If you tune out the noise - Spanish bond yields, Greek elections, U.S. job weakness, China "hard landing" - simplicity can guide intelligent investment decisions. Here are 3 potential ideas for ETF enthusiasts: 1. Safety In Emerging Market Sovereign Debt. For example, emerging market sovereign bonds are clearly better than comparable U.S. Treasuries. We can debate European contagion [...] Continue Reading...
Manufacturing in New York state fell to its lowest level since November. Consumer sentiment hit its lowest point in 6 months. And left-leaning publications are still eviscerating former president Bill Clinton for suggesting that America was already in a recession. Actually, the 90s icon did more than just say what most people believe. He suggested that Congress and the White House agree to [...] Continue Reading...
The iPath DJ-UBS Coffee Subindex TR ETN (JO) is a single-commodity tracker that currently consists of one futures contract on the commodity of coffee. JO is down 50% since September. Granted, I wouldn't expect to pay 50% less for my cup of caffeine simply because the beans are cheap. Yet I might expect some of our most beloved establishments to [...] Continue Reading...
There will be times when investors succeed in spite of what they are doing, not because of what they are doing. For example, on a year-over-year basis, plowing money into treasury bond funds has been exceptionally profitable. And the longer the duration, the better the results. Year-Over-Year Treasury Bond Profitability [...] Continue Reading...