Currency Wars Offer Unique ETF Opportunities
Gary Gordon - Seeking Alpha - Fri Feb 13, 1:11PM CST
David Bowie and Mick Jagger may believe that people are dancing on every street corner around the world. In actuality, however, they're desperately competing with neighbors by devaluing their currencies. The craziness in currency manipulation is...
HEDJ: 61.99 (+0.12), TLH: 136.86 (-0.66), HACK: 28.24 (+0.74), EWG: 29.19 (-0.01), MGK: 84.24 (+0.49), HEWG: 26.41 (+0.01)
Europe heads higher after GDP data
Seeking Alpha - at Seeking Alpha - Fri Feb 13, 2:59AM CST
EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), BUNT: 50.82 (-0.29), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), EWQ: 26.18 (+0.03), QDEU: 56.04 (+1.47), EWGS: 39.75 (-0.04), GGOV: 36.80 (-0.99), HEWG: 26.41 (+0.01), BUNL: 27.48 (+0.05)
ETF Allocation When Stocks Are Stuck In A Moment
Gary Gordon - Seeking Alpha - Wed Feb 11, 2:23PM CST
The cyclically-adjusted price-to-earnings ratio (a.k.a CAPE, P/E10, Shiller's P/E) evaluates the average inflation-adjusted earnings for the S&P 500 over the previous 10 years. The long-term CAPE average is 16.5. Today's CAPE is north of 27. And...
SPY: 209.78 (+0.86), MUA: 13.72 (-0.09), MUB: 109.95 (-0.13), EDV: 126.88 (-1.85), VYM: 70.01 (+0.21), TLT: 128.19 (-1.33), USMV: 41.48 (+0.03), HEWG: 26.41 (+0.01), XLV: 70.72 (+0.28)
Europe's Greek Showdown: The Sum Of All Statist Errors
David Stockman - Seeking Alpha - Tue Feb 10, 9:13AM CST
The politicians of Europe are plunging into a form of ideological fratricide as they battle over Greece. And "fratricide" is precisely the right descriptor because in this battle there are no white hats or black hits--just statists. ...
EWI: 14.44 (+0.05), EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), QESP: 49.40 (unch), GREK: 13.65 (+0.66), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), EWQ: 26.18 (+0.03), QDEU: 56.04 (+1.47), EWP: 34.41 (+0.42), HEWG: 26.41 (+0.01)
ETFs For An Ongoing Stimulus Bubble
Gary Gordon - Seeking Alpha - Thu Feb 05, 3:46PM CST
Canada, India, Turkey, Australia, China and Denmark. What do all of these countries have in common? The central bank of each nation has eased monetary policy to stimulate respective economies in 2015. What's more, none of these actions had been...
HEDJ: 61.99 (+0.12), TLH: 136.86 (-0.66), EWG: 29.19 (-0.01), VGK: 54.96 (+0.18), FXA: 77.69 (+0.23), FXB: 151.21 (+0.01), FXY: 81.87 (+0.09), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56), EWL: 32.82 (+0.02), UUP: 24.91 (-0.01), DBAP: 27.23 (-0.20), HEWG: 26.41 (+0.01)
Global Economy Expands At A Modestly Faster Pace In January
James Picerno - Seeking Alpha - Thu Feb 05, 10:23AM CST
Growth picked up a bit at the start of the new year for the global economy, according to business survey data for January. The JPMorgan Global All-Industry Output Index ticked higher last month, rising to 52.8 from December's 14-month low of 52.4. (A...
EWG: 29.19 (-0.01), FKU: 41.59 (-0.16), QESP: 49.40 (unch), DBGR: 26.56 (+0.02), EWP: 34.41 (+0.42), YINN: 38.57 (+0.69), CHXF: 53.10 (+0.30), EWJ: 11.93 (+0.14), DXPS: 26.48 (+0.18), DXJ: 51.69 (+0.57), NKY: 17.98 (+0.14), DAX: 27.55 (+0.02), ITF: 51.12 (+0.79), FXP: 38.91 (-0.47), DBJP: 38.86 (+0.50), FGM: 38.07 (-0.20), PGJ: 28.89 (+0.28), DBUK: 25.22 (+0.01), JPP: 44.14 (unch), FCA: 23.21 (+0.38), YAO: 28.18 (+0.30), EZJ: 86.49 (+2.11), QGBR: 56.81 (+0.24), GXC: 81.15 (+0.54), FXI: 42.98 (+0.27), XPP: 73.36 (+0.86), JPNL: 47.02 (+1.91), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), MCHI: 52.12 (+0.31), HEWG: 26.41 (+0.01), EWV: 57.41 (-1.86), YANG: 9.94 (-0.17), HEWJ: 28.57 (+0.39), EWU: 18.91 (+0.09), FJP: 47.44 (+0.59), YXI: 27.30 (unch), CN: 34.87 (+0.34)
German 'All-Sector' PMI Signals Positive Start To New Year
Markit - Seeking Alpha - Thu Feb 05, 6:47AM CST
Germany's all-sector PMI (a GDP-weighted average of the three surveys' output measures) rose from December's 51.9 to 53.3 in January, thereby signalling an acceleration in output growth in the country's private sector. The data point was a welcome...
EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), EU: 20.54 (-0.08), HEWG: 26.41 (+0.01)
German factory orders top forecasts
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 3:50AM CST
EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), EWGS: 39.75 (-0.04), HEWG: 26.41 (+0.01)
Risk Aversion Gains Momentum And Risk Taking Loses It
Gary Gordon - Seeking Alpha - Tue Feb 03, 12:52PM CST
The case for investing in riskier assets has often been described as a sensible quest for yield and/or capital appreciation in a world with ultra-low interest rates. That helps to explain why the S&P 500 has defied the odds with respect to...
ZROZ: 123.35 (-1.57), JNK: 39.43 (+0.10), TLH: 136.86 (-0.66), SPY: 209.78 (+0.86), IEF: 107.18 (-0.36), GLD: 117.98 (+0.64), EDV: 126.88 (-1.85), IWM: 121.53 (+0.72), UUP: 24.91 (-0.01), HEWG: 26.41 (+0.01)
Eurozone prices fall at record pace
Seeking Alpha - at Seeking Alpha - Fri Jan 30, 4:41AM CST
EWI: 14.44 (+0.05), EFNL: 34.38 (+0.12), EWG: 29.19 (-0.01), EWD: 33.52 (+0.29), GREK: 13.65 (+0.66), DBGR: 26.56 (+0.02), DXGE: 29.14 (+0.01), EWQ: 26.18 (+0.03), QDEU: 56.04 (+1.47), EWO: 16.04 (+0.08), PLND: 17.86 (+0.09), EWN: 24.91 (+0.08), FSZ: 39.72 (unch), EWL: 32.82 (+0.02), EWK: 17.15 (unch), HEWG: 26.41 (+0.01), PGAL: 10.97 (+0.18), DAX: 27.55 (+0.02), FGM: 38.07 (-0.20), EDEN: 47.97 (+0.09), EPOL: 23.61 (-0.07)
3 ETF Investing Themes For A Wobbly U.S. Bull
Gary Gordon - Seeking Alpha - Thu Jan 29, 12:12PM CST
Presumably, the Great Recession ended in June of 2009. Three months earlier on March 9, the stock market anticipated the modest recovery that is still intact. In essence, stocks began to rally well in advance of the actual turnaround in the U.S....
TLH: 136.86 (-0.66), NIO: 14.36 (-0.12), EPI: 23.89 (+0.22), VYM: 70.01 (+0.21), BLV: 95.24 (-0.66), USMV: 41.48 (+0.03), XLV: 70.72 (+0.28), HEWG: 26.41 (+0.01)
4 European ETFs to Buy on Cheaper Valuations, QE Launch - ETF News And Commentary
Zacks Equity Research - Zacks Investment Research - Tue Jan 27, 7:00AM CST
The start of QE and some compelling valuations are great reasons to take a closer look at these European ETFs.
PGAL: 10.97 (+0.18), EIRL: 36.76 (+0.06), EUDG: 23.31 (+0.09), HEWG: 26.41 (+0.01)
The (European) Parents Fight And The Kids Hear Everything
Cam Hui, CFA - Seeking Alpha - Tue Jan 27, 12:27AM CST
I have used this analogy before to describe Europe and it remains true again: The parents fight and the kids hear everything. The younger, more naive ones, think that the parents are on the verge of a divorce, but nothing could be further from the...
EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), GREK: 13.65 (+0.66), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), HEWG: 26.41 (+0.01)
Why Greece Won't Leave The Euro
Cullen Roche - Seeking Alpha - Tue Jan 27, 12:21AM CST
Earlier this year, Yanis Varoukafis, the incoming Finance Minister of Greece, stated his position on Greece's euro membership clearly: "If it is in my power to determine... Greece will neither want to leave the euro nor threaten to do so. We...
EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), GREK: 13.65 (+0.66), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), HEWG: 26.41 (+0.01)
Grexit: It Is Not The Debt, It Is The Future
Antonio Fatas - Seeking Alpha - Mon Jan 26, 1:16AM CST
A follow up to my previous post now that we know that the Syriza party has won the election. What comes next will not be easy. And it is not because the policies proposed by Syriza are that radical or unreasonable and certainly they are not worse...
EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), GREK: 13.65 (+0.66), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), HEWG: 26.41 (+0.01)
Europe's QE Experiment: Adding Stock ETF Exposure And Hedging Against The Unforeseen
Gary Gordon - Seeking Alpha - Fri Jan 23, 12:46PM CST
The scope (current euro-zone member nations) and size ($1.1 trillion euros) of the European Central Bank's latest stimulus effort has delighted the worldwide investing community. In fact, many began betting on a monumental quantitative easing...
TLH: 136.86 (-0.66), DBEU: 28.01 (+0.11), FXA: 77.69 (+0.23), EDV: 126.88 (-1.85), HEFA: 26.82 (+0.18), FXY: 81.87 (+0.09), VIG: 82.39 (+0.48), UUP: 24.91 (-0.01), XLV: 70.72 (+0.28), HEWG: 26.41 (+0.01), DXKW: 21.20 (-0.05), DXJ: 51.69 (+0.57), OEF: 92.66 (+0.37), SPY: 209.78 (+0.86), GLD: 117.98 (+0.64), FXB: 151.21 (+0.01), FXC: 79.78 (+0.19), FXE: 112.16 (-0.15), FXF: 104.56 (-0.56)
Catch-22
Ben Hunt - Seeking Alpha - Mon Jan 12, 2:40PM CST
Four times during the first six days they were assembled and briefed and then sent back. Once, they took off and were flying in formation when the control tower summoned them down. The more it rained, the worse they suffered. The worse they suffered,...
EWI: 14.44 (+0.05), EWG: 29.19 (-0.01), DFE: 55.11 (+0.16), EFNL: 34.38 (+0.12), FKU: 41.59 (-0.16), VGK: 54.96 (+0.18), FEZ: 38.50 (+0.17), DBEU: 28.01 (+0.11), EWD: 33.52 (+0.29), EUDG: 23.31 (+0.09), EWQ: 26.18 (+0.03), FIEU: 115.69 (+1.37), EWP: 34.41 (+0.42), FEP: 31.22 (+0.12), EWO: 16.04 (+0.08), PLND: 17.86 (+0.09), EWN: 24.91 (+0.08), IEUR: 45.70 (+0.01), FSZ: 39.72 (unch), EWL: 32.82 (+0.02), UPV: 47.14 (+0.37), FEU: 35.83 (+0.27), EWK: 17.15 (unch), IEUS: 43.75 (-0.14), DXPS: 26.48 (+0.18), HEDJ: 61.99 (+0.12), EIRL: 36.76 (+0.06), DAX: 27.55 (+0.02), DBEZ: 27.78 (+0.08), GXF: 23.01 (+0.24), DBUK: 25.22 (+0.01), QGBR: 56.81 (+0.24), NORW: 12.62 (+0.18), ADRU: 23.27 (+0.13), RSXJ: 21.52 (+0.46), EZU: 38.29 (+0.09), EU: 20.54 (-0.08), HEWG: 26.41 (+0.01), IEV: 44.50 (+0.15), EWU: 18.91 (+0.09), RBL: 17.44 (+0.30), EWGS: 39.75 (-0.04), RSX: 18.05 (+0.39), EDEN: 47.97 (+0.09), FDD: 13.80 (+0.03), ENOR: 24.49 (+0.44), SMEZ: 51.33 (+0.18), QESP: 49.40 (unch), GREK: 13.65 (+0.66), DBGR: 26.56 (+0.02), FEUZ: 32.37 (+0.11), RUSS: 11.59 (-0.81), EWUS: 38.93 (-0.11), EPV: 56.50 (-0.44), FGM: 38.07 (-0.20), ESTX: 46.67 (+1.43), EUMV: 23.86 (unch), ERUS: 13.75 (+0.28), HEZU: 27.28 (+0.10), EURL: 33.01 (+0.29), FEEU: 111.93 (+1.22), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), PGAL: 10.97 (+0.18), RUSL: 27.31 (+1.68), EPOL: 23.61 (-0.07)
German Industrial Production Falls, But Q4 GDP Growth Still On The Cards
Markit - Seeking Alpha - Mon Jan 12, 3:00AM CST
Official data showed industrial output, factory orders and exports all falling in November, while the PMI remains at low levels, but it is likely that the eurozone's largest economy managed to expand in the final quarter of 2014. Production down...
EWG: 29.19 (-0.01), DAX: 27.55 (+0.02), DBGR: 26.56 (+0.02), FGM: 38.07 (-0.20), DXGE: 29.14 (+0.01), QDEU: 56.04 (+1.47), HEWG: 26.41 (+0.01)
Germany Caves On Greek Debt; Italy Takes Note
John Rubino - at Seeking Alpha - Mon Jan 12, 1:45AM CST
Editor's note: Originally published on January 7, 2015 Global financial markets breathed a sigh of relief today on news that Germany might cut Greece some slack after the latter elects an anti-austerity government: Greek Debt-Relief Talks...
EWI: 14.44 (+0.05), EWG: 29.19 (-0.01), FEZ: 38.50 (+0.17), VGK: 54.96 (+0.18), DBEU: 28.01 (+0.11), GREK: 13.65 (+0.66), DBGR: 26.56 (+0.02), FIEU: 115.69 (+1.37), FEP: 31.22 (+0.12), FEUZ: 32.37 (+0.11), GUR: 29.67 (+0.73), IEUR: 45.70 (+0.01), UPV: 47.14 (+0.37), FEU: 35.83 (+0.27), EPV: 56.50 (-0.44), HEDJ: 61.99 (+0.12), DAX: 27.55 (+0.02), DBEZ: 27.78 (+0.08), FGM: 38.07 (-0.20), ESTX: 46.67 (+1.43), HEZU: 27.28 (+0.10), ADRU: 23.27 (+0.13), EURL: 33.01 (+0.29), FEEU: 111.93 (+1.22), DXGE: 29.14 (+0.01), EZU: 38.29 (+0.09), QDEU: 56.04 (+1.47), HEWG: 26.41 (+0.01), IEV: 44.50 (+0.15), ESR: 17.72 (+0.02)