ETF Insight Articles

  • The Arrogance of Entitlement (TWTW – May 22-26, 2017) May 28, 2017 - The Arrogance of Entitlement – President Trump’s Travels to the Middle East and Europe – including a visit to the Pope – failed to relieve the pressure stemming from the FBI investigation into his campaign’s dealings with Russia… This is as news surfaced that his son-in-law Jared Kushner was being asked about his efforts to establish back channels contacts through Continue Reading
  • May 2016 – Flows & Performance: a preview of what month-end might reveal … May 25, 2017 - Last week saw markets hit by two potential i events – i standing for impeachment … one in the US, where the US President’s firing of FBI Director James Comey looked rather awkward and in Brazil, where Temer’s grip on the presidency now looks rather shaky in the wake of another political scandal … Anyways looking at what the month Continue Reading
  • The benefit of scale – iShares lowers Fees on 3 fixed income bond ETFs May 23, 2017 - Great news for the owners / users of the following 3 bond ETFs from iShares: The fees on these is being reduced significantly (they were already cheap – as most all ETFs are – significant reduction means as a % of where the new fees stand relative to the older one, a big change): XBB – iShares Canadian Universe Bond Continue Reading
  • Multivariate Unfitness (TWTW – May 15-19, 2017) May 21, 2017 - Multivariate Unfitness – The obvious headline was “Witch Hunt”, that which would fit the President’s narrative. Naturally, the “other” narrative is and for a while can very much be expected to remain rather uncomfortable. That narrative is that of the world’s most powerful man, a man used to get his ways in probably more ways than one, and a man Continue Reading
  • “Snap” Trump (TWTW – May 8-12, 2017) May 14, 2017 - “Snap” Trump – While by now renown for his rapid fire Twitter prowess berating opponents, belittling the press etc, President Trump might in fact have more in common with Snap… Lots of “flash”, chutzpah or whatever you choose to call it … and then … poof, the picture / follow through has just vanished … This, in effect, is what Continue Reading
  • No Contest (TWTW – May 1-5, 2017) May 8, 2017 - No Contest – The pollsters had all along predicted Marine Le Pen would fall short in a contest with Emmanuel Macron, and they were right , as in the event, Macron’s victory came in at 66/34 (almost like the balanced portfolio-like 60/40 the latest predictions stood at Friday). It looks like it is as good as it gets for the Continue Reading
  • Performance Highlights to Apr 30, 2017 – What do the numbers say? May 5, 2017 - April saw momentum gain the upper hand over value – Presumably in the context of the results of the first round of the French Presidential Election – seen as favorable enough to warrant a return to “risk on” as far market posturing. With Macron well ahead in the polls, heading into the final round – European equities should continue to Continue Reading
  • Against all Odds (Perspectives May 2017) May 3, 2017 - Against all Odds – Markets continue to defy the odds, high valuations in the US, rising geopolitical tensions in Asia, winds of war on the trade front (NAFTA) – and the ongoing rise of populism, notably in Europe. French Presidential elections held May 7th could – with a Macron victory – possibly given markets there further ground for embracing animal Continue Reading
  • 100 Days (TWTW – Apr 24-28, 2017) May 1, 2017 - 100 Days – The first 100 days of Donald Trump’s Presidency came and went, with much sabre rattling, be it with North Korea, or in the context of NAFTA… Has much been accomplished? Perhaps one thing – President Trump actually realizing that it is a lot harder a job than he thought … Q1 US GDP came out – and Continue Reading
  • Inherited or Merited (TWTW – Apr 17-21, 2017) April 24, 2017 - Inherited or Merited … On Being French – Marine Le Pen. One of two contenders for the French Presidency, to be decided on May 7, 2017. Le Pen came out on top with 24.2% of votes in first round held this Sunday, and will face Macron, who recorded 21.4% of the votes, with Republican Filon coming in a close 3rd. Continue Reading