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

Communications Services – 4 Years After Its Debut

In 2018, the General Industry Classification System (GICS) that defines the sector and industry groups of the S&P 500 made major changes to better reflect the changing global stock market environment.  The primary change was the creation of the Communications Services sector and elimination of a separate Telecommunications Services Sector.   All of the approximately 5,000 … Read more

Defensive Sector ETFs for Turbulent Times

This week’s featured US equity ETFs, all focused on the US Consumer Staples Sector, are projected to outperform the market going forward. The similarities with last week’s blog end there.  These all get a more modest 4 (buy) recommendation.  Risk versus safety differentiate the last blog from this one. My last blog entry profiled ETF … Read more