gordon

Riskier Sector ETFs Improve; Investors Now Betting on Economic Recovery

ath- certainly not me, he's an arrogant blowhard. Brett- I have to wonder if these, especially con dis, aren't the most -shorted sectors. Take short-covering out, what
% is new money?

Time To Abandon Stocks?

Bear markets end w/ HIGH interest rates, Egg?, or should I say Eggonface? quite the opposite. Look at the 10-yr, our own Treasury is buying our own paper to keep it from rising to 4%+, each time it gets to 3.93%, watch the $TNX, it's already broken out of the down-channel. Stagflation is what we'll have, I'm not buying any deflation scenario.

David Fry's Market Outlook for Friday

If I understand your question, I got out of equity leveraged CEFs, ie: IGD looks like a global equity CEF paying 9%, but you could see the charts breaking down (look at RMH) the reason is most are leveraged 30-40% using CDOs or interest-rate swaps, I use etfconnect.com to see what their bonds are and how much leverage, almost all those have leverage hidden in there in the fine print, and will likely cut dividends, if not already.