ETF Pop Quiz: Uranium, Utilities, and the United Kingdom
After another week in the global market, the ETFdb pop quiz returns with another round of questions about Uranium, Utilities, and the United Kingdom.As always, all answers can be found using the suite...
View ArticleThe Latest Economic Data Has Returned To Being Lukewarm Positive
Monthly data releases for March in the last week included Leading Economic Indicators, down -0.1, the first decline in half a year. These in turn were influenced by a decline in housing permits....
View ArticleA Series Of Shocks Have Pushed Investors Off Balance
Archimedes said that if he had a lever long enough and a place to put his feet, he could move the world. Investors have access to incredible pools of capital and can lever immensely. They thought they...
View ArticleLow Oil Prices Lead to Economic Peak Oil
We have all heard the story about oil supply supposedly rising and falling for geological reasons. But what if the story is a little different from this–oil production rises and falls for economic...
View ArticleETFdb Weekly Watchlist: VGK, EWJ and SPY Hinge on Eurozone Data, Policy...
It was a tug-of-war between the bulls and the bears on Wall Street last week, as investors digested the slew of mixed economic and earnings reports. Gold dominated the headlines earlier in the week...
View ArticleGreat Graphic: ETF Flows: Into US and Japan, Out from Europe and Emerging...
This Great Graphic was in JP Morgan's latest research. It is the cumulative into global ETFs, measure in billions of dollars. To be sure, it is not a comprehensive view of cross border equity...
View ArticleContours of the Investment Climate
The foreign exchange market has begun the new week quietly, but the global bonds and stocks are firm, while gold and oil continue to recover from their recent dramatic slide. The dollar has traded in...
View ArticleAsia Pacific Funds Battle For Inflows: Developed (VPL) vs. Emerging (GMF)
Since the economic slowdown in 2008, investors have slowly started to shed their domestic fund bias and started to search the world for greener pastures. As one of the most diverse markets, Asia has...
View ArticleAftershocks
If the FBI can track down two homicidal Chechen nobodies inside of forty-eight hours of their Boston bombing caper, you kind of wonder how come the Bureau can't detect the odor of racketeering,...
View ArticleInside ALPS’s Dividend Dog ETF (SDOG)
Given the current near-zero interest rate environment, there has been a significant movement that has taken yield-hungry investors in a number of directions to secure meaningful yields, including the...
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The Grad Student Who Took Down Reinhart And Rogoff Explains Why They're...
Ed note: The following is a guest post from University of Massachusetts grad student Thomas Herndon. Herndon shook the economics world last week by debunking an influential paper from Harvard econ...
View ArticleJapan's Lartgest Life Insurer Plans and other Flows
Nippon Life, Japan's largest lifer insurers, provided some broad details of its investment strategy in the new fiscal year. Meiji Yasuda Life Insurance and Sumitomo Life Insurance will hold a briefing...
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How Japanese Monetary Policy Is Fueling The US Stock Market Rally
I visited with a few of our hedge fund accounts around Greenwich, CT last week. The consensus among the macro strategy funds is that the Nikkei has more upside because the yen has more downside. They...
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Deflation Is Ready To Make Its Third-Act Appearance
As we pointed out in March, the kinetic potential across the hard commodity-scape appeared to be of the 2008 variety; i.e. watch for disorderly and cascading declines. Following the commodity rout this...
View ArticleETF Insider: How To Play Earnings This Week
China growth fears and earnings jitters will remain key themes this week as investors look to decipher fundamental data releases, both at home and abroad, amid the bull market on Wall Street. In...
View ArticleThe one thing that governments do really well–
April 22, 2013 Phnom Penh, CambodiaIn the killing fields outside of Phnom Penh, you can still see bone fragments protruding from the ground. It’s harrowing to say the least.Roughly two million people...
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Gold Buyers Get Physical As Coin and Jewelry Sales Surge
I was honored to be in St. Paul’s Cathedral attending Margaret Thatcher’s funeral last week. It was quite a special opportunity to pay tribute to Britain’s longest-serving prime minister in person, and...
View ArticleNever Forget What You Are
“Never forget what you are, for surely the world will not. Make it your strength. Then it can never be your weakness. Armour yourself in it, and it will never be used to hurt you.”- Tyrion Lannister...
View ArticleDaily ETF Roundup: OIH Jumps On Strong Earnings, TAN Soars After Acquisition...
U.S. equities had somewhat of a relief rally today, following last week’s broad sell-off. Boosting equities were several better-than-expected earnings reports from the energy, materials, and technology...
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No, The Housing Comeback Is Not Taking A Pause
Here are a few excerpts from a Reuters article: Existing Home Sales Fall as Prices Rise Most Since 2005U.S. home resales edged downward in March, a pause in the housing market recovery that has helped...
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