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Eric Dutram: Although yields are low, fixed income ETF investing can still be a valuable part of an investor’s portfolio. Securities in this space still have low levels of correlation to broad equity markets and are often less volatile as well. Read more…
Matthew Tucker: Investors are spooked. They are so spooked that they are buying an asset that currently has a negative yield. What is the culprit causing so much concern? Curiously, it’s inflation. Investors appear to be so concerned about inflation Read more…
Stoyan Bojinov: Investors have seemingly brushed aside looming debt woes on both sides of the Atlantic ocean as improving growth expectations have helped pave the way higher for equity markets around the globe. Bullish momentum has undoubtedly prevailed on Wall Street thus far in 2012, although many are Read more…
We’re going to have a repeat performance of the ridiculously low prices we saw in 2009. But, this time it will be with much less risk and 100% predictable. In fact, this next buying opportunity is guaranteed! Imagine going back to February and March of 2009 and Read more…
Chris Ciovacco: With polar opposite forces of money printing (inflationary) and defaults bouncing around the heads of investors, it is not surprising to see schizophrenic inflation expectations. When Treasury Inflation Protected Securities (TIPS) are moving sideways, it is indicative of an uncertain outlook for Read more…
Don Miller: Warren Buffett last week did more than warn investors on the dangers of low interest rates and inflation. The Oracle of Omaha also had harsh words for traditional bonds. In a Fortune article Buffett went so far as to say, “Right now bonds should come with a warning label.” Read more…
Michael Johnston: ProShares continues to beef up its lineup of alternative ETFs, recently rolling out a pair of products that offer leveraged exposure to “breakeven inflation.” The new ETFs will deliver 3x and -3x daily leveraged exposure to indexes comprised of both long and short positions in ten-year Read more…
Sam Kirtley: Pair trading is a trading strategy based on the concepts of statistical arbitrage and convergence. Typically it involves being long one security and short another. For example one may believe that Apple would outperform Microsoft, so one buys Apple and shorts Microsoft. A pair trade may also Read more…
Corey Rosenbloom: It’s understandable if you’ve forgotten about the bond market with all the activity centered on the stock market along with the recent multi-month sideways “rectangle” Read more…
Michael Johnston: PowerShares and Deutsche Bank, partners on a suite of exchange-traded notes targeting commodities and several international bond markets, have rolled out a pair of ETNs designed to target changes in inflation expectations. The new notes will be linked to indexes that are designed to measure Read more…
The Daily Capitalist: The S&P 500 index (NYSEARCA: SPY) has for now held at the 150-200 day moving averages, and has reversed downward in early trading. These moving averages are themselves moving downward, reflecting the downtrend in stock prices that has been in place for over half a year. In combination Read more…
Matt Tucker: The US dollar is rallying and you own a bond or a bond ETF. Quick – what effect will this rally have on your bond’s payouts? Read more…
Chris Ciovacco: The media likes to imply the Fed is on the verge of cranking up QE3. Here is Reuters take on Wednesday’s Fed statement and press conference: Read more…
Chris Ciovacco: As we noted on November 1, a rally back toward 1,250 is well within bear market bounds. How we rally (volume, conviction, etc.) will tell us quite a bit about the odds of a more lasting upside move in stocks. We also outlined in a recent video reasons why the improvement in market breadth does Read more…
Justice Litle: For the 30 year period between 1981 and September 30th 2011, government bonds outperformed stocks. What does it mean? “Stocks for the long run” is a famous mantra of Wall Street. A distinguished academic, Professor Jeremy Siegel, even wrote a book with exactly that title. Read more…
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