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 Fitzpatrick¬†asserted¬†that the U.S. market is emulating the pattern of a¬†1970s-style bear. The company’s chief technical analyst¬†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 few¬†problems with Mr. Fitzpatrick’s¬†assertion. Unemployment is woefully high¬†due to a [...] [...more]
Income Producing¬†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:¬†McDonalds (MCD),¬†Phillip Morris (PM),¬†Diageo (DEO), Kraft (KFT) and Treehouse Foods (THS).
Keep in mind,¬†most of the media attention centers on the discretionary spending of the consumer (e.g., “Black Friday” widescreens,¬†”Cyber Monday”¬†acquisitions of [...] [...more]
While the FOMC is not¬†yet concerned enough with inflation¬†to enact a¬†major policy shift, a cursory look at the cost of food and energy suggests trouble is a brewin’!¬†Oil has settled¬†above $110 per barrel, a drag on virtually all aspects of economic output. Meanwhile,¬†some¬†agencies are predicting $4 plus for a gallon of milk!
McDonald’s reported weaker-than-hoped-for earnings… [...] [...more]