November 23, 2014 – ETF Expert Radio Podcast

23 November 2014 at 8:00 am by Staff

ETFs & Credit Spreads, Bond ETFs, Emerging Markets & ETFs, Hard Commodity ETFs, Small Cap ETFs, Long-Term Treasury Bond ETFs, ETFs & Multi Asset Stock Hedging, ETFs & Soft Commodities, Insurance ETFs   Click here to listen to the show: 11-23-2014 Continue Reading...

Stock ETF Investors Should Track Junk Bond ETF Apathy

21 November 2014 at 10:18 am by Gary Gordon

Perhaps as long as China is cutting rates and Europe is buying asset-backed securities – and as long as the U.S. maintains its policy of zero percent interest rates – investors can ignore traditional risk in stock assets. Then again, contrarian assessments suggest that participants are closing in on euphoric extremes and credit spreads are [...] Continue Reading...

A Diversified, Safer Way To Hedge Against Stocks Using ETFs

19 November 2014 at 10:41 am by Gary Gordon

There are plenty of ways that you can hurt a man and bring him to the ground. You can beat him, you can cheat him, you can treat him bad and leave him when he’s down. Queen – Another One Bites The Dust Over the last 12 months, most efforts to hedge against U.S. stock risk have proven [...] Continue Reading...

3 Seemingly Crazy ETF Ideas

17 November 2014 at 11:14 am by Gary Gordon

Japan has now registered two consecutive quarters of economic contraction – a persistent absence of growth that defines most recessions. For worse or for better, the world’s third largest economy will simply commit additional electronic money printing resources to acquire more Japanese stock and bond assets. This activity weakens the yen which, in turn, emboldens [...] Continue Reading...

November 16, 2014 – ETF Expert Radio Podcast

16 November 2014 at 8:00 am by Staff

ETFs & Fundamental Valuations, U.S. vs. Foreign ETFs, Currency ETFs, Energy ETFs, Small Cap ETFs, ETFs & the Price of Oil   Click here to listen to the show: 11-16-2014 Continue Reading...

Three Critical ETF Trends That Require Monitoring

13 November 2014 at 8:06 am by Gary Gordon

When influential managers (e.g., large financial institutions, hedge funds, etc.) borrow low-yielding assets to invest in higher-appreciating, higher-yielding ones, they are engaging in a speculative art. What is the nature of the artwork here in 2014? Borrow as much yen and euro at negligible rates as possible to finance the acquisition of U.S. stocks and [...] Continue Reading...

ETF Flows: Nobody Believes In Europe, Everyone Believes In North America

10 November 2014 at 11:11 am by Gary Gordon

The SPDR S&P 500 Trust (SPY) trades at a P/E (trailing 12 months) of 18.64 and a P/B of 2.7. The average P/E ratio since the 1870’s is roughly 15, while the current P/B is higher than 82% of the bull market tops since the mid-1920s. Although several may try to describe the U.S. stock market [...] Continue Reading...

November 9, 2014 – ETF Expert Radio Podcast

09 November 2014 at 8:00 am by Staff

ETFs & Real Estate, Global Economic Growth & ETFs, Energy ETFs, ETFs & Investor Psychology, Global Central Bank Policy & ETFs, Commodities ETFs, Emerging Markets ETFs, Materials ETFs   Click here to listen to the show: 11-9-2014 Continue Reading...

Are Energy ETFs The Key To A Sustainable Bull Market?

06 November 2014 at 9:57 am by Gary Gordon

Theoretically, the prospect for investing in riskier assets should be dim. Consider the weakness in real estate – a major component of the U.S. economy. Mortgage application volume recently fell to its lowest level since 1995. Meanwhile, U.S. stocks are expensive on nearly all of the traditional measures. Cyclically-adjusted P/E ratios suggest that stocks may be [...] Continue Reading...

When Will Emerging Market ETFs Join The “Risk-On” Party?

03 November 2014 at 10:16 am by Gary Gordon

When monetary policy leaders spoke in October, investors listened. Federal Reserve Open Market Committee (FOMC) member, James Bullard, suggested that his colleagues consider extending the U.S. central bank’s policy of buying bonds. In a similar vein, the European Central Bank (ECB) revived its activity of purchasing assets in its attempt to stimulate the region’s economy. [...] Continue Reading...

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