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December 19, 2014
Successful ETF Investing

Successful ETF Investing
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December 19, 2014
Weekly ETF Report

Setting up a Successful 2015 The clock is running out on 2014, and though the fireworks in the market courtesy of the Fed’s signal on interest rates aren’t over yet, now is the time to start really thinking about how to be successful in the year ahead. Given that there are only 12 more days left in 2014, I think now is the best time to start contemplating what’s really going to affect markets in 2015. Here’s my shortlist for things to ponder about the markets during the holidays. First, in 2015, I think there is one key factor that will ultimately influence the fate of stocks around the world, and that is the return, or lack thereof, of global growth. If Europe, China and Japan fail to really start improving in terms of economic growth, then I suspect that the global economy and global stocks could be in big trouble. The lack of growth will be a big negative for international stocks, but ultimately it will also weigh on U.S. equities, as the world is just too intertwined these days. If there is another setback for global growth, all stocks — even U.S. stocks — are likely to get whacked. Conversely, if global growth improves, that rising tide is likely to lift all equity boats. Second, what is going to happen with interest rates in 2015? The 10-Year Treasury note now has a yield of just 2.17%. Now that the Federal Reserve has explicitly said that it will exercise “patience” when […]

December 12, 2014
Successful ETF Investing

Successful ETF Investing
Subscribe Today

December 12, 2014
Weekly ETF Report

Wet and Wild in California, and the Markets I live in California, and that means today I’m soaking wet. Last month, woes about the worst drought in decades had everyone scurrying to save water and finance bond measures to build more water infrastructure. This morning, the rains are formidable, with heavy downpours throughout the state causing major damage to homes and businesses, as well as roadways and vehicles. While watching the rain siege outside my window this morning, I thought about the reactionary nature of human beings. We react to a drought too late. When it rains in virtual buckets, we scramble for the sand bags and try to cope with the deluge. So, what does this all have to do with the financial markets? Well, policymakers in Washington, at central banks around the world and even just regular investors tend to react to circumstances they can’t control. Much like the weather, there are many things that can’t be anticipated or controlled. But rather than reacting to them after the fact, why not be prepared for them beforehand? I know this makes sense, but most of us just don’t do what we should to prepare ourselves for the inevitable droughts and downpours in life. In the markets, there’s been a downpour in the price of crude oil of late. Oil prices now have tumbled to five-year lows, and they’ve done so in ultra-rapid fashion. The chart below of the iPath S&P GSCI Oil fund (OIL) clearly points out this situation. There’s […]

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Looking ahead to the New Year's Winners and Losers

December 19, 2014

Setting up a Successful 2015 The clock is running out on 2014, and though the fireworks in the market courtesy of the Fed’s signal on interest rates aren’t over yet, now is the time to start really thinking about how to be successful in the year ahead. Given that there are only 12 more days left in 2014, I think now is the best time to start contemplating what’s really going to affect markets in 2015. Here’s my shortlist for things to ponder about the markets during the holidays. First, in 2015, I think there is one key factor that will ultimately influence the fate of stocks around the world, and that is the return, or lack thereof, of global growth. If Europe, China and Japan fail to really start improving in terms of economic growth, then I suspect that the global economy and global stocks could be in big trouble. The lack of growth will be a big negative for international stocks, but ultimately it will also weigh on U.S. equities, as the world is just too intertwined these days. If there is another setback for global growth, all stocks -- even U.S. stocks -- are likely to get whacked. Conversely, if global growth improves,...

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Investors have become complacent. Stocks are near all-time highs. Volatility is low. It's almost like investors are blind to the three coming catastrophes that can crash the market 30% or more in 2013:...
Current Recommendations
Fund Allocation
abc
25%
def
25%
ghi
25%
jkl
25%
Name Ticker Date Buy Price Stop Price
number 1 abc 08/30/2009 19.74 17.74
number 2 def 10/13/2009 19.72 17.72
number 3 ghi 05/15/2009 19.35 17.35
number 4 jkl 03/30/2009 20.08 17.08