A Slowdown In Stock Buybacks? Don’t Expect Institutional Buyers To Pick Up The Slack

15 March 2016 at 10:42 am by Gary Gordon

According to FactSet, S&P 500 earnings will drop roughly 8.3% in the first quarter. That’ll mark the fourth consecutive quarter of declines in corporate profits-per-share. Why might that matter? There are only two occasions over the previous two decades where earnings contractions lasted longer. In both instances, the U.S. economy experienced a recession; in both instances, the S&P 500 [...] Continue Reading...

March 13, 2016 – ETF Expert Radio Podcast

13 March 2016 at 8:00 am by Staff

ETFs & Bear Markets, Celining Stock Earnings & ETFs, ETFs & Low Interest Rates, Stock Valuations & ETFs, Large-Cap Stock ETFs, Long-Term Corporate Bond ETFs, Municipal Bond ETFs Click here to listen to the show: 3-13-2016 Continue Reading...

Seven Year Bull Market? It May Only Be Six Years and 2 Months After All

10 March 2016 at 1:03 pm by Gary Gordon

What do these 10 companies – Wal-Mart, Macy’s, Kohl’s, Sears, Target, Best Buy, Office Depot, K-Mart, J.C Penney, Gap – all have in common? Each one of them is closing down a slew of retail storefronts. The “talking heads” on CNBC want you to believe that brick-and-mortar woes are merely a reflection of the consumer’s preference [...] Continue Reading...

Low Interest Rates Alone Cannot Prevent A Bear Market In Stocks

08 March 2016 at 1:50 pm by Gary Gordon

The most common definition of a bear market in stocks? A major index needs to fall 20% from a high-water mark. And while that is precisely what has happened for most gauges of stock health – MSCI All-Country World Index, Nikkei 225, Stoxx Europe 600, Shanghai Composite, U.S. Russell 2000, U.S. Value Line Composite – the [...] Continue Reading...

March 6, 2016 – ETF Expert Radio Podcast

06 March 2016 at 8:00 am by Staff

Bear Market Rallies & ETFs, ETFs & Falling Corporate Profits, Large-Cap Stock ETFs, Long-Term Corporate Bond ETFs, ETFs & Stock Market Risk, Home Ownership & ETFs, Employment & ETFs, Government Debt & ETFs Click here to listen to the show: 3-6-2016 Continue Reading...

5 Economic Charts Help Investors Understand Trump and Sanders

03 March 2016 at 2:35 pm by Gary Gordon

Investors should be capable of asking a very simple question: If the domestic economy is performing admirably, why are Americans fed up with established politicians on both sides of the aisle? On the Democrat side, a 74-year old white male who admires socialism has inspired more voters than the prospect of the first female president [...] Continue Reading...

Underweight or Overweight: What’s Your Allocation to U.S. Stocks?

01 March 2016 at 3:09 pm by Gary Gordon

Some are interpreting the 9% bounce off of the 1812 lows for the S&P 500 as a sign that all is right with stocks once again. Indeed, many may view the S&P 500 trading at 1978 on the first day of March as a pretty good deal relative to where the benchmark began the year [...] Continue Reading...

February 28, 2016 – ETF Expert Radio Podcast

28 February 2016 at 8:00 am by Staff

Earnings & ETFs, Treasury Bond ETFs, ETFs & Oil, Gold ETFs, Currency ETFs, ETFs & The Fed, Transportation ETFs, Small Cap ETFs, Global ETFs Click here to listen to the show: 2-28-2016 Continue Reading...

Are Stocks Cheap Now? Get GAAP If You Want To Get Real

25 February 2016 at 11:44 am by Gary Gordon

The times they are a changin’. In the ’80s as well as the ’90s, corporations reported quarterly results that corresponded to generally accepted accounting principles (GAAP). These days, the vast majority of companies report “pro-forma” earnings that adjust for unusual, special or one-time circumstances. Take a look at the dramatic rise in the percentage of [...] Continue Reading...

Financial Stress Index Is Screaming, “Bear Market Rally”

22 February 2016 at 1:57 pm by Gary Gordon

What if investors had a way to determine the extent of “stress” in the financial system? And what if those stress levels could tell investors whether or not riskier assets (e.g., stocks, higher-yielding debt, etc.) can succeed without definitive U.S. Federal Reserve intervention? Consider the Cleveland Financial Stress Index (CFSI). The CFSI monitors the well-being of [...] Continue Reading...

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