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
Retail ETFs, Consumer ETFs, Europe ETF Update, Economic Freedom and ETFs, Emerging Market ETFs
Click here to listen to the show: 9-2-2012
Emerging Market ETFs, Medical ETFs, Med Devices ETFs, MOil ETFs, Libor Rates and ETFs
Click here to listen to the show: 2-26-12
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]