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...

Stocks And Long Bonds Know That The Fed’s In A Pickle

06 April 2015 at 2:41 pm by Gary Gordon

Economists should not have been stunned by downward revisions to job creation for January and February. Similarly, analysts should not have been surprised by the painfully weak jobs data for March – information that confirmed the seriousness of the ailing U.S. economy. Some folks are clinging to the hope that the slowdown is attributable to poor [...] Continue Reading...

April 5, 2015 – ETF Expert Radio Podcast

05 April 2015 at 8:00 am by Staff

ETFs & the Risk of Recession, Long Term Treasury Bond ETFs, ETFs & a Flattening Yield Curve, Foreign Stock ETFs, MASH Index ETFs, ETFs & the Fed, Low Volatility ETFs   Click here to listen to the show: 4-5-2015 Continue Reading...

Bull Market, Bear Market or Barely Moving Market?

01 April 2015 at 9:58 am by Gary Gordon

Perma-bulls may note that the S&P 500 eked out a 0.4% gain in the first quarter of 2015. They may also choose to ignore warning signs such as the 5th consecutive month of decelerating economic activity in the manufacturing segment. The last time that this happened? 2008. A quick check of the individual sectors that make [...] Continue Reading...

50% Recession Possibility Calls For A ‘Higher-Than-Usual’ Allocation To Non-Stock ETFs

30 March 2015 at 2:00 pm by Gary Gordon

Other than permanently bearish writers and investors, few address the possibility of the U.S. falling into a recession. Many conclude that the Federal Reserve’s ultra-low rate policy completely altered the landscape such that the idea of a business cycle no longer exists. Others merely ignore warning signs until, unfortunately for them, the opportunity to reduce [...] Continue Reading...

March 29, 2015 – ETF Expert Radio Podcast

29 March 2015 at 8:00 am by Staff

Transportation ETFs, ETFs & the Possibility of a Bear Market, Assessing Economic Health & ETFs, ETFs & 10-Year Treasury Note Yields, ETFs in a Low Interest Rate Environment, Treasury Bond ETFs, ETFs & the MASH Index   Click here to listen to the show: 3-29-2015 Continue Reading...

Are Transportation Stocks Hinting At A New Recession?

26 March 2015 at 11:26 am by Gary Gordon

Is a recession around the corner? Some analysts believe the key to that answer resides with transportation companies like Federal Express (FDX), Union Pacific (UNP) and Ryder (R). Specifically, if less and less unfinished goods are being moved to manufacturers, wholesalers and retailers, then one might anticipate sluggish growth, or even economic contraction. How might one [...] Continue Reading...

Why A ‘Rate Hike Tantrum’ Will Not Kill Bond ETFs in 2015

24 March 2015 at 3:18 pm by Gary Gordon

The 10-year Treasury note is the most recognizable, and most important, debt instrument in the world’s financial system. It is vital to foreign jurisdictions, banks and investors as a way to gain exposure to the U.S. dollar as well as interest payments backed by the full faith and credit of the U.S. federal government. Stateside, [...] Continue Reading...

March 22, 2015 – ETF Expert Radio Podcast

22 March 2015 at 8:00 am by Staff

Bull Markets & ETFs, ETFs & Interest Rates, Europe ETFs, Germany ETFs, ETFs & the US Dollar, US Treasury Bond ETFs, Mid Cap Value ETFs, Minimum Volatility ETFs, ETFs & the MASH Index   Click here to listen to the show: 3-22-2015 Continue Reading...

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