Wheat and the Commodity ETF Space
Anyone with even a passing interest in commodities has no doubt taken notice that the worst drought in Russia in at least 50 years, coupled with climatological excesses around the globe which have created a substantial disruption in the supply of agric...
Sunday links: financial earthquakes
“Investors have clearly been ho-hum about better than expected earnings, and they have beaten down stocks that missed estimates. Better than expected is simply what’s expected these days.” (Bespoke also MarketBeat)
Are bonds expensive? Stocks cheap? Or both? (WSJ)
A look at July asset class performance, including corporate bonds. (Bespoke, ibid)
Equity sentiment at week-end. (Trader’s Narrative)
Why is...
LSC Long-Short Commodities ETF Struggling Mightily
Launched in June 2008, the ELEMENTS S&P Commodity Trends Indicator ETN (LSC) was an immediate hit with retail investors, attracting a considerable volume, offering diversification from an equity-heavy portfolio and even using a long-short approach ...
Almost perfect: Andrews Sykes and London Security
It’s all about trust
I’ve been pursuing two companies on-and-off all week. Their businesses and financials fit the the Thrifty 30 template almost perfectly but I cannot add them to the portfolio.
Andrews Sykes (ASY) rents out cooling, heating, and ventilation equipment in Northern Europe and the Middle East. It’s blog catalogues how it kept party...
Diving a Little Deeper into the Strategy-in-a-Box ETFs
I was sufficiently pleased by the response to my strategy-in-a-box ETFs post that it seems appropriate to launch a follow-up post to address several questions raised or implied by readers. The biggest issues seemed to revolve around the history, perfor...
Chart of the Week: Strategy-in-a-Box ETFs
With interest growing in actively managed ETFs, there is another category of ETFs (and ETNs) out there which I believe has been unfairly overlooked by most investors. I do not have a name for these ETFs, but rather than represent asset classes, sectors...
