Date: January 2015

3 posts in January 2015

30Jan

Navagating “Smart Beta” ETFs

Up on ETF.com is part one of my three part post on “smart beta” ETFs.  Check it out.  This part deals with dividend-focused funds and the indexes that underlay them.

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18Jan

An exciting start to 2015 in Europe

January is off to a brisk start for traders and central bankers in Europe. I see no quick turnaround to Europe’s economic malaise. The ECB is widely expected to announce a well telegraphed QE announcement this week. The hints going around are slightly higher than I expected, at around 600B Euros. If the ECB is…

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7Jan

Notes on oil

The oil market has grabbed the headlines for the last month and this week I made a presentation at the request of a client so I thought I would share a few notes on the blog. We are in an example of the classic commodity boom and bust cycle. This cycle holds for commodities who’s…

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