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- Do ETF Investors Care About Expense Ratios? [view article]
- Think Inflation in the U.S. Is Bad? Listen Up [view article]
- Time to Change Country Mix in World Market-Cap [view article]
- World Market Weighting Your Equity Allocation [view article]
- Different International Sector Weights [view article]
- Are We Facing a New Wave of Sovereign Bond Defaults? [view article]
- Why Emerging Markets Can Be So Volatile [view article]
- Major Asset Class 1, 3, 5, 10 & 15 Year Returns [view article]
- Ukraine: Overlooked, Yet a Promising Emerging Market [view article]
- El-Erian's Recommended Allocation vs. Harvard, Yale [view article]
- ETF Top 10 Lists: Fastest Growing, Largest By Net Assets, Top Providers [view article]
- Do Northern Trust's NETS Pose a Genuine Challenge to iShares? [view article]
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- Think Inflation in the U.S. Is Bad? Listen Up
- Emerging Market Bond Funds Are Done
- Emerging & Developed Markets Country Weights
- Different International Sector Weights
- Morgan Stanley Report Lists ETF Pluses
- Are We Facing a New Wave of Sovereign Bond Defaults?
- Why Emerging Markets Can Be So Volatile
- World Market Weighting Your Equity Allocation
- Time to Change Country Mix in World Market-Cap
- Global Inflationary Pressures: No End in Sight
- Full List of Articles »
Do ETF Investors Care About Expense Ratios? [view article]
Yay! im an idiot, so should I buy EFA or EEM i am looking for some exposure to the blue chips which one would be better yay! ReplyThink Inflation in the U.S. Is Bad? Listen Up [view article]
For johndough,I pretty much agree with you. How can there be roaring inflation without real estate also going up? The other advantage is the a buyer can still get pretty reasonable financing for a fixed rate for a very long term. The possibility of rising rates will dampen any gains for a bit. But, people have easily paid rates above 8% in the past and we still had a very healthy price rise in Real Estate.
Higher inflation = higher nominal incomes = ability to make larger $$$$ payment for shelter. Pretty good inflation hedge that can be safely financed - just send in the payment and they will leave you alone. Get a 50% LTV mortgage and let it ride. Reply
Think Inflation in the U.S. Is Bad? Listen Up [view article]
The contribution from Food and Fuel to emerging market inflation indices is far higher than the US. Also they do not have banking crises and credit crunches to deal with. Stop whining, you folks in the US still have a good life you know.... ReplyThink Inflation in the U.S. Is Bad? Listen Up [view article]
To the idea of buying rental property now. I can't imagine it's still yet ok when median house price / median household income in the US is still way too high. 2007 it was 4.07. It avaraged about 2.7 in 1980, 1990 and 2000. So, in the aggregate, house prices have much further to fall.This fall will cripple finance companies who've overlent Americans. Should take a full 3 years before bottoms. Get ready for the next great depression. Reply
Think Inflation in the U.S. Is Bad? Listen Up [view article]
No I am not a realtor. That's my disclosure. But in times of tremendous inflation wouldn't it be, if you had the cash, a good idea to pick up a couple of rental properties? I mean, as a hedge against inflation over time (plan on keeping it 5-10 years) couldn't it be a wise move assuming you picked a great location and got a stellar deal? ReplyThink Inflation in the U.S. Is Bad? Listen Up [view article]
Agree with Jozap, going from having 25 years of stellar growth and a fantastic quality of life to bust in a nearly a microsecond is destabilizing beyond belief. Not that it's right or fair, but emerging economies more or less lived this way since times indefinate. Also, this conceited government should be bending over backwards to appease the international community for our global theft. No doubt we'll be raising rates, I am getting tired of these same articles focused on the gnat when we are about to be forced to swallow the camel. So we raise rates to 2.25%? Rates will need to go much higher, think Paul Volker to combat this inflation and correct our nation's dillusion thinking about economics and life in general. ReplyThink Inflation in the U.S. Is Bad? Listen Up [view article]
Well, your comments would be good, except that US inflation rate is really in the 14% range.The items bought by 90% of all households on a daily basis have an even higher inflation rate.
And this is the US, not Vietnam. Compairing apples to oranges doesn't work for me. Reply
Think Inflation in the U.S. Is Bad? Listen Up [view article]
So, Vietnam has a 26% inflation, and they're offering 18% interest?And that's considered "inflation fighting"? It's not. Not until it's LARGER than the inflation number. Reply
Think Inflation in the U.S. Is Bad? Listen Up [view article]
Lots of countries with a currency peg to the US dollar face double digit inflation for some time now.And even now lots of them would like to keep the peg in place while commen sense would be to peg it against a basket of currencies.
But if they are too stupid to understand elementary economical reasoning, let the inflation learn them elementary economics!
The peg was stupid in the first place... Reply
Time to Change Country Mix in World Market-Cap [view article]
We need to keep an eye on the acounting system used in third world. What is the valuation of stock in Brazil, for example ? I also suspect how India and China can sustain their econmy when oil price is so high and US in recession ? ReplyWorld Market Weighting Your Equity Allocation [view article]
wow, now you can buy just one: VT!On Jun 23 12:48 PM ej76az wrote:
> just use VEU instead of EFA, EWC, and VWO Reply
Different International Sector Weights [view article]
Excellent analysis Richard. Keep up the good posting, I like to see your breakdown of the numbers. ReplyTime to Change Country Mix in World Market-Cap [view article]
buyitcheap -- interesting point. the risk may go both ways, as we saw in Venezuela, and as we have seen Russia squeeze Shell and BP to sell to government controlled oil companies -- the key is that all of the indexes from MSCI, DJ, S&P and FTSE (the key indexers) use free-float. My point in making that otherwise redundant references is to explain why, for example, China has a smaller country weight globally than Switzerland. Not only are Swiss companies large, but they are very high free-float, while Chinese companies on average are low free-float. ReplyTime to Change Country Mix in World Market-Cap [view article]
Is free float really viable in countries i.e. China and Russia, where the governments could flood the markets with additional shares of state/public owned firms? It seems "float risk" aka dilution, might require some degree of discount on the market accordingly. ReplyTime to Change Country Mix in World Market-Cap [view article]
Acercher -- Japan is a perennial question. I have not overweighted in years, although I continual think it ought to somehow become a success story after decades of squeezing out the excesses of its past bubble.According to S&P/Cit Global Indices, the PE is on the high side:
globalindices.standard...
This recent article at CNN Money reports a negative economic view by the Japanese government:
Japan's economic outlook dims
Government points to exports, output and corporate profits all slowing down; says economic recovery on 'pause.'
June 16, 2008: 9:37 AM EDT
TOKYO (AP) -- Japan cut its overall economic assessment for the first time in three months on Monday, saying that exports, output and corporate profits are all weakening.
"The economic recovery appears to be pausing (and) weak movements are seen recently," the Cabinet Office said in its monthly economic report for June. The government mentioned only the pause in the economic recovery a month earlier.
The government's increasing pessimism toward corporate performance is a gloomy sign for Japan's economy, which has recovered in recent years mainly due to the robust business sector. A slowdown in the U.S. economy is leading to a decrease in Japanese and Asian exports to the American market, weighing on companies' sales.
The recent surge in energy and raw material prices is also eroding business profits by crimping margins.
Japan's government cut its evaluation of exports and industrial production, saying that both have had "a weak tone recently," as well as downgrading its view on corporate profits.
The Ministry of Finance last week said that Japanese companies' business investment, profits and sales all declined on year during the January-March quarter.
A government official briefing reporters Monday said that corporate capital expenditure trends need to be watched closely.
"Once the U.S economy picks up, which we expect to happen later this year, Japan's economic growth will gain steam as exports should start rising again," he said.
Reply