August 31, 2014 – ETF Expert Radio Podcast

31 August 2014 at 8:00 am by Staff

ETFs & Interest Rates, The Fed & ETFs, Stock Valuations & ETFs, Bond ETFs, ETFs & Employment, Inflation & ETFs   Click here to listen to the show: 8-31-2014 Continue Reading...

Why Overvalued Stock ETFs Still Offer Opportunity

29 August 2014 at 10:06 am by Gary Gordon

Let us recall that every significant economist and every major U.S. investment firm predicted interest rates would climb in 2014. The primary basis for the assessment? U.S. economic growth would accelerate and encourage the Federal Reserve to end ultra-easy monetary measures. Well, now that we’ve seen a so-called acceleration in the second quarter – now [...] Continue Reading...

Profit Margins And ‘Fairly Valued’ U.S. Stock ETFs

27 August 2014 at 2:04 pm by Gary Gordon

Money managers like myself may not discuss it often, but they probably have an “Uh Oh Indicator.” What is it? When certain clients ask why any amount of cash rests in money market accounts – why more of the money is not being committed to the stock benchmark du jour (i.e., NASDAQ in 1999, MSCI [...] Continue Reading...

Record Setting Stock ETFs: It’s About The Stimulus, Not The Economy

25 August 2014 at 1:40 pm by Gary Gordon

At the beginning of the year, analysts and economists explained why interest rates would climb significantly. They anticipated a year-end 10-year yield of 3.4%, not 2.4%. Only a few bond fund managers, doom-n-gloomers and contrarians dared to suggest that rates would drop. (For more on the topic, review my January commentary,¬†“Against The Herd: Lower Rates, [...] Continue Reading...

Questions For U.S. Stock ETF Bulls

22 August 2014 at 11:22 am by Gary Gordon

Have you studied the history of stocks in the U.S? Most people are aware of the crash in 1929 as well as the capital depreciation that occurred through 1932. Yet many may not be aware of the government stimulus in 1933 that helped the market soar 200% over the next four years. While the stimulus [...] Continue Reading...

Is The Depreciation Across The Commodity ETF Space Surprising?

20 August 2014 at 10:34 am by Gary Gordon

What counts for an economy that primarily depends upon its consumers? Family income needs to increase beyond inflation. Otherwise, families find themselves with less purchasing power and, ultimately, those families spend less. Since the U.S. economic recovery effectively began in July of 2009, inflation-adjusted wages have actually dropped 3%. In other words, at least in terms [...] Continue Reading...

Hedged Japan ETFs May Radiate On Efforts To Further Weaken The Yen

18 August 2014 at 10:54 am by Gary Gordon

Several months before Shinzo Abe took office as the Prime Minister of Japan, the pre-ordained leader had expressed a fierce determination to jump start Japan’s economy through unconventional monetary policy measures. Like the U.S. Federal Reserve, the Bank of Japan (BOJ) would electronically create yen to acquire less liquid assets, such as government bonds. For a [...] Continue Reading...

August 17, 2014 – ETF Expert Radio Podcast

17 August 2014 at 8:00 am by Staff

Bond ETFs, ETFs & Interest Rates, Retail ETFs, Consumer ETFs, ETFs & Europe, ETFs & Banks, Commodity ETFs, Emerging Market ETFs, China ETFs   Click here to listen to the show: 8-17-2014 Continue Reading...

Has Stock Bias Adversely Affected Your ETF Asset Allocation?

15 August 2014 at 10:15 am by Gary Gordon

Bonds must be unbelievably dull. When the Dow broke 17,000 and when the S&P came withing a stone’s throw of 2,000 – media messengers enthusiastically reported the peachy particulars. In contrast, 10-year German bund yields are currently logging record lows and the vast majority of fixed income ETFs are registering 52-week highs, yet CNBC’s focus [...] Continue Reading...

These 5 ETF Charts Are Killing “Risk-On” Exhilaration

13 August 2014 at 11:30 am by Gary Gordon

Admit it. You are feeling a little bit edgy these days. While you understand that fear is the elixir of investment opportunity, you also recognize that there is little glory for the last person standing on a sinking aircraft carrier. Most in the media have been touting bull market accomplishments, job gains and economic progress. Writers [...] Continue Reading...

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