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]
Treasury Bond ETFs, Emerging Market ETFs, Defensive ETFs, China’s Economic Outlook and ETFs, Global Telecom ETFs Click here to listen to the show: 11-4-2012 [...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 [...more]
Emerging Market ETFs, Medical ETFs, Med Devices ETFs, MOil ETFs, Libor Rates and ETFs Click here to listen to the show: 2-26-12 [...more]
Consider the reality that existed a mere 4 months ago. Stocks were at 52-week lows and, in many cases, 2 1/2 year lows. A short while later… a wide variety of the very same risk assets have jumped 20%-30%! Of course, healthy bull markets typically experience pullbacks. And while the methodology for determining when a pullback might arrive differs from [...] [...more]
In January, the S&P 500 rocketed 4.4%… the largest monthly run-up for U.S. stocks since 1997. At the same time, 5-year U.S treasury bond yields hit record lows and the yields on 10-year treasuries remained below 2%. Is this normal? For riskier stocks and “risk-free” treasuries to gain ground in the same month? Not if you believe in historical [...] [...more]
The investing story for most of the 21st century has been the prominence of emerging market stocks. In a world where industrializing countries have been growing at 3x the pace of developed world counterparts, and where emerging country debt remained remarkably tame, investors began ramping up their overseas holdings. It worked remarkably well; that is, it worked until the 2008 U.S. mortgage collapse and [...] [...more]
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, luxury retailers like Saks and Nordstom have experienced no letdown [...] [...more]
The 10-year treasury yield is back below 2%. The U.S. Dollar is surging as a safe haven currency. And U.S. stocks in the S&P 500 have dropped nearly -5% from recent highs. In spite of the “risk-off” indications, the CBOE Volatility Index (VIX) has been showing lower levels of implied volatility. How can that be? In his commentary below, Bill Luby [...] [...more]
Since the very first “Water ETF” began trading, commentators have been bragging about the potential for this sub-segment of infrastructure. Everyone needs potable water, right? And with a population explosion across the developing world, not to mention pollution concerns, investing in water companies is bound to be profitable. Granted, Powershares Water Resources (PHO) has beaten the S&P 500 [...] [...more]
