What Is Your Sell Criteria?

Every stock market cycle has its darlings—the stocks investors believe can do no wrong.  I remember 1999 all too well.  Microsoft (MSFT) and Dell (private since 2013) were two of the stocks that investors fell in love with during that era.  However, those investors soon learned that loving a stock... 

Sector Rotation: Defensive to Smokestack

Sector analysis often reveals insightful information about the state of the economy, or at least investors’ perception of the economy.  However, it can often be confusing because the stock-market cycle is out of phase with the economic cycle.  We’ve all been told that the stock market is a discounting... 

ETF Deathwatch for April 2016: 35 Names Added

A whopping 35 ETFs and ETNs joined ETF Deathwatch this month.  However, seven came off the list thanks to improved health, and another 11 exited due to their demise and liquidation.  The net increase of 17 products pushes the count to an all-time high of 435. Despite the 585 lifetime product closures,... 

ETF Stats for March 2016: 17 Births, 17 Deaths

The 17 fund closures cancelled out the 17 product launches of March, leaving the quantity of current listings unchanged at 1,863.  The product mix consists of 1,659 exchange-traded funds (“ETFs”) and 204 exchange-trade notes (“ETNs”).  The number of actively managed ETFs decreased by one to... 

Telecom, Mid-Cap Value, and Latin America

Our weekly EdgeCharts display the relative strength rankings for three major market groupings (sectors, styles, and global).  Rankings are determined by the intermediate-term momentum of ETFs representing each of the individual categories.  Momentum values are annualized to indicate the strength of... 

ETF Deathwatch for March 2016: O’Shares ETFs Are Dead To Me

The quantity of funds on ETF Deathwatch surged by 20 this month, establishing a new record high.  With 28 new names joining the list and just eight leaving, the membership roll now has 418 entries and easily surpasses the previous record of 403 set in September 2012.  On a percentage basis, one can... 

ETF Stats for February 2016: Count Up, Assets Down

Thirteen new products came to market in February: seven exchange-traded funds (“ETFs”) and six exchange-traded notes (“ETNs”).  Closures were on the light side, with just three products being liquidated during the month.  The net increase of 10 listings pushes the overall count to 1,863, consisting... 

Anti-Ruination Triggers

After the implosion of a couple of leveraged MLP exchange-traded notes (“ETNs”) last month, I noticed that many investors are not aware of the anti-ruination triggers that are embedded in many leveraged products. When the first leveraged mutual funds and ETFs arrived on the scene, they all reset... 

ETF Deathwatch for February 2016: Here Come the Currency-Hedged ETFs

Last year, hedging was a popular strategy employed by new ETFs coming to market.  I referred to it as a “land rush,” with sponsors throwing caution to the wind in their quest to achieve first-mover status.  In my year-end summary, I identified 74 new ETFs following this theme.  Of these, 57 have... 

ETF Stats for January 2016: Currency Hedging 2.0

January witnessed 13 ETF launches along with the closure of four ETFs and one ETN, putting the new count at 1,853 (1,653 ETFs and 200 ETNs).  The net increase of eight might seem like a slow pace of product introductions, but it is much better than a year ago when the 23 closures swamped the 13 launches. ... 

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