I often get asked about when to use covered call ETFs versus similar exposure that does not have the enhanced yield. The general answer is that in sideways to falling markets, a covered call strategy will generally improve your results. For Canadians, the benefit of
For years I’ve been preaching the merits of being an active investor versus a passive investor. The unique aspect of my approach is to use passive index strategies with ETFs to make active asset allocation decisions. Asset allocation is far more important than security selection
I’ve been asked several times over the past week what happens if Trump sweeps vs. loses both houses of Congress. What if the pollsters are wrong like they were about Trump in 2016. According to Nate Silver of www.fivethirtyeight.com , the guy who was very
Global bond yields are moving higher and in some cases breaking to levels not seen in several years. The moves on a multi-decade scale are hardly noticeable. Japanese yields are still extraordinarily low, but are probably most important from a psychological perspective. As central banks
It’s not a secret that gold equities have been a relative disappointment for the past several decades. The peak in relative value (the ratio of gold equities to the value of gold bullion: lower chart) peaked in the mid 1990s. The reason is relatively straight
There was a high degree of fanfare this past week on the 10-year anniversary of the Lehman moment. For me, this was the defining moment when Congress and the world realized that the financial system was at risk. It stirs up some wild emotions for
I last looked at this topic back on April 30th and I thought with all the talk about the strong US$ and some misinformation (opinion) I have heard in recent weeks, I thought I should update you with my thoughts (facts) on the subject. Recall
According to Mark Hulbert of Financial Digest fame, a sentiment based independent based analyst firm, the single best (long-term 10 years) predictor of future returns is equity share of household assets. These data can be followed (annually) on the Federal Reserve Board of St. Louis
It should be no surprise to Berman’s Call viewers that I think the sheer amount of debt in the world is problematic. History teaches us that the bigger the percentage of debt compared to the size of the economy measured by gross domestic product (GDP),
One element of technical market analysis that is often a leading indicator is called breadth analysis. There are many different breadth indicators. Today, we look at the percentage of stocks above their own 200-day average given that we bounced off that level again last week.