The S&P 500’s 788,400 Minutes: Measuring One Year-And-A-Half In The Life Of An Index

12 April 2016 at 10:02 am by Gary Gordon

There may be 525,600 minutes in a normal calendar year. However, there have been 788,400 minutes since the S&P 500 first hit 2050 in November of 2014; there have been 1,314,000 minutes since the NYSE Composite Index rose above the 10,000 level in November of 2013. In other words, lost in the narrative that “there [...] Continue Reading...

April 10, 2016 – ETF Expert Radio Podcast

10 April 2016 at 8:00 am by Staff

Debt & ETFs, ETFs & Wage Growth, ETFs & Employment Data, Interest Rates & ETFs, ETFs & Capital Expenditures, Defensive ETF Allocations Click here to listen to the show: 4-10-2016 Continue Reading...

Three Charts: What Debt, ‘CapEx,’ and Whole Profits Tell Stock Investors

07 April 2016 at 11:03 am by Gary Gordon

For several years now, I have expressed concern about the accumulation of debt by governments, corporations and households. Some folks seem to recognize that – across the board – total debt levels are on an unsustainable path. Others have argued that the only thing of importance is the ability to service existing obligations, and that [...] Continue Reading...

No Bull. Economic Weakness Continues To Pressure Corporate Profitability

05 April 2016 at 2:44 pm by Gary Gordon

Is the U.S. economy really in great shape? The U.S. Federal Reserve does not seem to think so. They started the year with an intention of raising the overnight lending rate four times – from 0.25% to 1.25%. In March, they announced that it would more likely be a mere two. And today, the Atlanta [...] Continue Reading...

April 3, 2016 – ETF Expert Radio Podcast

03 April 2016 at 8:00 am by Staff

Valuations & ETFs. Treasury Bond ETFs, Gold ETFs, Currency ETFs, ETFs & Business Revenues, Europe ETFs, ETFs & the Fed Click here to listen to the show: 4-3-2016 Continue Reading...

No Sales, No Profits, No Bull: What Happens When Valuations And Central Banks Collide

31 March 2016 at 2:50 pm by Gary Gordon

Total business sales Рsales by wholesalers, manufacturers and retailers Рhave fallen 5% from their July 2014 peak of $1.365 trillion. At $1.296 trillion for January 2016, total business sales have dropped back to where they were in January of 2013 ($1.293 trillion). In fact, the erosion of total sales by American businesses are even uglier [...] Continue Reading...

Risk On Or Risk Off? Big Picture Suggests The Latter

29 March 2016 at 11:32 am by Gary Gordon

One way to gauge the well-being of stock assets is to examine all of the 1900-plus stocks listed on the New York Stock Exchange. We can do this by evaluating the progress of the NYSE Composite Index. The first item worth noting is that stock assets have struggled to make any progress since late October of 2013 [...] Continue Reading...

March 27, 2016 – ETF Expert Radio Podcast

27 March 2016 at 8:00 am by Staff

ETFs & Stock Valuations, Low Interest Rates & ETFs, Non-Cyclical ETFs, Bond ETFs, Gold ETFs, ETFs & Debt Levels, Stock Buybacks & ETFs Click here to listen to the show: 3-27-2016 Continue Reading...

Earnings Growth Based On Debt and Buybacks? Totally Unsustainable

24 March 2016 at 11:10 am by Gary Gordon

My grandfather was never rich. He did have some money in the 1920s, but he lost most of it at the tail end of the decade. Some of it disappeared in the stock market crash in October of 1929. The rest of his deposits fell victim to the collapse of New York’s Bank of the [...] Continue Reading...

Are U.S. Stocks Really The Only Game In Town?

22 March 2016 at 10:11 am by Gary Gordon

The S&P 500 notched an all-time record high of 2130 on May 21, 2015. That was 10 months ago. Since that date, the popular gauge has suffered two faith-rattling corrections Рa 12% decline in August of 2015 and a 14% pullback in February of 2016. Granted, U.S. stocks rallied back to respectable levels after each [...] Continue Reading...

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