Tag: ETFs

Where Is The Gold Rally?

Where Is The Gold Rally?

Gold prices ought to have climbed higher given the amount of money printing that took place in 2020 and that is likely to continue. What happened? Additional debt-funded "stimulus", QE and accompanying asset inflation should have pushed gold prices higher. After all, gold is a safe haven. What gives? (view a chart of the spot … Continue reading Where Is The Gold Rally?

Where Do We Go From Here?

Where Do We Go From Here?

Given the significant run up in many Technology stocks (our CEORater Tech portfolio is up 57% YTD, detail end of article), the question for many institutional investors is how best to position the portfolio for 2021? There is a saying in Physics that "big bubbles get bigger". Our expectation would be for Alphabet, Amazon, Apple … Continue reading Where Do We Go From Here?

Powell Is A Paper Fed Chair. That’s Good News for Stocks.

Powell Is A Paper Fed Chair. That’s Good News for Stocks.

Powell is a paper-loving, paper-printing Fed Chair. Powell has never hesitated to print his way out of a tough spot. We predict that should the equity markets roll over another 10-15 percentage points Powell and his band of merry Federal Reserve Board members will seek to support the equity markets with Equity ETF purchases. Tickers … Continue reading Powell Is A Paper Fed Chair. That’s Good News for Stocks.

Equities Continue to Experience Fund Outflows as Technology Stocks Slide

Equities Continue to Experience Fund Outflows as Technology Stocks Slide

Equity funds continue to experience fund outflows as taxable bond funds enjoy fund inflows. (see table & chart below). A modicum of sanity has crept into the equity markets insofar as Technology names are concerned. High multiple growth names that were driven primarily by speculation and momentum have finally started to pull back over the … Continue reading Equities Continue to Experience Fund Outflows as Technology Stocks Slide

Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More

Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More

Adobe (ADBE), Amazon (AMZN), Apple (AAPL), Broadcom (AVGO), Microsoft (MSFT) and Oracle (ORCL) were among the Technology companies included in the Fed's July 10th SMCCF disclosure. The Fed has purchased $137 million par value of Technology company fixed income securities through June 26th or approximately 9% of a total par value of approximately $1.5 billion. … Continue reading Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More

Passive Investing Makes for Less Efficient Markets

Passive Investing Makes for Less Efficient Markets

Enormous sums of capital piled into passive products (index funds, ETFs) over the past decade. I get it. Why pay management fees if your portfolio manager can't outperform the benchmark? However, let's not be quick to dismiss active managers as dinosaurs. Active managers perform an important function as they decide what a security is worth. … Continue reading Passive Investing Makes for Less Efficient Markets

CEORater Technology Founder CEO Index Remains Undefeated

CEORater Technology Founder CEO Index Remains Undefeated

We created the CEORater Technology Founder CEO Index in 2017 to illustrate our strong belief that founder CEOs are better qualified to lead Technology companies than are “hired” CEOs/ professional managers. The CEORater Index remains undefeated through July 13th 2018. The CEORater Technology Founder CEO Index returned 24.7% and 22.8% on a Weighted and Unweighted Return basis respectively … Continue reading CEORater Technology Founder CEO Index Remains Undefeated

CEORater Technology Founder CEO Index Outperformed in Q1’18

CEORater Technology Founder CEO Index Outperformed in Q1’18

The CEORater Technology Founder CEO Index returned 8.2% and 8.4% on a Weighted and Unweighted Return basis respectively (click here for detail) during the January 2nd 2018 – March 29th 2018 period. The S&P 500 Information Technology (TKR: S5INFT) returned 1.8% on a Weighted basis over the same period. The Guggenheim S&P 500® Equal Weight … Continue reading CEORater Technology Founder CEO Index Outperformed in Q1’18

Two’s A Trend: “CEORater Technology Founder CEO Index” Wins Second Match

We wanted to see how the CEORater Technology Founder CEO Index would fare if we were to market cap weight the components (review component details here). Therefore we compared our CEORater Index to the S&P 500 Information Technology Index (Ticker: S5INFT). We compared total stock returns for each for the period January 3rd 2017 - January 22nd … Continue reading Two’s A Trend: “CEORater Technology Founder CEO Index” Wins Second Match