Seeking Alpha
View as an RSS Feed

Gary Gordon  

View Gary Gordon's Comments BY TICKER:
Latest  |  Highest rated
  • Are Stocks Really The Only Game In Town? [View article]
    Web site will be made available shortly. Until then, for data and component inquiries, feel free to contact rob@mypacificpark.com
    Dec 4, 2014. 01:10 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    Not a believer in an all-weather anything
    Dec 3, 2014. 02:29 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    Next year, most likely
    Dec 3, 2014. 02:27 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    Not an all-weather believer
    Dec 3, 2014. 02:26 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    Not an all-weather believer
    Dec 3, 2014. 02:26 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    Not an all-weather believer
    Dec 3, 2014. 02:26 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    Not an all-weather believer
    Dec 3, 2014. 02:26 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    u
    Dec 3, 2014. 02:25 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    u
    Dec 3, 2014. 02:25 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    u
    Dec 3, 2014. 02:25 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    u
    Dec 3, 2014. 02:25 PM | Likes Like |Link to Comment
  • Are Stocks Really The Only Game In Town? [View article]
    It will likely happen some time next year
    Dec 3, 2014. 02:22 PM | Likes Like |Link to Comment
  • Stock ETF Investors Should Track Junk Bond ETF Apathy [View article]
    kydder1,

    I anticipate that it might become available in the middle of 2015. In the meantime, you can replicate some of the holdings that I have discussed as well as fortify the barbell.
    http://seekingalpha.co...

    Additionally, I expect to be offering a separately managed account for replication of the index by the end of the year or at the start of 2015. You can give us a buzz to learn more about that possibility.

    Best,

    Gary
    Nov 24, 2014. 12:42 PM | 1 Like Like |Link to Comment
  • A Diversified, Safer Way To Hedge Against Stocks Using ETFs [View article]
    Stoneybrook pretty much answered your question. The examples of ETFs to hedge stocks have nothing to do with rate increases; rather, those asset classes -- zero coupon and longer-term treasuries -- historically perform quite well in bearish downturns. See 2008 and 2011.
    Nov 20, 2014. 03:59 PM | Likes Like |Link to Comment
  • 3 Critical ETF Trends That Require Monitoring [View article]
    User,

    The way that I see it, IWM can lag, but it cannot tank (as it did in July and September) without having an adverse effect on broader U.S. equities. Conversely, energy reallllllllllllllllllly needs to stabilize... or you may see the type of panicky conditions that occurred during the eurozone crisis.

    Foreign stocks and emergers have shown that they can lag, even "decouple" from U.S. benchmarks. But that only occurred during QE3 and the Draghi 'do-what it takes" period since the euro-zone crisis. Usually, what happens elsewhere matters quite a bit over here.

    My sense is that if the global economy continues to weaken, the dollar continues to strengthen, and foreign assets buckle, U.S. stocks would correct again. Then a Bullard-like hint or an actual "QE4's on the table" proposal would be introduced to backstop further deterioration.

    But a bear? Well, a bear market would more likely coincide with an unpopular policy move by the Fed (e.g., raising rates in spite of significant global uncertainty in the short term, never being bold enough to raise them in the longer term a la Japan, etc.). In other words, this has been a Fed-fueled asset inflating market since 2008. Whether Fed policies are beneficial to the U.S. economy is a whole different conversation.

    Best,

    Gary
    Nov 13, 2014. 01:35 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
239 Comments
128 Likes