Author Archive: Jeremy Parkinson
Fund-Of-Funds ETFs Defined
The fund-of-funds ETF structure provides an efficient and economical approach to the implementation of many investment strategies. Although critics often complain that fund-of-funds ETFs only put fees on top of fees, the reality is often quite different, making the structure a welcome addition to the investment world. Typically, an ETF directly owns the securities in […]
U.S. Equity ETF (USSD) Hits New 52-Week High
For investors seeking momentum, WisdomTree Strong Dollar US Equity ETF (USSD – Free Report) is probably on radar now. The fund just hit a 52-week high and is up about 27.2% from its 52-week low price of $23.49/share. But are more gains in store for this ETF? Let’s take a quick look at the fund and the near-term […]
So Much RHINO
The FOMC voted today to raise the federal funds corridor by another 25 bps. It was the third such change and the second over the past three months. Judging by the reactions to it, you would think this is 2004 again. It is not. It is instead perfectly consistent where on a day when the […]
Snap, Inc. Stock Upgraded By One Firm, Another Asks If It’s The Next FB Or TWTR
Snap (SNAP) stock is now down by about 16% after a volatile initial public offering that sent shares skyrocketing 40% and then tanking just a few days later. Most analysts are bearish on the Snapchat parent company and rate its stock as a Sell or equivalent. Among the problems that have Wall Street up in arms are the lack […]
Equity Market Conditions Assessment & Portfolio Allocation Intentions
This note has three parts: Short summary of our current market view and portfolio allocation implications Bullet point outline of details behind our thinking in 5 segments (Trend, Valuation, Sentiment, Breadth, Forecasts) Supporting graphics for most of the bullet points provided in 24 charts and tables. The short summary is of our market view and intended allocation actions for […]
Agriculture Markets Report – Wednesday, March 15
A review of the day’s trading in the agriculture markets. Video length: 00:08:43
A 17% Yield On The Verge Of An Upgrade?
Usually, a stock with a 17% yield has a lot of risk – especially its dividend. There’s a reason it yields 17% while its peers yield less than a third of that amount. Wall Street is telling you it expects the dividend to come way down… or that the company’s prospects are well below others […]
How Slick Are Oil Prices?
Trading Oil to the Downside WTI crude oil is currently trading at $48.43 per barrel on the Nymex and Brent crude oil is currently trading at $51.61 per barrel on the ICE. The price of crude oil has plunged approximately 10% over the past 8 days, ruffling the feathers of many in the oil industry. […]
China Is Again Selling US Treasuries As Foreign Central Banks Liquidate $45BN
After December’s brief dead cat bounce, in which foreign central banks bought $18.6 billion in US Treasuries, breaking a streak of 12 consecutive months of selling, in January they resumed their liquidation. According to the just released TIC data, foreign official institutions, which includes mostly central banks, but also sovereign wealth funds and various other […]
March Hike Was Just A Calendar Shift – Two Opinions
We gave 5 reasons for the fall of the dollar following the rate hike. Here are two additional opinions: Here is their view, courtesy of eFXnews: March FOMC: Today’s Hike Is An Early June Hike; 2 More Hikes In 2017 – SEB Following today’s Fed hike, SEB Research maintains its forecast of two more hikes in 2017 and three […]
