43 Comments

    • ETF Update: Time For Defensive Plays [view article]
      FXP is a double short of the Xinhua/China index (FXI), not the financials. SKF is the double short financials etf... Sep 25 02:06 AM
    • Big Week for ETFs [view article]
      I hardly think that this is *proof* that "all volume" is caused by program traders...Such blanket statements oversimplify the markets, I believe. And, specifically, there's nothing wrong with investing for a week, a month, or a year. The old belief that "investing" only involved timeframes from, say, five years and up is as arbitrary as saying that no one in GE, for example, for a year is a *true* investor... Sep 14 06:01 PM
    • New PowerShares ETF to See Which Way the Wind Blows [view article]
      ...Iberdrola was sorely missed in FAN... Jul 01 10:07 AM
    • WisdomTree's New Currency Income ETFs [view article]
      As of a few weeks ago, CYB and BZF were slated to distribute on a yearly schedule...The Rand and NZ Dollar might be the same... Jun 26 12:50 PM
    • The Master ETF [view article]
      Heisenberg Equity Principle, anyone? :) Jun 20 12:11 PM
    • Green and Alternative Energy ETFs [view article]
      Don't forget FAN! :) Jun 19 12:56 PM
    • An All-ETF Hedge Fund? You've Got to Be Kidding [view article]
      A 200bp head start? If you were really interested in doing this, there'd be no head starts: you'd standardize movement and start from an index point...I, too, question the development of this product - but at least compare bananas to bananas... Jun 19 09:49 AM
    • Tuesday Outlook: Commodities, Emerging Markets [view article]
      XLF closed at 23.31 on its first day, 19.78 if you had since reinvested dividends.

      GL
      Jun 03 10:24 AM
    • Two Ways To Profit from Frontier Markets [view article]
      Keith,

      Good call on TRAMX. While the 1.75% expense ratio is somewhat high, there are times to pay more for performance and reach into, as yet, difficult to hold markets. In our fairly large portfolio, we welcomed TRAMX into the mix early and have enjoyed not only a strong return thus far, but also a nearly -0.67 r^2 since inception. That makes a lot of difference in any number of circumstances.

      SSGA should be soon releasing a "Southeast Asia" etf which will hold, among other states, shares from Vietnam, Thailand, Malaysia, etc. Some are currently offered: some are not. Also, I believe SSGA is working on releasing a greater Africa etf, as well, which will allow alternative means for investing in some of the African states mentioned above.

      Best,
      GL
      Jun 02 10:18 PM
    • What Should We Make of Warren Buffett's Stake in Mega-Financials? [view article]
      Hey folks,

      Quick, "back of the napkin" calculations reveal that WMW and BRKA exhibit a -0.263 r^2, while WMW and XLF reveal a 0.582 r^2.

      GL
      May 23 04:36 PM
    • Thursday Outlook: Commodities, Emerging Markets [view article]
      David,

      I appreciate your thoughtful work. And, while I realize that you cannot publish data on *every* etf, do you have technical analysis for some of Currency Shares' products? What of other country etfs (some of which are relatively new), including Mexico (EWW) or Latin America's other growth engine, Chile (ECH)? And how about some of the less covered products, including South Africa (EZA), Israel (EIS), and Turkey (TUR)?

      Thx,
      GL
      May 15 10:32 AM
    • How Do International ETFs Compare with Their Countries' GDPs? [view article]
      Hi,

      Where do you see Chile - ECH - in this mix? How about Israel and Turkey?

      Thanks,
      GL
      May 13 01:54 PM
    • A True China Bear [view article]
      Andy,

      From where do you derive such a number for a bear market? And, even if we reached it, why would basing at or around your -80% target mean that a reversal was expected? After all, I might suggest that a true bear is 40% from the highs - or 90%. And I might expect channel behavior thereafter while confidence - and likely, the underlying financial architecture - is rebuilt. Would you clarify your number, please: it seems arbitrarily picked, as you say "I would consider..."

      Thx,
      ivy
      Apr 29 02:36 PM
    • Concept ETFs Provide Portfolio Stability [view article]
      Jayapal,

      I used to think that, too, but it's not really a problem with limit orders...I've been buying PCY for many months and that ETF's average volume is only about 21K shares. Most of the time my orders fill below my entry price (Merrill Unlimited Advantage trading)...

      If you're trading, 10k-30k shares mightn't be enough. But, in your own words, trading ETFs like these, that involve sector-based, temporal, rotation would be counterproductive.
      Apr 23 03:32 PM
    • Fixed Income ETFs: When You Need Lower Risk [view article]
      Great points, Gary.

      We've been in PCY for about 4 months in both ROTHs...Great income, and great price stability. Volume's light, but I haven't had much difficulty buying what we wanted...
      Apr 15 02:34 PM
Contribute an Article Become a Seeking Alpha Contributor