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- As Costs Rise, Consumer Staples and Utilities Should Outperform [view article]
- Global ETFs: Has the Bear Grown Weary? [view article]
- Country vs. Sector Diversification with ETFs [view article]
- Global Sector ETF Spread [view article]
- 'Slow Growth' Or Recession? [view article]
- An ETF Rebalance For the New Year [view article]
- ETFs That Can See You Through the Turbulent Markets [view article]
- Global Staples ETF: More Bang For Your Buck [view article]
loading ...Recent KXI Articles
- Global Sector ETFs: Utilities, Healthcare and Staples Are Providing Shelter
- P/E Ratio & Estimated Earnings Growth for S&P Sectors
- As Costs Rise, Consumer Staples and Utilities Should Outperform
- Global ETFs: Has the Bear Grown Weary?
- ETF Fund Flows (Week Ending 2/8/08)
- Global Sector ETF Spread
- Global Sector ETF Spread
- Chartwell Releases White Paper on Global Sector ETF Investing
- Country vs. Sector Diversification with ETFs
- The Market's Severe Case of Flu
- Full List of Articles »
As Costs Rise, Consumer Staples and Utilities Should Outperform [view article]
Most utilities have fuel escalation clauses. ThinK: Higher population; global warming; computers, internet, street lighting, air conditioning. Utilities should continue to do quite well. Check out performance of FPL, ED, EXC. I am happy. Replyng
As Costs Rise, Consumer Staples and Utilities Should Outperform [view article]
Conumer stapleshave made me finacially independent ad most on website have picked winners.Notice since une 20th many have gone up despite th Dow dropping over5%.Sector rotation is REAL.NOw is the time ReplyAs Costs Rise, Consumer Staples and Utilities Should Outperform [view article]
I agree with User (get short/get out) and Bob - utilities do not fare well because their rates are set a year behind the period of rising prices typically, so you don't see the rate increase until they've provided all their support and have already taken the hit to their bottom line from the increased raw materials (gas/coal/oil) costs. ReplyAs Costs Rise, Consumer Staples and Utilities Should Outperform [view article]
Cost of service, rate regulated utilities do not fare well in a period of rising inflation because profits are earned on the historical cost of the utility assets rather than replacement cost. ReplyAs Costs Rise, Consumer Staples and Utilities Should Outperform [view article]
Depression is on the way.....get short, get out, or sit still and get creamed. ReplyGlobal ETFs: Has the Bear Grown Weary? [view article]
If financials were the cause of our present problems, it might make sense that they don't lead the parade out of the recession. prior recessions were driven by other factors.Thx jegan ;-) Reply
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General Discussion on KXI
Is this a buy or a sell? ReplyCountry vs. Sector Diversification with ETFs [view article]
Foreign ETFs are big contributors to my balanced portfolio, however, what I find more often than not is that many of these ETFs have high concentrations on specific sectors - e.g. financials or oil & gas, etc. which leads to eliminating them from a balanced portfolio consideration due to high correlation to other domestic ETFs. ILF is one of the more profitable components I've been using recently. See my full portfolio at notiming.com ReplyGlobal Sector ETF Spread [view article]
Good stuff, thank you ReplyCountry vs. Sector Diversification with ETFs [view article]
Great info, thank you. I loved it. Reply'Slow Growth' Or Recession? [view article]
Good call on the Fed cut. Now, when is the disconnected elite Wall St. and Fed going to realize that AMERICAN'S INCOMES(READ:WAGES) ARE STAGNANT!?This aristocracy while sweep up the crumbs after 75% of the electorate is financially (either by debt, health, or outsourcing) IN THE TOILET. Reflation of Wall St. shows Bernanke is rewarding non-wage elitists. Reply
'Slow Growth' Or Recession? [view article]
Why look at IHI instead of QID et al? Reply'Slow Growth' Or Recession? [view article]
Check out the U.S. futures - pointing to a 500+ drop on Tuesday... One would think we are in a depression. I just think that investors are realizing that the emerging markets boom is about to go bust at the very same time the U.S. market is going bust! If gold goes bust, I don't know where to park my money! Reply'Slow Growth' Or Recession? [view article]
Fed rate cuts take at least a year to have an effect ...and housing is still going to be on the injured list.Why do you think Bernanke went to Congress with hat in hand asking for a stimulus package?? He knows there is nothing left he can do in the short term.
And CONFIDENCE in the market?? That walked away 3 weeks ago with the lousy Xmas sales and the 5% UE rate.
Whether you sell now or sell into a rally ...I honestly don't know what's best at this point. This market is seriously wounded and is not getting back up for a long time. Plan accordingly. Reply
'Slow Growth' Or Recession? [view article]
Gary is correct - Wall Street has forced the Fed's hand. That is ultimately why the rate cut will not slow down the recession - The Fed is 2 steps behind investor sentiment, rather than leading it towards optimism.The market has already priced in 50bp. And the indexes are tumbling - fast. This recession is due to standstill in credit markets, especially on the American front. Housing is deflating, CMBS is beginning to unravel, and retailers can't sell product. Where is the money supposed to go? Who do you loan to?
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