Rotating Regimes – What to Plan For in 2023

In general, the 2022 US Stock Market was a conflagration that wiped out almost everything in its path with the exception of a few industries and ETFs.  The ETF reports on ValuEngine for ETFs that follow market benchmarks provide a side benefit in writing market analyses.  They are a window to implicit forecasts for 3-, … Read more

Is It Time to Get Back to Basics?

I feel deluged lately by webinars and events touting investments in gold and precious metals. One theory pushed to support investment in these industry groups is that 1974 is here again.  They claim it is inevitable that the market will tank further as the economy plunges into stagflation, a deeper recession accompanied by huge inflation … Read more

3rd Quarter US Benchmark ETF Update

The third quarter was a tale of two halves.  The market staged what turned out to be a bear market rally throughout July and the first two weeks of August.  Then it was as if somebody blew a whistle.  The next six weeks saw the bear return with a vengeance.  The ETF reports on ValuEngine … Read more

Why Pay More for Your Investments?

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

2nd Quarter US Benchmark ETF Update

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

2022 Market Forecasts: Sell in May and Go Away?

A common toast has been: “May 2022 be better than 2021!”  However, where the US Stock Market is concerned, most of us would gratefully accept a repeat of 2021’s returns.   The ETF reports on ValuEngine.com for funds that follow market benchmarks provide a side benefit in writing market analyses.  They are a window to implicit … Read more

Mid-Year Market Forecasts

The ETF reports on ValuEngine for funds that follow market benchmarks provide a side benefit in writing market analyses.  They allow me to discuss the implicit forecast for 1-, 3-, 6- and 12-month forecasts our models are making for each benchmark’s ETF portfolio.  This is because the ratings and projections combine bottom-up constituent analysis with … Read more