs & Stock Valuations, Multi-Asset Stock Hedging & ETFs, South Korea ETFs   Click here to listen to the show: 12-22-2014 Continue Reading...

A Courageous ETF Idea For 2015

22 December 2014 at 11:43 am by Gary Gordon

The biggest news making the rounds on a sleepy Monday in late December? North Korea has been threatening the U.S. over the Franco-Rogen flick, “The Interview.” I doubt that I would have spent any time in the movie theater to watch the satire, even if Sony had not pulled the film from its scheduled Christmas [...] Continue Reading...

The 3 “Macro” Questions Investors Must Ask Heading Into 2015

18 December 2014 at 4:12 pm by Gary Gordon

I am ecstatic that the majority of my client base had 65%-70% long exposure in lower-volatility stock ETFs over the last two trading sessions. The S&P 500 picked up roughly 4.5%, which means that these portfolio balances rose approximately 3.0% since the U.S. Federal Reserve promised to be “patient” with respect to raising overnight lending [...] Continue Reading...

Are The Media Exaggerating The Bull Market?

17 December 2014 at 10:27 am by Gary Gordon

Notorious bears like Peter Schiff and John Hussman have been warning about the bull market’s inevitable demise for many years. Ignoring their gloom-n-doom predictions has been the better way to go. After all, six years of zero percent interest rate policy by the U.S. Federal Reserve successfully reflated portfolios heavily tilted toward U.S. equities. On the [...] Continue Reading...

U.S. Large Cap Stocks: The Only Risky Asset Class Capable of Avoiding a Chaotic World?

15 December 2014 at 10:19 am by Gary Gordon

It should not be too difficult for investors to remember the financial media’s general recommendation for stock exposure in the previous decade. Based primarily on the enormous success of emerging markets and developed foreign markets – talking heads on CNBC regularly talked about total market cap of world equities being a 50% split between the [...] Continue Reading...

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