Stock Investors Bask In The Economic Slowdown’s Glow

07 October 2015 at 2:17 pm by Gary Gordon

By July of 2012, a wide range of indicators suggested that the U.S. economy was flirting with trouble. Job growth was decelerating. Business investment was deteriorating. Meanwhile, manufacturing via the ISM Manufacturing Survey (PMI) was flirting with contraction. Up until that moment in time, the Federal Reserve had already left rates at zero percent for [...] Continue Reading...

All About Nothing: Stock ETFs Celebrate Zero Percent Rate Policy

05 October 2015 at 2:06 pm by Gary Gordon

About a year ago, I was meeting a client at a restaurant in Marina Del Rey, California. The traffic had been mild by Los Angeles County standards, so I arrived in the area early. I stopped in a local coffee shop and sat down in a booth. Lo and behold, in the booth next to [...] Continue Reading...

October 4, 2015 – ETF Expert Radio Podcast

04 October 2015 at 8:00 am by Staff

The Fed & ETFs, Interest Rates & ETFs, ETF Allocations, Real Estate & ETFs, Cash vs. ETFs, ETFs & Employment Numbers Click here to listen to the show: 10-4-2015 Continue Reading...

What the 3rd Quarter Tells Us About The Stock Market In October

30 September 2015 at 1:35 pm by Gary Gordon

Three months ago to the day (6/30), I served up a list of reasons for lowering one’s exposure to riskier assets. I discussed weakness in market internals where fewer and fewer corporate components of the Dow and S&P 500 had been propping up the popular U.S. benchmarks. I talked about the faster rate of deterioration [...] Continue Reading...

Strength In Employment and Housing? Both Are Weaker Than You Think

28 September 2015 at 2:32 pm by Gary Gordon

Those who were caught off guard by the August-September correction ignored a deluge of fundamental, technical and economic data. (See August’s Market Top: 15 Warning Signs.) Median U.S. stock valuations had surpassed 2000 and 2007. Technical deterioration in market breadth virtually guaranteed a precipitous drop in the benchmarks. And the “decoupled-from-the-rest-of-the-world” U.S. economy? Feeble wage growth, [...] Continue Reading...

September 27, 2015 – ETF Expert Radio Podcast

27 September 2015 at 8:00 am by Staff

ETFs & the Fed, Economic Weakness & ETFs, Current ETF Allocations, ETFs & Real Estate, Interest Rates & ETFs, Currency ETFs Click here to listen to the show: 9-27-2015 Continue Reading...

Resilient Consumer? Not During The Manufacturing Retreat and Corporate Revenue Recession

24 September 2015 at 12:02 pm by Gary Gordon

Concerned investors started punishing foreign stocks and emerging market equities in May. The primary reason? Many feared the adverse effects of declining economic growth around the globe as well as the related declines in world trade. By June, risk-averse investors began selling U.S. high yield bonds as well as U.S. small cap assets. A significant [...] Continue Reading...

13 Economic Charts That Wall Street Doesn’t Want You To See

22 September 2015 at 12:20 pm by Gary Gordon

About a week ago, I spent an afternoon playing basketball and drinking beer with a best friend from my high school days. It was the second get-together in five months. How is that unusual? Prior to the first go-around this past May, I had not seen Anthony in more than 30 years. I asked Anthony [...] Continue Reading...

September 20, 2015 – ETF Expert Radio Podcast

20 September 2015 at 8:00 am by Staff

ETFs & the Fed, Economic Weakness & ETFs, Current ETF Allocations, ETFs & Real Estate, Interest Rates & ETFs, Currency ETFs Click here to listen to the show: 9-20-2015 Continue Reading...

Why The S&P 500 Is Likely To Revisit The Correction Lows Near 1870

18 September 2015 at 12:15 pm by Gary Gordon

In Selling The Drama Or Buying The Rally (8/27), I delineated the way in which 10%-plus price corrections had unfolded under similar circumstances in history (e.g., 1998, 2010, 2011, etc.). Specifically, when the prospects for the global economy are deteriorating, U.S. stock benchmarks typically reclaim about one-half of their losses on “hope rallies.” Afterwards, they retest [...] Continue Reading...

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