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Eric Dutram: As the third quarter earnings season takes shape, the financial sector has established itself as a winner. So far, big names like J.P Morgan (NYSE:JPM), Read more…
Chris Ciovacco: Financial stocks have been immensely disliked by investors relative to other options since the peak in late 2006/early 2007. If you look at the performance of financial stocks relative to the S&P 500 on a longer-term basis, the recent “surge” off the December 2011 lows is far from significant in Read more…
David Fry: Our goal in this profile is to help investors wade through the many competing ETF offerings available. Using our long experience as an ETF publication, and nearly 40 years in the investment business, we can help select those ETFs that matter and may or may not be repetitive. Read more…
NYSE:FXD, NYSE:IYC, NYSE:PMR, NYSE:RCD, NYSE:RTH, NYSE:VCR, NYSE:XLY, NYSE:XRT
David Zeiler: Holiday retail sales – which account for almost 40% of retail revenue, worth $453 billion in sales last year – are in jeopardy.
Consumer spending continues to be restrained by an unemployment rate that has stayed above 9% for 26 of the past 28 months. Read more…
Chris Ciovacco: No one can predict where the stock market is headed, but there are numerous sound methods to make probabilistic forecasts. At CCM, we have two market models, the Bull Market Sustainability Index Read more…
October is supposed to be the most wonderful time of the year for merchants. Holiday merchandise has been purchased and stores are being staffed, making retailers one of the only groups dishing out jobs in a horrible Read more…
Stoyan Bojinov: Stocks got off to a solid start this week as Wall Street took a bullish cue from European markets and rose on optimism that lawmakers would soon finalize a “plan of action” for Greece. Domestic equity indexes all finished in green territory on Monday, although trading was a bit choppy in the morning hours. Read more…
Eric Dutram: Although European events continue to dominate the financial headlines, American concerns are never too far removed from the front pages as the U.S. economy continues to sputter. Recent readings in the ISM index suggest that the economy is slowing down and may be Read more…
When markets start opening 2% or even 3% higher or lower than where they closed the night before – what traders call “gapping”- the overwhelming temptation is to move to cash and bundle up until the craziness subsides. But playing it safe isn’t all it’s cracked up to be, according to Steve Wood, the Read more…
Jared Cummans: As we make our way into September, investors are trying their best to pretend that August never happened. After last month saw a number of crushing blows to the economy, including a downgrade of U.S. debts and a two-year freeze on interest rates from the Fed, many ran Read more…
Chris Ciovacco: Before you read your favorite author’s work relative to the outlook for today’s markets, we invite you to go back into their article archives and see what they were saying in early 2008 and the summer of 2008. On February 13, 2008, with the S&P trading at 1,348, we published Read more…
In last week’s blog I touched on the macro and geo-political issue concerning the markets: On that front, the main issues continue to weigh down the overall sentiment in the markets. The counterweight to this has been the relative strength seen in various companies and sectors that have high cash positions (Balance Sheet) and improved margins due to cost Read more…
NYSE:GLD, NYSE:SMH, NYSE:XLE, NYSE:XLF, NYSE:XLK, NYSE:XLV, NYSE:XLY, NYSE:XRT
As a realist Steve Wood has a hard time getting giddy about the near term prospects for global stock markets. The Chief Market Strategist for Russell Investments strikes a balance somewhere between “extremely guarded optimism” and “damning with faint praise” when telling me that he “likes equities versus fixed income… kind of a no-brainer in terms of Read more…
Please see the right hand side of Scott’s Investments for the July update to the US and Global Sector ETF portfolios. I track the performance of each month’s portfolio as well as previous months’ performance. A summary of the data is listed below, including the percent each ETF is above/below Read more…
Emerging Global will begin trading its new “EGShares Consumer Goods GEMS ETF” (NYSE:GGEM) Thursday, June 23, 2011. The Fund seeks investment results that generally correspond (before fees and expenses) to the price and yield performance of the Read more…
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