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- A 360 View of Returns (July 2008) [view article]
- Are Today's Leading ETFs Lagging Indicators? [view article]
- P/E Ratio & Estimated Earnings Growth for S&P Sectors [view article]
- 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]
Recent KXI Articles
- Are Today's Leading ETFs Lagging Indicators?
- Highly Defensive PerformIdex: 35 Stocks to Outpace the Markets
- A 360 View of Returns (July 2008)
- 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
- Full List of Articles »
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'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?
Reply
'Slow Growth' Or Recession? [view article]
The rate cut and this obsession with the Fed is such a red herring... has anyone noticed that earnings forecasts are coming DOWN? jesus f'ing christ, if i see another post about how a rate cut is going to restore confidence i'm going to scream. Reply'Slow Growth' Or Recession? [view article]
Why does everyone think the Fed is responsible to restore "GREED" (confidence) to the market. It's become very evident that people have been SPOILED by the years of the Greenspan-nipple... Like people who never discipline their children and then turn around and blame society when they get into trouble.... WoW! ReplyAn ETF Rebalance For the New Year [view article]
Foreign bond funds may do well..it depends very much on the interest rate structure we see in 2008..and that will be a ball bouncing off the walls of inflation..deflation..... the relative value of other currencies against the US$..In any case...I'd automatically discount anyone, such as our previous commentor, who thinks Russian equities are attractive.Russian companies are anything but transparent..they are first and last tools of state control..which means, for investors, they giveth and taketh when they please and to whom. Invest in ANYTHING Russian at your own risk. Reply
An ETF Rebalance For the New Year [view article]
Gary thanks for the article. However, in my modest opinion #1 - the foreign fixed income ETFs will not shine in performance terms, but in net inflows terms. Meaning investors will buy it, but compared to say Russian Equity ETF, they will not be rewarded with attractive performance. Anyways, great job and for those interested in international fixed income - here is the bible... www.seekingalpha.com/a... ReplyETFs That Can See You Through the Turbulent Markets [view article]
BWX may yield 4.35%, but it has lost 8.4% in its price since 11/26 high of 56.47. So basically, in just 14 days, an investor would have lost whatever he would receive in 2 years. Looks too risky! ReplyETFs That Can See You Through the Turbulent Markets [view article]
Good stuff, thank you. DJP has defintiely helped this year as a diversifier. ReplyGlobal Staples ETF: More Bang For Your Buck [view article]
Great article.How do you think this stacks up with DPN from Wisdomtree. I like the DPN's focus on dividends with the addition of healthcare to boot. Maybe a combination of the two would work best. Any thoughts? Reply