Probability: Should It Play A Part In Your Asset Allocation?

27 September 2016 at 11:32 am by Gary Gordon

We live in the moment. We have short attention spans (and shorter memories). For the most part, we want to know how stocks will perform over the next few weeks or months. 2026? 2027? Few “long-term” investors have the fortitude to regard today’s equity market decisions the way that a red wine vintner treats a [...] Continue Reading...

September 25, 2016 – ETF Expert Radio Podcast

25 September 2016 at 8:00 am by Staff

ETFs & Stock Market Declines, The Business Cycle & ETFs, ETFs & Economic Recessions, Junk Bonds & ETFs, ETFs & Corporate Earnings, Cash Equivalents & ETFs Please click here to listen to the show. Continue Reading...

How Should Investors Prepare For The Credit Cycle’s Retreat?

23 September 2016 at 11:09 am by Gary Gordon

An economy begins to grow, picks up steam, peaks, slows down, and eventually contracts. The process is known as the business cycle Рan inevitable progression from expansion to recession to renewal and recovery. Central bank policy makers have been trying to eliminate recessions from the picture since the 1990s. Some folks believe that their prescriptions [...] Continue Reading...

Stock Market Levity: What Goes Down Must Come Up?

20 September 2016 at 10:57 am by Gary Gordon

Issac Newton is famous for having said, “What goes up must come down.” He¬†is equally well-remembered for a falling apple striking his noggin, supposedly inspiring¬†the physicist to develop the theory of gravity. Near market tops, bullish investors embrace the notion of an opposite force: levity. They maintain that what goes down must come back up, [...] Continue Reading...

Billionaires Have Been Raising Cash In Their Portfolios… Should You?

16 September 2016 at 11:33 am by Gary Gordon

According to a¬†Wealth-X census,¬†the world’s billionaires have roughly 22.2% of their total net worth in cash. That’s the highest percentage since tracking began in 2010. Why are the wealthiest among us choosing an asset that currently yields next-to-nothing? The report cites uneasiness related to the global economy as well as anticipation that asset valuations will [...] Continue Reading...

September 4, 2016 – ETF Expert Radio Podcast

04 September 2016 at 8:00 am by Staff

Corporate Profits & ETFs, ETFs & Yield, The Fed & ETFs, ETFs & GDP Growth, The MASH Index & ETFs, US Treasury Bond ETFs, Gold ETFs, ETFs & Cash Equivalents Please click here to listen to the show. Continue Reading...

Here Is What You Should Know About The Last Three Bear Markets

31 August 2016 at 11:38 am by Gary Gordon

Earnings per share (EPS) for the S&P 500 for Q2 came in at $87. Those results are no better than the EPS data from four years earlier. Worse yet, the $87 GAAP-based earnings are 18% lower than the $106 reached in Q3 of 2014. Now look at the price-to-earnings (P/E) ratio chart below. For the [...] Continue Reading...

August 28, 2016 – ETF Expert Radio Podcast

28 August 2016 at 8:00 am by Staff

ETFs & CAPEX, Corporate Debt & ETFs, ETFs & Existing Home Sales, Wage Growth & ETFs, ETFs & Central Bank Policy, Investment Grade Bond ETFs, Large Cap Stock ETFs Please click here to listen to the show. Continue Reading...

Fatal Consequences: One Way Or Another, The Credit Boom Will Go Bust

26 August 2016 at 2:12 pm by Gary Gordon

The conductors of the crazy credit train – Janet Yellen, Mario Draghi, Mark Carney and Haruhiko Kuroda – are running out of tracks. Consider the following: 1. Central banks own $25 trillion of the world’s financial assets. That approximates 8%-8.5% of the total dollar value of stocks, bonds and the array of market-based securities available. [...] Continue Reading...

Why Aren’t Businesses Investing In Their Futures?

24 August 2016 at 12:01 pm by Gary Gordon

The last three times that private businesses cut back on fixed asset expenditures – plants, trucks, tools, software, hardware, equipment, office buildings and other capital goods – the country slipped into recession. Is this time different? Or does company reluctance to buy machinery, commercial real estate and electrical appliances signify that economic contraction is around [...] Continue Reading...

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