According to Investopedia, the industry that is best equipped historically to deal with a rising interest-rate environment is banks. Generally, higher rates have led to wider spreads which in turn have led to higher profits for regional and money center banks. Therefore, we looked through Bank ETFs to see which ones our models found attractive … Read more
Six months ago, I discussed ways that investors could stay invested with one eye squarely on wealth preservation in a risk-on environment. We are still in a risk-on environment where the choices we reviewed in March are still relevant. One half of the list included five stock-based ETFs without derivatives that focus on stocks with … 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
When ProShares launched BITO, the Bitcoin Futures Strategy ETF last autumn, the ETF along with Bitcoin were promoted as “stores of value.” The rationale was that Bitcoin was independent of stock markets and would provide diversification away from equities and tend to rise when equity markets fell. Unconvinced, I wrote a column at that time … Read more
Last Tuesday was International Women’s Day. For the eighth straight year Women in ETFs, the standard bearer for promoting gender bias reform in the ETF industry, held bell-ringings and special programs around the world to commemorate the occasion. There have been a number of research studies demonstrating examples that having female representation in the C-Suite, … Read more
Two months ago, I noted that ValuEngine models were predicting a down market for 2022 and wrote a column on redeployment of core assets for investors with short-to-medium equity time horizons. The question for investors concerned with a downturn is what to do and if reallocation from assets committed to core equity is required, how … Read more
This week’s blog focuses on a trade recommendation based upon many data elements found in ValuEngine reports combined with industry experience and knowledge. At the end-of-June blog, “Drill. Baby, Drill”, I focused on the 5 (Strong Buy) recommendation that the ValuEngine models had on the iShares US Oil & Gas Exploration & Production ETF (ticker … Read more