Clawing Back

Ulli Uncategorized Contact

The last three trading days provided a lot of market excitement but no clear direction. Friday, the major indexes closed down sharply, Tuesday they closed up sharply, and Wednesday all of Tuesday’s gains and then some evaporated again. It could have been a lot worse had it not been for some serious clawing back starting at half time. One of …

ETFs And 401ks

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The WSJ reports that “ETFs Make Inroads With 401k Investors:” Exchange-traded funds have been the hot thing in the investment world these days, but not among retirement plans. That may be changing, as ETFs finally are gaining a foothold in the 401(k) retirement-plan market. According to estimates from BlackRock Inc., the largest sponsor of ETFs, investors hold at least $2 …

Actively Managed Income ETFs

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Actively managed ETFs seem to make the headlines now on a daily basis with more major players attempting to jump in the game. MarketWatch had this to say in “Pimco’s Active ETFs:” Pimco has actively-managed mutual funds that seek to outperform a given index or benchmark by either having higher returns or by obtaining similar returns at lower risk. Now, …

The Dominator: Sell Stop Or Trend Line?

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In regards to last Tuesday’s post “You Don’t Need A New High,” reader Fred was looking for more clarification: Since you were on the subject of sell stops today, I have two questions related to it. Do you recommend a single one size fits all sell stop percentage for all sectors, or do you use different percentages for different sectors? …

Sunday Musings: A Sovereign Debt Crisis

Ulli Uncategorized Contact

Forbes featured an interesting story by Nouriel Roubini titled “The Coming Sovereign Debt Crisis.” Here are some highlights: In 2009, downgrades and debt auction failures in countries like the UK, Greece, Ireland and Spain were a stark reminder that unless advanced economies begin to put their fiscal houses in order, investors and rating agencies will likely turn from friends to …

More On Actively Managed ETFs

Ulli Uncategorized Contact

I am reading “Actively managed ETFs pique interest of big fund companies:” The actively managed exchange-traded-fund market is expected to explode as top mutual fund companies, including Putnam Investments, John Hancock Funds LLC, T. Rowe Price Group Inc. and Pacific Investment Management Co. LLC, consider entering the business or expand their lineups. The number of actively managed ETFs is likely …