Some prominent voices in the media are beginning to talk about inflation again. Gluskin Sheff’s David Rosenberg, former long-bond advocate and perma-bear on most stocks, believes that a deflationary spiral has abated; in fact, he expects inflationary pressures to build more quickly than the “there-is-no-stinking-inflation” crowd will anticipate. He has advised adding some inflation hedges [...] [...more]
ETFs in September, Small Cap ETFs, Good & Bad ETFs, Gold ETFs, Metals ETFs, ETFs Not Sensitive to Interest Rates
Click here to listen to the show:Â 8-11-2012
There was a time when Gold ETFs seemed unstoppable. They worked when the global economy hummed. They provided relative safety when the world economy collapsed. They hedged against inflation. Heck, they even appeared to hedge against deflation. And there were very few folks who benefited from bad-mouthing the yellow metal as the commodity ran from [...] [...more]
There’s a tendency in the financial media to wrap-up calendar years with a focus on the “winners” and “losers.” Inevitably, a large number of unsophisticated investors will allocate money to the so-called best performers, while avoiding any commitment to the underachievers.
Herein lies one of the biggest mistakes that ETF enthusiasts make. Specifically, they view success [...] [...more]
Commodity ETFs, REIT ETFs, Quantitative Easing and ETFs, ETFs off 52 Week Highs, Oil ETFs, Metals ETFs, Gold ETFs, Asia ETFs
Click here to listen to the show: 10-7-2012
Market Direction And ETFs, Preferred Share ETFs, Metals ETF
Click here to listen to the show: 9-18-2011
As many times as gold vigilantes try to short the yellow metal — as often as gold bugsÂ try to take profitsÂ near $1900 oz — new buyers still keep coming back. For example, after a 3%+ smackdown on 9/7/11, the SPDR Gold Trust (GLD) managed to rally back 2% onÂ Thursday, 9/8/11.
Yet, even as precious metal funds [...] [...more]
Before it was fashionable to question the sustainability ofÂ worldwide GDPÂ growth, I did exactly that. I questioned it. (See March 9, 2011’s “Copper ETFs May Be Indicating A Pause For The Bull Market.”)
It wasn’t that I believed that developing economies were raising rates too rapidly. Nor didÂ I insist that recovery in the developed world could only [...] [...more]
Economic ETFs, Fed Policy And ETFs, Metals ETFs, Inflation Fighting ETFs, Currency ETFs
Click here to listen to the show: 5-1-2011
Broad-based U.S. benchmarks need to pull back. Not because every adviser would like to buy the dip, but because a health-restoring correction would provide the impetus for a genuine leg higher.
Right now, the rally in U.S. equities smells like fund manager desperation. 401k dollars are pouring back into domestic stock mutual funds, forcing managers to [...] [...more]