Everything Is Awesome? Time To Rethink Your ETF Asset Mix

05 March 2015 at 10:39 am by Gary Gordon

Less than three months ago, analysts everywhere argued a case for economic acceleration. It was almost as if financial authorities big and small had held a convention at LEGOLAND in California to declare that, “Everything Is Awesome.” Everything is not awesome. Jobless claims hit 10-month highs, factory orders have dropped for six consecutive months, consumer spending [...] Continue Reading...

What the NASDAQ’s Round-Trip To 5000 Really Means

03 March 2015 at 11:29 am by Gary Gordon

When the NASDAQ Composite Index hit 5000 in March of 2000, jubilant investors celebrated the milestone. Shortly thereafter, however, scores of individuals lost their collective shirts. Many witnessed losses of 50%, 60% or 80% of their account values on names like Cisco, JDS Uniphase and Pets.com. Back then, the euphoria was akin to unchecked greed. Today, [...] Continue Reading...

Scarcity and Stocks: How to Follow (Or Avoid) A Late ’90s “New Economy” Playbook

26 February 2015 at 10:39 am by Gary Gordon

For the better part of 15 months, I have pounded the table for longer-term U.S. treasuries. Most financial pundits thought that I was nuts in December of 2013; they debated my scarcity premise throughout 2014 and they dismiss my relative value argument here in 2015. About the only concession? The talking heads have often acknowledged [...] Continue Reading...

Why The Fed Has Lost The Will To Normalize Rates (And What You Can Do About It)

23 February 2015 at 1:29 pm by Gary Gordon

McKinsey & Company, a multinational consulting firm, recently compiled data on global debt and economic growth. The company determined that worldwide debt has reached nearly $200 trillion dollars, up from roughly $140 trillion at the time of the 2008 crisis. Gross world product grew approximately $15 trillion to $70 trillion in the same time frame. In [...] Continue Reading...

February 22, 2015 – ETF Expert Radio Podcast

22 February 2015 at 8:00 am by Staff

ETFs & Poor Economic Data Points, ETFs & Stock Valuations, ETFs & the MASH Index, Long Term US Treasury Bond ETFs, Germany ETFs   Click here to listen to the show: 2-22-2015 Continue Reading...

Saving Greece? What ETF Investors Should Really Be Focused On

20 February 2015 at 10:42 am by Gary Gordon

February has been a terrible month for the U.S. economy, but a wonderful month for U.S. stocks. Translation? Investors do not believe that the Federal Reserve will raise overnight lending rates during an economic slowdown. Just how abysmal have the data been so far? Personal spending, construction spending, factory orders, international trade, business inventories, wholesale inventories, [...] Continue Reading...

U.S. Stocks and U.S. Bonds: What the Heck?

18 February 2015 at 11:33 am by Gary Gordon

Most people believe that Tom Cruise became an international superstar with the release of the action drama, “Top Gun” back in 1986. However, I remember the actor from an earlier film, “Risky Business.” The popular motion picture capitalized on teenage angst and harebrained ways to make money. In the film itself, the main character, Joel [...] Continue Reading...

February 15, 2015 – ETF Expert Radio Podcast

15 February 2015 at 8:00 am by Staff

ETFs & Currency Devaluation, Cyber Security ETFs, Treasury Bond ETFs, ETFs & Interest Rates, Germany ETFs, ETFs & P/E Ratios, ETF Strategies   Click here to listen to the show: 2-15-2015 Continue Reading...

Currency Wars Offer Unique ETF Opportunities

13 February 2015 at 10:20 am by Gary Gordon

David Bowie and Mick Jagger may believe that people are dancing on every street corner around the world. In actuality, however, they’re desperately competing with neighbors by devaluing their currencies. The craziness in currency manipulation is occurring on every continent and in every region. Japan’s brazen quantitative easing (QE) program has seen the battered yen hurt [...] Continue Reading...

ETF Allocation When Stocks Are Stuck In A Moment

11 February 2015 at 11:53 am by Gary Gordon

The cyclically-adjusted price-to-earnings ratio (a.k.a CAPE, P/E10, Shiller’s P/E) evaluates the average inflation-adjusted earnings for the S&P 500 over the previous 10 years. The long-term CAPE average is 16.5. Today’s CAPE is north of 27. And despite numerous detractors on its predictive value, P/E10 led directly to a Nobel Prize for its creator, Robert Shiller. With [...] Continue Reading...

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