as we head into the final hours of campaigning, it appears that Governor romney is
a slight favorite in terms of the popular vote and President obama is leading in the
electoral college (which is really what counts). it is looking possible that the election
results will be so close that the outcome will depend on recounts and [...] [...more]
Gold ETFs, IAU & GLD, Bond ETFs, Treasury Bond ETF Concerns, Fed Update
Click here to listen to the show: 8-26-2012
Pharma ETFs, REIT ETFs, Bond ETFs, Quantitative Easing and ETFs, Foreign ETFs
Click here to listen to the show: 5-27-2012
I’ve never been shy about criticizing the¬†momentum-based mutual fund ratings or fair value estimates at Morningstar. At this moment, however, it’s the cynic in me — not the critic — who is taking note of a “NEW” section at the information provider’s web site.
Until recently, major tabs at the Morningstar home page included “Stocks,” “Funds” [...] [...more]
John Spence at ETF Trends wonders whether or not investors have become too upbeat on stock assets?¬†High levels of confidence have been seen¬†in everything from Apple (AAPL) journeying north of $500 per share to¬†rising emerging market price ratios to¬†increasing levels of bullish investor sentiment.
That said,¬†when advisers begin to get giddy, history tends to suggest that [...] [...more]
Less than 60% of¬†all U.S. corporations have¬†beaten analyst¬†estimates for Q4 profits. Revenue numbers are equally questionable,¬†as the “beat rate” is only 54%. Both¬†readings are the weakest since the¬†bull market in stocks began in March of 2009.
Bespoke Research Group¬†points out that forward guidance has been¬†equally disconcerting.¬†By analyzing the spread between¬†the percentage of corporations raising guidance (expectations) [...] [...more]
Throughout the last 10 years, world currencies gained remarkable ground on the U.S. dollar. In fact, it wasn’t that long ago when the cover of The Economist¬†featured George Washington with his wig on fire; the former president is piloting a “greenback in flames” as it nose-dives towards Earth.
However, the U.S. dollar served as a one-of-a-kind [...] [...more]
Haven’t heard the bullish call for¬†investing in Brazil ETFs? In essence, monumental infrastructure will be required for Brazil to host the¬†2014 FIFA World Cup as well as the¬†2016 Summer Olympics.¬†In addition, Brazil is one of China’s largest trading partners such that, China¬†imports a massive quantity of materials as well as¬†agricultural products and other commodities.
That said, [...] [...more]
In spite of stock market woes in November, the spot price of¬†crude has managed to push back towards the $100 per barrel mark. Not surprisingly,¬†ETFs with¬†exceptionally high correlations to¬†oil such as Market Vectors Russia (RSX), have significantly outperformed¬†the iShares MSCI All-World Fund (ACWI).
That said,¬†Canada, the second largest non-OPEC producer, may also be worth a look.¬†Don [...] [...more]
There is an erroenous assumption that some investors make about Dividend ETFs. For one thing, many mistakenly believe that a fund needs to be labeled as a dividend exchange-traded product to provide a high level of income. For another, many fail to look overseas.
Granted, Vanguard Dividend Growth (VIG) is a fine example of capturing long-term [...] [...more]