ETFs
Market Worrying You? Just Sleep On It!
A rather surprising discovery when comparing intraday versus overnight market price action, and perhaps a “Smart Money” buy signal revealed as well?
Perspectives On Gold: Relationships That Help Us Understand Gold Price Movements
All our asset allocation portfolios have commitment to gold and silver. This month’s “Of Special Interest” focuses on the yellow metal. Valuation matrixes are of little use, but we do present a variety of relationships that may help at least understand the price movements of gold.
China Equity Market: Investment Vehicles For U.S. Investors
Looking at alternative ways to play China. See this month’s list of H-shares trading in U.S. markets.
Excerpts From Our New ETF Study
An In Focus Special Research Study sent in late April provides a detailed look at the growth of the ETF industry and endeavors to organize the ETF universe into meaningful categories.
Mutual Fund Flow…..Moderate Net Inflow Estimated For November
While November’s net inflow of $3 billion into traditional open-end equity funds is a break from this recent outflow trend, it’s still a stretch to say that Main Street investors are embracing stocks once again.
Mutual Fund Flow…..Light Net Inflow Estimated For October
U.S. focus equity fund net inflow of $1.5 billion is estimated for October, which ends two consecutive months of net redemptions in August and September.
Stock Market Supply/Demand: The Four Most Interesting Trends Of 2005
In reviewing the numerous Supply/Demand factors we track, there were four trends that are perhaps the most important and/or most interesting on this front so far in 2005.
Mutual Fund Flow…..July Flows Remained Light
Despite evidence to the contrary, many continue to think that investment in exchange traded funds is commanding the lion’s share of new money flow going into all equity funds.
January Mutual Fund Flows...Light Flows Are Troubling
It is clear Main Street investors have become more apprehensive about the stock market compared to 12 months ago when confidence was higher.
Offshoring The Next Bubble?
Main Street’s rush into international stock funds could be foreshadowing tougher times ahead for foreign markets.
July Mutual Fund Flows...Main Street Is Cooling Toward Stock Market
Clearly, in recent months, the public has become much less enthusiastic about the stock market.
Are Most ETFs Un-Investable For Institutions?
Much has been made of ETFs, and their ability to attract fund flow. However, outside of SPDRs and QQQs, the liquidity and asset base of most ETFs is minimal and makes investing in most ETFs near impossible for institutional investors.
The Impact Of Exchange Traded Funds (ETFs)
The popularity of SPDRs has opened the floodgates for new species: VIPERs, HLDRs, and iSHAREs.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
