Category: ETF Strategist
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This is when passive indexing becomes active
I have long said that many indexes are a black box. If we don’t know what will be added or deleted from the index in advance, the rules driving the changes must be a black… Read More
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Dow Jones is down -10% off its high
Dow Jones is down -10% off its high. I don’t pay much attention to the Dow Jones Industrial Average as it’s a price-weighted index of 30 stocks. But, the S&P 500 capitalization-weighted index of approximately… Read More
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The S&P 500 stock market index is holding the line
The stock index is holding the line so far. You can see the percent of S&P 500 stocks trading above their 50 day moving average closed at 30% last week. It’s also testing a low… Read More
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The value of technical analysis of stock market trends
Someone asked; how do you use technical analysis (charting) as an investment manager? I’ll share a simple and succinct example. Below is a chart of a popular stock market index. What do you see when… Read More
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The normal noise of the market?
We shouldn’t be surprised to see stock prices pull back closer to their average true range in the days ahead. Such a pullback or stall would be normal. Below I highlight the strong momentum Technology… Read More
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Stock Market Observations
The S&P 500 stock index retests October low for the third time. It is only 1.2% above the February and April low, but so far holding the line. We would expect to see some potential… Read More
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Momentum stocks need to find some buying interest
The U.S. stock indexes were down nearly -2% today. Prior to today, it appeared more likely the stock market would attempt to trend higher. The only positive about today’s price action was the volume was… Read More
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Emerging Markets Reached a Bear Market Level, or is it a Continuation of a Secular Bear Market?
An emerging market is a country that has some characteristics of a developed market but does not satisfy standards to be termed a developed market. The MSCI Emerging Markets Index covers more than 800 securities… Read More
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Global Market ETF Trends
Looking at the broad global markets, U.S. stocks are in a positive trend along with the U.S. Dollar. International stocks, commodities, and foreign currency are trending down. With the directional trends and momentum being in… Read More
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Does Your Firm Use Active ETFs?
Christi Shell was recently asked by ETF.com “Does your firm use active ETFs”. Her answer from the interview: Our portfolio manager, Mike Shell, doesn’t currently include active ETFs in our universe of tradeable ETFs, but… Read More

