Do Not Be Alarmed By the Closing of JP Morgan Indexed ETFs. I say this even as I say that I believe this may be part of an emerging trend. Many mutual fund companies that are known for touting active management but stuck their feet in the water with ETFs will likely follow suit. The … Read more
The list of best performing equity ETFs in the US thus far this year has been dominated by two categories: 1. Leveraged/Inverse – almost always the case by definition and 2. Single industry/sector – including energy, utilities, defense, and insurance et al. Leveraged and inverse ETFs are short-term trading tools that are very rarely, if … Read more
There was a hilarious Match.com commercial at the end of 2020 where the year, portrayed by Kristen Bell, became a perfect match for Satan. This is exactly how many equity investors felt about the first half of 2022. 2020 turned out to be a good year for the market as the government stepped in with … Read more
With the S&P 500 now officially in bear market territory, a major specter hanging over the market right now is the prospect of recession. Many experts say it is now inevitable. Morningstar’s research legend John Rekenthaler explained in a column Thursday that this bear market does not necessarily portend a recession and I agree. An underlying … Read more
I have written a lot in my blog analyzing and differentiating ESG, sustainable and impact ETFs. In 2020 and 2021 on a percentage basis, this segment was among the fastest growing in the ETF marketplace. Moreover, during most of that time, the market performance of these funds validated the concept that investing in ESG ETFs … Read more
The history of QQQ, Invesco QQQ Trust, is that it was a game-changer from the very start. Beginning in 1999 with the development of the Nasdaq-100 index by John Jacobs, then a Nasdaq executive and now a professor at Georgetown and Steven Bloom, the product was an overnight success. It was Jacobs’ vision to take … Read more
In the past January Year-End review, I noted that ValuEngine models were predicting a down market for 2022. In March, as fears of interest rate hikes, continued runaway inflation and global implications of the Russian invasion played on investors’ minds, I wrote a column specifically on potential safe harbors in the wake of the perfect … Read more
Consumers have never been happy about paying more for the same (or less) from one place than from another. It has only been within the past twenty years or so that investors have gotten wiser to this practice. Financial advisors, planners and the media have increasingly made investors more aware of how much less expensive … Read more
Between inflation skyrocketing beyond expectations, the drumbeats of war and increasing global sanctions on Russian Oil, macroeconomic themes have dominated the 2022 stock market 15 weeks into the year. Throwing out derivatives-based ETFs, the top 11 US ETFs ranked by price performance this year are primarily focused on energy companies. All of the approximately 5,000 … Read more
The first quarter was rather turbulent. But given the unexpected burst of inflation and the savage Russian invasion of the Ukraine, the final price reading of the S&P 500 of -5.2% comes almost as a relief. A late rally in March mitigated the overall damage The ETF reports on ValuEngine that follow market benchmarks provide … Read more