ETFs For An Ongoing Stimulus Bubble

05 February 2015 at 1:20 pm by Gary Gordon

Canada, India, Turkey, Australia, China and Denmark. What do all of these countries have in common? The central bank of each nation has eased monetary policy to stimulate respective economies in 2015. What’s more, none of these actions had been anticipated; rather, the media described rate cuts as “surprising” or diminished reserve requirements as “unexpected.” In [...] Continue Reading...

Risk Aversion Gains Momentum And Risk Taking Loses It

03 February 2015 at 10:08 am by Gary Gordon

The case for investing in riskier assets has often been described as a sensible quest for yield and/or capital appreciation in a world with ultra-low interest rates. That helps to explain why the S&P 500 has defied the odds with respect to corrective activity, garnering double-digit percentage gains in 2012, 2013 and 2014. Yet the preference [...] Continue Reading...

February 1, 2015 – ETF Expert Radio Podcast

01 February 2015 at 8:00 am by Staff

Interest Rates & ETFs, Treasury Bond ETFs, ETFs & the Economy, Monetary Policy & ETFs, Inflation & ETFs, Sovereign Debt ETFs, Healthcare ETFs, ETFs & the MASH Index   Click here to listen to the show: 2-1-2015 Continue Reading...

3 ETF Investing Themes For A Wobbly U.S. Bull

29 January 2015 at 8:43 am by Gary Gordon

Presumably, the Great Recession ended in June of 2009. Three months earlier on March 9, the stock market anticipated the modest recovery that is still intact. In essence, stocks began to rally well in advance of the actual turnaround in the U.S. economy. Similarly, the 10/09/2002-10/09/2007 bull market ended roughly three months before the start of [...] Continue Reading...

Relative Value The Reason To Keep Buying Munis and Long Bond ETFs

26 January 2015 at 11:17 am by Gary Gordon

Since the Reserve Bank of New Zealand first formerly targeted inflation rates roughly 25 years ago, other central banks around the globe have followed suit; that is, many banks have been setting medium-term rates that prices should rise on an annualized basis, and then presenting those percentages publicly. Two-and-a-half years back, the U.S. Federal Reserve, placed [...] Continue Reading...

January 25, 2015 – ETF Expert Radio Podcast

25 January 2015 at 8:00 am by Staff

Interest Rates & ETFs, Treasury Bond ETFs, Gold ETFs, MASH Index ETFs, ETFs & Europe, Currency ETFs, ETFs & the Japanese Yen   Click here to listen to the show: 1-25-2015 Continue Reading...

Europe’s QE Experiment: Adding Stock ETF Exposure And Hedging Against The Unforeseen

23 January 2015 at 9:50 am by Gary Gordon

The scope (current euro-zone member nations) and size ($1.1 trillion euros) of the European Central Bank’s latest stimulus effort has delighted the worldwide investing community. In fact, many began betting on a monumental quantitative easing “project” the minute that Europe registered year-over-year deflation of -0.2% for the month of December. This can be seen in [...] Continue Reading...

State of Disunion: Safer Haven Investments Diverge From Stocks

21 January 2015 at 8:19 am by Gary Gordon

The S&P 500 soared 29.6% and 11.4% in 2013 and 2014 respectively, pushing the broad market benchmark to unimaginable heights. Net inflows into U.S. stock funds, including ETFs, also set records. Unfortunately, that is not always a positive sign for the asset class. The increased participation by the world’s investors in U.S. stocks may not be [...] Continue Reading...

January 18, 2015 – ETF Expert Radio Podcast

18 January 2015 at 8:00 am by Staff

Foreign ETFs, ETFs & the US Economy, Stock Valuations & ETFs, ETFs & the Multi-Asset Stock Hedge Index, ETF Strategies, Interest Rates & ETFs, Central Bank Policy & ETFs, Energy ETFs, Utility ETFs   Click here to listen to the show: 1-18-2015 Continue Reading...

Late Stage Bull Markets: The Myth Of Stock Superiority?

15 January 2015 at 11:01 am by Gary Gordon

I recently received an e-mail from a “wannabe” hold-n-hope investor. This particular investor expressed a belief that selling positions through stop-limit loss orders or with the benefit of a 200-day moving average only proved beneficial in 1929 and 2008. I countered with the reality that reducing stock exposure via selling or hedging benefited investors in every [...] Continue Reading...

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