Prime Minister Shinzo Abe recently won a landslide reelection in Japan. The victory had been widely anticipated, but the benefits of monetary policy stability is still being scrutinized.
As Abe first came to power, he pressured the Bank of Japan (BOJ) to undertake its largest and most aggressive easing measures in the country’s history. The central [...] [...more]
Seeking Alpha’s Jonathan Liss recently spoke with Gary to find out how he planned to use ETFs – including alternative ETF strategies not frequently found in more typical investor portfolios – to position clients in 2013.
Jonathan Liss (JL): How would you describe your investing style/philosophy?
Gary Gordon (GG): Information processing is the best way to describe [...] [...more]
Emerging Market Dividend ETFs, Infrastructure ETFs, Asian ETFs, Malaysia ETFs, Market Update
Click here to listen to the show: 8-19-2012
ETF ExpertÂ is not the only web site making the case for a big-time rebound in Asian equities. In Tony Sagami’s commentary below, the Uncommon Wisdom blogger asks the following questions:
1. Would you rather invest in the U.S, which was essentially unchanged in 2011, or would you rather invest in Asian markets, which are essentially 20% [...] [...more]
Momentum ETFs, Commodity ETFs/ETNs, Asian ETFs, Yield-Oriented ETFs, Consumer ETFs
Click here to listen to the show: 12-18-2011
U.S. shoppers spent like crazy on Black Friday and Cyber-Monday, but then pulled back in the days that followed. Not surprisingly, the short-term uncertainty over consumption has led many to take profits on assets such as SPDR Retail (XRT), Consumer Discretionary (XLY) and the Retail HOLDRs (RTH).
However,Â luxury retailers like Saks and Nordstom have experiencedÂ no letdown [...] [...more]
Commodity ETFs, Platinum ETFs, China ETFs, Asian ETFs, Low Risk ETFs, Low Risk ETF Portfolio
Click here to listen to the show: 11-20-2011
Headlines prey on human emotions. So when you see bold lead-ins like,Â ”98% Chance of a Greek Default” or “75% Chance of a New Recession,” itÂ usually pays to keep one’s emotions in check.
One reason to avoid reacting toÂ current commentary? If you’re reading it now and responding to it now, the market is way ahead of you. [...] [...more]
History may not repeat itself, but the run on European banks is beginning to look strikingly familiar. Remember toxic assets? Remember subprime?
Back in 2008-2009, the U.S. stock market didnâ€™t break free of the bearâ€™s grip until â€śtoo-big-to-failâ€ť institutions were bailed out by Congress. In fact, the panic didnâ€™t cease until the Fed agreed to purchase [...] [...more]
Rampant inflation in India, as well as troublesome price increases in China, have causedÂ respectiveÂ monetary authorities toÂ limit borrowing.Â Investors rarely celebrate higher interest rates or bank reserve restrictions.
Equally disturbing, ultra-slow growth in the developed worldÂ hindersÂ emerging economy exporting. Moreover, the sovereign debt uncertainty in Europe, as well as in the United States, presents additional challenges for manufacturers across [...] [...more]