Commodity ETPs: Beware Energy Bias
As the ETF industry continues its rapid development, investors can now gain cheap and easy access to nearly every corner of the investable universe, including the previously hard to reach commodities...
View ArticleGreat Graphic: Euro near Long-Term Average
This Great Graphic, created on Bloomberg, is a long term chart of the euro. Each bar represents a month and the purple line is a 120 month (ten-year) moving average. It comes in now just below...
View ArticleKuroda Campaigns for BOJ Post
The BOJ meets on Wednesday and Thursday this week. After choosing not to expand this year's asset purchase plan when it met in January, it is unlikely to reverse itself now. In addition, recent data...
View ArticleGo Global, But Watch Your Currency Exposure
Bullish momentum has been an undeniable force on Wall Street since the new year, with equity markets reaching fresh highs and the overall economic landscape looking seemingly more optimistic. Martin...
View ArticleGold and Silver Outlook for February 12
The prices of silver and gold continued their downward trend from last week and sharply fell on the first day of the week. Their decline coincided with the depreciation of several leading currencies...
View ArticleObservation and Analysis
“Do not believe in anything simply because you have heard it. Do not believe in anything simply because it is spoken and rumored by many. Do not believe in anything simply because it is found written...
View ArticleGlobal Sustainable Investment: Spotlight on Japan
By Kimberly Gladman, CFA, Ph.D., Director of Research and Risk AnalyticsThe market for sustainable investment looks very different in Japan than in other developed countries. As the recently-released...
View ArticleWTI – Brent Spread to test $30 Level in 2013
By EconMattersSeaway Pipeline or Garden HoseThis is hilarious if prices weren`t so damn high, but despite a robust export market for finished products, crude oil is backing up all the way to Cushing,...
View ArticleQualcomm’s Misdirected Target
By Scott Patterson, Compensation Analyst Manager In its most recently released proxy statement, Qualcomm Incorporated made it quite obvious to shareholders that the company rewards its executives at...
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Many Investors Don't Recognize An Important Risk That Has Sprung Up In Their...
We are just one month into 2013, and investors have already seen the relentless run in high-yield (HY) bonds continue. Despite a backup in the last week of January, HY has notched a total return of...
View ArticleChoppy FX Conditions in the Fog of War
The price action in the foreign exchange market is choppy as short-term participants seem nervous after being whipsawed yesterday. Sterling fell nearly a cent to new multi-month lows following the...
View ArticleETF Performance: Weight Isn’t Everything
When it comes to choosing which ETF is right for you, one of the top considerations of many investors is how exactly the fund’s underlying index is constructed. Selection and weighting methodologies...
View Article7 Rules ETF Day Traders Must Know
ETFs are embraced by buy-and-hold investors and active traders alike for their unparalleled ease-of-use and cost efficiency. Short-term opportunities with lucrative risk/reward ratios often appear in...
View ArticleI’m selling my gold and silver to buy this…
[Editor’s Note: Darren Kaiser, Sovereign Man’s Chilean property consultant, is filling in for Simon today from Santiago, Chile.]During most of the 2000s, I patiently sat on the sidelines while the...
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The 'Great Rotation' Won't Help Stocks As Much As You Think
Reports indicating that Americans have invested more in equity funds here in 2013 than they did all last year have given rise to talk of the "Great Rotation". The idea is that Americans are selling...
View ArticleThe Brent Oil Contract Is A Bad Joke
Oil Benchmark It is a sad state of affairs that the entire world of energy, and consumer energy prices are all based upon a fraud of an energy contract masquerading as the Industry`s Benchmark, setting...
View ArticleRegulatory Alert: California – An Illustrative Example…
MM comment: The following is courtesy of our legal counsel, Cott Law Group, P.C. Alex Meier also contributed to this article. If you have further questions about regulatory issues for RIAs, hedge...
View ArticleGlobal Sustainable Investment: Spotlight on Asia (Ex-Japan)
By Kimberly Gladman, CFA, Ph.D., Director of Research and Risk AnalyticsAsian markets outside Japan account for $64 billion in sustainably invested AUM, according to the inaugural report by the Global...
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Draconian Cash Controls Are Coming To France
French Prime Minister Jean-Marc Ayrault himself presided over Monday’s meeting of the National Anti-Fraud Committee. “A first for a head of government,” he said at the press conference afterward, to...
View ArticleExpect More Confused And Incoherent Official Statements About Currency Policy
Within the last 24 hours, G-7 officials issued a currency statement, "clarified" it and then criticized the clarification! Here, in summary terms, are three possible reasons for this muddle, as well as...
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