Archive for July, 2010

A Basic ETF Portfolio for August

Scott’s Investments submits: I previously detailed some basic portfolios as well as trading ideas. In an effort to be more user friendly, I track the portfolios monthly on my blog using Google Docs. One portfolio consists of 5 basic ETFs: BND (Vanguard Total Bond Market ETF), DBC (Powershares Commodity Index), VEU (Vanguard FTSE All-World ex-US [...]

The Hidden Costs of Hedging With Inverse ETFs

Jay Walker submits: Portfolio insurance, e.g., hedging, costs money. Warren Buffett has said in the past that he’d prefer a company that can grow its earnings at an average, but lumpy, 12% per annum, compared to one that can grow its earning a smooth 10%. Complete Story »

CEFs Weekly Review: Death by a 1,000 Cuts

Joe Eqcome submits: Outlook: If you want to know what’s going on in the stock market, you might want to consider looking at what’s going on in the bond market. An Early Warning System: Maybe it’s because the bond markets have so few variables to consider, i.e., inflation, interest rates credit worthiness and the yield [...]

Today in Commodities: Goodbye July

Matthew Bradbard submits: Based on the last two days’ action Crude oil appears to be making attempts at higher ground. We will be late to this move because I do not trust it and need further confirmation before getting bullish exposure for clients. A settlement above $79.50 would be the first hurdle. Natural gas will [...]

U.S. Dollar Decline – Technical and Fundamental Aspects

Ted Kavadas submits: On July 8 I wrote my latest post concerning the U.S. Dollar. In the last line of that post I said "…I continue to believe the U.S. Dollar is highly vulnerable to a substantial decline." As "substantial decline" is somewhat open to interpretation, I would like to clarify what I meant. Complete [...]

Friday FX Brief: Yen Rises to 2010 High per Dollar

Andrew Wilkinson submits: The end of July has traders on edge after a month of remarkable weakness for the dollar, while they cautiously await August PMI data due next week for the latest health check on the state of economic health. Comments from St. Louis Fed President James Bullard sounded the deflationary bell once more, [...]

Friday’s ETF to Watch: PowerShares DB Bullish Dollar

ETF Database submits: As the stock market continues to trade range bound despite solid earnings reports from a variety of companies, economic data is beginning to weigh more heavily on the markets. With durable goods orders down 1% since last month and unemployment levels still above 9.5%, the economic outlook remains gloomy for most Americans. [...]

Friday ETF Roundup: EWJ Sinks, UNG Continues Higher

ETF Database submits: After a disappointing GDP growth number sent the markets lower to start the day, equities surged back in afternoon trading to finish the day at breakeven, with only the Nasdaq registering a measurable gain posting an increase of 0.1%. This came as a result of the U.S. reporting Q2 GDP growth of [...]

iShares Gold ETF Slashes Fees, Sees Results

Tom Lydon submits: ETFs are cheap, but that doesn’t mean they’re not getting cheaper. One gold fund provider is engaging in a good old-fashioned price war to entice gold traders to its side of the camp, and it appears to be working. On July 1, BlackRock lowered the annual expenses on its gold ETF the [...]

An In-Depth Look at the Javelin Contrarian Opportunities Index ETF

Michael Johnston submits: By Cathy Carlson The last few years have seen no shortage of innovations in the ETF space. Opportunistic issuers have capitalized on a shift in investor mentality by rolling out ETFs offering never-before-seen levels of granularity in emerging markets. IndexIQ introduced hedge fund replication ETFs, a line of products that initially drew [...]