All Posts Tagged With: "Mutual Funds"
Not all Commodities Stocks are Treated Equal (Part 2)
The first part of this two-part series essentially looked into the different effects monetary occurrences and supply and demand fundamentals can have on commodity prices. Monetary authorities around the world are implementing rampart growth in the money supply and quantitative easing in the form of negative real interest rates; meanwhile, the global economy is in free fall. The factors have opposite effects on commodity prices. We came to the logical conclusion that we wanted to give our portfolio exposure to the commodities that have significant monetary uses, aren’t cyclical, or both. Two good examples are gold and the grains. I…
24Feb2009 | Oxbury Research | 0 comments | ContinuedFive Emerging Markets ETFs for 2009
If you’re an emerging-markets investor, and you happened to peruse the study that the Institute for International Finance released this week, you must’ve experienced alarm – if not panic. The IIF expects the inflow of private funds into these markets to plunge to only $165 billion this year – an amount that’s just 18% of the $929 billion that flowed into these very same markets in 2007.
For investors, the message is clear: We’d better concentrate on those emerging markets whose inhabitants have hefty piggybanks of their own.
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Gold Investments Market Update – Gold Surges on Obama’s Inauguration Day – Concerns regarding Asset Backed Derivatives and ETFs
It is a historic day for the world with the inauguration of the 44th President of the United States of America.
Gold has rallied by more than 2% despite continuing dollar strength and oil having collapsed 7% to just over $34 per barrel (Light Sweet Crude Oil Future – Combined – FEB09 : -7.6%) . While the dollar is up on hopes that President Obama can turn around the ailing US and indeed the global economy, stock markets internationally are under pressure again today with increasing concerns regarding the international banking and financial system.
Obama’s has been left an unholy mess by…
21Jan2009 | The Gold Blog | 0 comments | ContinuedHere are TIPs to Protect Yourself from Future Inflation
This article is another in my series of articles about common mistakes that the average individual investor makes in their overall portfolio allocation. For these articles, I drew from the 20 years of experience I had at Charles Schwab in dealing with clients face-to-face and helping them meet their financial goals.
In previous articles, I wrote about two areas which were dramatically under-represented in most clients portfolios – commodities and international securities. There is a third area which I found to also be under-represented and that is fixed income investments. Many clients had little or no exposure to fixed income investments.
The most…
3Dec2008 | Oxbury Research | 0 comments | ContinuedThis Market is Not Risky Enough
By John K. Whitehall, Oxbury Research
That’s right.
I’m tired of all the stability, certainty, and guaranteed returns in the stock market lately.
Or so seems to be the thought process behind Direxion Funds’ introduction of a couple of brand-new ETFs into the market yesterday.
One fund is a bullish fund (BGU) and the other is bearish (BGZ), each looking to replicate the gains or losses of the Russell 1000 index… except at three times leverage. In other words, 300% of the gains or losses that the Russell 1000 enjoys or suffers can be yours for the price of three little…
7Nov2008 | Oxbury Research | Comments Off | ContinuedMarket Vectors Environmental Services ETF: Adding Recession “Insurance”
A friend of mine, along with his family, owns and operates one of the largest landfills in my area. He smiles and says, "It’s about as a recession-proof business as you can find. Here in the United States, people and businesses generate 750,000 tons of garbage every day. The trucks never stop coming."
Many years ago, before recycling became popular, the company started a recycling operation as a natural extension of the landfill business. It’s doing very well. When any given recyclable commodity goes up, the company’s a seller. The rest of the time, it just stores the copper, steel, aluminum and…
29Oct2008 | Investment U | Comments Off | ContinuedThe Last Great Bubble
If I were to put the blame of this current financial crisis squarely on the shoulders of one individual, hands down, Easy Al Greenspan would be in the middle of my cross-hairs. Through the combination of his loose monetary policy, praise of exotic financial derivative instruments, and encouragment of living beyond our means has directly resulted in the current financial mess.
The root of these issues can all be traced back to the growth of money and credit that made all of this possible. When money and credit are created, the most common vehicle to get the fiat garbage into the…
24Oct2008 | Oxbury Research | Comments Off | ContinuedMaster Limited Partnerships: A New Way to Shop for Bargains
Most investors have never heard of, or purchased, shares of a master limited partnership (MLP). But, with many yielding more than 10% and prices at historically low levels, these bargains are getting hard to ignore.
Few investors know that master limited partnerships are publicly traded asset pools. They have the tax benefits of a partnership plus the liquidity of a publicly traded stock.
Because they invest in many different types of assets, most master limited partnerships have significant debts on the balance sheet and have suffered from the credit crisis. But not all debt is bad debt. And their crisis could be your…
24Oct2008 | Investment U | Comments Off | ContinuedInverse ETFs Continue To Thrive In A Grim Market
In a week in which the Dow Jones Industrial Average has surrendered more than 10% of its value, inverse ETFs have continued to thrive.
A screen of the top 20 performing ETFs tracked by MSN Money for the 4-week period ending October 7th, will return a list that includes 19 inverse ETFs. The only non-inverse ETF is a fund that tracks the performance of the Swiss Franc relative to the U.S. dollar. This fund has averaged a meager trading volume of 1,600 shares, essentially rendering it insignificant.
The top performer over the past 4 weeks has been the UltraShort Basic Materials ProShares…
10Oct2008 | Oxbury Research | Comments Off | ContinuedDow Transports Say: The Bull Market Lives!
Matt McAbby
Quantitative Analyst, Oxbury Research
Dow Theory, developed originally by Charles Dow, the founder and editor of The Wall Street Journal, is one of the oldest and most reliable methods of market analysis available to investors. Without getting into all the particulars, one of the key tenets of Dow Theory is that both the Dow Transport Average and the Dow Industrial Average must confirm one another when bull and bear markets begin. Below we examine exactly how this works.
But first, let’s take a brief look at the relationship that binds the Transports to the Industrials.
There are two aspects to traditional industrial…
3Sep2008 | Oxbury Research | Comments Off | Continued
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