ETF Analysis & Opinion

If in early January, you’d have described to us everything that was to happen with the world and global economy and then asked us to guess where the stock market would be, we would not have...

With the markets such a tangled mess these days, I continue to rely on important, long-term ratio charts to appreciate the big picture. Here, once again, is the Russell 2000 divided by the S&P...

Stock bulls retraced over half of Friday's plunge, but does it count as a reversal? When I look at the volume, the weekly chart, and the credit markets, I have my doubts. Or will the Powell &...

“You cannot fight the Fed.” The general market reliance on the Fed is not only what is driving many investor’s decisions of late, but it will likely reach its peak in the coming...

This seems exactly like last week. That is, a firehose of bad news all through the weekend, a big gap down on Sunday, and then, step by step, green across the board. Annoying. Absolutely annoying....

Over the weekend, I covered the financial sector in depth.Last week, the Volcker rule was rolled back, while the Federal Reserve decreased dividends paid to shareholders and ruled against corporate...

Amid news of rising coronavirus cases in the US and elsewhere last week, investors favored bonds at the expense of risk assets, based on a set of exchange-traded funds representing the major asset...

Just at a time when investors thought our market rally might be nearly invincible, we’ve seen a pretty important reversal in the uptrend in recent days along with a meaningful breakdown in...

This past week, the financial sector saw some fireworks. The Volcker rule was rolled back, while the Federal Reserve decreased dividends and ruled against corporate buybacks. Where does the name...

Three overriding catalysts were driving the market correction this past week:The market had gotten a good bit ahead of fundamentals. The surge in COVID cases is undermining the V-shaped recovery...

Stocks made quite a move out of the 5-day long congestion yesterday – is the downside move drawing to a close? I don't think so yet, and today's analysis will discuss quite a few reasons why. As...

As a rebound in US coronavirus cases threatens to undermine the economic recovery, it’s lonely at the top for growth and momentum, the lone equity factor strategies posting year-to-date gains...

Yesterday we heard a discordant orchestra. Today, the crescendo that had built up in NASDAQ, turned into decrescendo. And while NASDAQ sold off hard, the rat-a-tat of the Russell 2000, Retail...

Here my intention is to highlight investment ideas for long-term investors. I am going to include more of my own commentary on each idea. I will cite only ideas that are well developed and could be a...