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VGT: U.S. Information Technology Stocks Are Probably Fairly Valued (NYSEARCA:VGT)

 on Jan 27, 2023 10:00 pm
VGT invests in tech stocks across small-, mid-, and large-cap stocks. It is probably fairly valued, although the investing landscape is shaping up for an uncertain 2023/24.Recession is certainly a possibility; however, I believe VGT is probably fairly positioned regardless.
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China’s “Zero Covid” Policy: Opportunities and Risks for China

 on Jan 27, 2023 07:00 pm
The 2023 China re-opening will lead to more travel and short-term consumption splurges but much fewer long-term household investments like housing. Even though the one-year performance is similar, Chinese
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AAXJ: When The Clouds Part, This Could Be A Fund To Really Get Behind

 on Jan 27, 2023 12:00 pm
The iShares MSCI All Country Asia ex-Japan ETF ( NASDAQ: AAXJ ) tracks an index composed of Asian equities, excluding Japan. AAXJ is heavily weighted towards four countries/territories, with Hong Kong
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RINF: 3 Reasons Inflation Could Be Higher For Longer

 on Jan 27, 2023 04:00 am
As I wrote in a recent article on the United States Brent Oil Fund ( BNO ), one of the largest consequences of a China re-opening is going to be a surge in demand for energy commodities like crude oil and gasoline:
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EWJ: The Bank Of Japan Continues Its Wise Dovishness

 on Jan 26, 2023 10:00 pm
With Japanese markets benefiting primarily from Japanese and Chinese wallet share, a weak year for China in 2022 could reverse into a strong 2023 as Beijing moves firmly forward with plans to reopen the economy,
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AFC On The Road – Vietnam

 on Jan 26, 2023 07:00 pm
The significant advantage of the Gemalink port is (1) it is a deep seaport which can accommodate two larger container vessels at once and (2) its location at the mouth of the Thi Vai River which runs upstream to Ho Chi
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Call on KBND for China Bond Market Opportunity

 on Jan 26, 2023 12:00 pm
KBND follows the Bloomberg China Inclusion Focused Bond Index and primarily holds Chinese sovereign debt as well as investment-grade corporate bonds, indicating credit risk is relatively tame compared to that
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3 Reasons SPHY Is One Of The Best Long-Term High-Yield Corporate Bond ETFs

 on Jan 26, 2023 04:00 am
High-yield corporate bond ETFs all offer investors strong, growing dividends. There are potential capital gains too, contingent on interest rates normalizing. High-yield corporate bond ETFs are almost all fantastic investment opportunities right now, but some are better than others. SPHY is one of the best.
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Investigate IQHI if Junk Bond Environment Improves

 on Jan 25, 2023 10:00 pm
Fed officials, however, forecast interest rates to remain high for the whole of this year, with the central bank’s target policy rate remaining just over 5% until the end of 2023,” noted Reuters. That could be good news for
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Capture Potential Outperformance With Target Duration Treasuries

 on Jan 25, 2023 07:00 pm
In September, BondBloxx Investment Management announced the launch of a suite of eight target-duration U.S. Treasury ETFs, which seek to offer investors a more precise, lower-cost way to get exposure to U.S.
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Tap Into Municipal Bonds With VTEB and VTES (When You Can)

 on Jan 25, 2023 12:00 pm
The Vanguard Tax-Exempt Bond ETF (VTEB) tracks the Standard & Poor’s National AMT-Free Municipal Bond Index, which measures the performance of the investment-grade segment of the U.S. municipal bond
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Capitalism Could Be Helpful in ESG Bond Market

 on Jan 25, 2023 04:00 am
Caskey and Chang found that SLL borrowers were 22.7% more likely to attribute good ESG performance to the pandemic, and 21.5% more likely to report bad news,” added UCLA. Capitalism can work through those
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Biotech Bonanza: 2023 Biotech Outlook As The Fed Remains Hawkish

 on Jan 24, 2023 07:00 pm
Federal Reserve interest rate policy to again remain the market focus this year and create a chaotic first half. Biotechnology should be favorably positioned relative to the market if the economy slips into a recession. Biotech fortunes near term are to be determined by the performance of the 10-year yield, which should likely remain anchored or slip due to economic concerns.
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Investors Are Redeeming This Cannabis ETF’s Shares (NYSEARCA:MSOS)

 on Jan 24, 2023 12:00 pm
I have been watching MSOS since before it launched. Before its collapse, I warned investors about its high concentration in just the five largest MSOs. The ETF has been adding shares extensively, but recently there have been redemptions.
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HAP: It’s Hard Not To Like This Fund (NYSEARCA:HAP)

 on Jan 24, 2023 04:00 am
VanEck Natural Resources ETF tracks an index of hard asset firms. HAP has a global portfolio with holdings across six continents. The fund invests in companies that generate at least half their revenue from hard assets including agriculture, alternatives, base/industrial metals, energy, forest products and precious metals. HAP has had an impressive run of late up 12% over the past three months
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Live Off Dividends With 2 Big Income Picks

 on Jan 23, 2023 10:00 pm
I learned a long time ago that you can be paid for simply investing in other's success. Living off dividends has been a lifelong goal of mine. We look at two of the best managed companies in the United States, in my humble opinion.
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Europe’s ESG ETF industry proves resilient

 on Jan 23, 2023 07:00 pm
Morningstar notes that one of the most significant flow trends during 2022 was investors’ continued support for ESG-tailored ETFs which gathered €51bn net new assets, despite these strategies underperforming more mainstream exposures over the year. According to BI’s Global Asset
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Invesco S&P 500 Momentum ETF: Large Cap Momentum At Its Best (NYSEARCA:SPMO)

 on Jan 23, 2023 12:00 pm
Momentum is the simple idea that stocks which performed relatively strong over the recent past (winners) tend to outperform those that performed poorly (losers). The Invesco S&P 500 Momentum ETF invests in the 100 stocks with the highest “momentum score” (12-month return) from the S&P 500 Index. Since inception in 2015, SPMO delivered momentum exposure with respect to the academic benchmark of Kenneth French. Since 2017, it also outperformed most momentum-peers
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BDRY: All Set To Ship Out If It Doesn’t Sink First

 on Jan 23, 2023 04:00 am
It holds 3 different types of futures contracts for dry bulk shipping: 50% Capesize contracts, 40% Panamax contracts, and 10% Supramax contracts. Futures contracts that lock in a price, even if just for three
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