The Debt-Driven Expansion Requires Tweaks To Your Portfolio

28 April 2015 at 9:40 am by Gary Gordon

The U.S. government spent $7.50 trillion above the country’s budget over the last six years to encourage economic growth as well as fulfill pre-existing obligations (e.g., defense/military, agriculture, Medicare/health, Social Security, education, transportation, interest on the federal debt, etc.). Yet the economy still only grew at annualized 2.1% in the period – a growth rate [...] Continue Reading...

April 26, 2015 – ETF Expert Radio Podcast

26 April 2015 at 8:00 am by Staff

Oil ETFs, Energy ETFs, ETFs, Valuations & Momentum, Denmark ETFs, Solar ETFs, Ireland ETFs, ETFs & Interest Rates, International ETFs, ETFs & the MASH Index   Click here to listen to the show: 4-26-2015 Continue Reading...

How Much Faith In The Fed Is Too Much Faith?

24 April 2015 at 10:40 am by Gary Gordon

What if the U.S. economy fails to pick back up from its dismal first quarter? Then the U.S. Federal Reserve will push off the frequency and the magnitude of any increases in overnight lending rates. That’s what the U.S. stock market is telling investors, as the S&P 500 and NASDAQ break above record highs. That’s [...] Continue Reading...

An Energy ETF Resurgence Defies The Naysayers

22 April 2015 at 11:27 am by Gary Gordon

Maybe you do not know who Rex Tillerson is. Maybe you did not realize that Tillerson, a dinosaur in the energy sector, is the chairman and CEO of Exxon Mobil (XOM) – one of the largest corporations on the planet. The company that he runs had been the largest in the world by market capitalization [...] Continue Reading...

Three Stock ETFs With More Than Price Momentum Alone

20 April 2015 at 1:28 pm by Gary Gordon

The nature-nurture debate may be one of the most popular battles in psychology. In financial markets? One can make the case for an octagon match between “value” and “momentum.” Value-oriented investors tend to pursue bargains. They look at price-to-earnings (P/E), price-to-book (P/B) and price to-sales (P/S) ratios. They evaluate cash on corporate books after capital investments [...] Continue Reading...

Is It Time To Rethink An Allocation To Gold?

15 April 2015 at 5:45 pm by Gary Gordon

Many investors have given up on the idea that gold merits consideration in their portfolios due to years of depreciation in the dollar price of the yellow metal. For one thing, the SPDR Gold Trust (GLD) is still reeling from 35% bear market losses since the heyday of 2011’s euro-zone crisis. Similarly, sharp increases in [...] Continue Reading...

Understanding Why Rates Must Go Lower Leads To Better Risk-Adjusted Results

13 April 2015 at 11:14 am by Gary Gordon

Is there any conceivable path for Japan – the world’s 3rd largest economy – to escape eventual default? The country owes one quadrillion yen ($8.4 trillion U.S. dollars), yet takes in only $460 billion annually. Even at negligible rates, the Japanese government must allocate approximately 40% of its total tax revenue on paying the interest [...] Continue Reading...

April 12, 2015 – ETF Expert Radio Podcast

12 April 2015 at 8:00 am by Staff

U.S. Debt & ETFs, Treasury Bond ETFs, ETFs & Stock Buybacks, Zero Coupon Treasury Bond ETFs, Muni Bond ETFs, Currency ETFs, ETFs & the MASH Index, ETFs & Interest Rates   Click here to listen to the show: 4-12-2015 Continue Reading...

Government and Corporate Indebtedness Provide Investment Opportunity

10 April 2015 at 10:22 am by Gary Gordon

The former chairmen of the Federal Reserve, Ben Bernanke, acknowledged his belief that the Fed will not normalize overnight lending rates in his lifetime. Yet Mr. Bernanke neglected to share his contribution to the dilemma by agreeing to acquire trillions of dollars’ worth of treasuries with electronic money during his tenure. The quantitative easing (QE) [...] Continue Reading...

Paper Wealth In Your Accounts Is Great, But Only If You Know How To Protect It

08 April 2015 at 10:53 am by Gary Gordon

One of the more challenging tasks in high finance is making the distinction between “paper wealth” and economic health. Are the two related? Sure. Are they positively correlated. Sometimes, particularly on the downside. Does one matter more than the other? That depends upon who you are. Too frequently, writers will talk about paper wealth like stocks [...] Continue Reading...

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