I have suggested for many years that currency exposure when investing globally should be a major consideration. We can only do something about it when using ETFs. Mutual funds or single stock or bonds do not give us the opportunity to hedge our exposure. To
In 2016, Sweden introduced the idea of creating a digital currency. Sweden’s central bank, the Riksbank, was the first central bank in the 1660s to issue paper notes. The amount of notes and coins in circulation had been cut in half globally in the past
There has been a lot of talk recently about the similarities between the 1987 period and today. The current market volatility looks a lot like the period before the 1987 market crash. Like today, economic growth was strong, inflation pressures were rising, and the economy
My friend and technical analyst Richard (Dick) W. Arms Jr. (January 12, 1935 – March 10, 2018) passed away peacefully last week. We pay our respects this week by looking at a few indicators that Dick created in a celebration of his life’s contribution to
This week we have Tim O’Brien, Analyst and VP Industrials, Global Corporate division of Dominion Bond Rating Service (DBRS). A few months ago I made a comment on air that credit analysts are often well behind the curve; meaning they don’t change their credit rating
Looking out over the next year at what the most likely economic scenario is should help to position your portfolio. When making longer-term forecasts you have to start with some assumptions. The most reasonable assumption is that the Fed will be raising rates, possibly a
In a word, yes. First you need to understand that the media uses the term “ETF” (Exchange Traded Fund) to describe pretty much any exchange traded mutual fund (believe it or not ETFs are technically mutual funds that are tradable like stocks). ETFs have been
Far be it for me to disagree with the likes of Bill Gross, Jeff Gundlach, Ray Dalio and others, but I think we are likely seeing a cyclical bump, not a secular shift in the interest rate outlook. There is no doubt rates will rise
After Day 1 of the Inside ETFs 2018 conference, I have a few takeaways for BNN viewers. Bitcoin ETFs exist in Sweden (not coming to the US anytime soon), Blockchain ETFs are out (BLOK – Amplify Transformational Data Sharing ETF), we are expecting one in
Jeremy Grantham, co-founder of GMO LLC, one of Europe’s large value managers made the case last month that the final stage of the bull market could see a massive melt up. Grantham has studied all historical bubbles and is regarded as an expert in the