Technology was the best performing sector in the five years prior to the 2000-2002 stock market bear. The acceleration of dot-com mania created a boom-to-bust scenario that few had ever seen. Yet “tech” actually weakened before other segments of the economy. What’s more, corporate shares of technology companies witnessed far more violent sell-offs than stock [...] [...more]
According to Gallup, consumer spending dropped 15% from mid-August and it has been flat since the Federal Reserve’s tapering talk in May. Casual dining expenditures declined 3.5% in July as well as 2.0% in June. Meanwhile, Warren Buffett has been rapidly exiting stocks that are tied to consumer purchasing activity.
Many market watchers recognize that there [...] [...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]
Retail ETFs, Consumer ETFs, Europe ETF Update, Economic Freedom and ETFs, Emerging Market ETFs
Click here to listen to the show: 9-2-2012
Citigroup’s Tom FitzpatrickÂ assertedÂ that the U.S. market is emulating the pattern of aÂ 1970s-style bear. The company’s chief technical analystÂ suggested that stocks would likely fall 20% or more on economic factors like sky-rocketing oil, declining economic activity, rising unemployment and a collapse in housing.
There are quite a fewÂ problems with Mr. Fitzpatrick’sÂ assertion. Unemployment is woefully highÂ due to a [...] [...more]
Income ProducingÂ ETFs, March Employment Report and ETFs, Non-Cyclical ETFs, Consumer ETFs, Health ETFs, Yield-Oriented ETFs
Click here to listen to the show: 4-8-2012
Strategic Metals 2012 ETFs, Rare Earth Metal ETF, China ETFs, China Consumer ETF, Precious Metal ETFs
Click here to listen to the show: 3-11-2012
Oil ETFs, Gasoline ETFs, Shore Europe ETFs, Short Euro Debt ETFs, Emerging Consumer ETFs, Volatility ETFs, Hedging and ETFs
Click here to listen to the show: 2-19-2012
Momentum ETFs, Commodity ETFs/ETNs, Asian ETFs, Yield-Oriented ETFs, Consumer ETFs
Click here to listen to the show: 12-18-2011
On the first day of December, 2011, a number of brand name corporations hit new 52-week highs. Here are a few that caught my eye:Â McDonalds (MCD),Â Phillip Morris (PM),Â Diageo (DEO), Kraft (KFT) and Treehouse Foods (THS).
Keep in mind,Â most of the media attention centers on the discretionary spending of the consumer (e.g., “Black Friday” widescreens,Â ”Cyber Monday”Â acquisitions of [...] [...more]