U.S. stock investors have largely dismissed several market-moving forces from the previous decade. “Decoupling,” rising interest rates, the yen carry trade — many of the most powerful forces in the financial universe have been less relevant because the Federal Reserve is purchasing $85 billion in government and quasi-government bonds.
More recently, however, the uncertainties of yesteryear [...] [...more]
Fund Flows¬†& ETFs, Treasury Bond ETFs, Small-Cap ETFs, Telecom ETFs, Auto¬†ETFs
Click here to listen to the show: 1-20-2012
According to EPFR Global, money poured into stock funds at a faster pace over the last week than at any time since September of 2007. For those who may not immediately recognize the date as particularly significant, October 2007 kicked off one of the most volatile and bone-jarring bear markets in U.S. history.
By no means [...] [...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]
Fiscal Cliff Fears and ETFs, Treasury Bond ETFs, Consumer Discretionary ETFs, Consumer Nondiscretionary ETFs, China and Materials ETFs
Click here to listen to the show: 11-11-2012
as we head into the final hours of campaigning, it appears that Governor romney is
a slight favorite in terms of the popular vote and President obama is leading in the
electoral college (which is really what counts). it is looking possible that the election
results will be so close that the outcome will depend on recounts and [...] [...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
Election Results and ETFs, Fiscal Cliff and ETFs, Earnings Season and ETFs, Income-Generating ETFs, Treasury Bond ETFs
Click here to listen to the show: 10-28-2012
On an intra-day basis through Thursday (10/25), the Dow has pulled back 4.6% from a 52-week high. Similarly, since tagging a multi-year, intra-day peak, the S&P 500 has forfeited 4.8%.
Is the presence of corrective activity and consolidation alarming? Hardly. The fact that investors were able to ignore earnings and revenue warnings until those admonitions became [...] [...more]
Emerging Bond ETFs, Treasury Bond ETFs, Best Emerging Stock ETFs, Low Volatility ETFs, Market Signaling ETFs
Click here to listen to the show: 7-29-2012