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The Lower-Risk, High-Reward Benefits Of Currency ETFs
The mainstream financial media may have caught a break in 2011. Neither the S&P 500 nor the Dow fell more than 20% from respective highs, meaning that nobody ran with the “Bear Is Back” headline....
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Should You Short Euro ETFs, International Treasury Bond ETFs?
There are many times when it makes sense to choose an unconventional investing path. For example, last year, scores of prominent voices insisted that interest rates would rise. “Bond King” Bill Gross...
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Relatively Tight Credit In Europe Still Weighing On Overseas ETFs
It’s a funny thing managing money for families, small businesses and high net worth individuals. One minute, you can be helping them overcome the terror of a 5% portfolio pullback in a world that...
View ArticleCurrency ETFs Won’t Fight The Fed’s Bernanke
In the last 8 weeks, bond traders have seemingly been willing to “fight the Fed.” The 10-year yield has crept up 50 basis since the start of February to 2.27%. What’s more, you don’t have to look very...
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5 Influential ETFs Hold Back U.S. And International Stocks
There are roughly 1400 exchange-traded vehicles on the U.S. exchanges. And yet, only a small fraction of them (about 5%) can lay claim to $1 billion in assets under management. These 70-75 influencers...
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Is The DB Dollar Bullish Fund (UUP) A Lock Until Q4?
How can one sum up a complicated crisis in a few sentences? Perhaps it would go something like this: European countries issued a massive amount of bonds in order to spend like inebriated soccer fans....
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Risk Managers Understand ETFs Better Than Oracles Or Gurus
For those who are able to see a glass when it is half-full, sales of newly built homes in May tagged the highest level in two years. Residential home construction is up 55% from the bottom. Gasoline...
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3 Phenomenal ETF Performers That You Should Avoid
In a recent screen of stock ETF performers since the October 2011 bottom, I came across PowerShares Small Cap Financials Portfolio (PSCF). The fund has catapulted 45% off the 52-week low through...
View ArticleEmerging Market Bond ETFs Are Closer To “Risk-Free” Than U.S. Treasuries
The average debt-to-GDP ratio for developed world nations approximates 100%. In the United States, the ratio is close to 105% when one includes debt that is held in government accounts. The average...
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What Currency ETFs Can Tell Us About The World’s Largest Economy
The United States of America is frequently credited with being the largest economy in the world. Indeed, the U.S. produces the greatest market value of final goods and services per year. On the other...
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Highlighting The ETF Beneficiaries of Globally Coordinated “QE3″
The Federal Reserve’s quantitative easing in 2010 (a.k.a. QE2) significantly boosted the share prices of resources-related ETFs. Some of the biggest winners from QE2 included iShares Oil Equipment...
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Could the European Debt Crisis Haunt ETF Investors This October?
Back on July 26, Mario Draghi, the president of the European Central Bank (ECB), promised to do whatever it takes to protect the euro. Yet the pledge was not a direct reference to strengthening the...
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QE3 Continues To Rev Up Emerging Market Corporate Bonds And Currencies
In the steamy September days (9/13-9-14) of central bank euphoria, Federal Reserve Chairman Ben Bernanke announced that the Fed would immediately begin purchasing $40 billion in mortgage-backed...
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Economically Sensitive Stock ETFs Have Struggled Since The Fed’s...
It may not take much to send the markets down these days. A profit miss by Google. A weak revenue showing by McDonalds. Or perhaps the most detrimental data point of the week: Existing home sales fell...
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Currency ETFs Are Sending Mixed Signals
Far too frequently, commentators focus on one of two potential outcomes. For example, one writer may explain why riskier assets will navigate the fiscal cliff and rocket substantially higher into the...
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If You Insist On Investing In A European ETF, Hedge Against The Euro
Value-oriented thinkers have labored to persuade investors to invest in Europe for nearly three years. Specifically, they’ve pushed forward the idea that miraculously low price-to-book ratios offer...
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Euro-Denominated ETFs May Recoil Rather Than Spring Forward
In early September, the European Bank (ECB) put its money where Mario Draghi’s mouth was. Specifically, the congregation of decision makers agreed to purchase unlimited amounts of short-term, troubled...
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Abandoning High Yield Bond ETFs? Rethink Your Premises
Every year for the past 3 years, scores of pundits have predicted the demise of high yield bonds. Reasons have included record low yields for the asset class, an imminent rise in interest rates,...
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How ETF Investors May Profit From Currency Devaluation
ETF enthusiasts can make profitable investing decisions based upon government/central bank currency manipulation. For example, a little more than a month ago, I wrote “A Foreign Stock ETF for a Rapidly...
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3 ETFs For The Bulls, 3 ETFs For The Bears
Las Vegas odds-makers believe that the San Francisco 49ers will beat the Baltimore Ravens to win Superbowl XLVII this Sunday, February 3. That’s what is implied by a 4-point spread. In contrast, if the...
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