Three ETFs for Thanksgiving

Thanksgiving is celebrated in so many ways. For some it is a time to spend with family, for others a chance to eat a big meal and watch football. Some camp out at stores to position themselves for Black Friday shopping deals while others trim a Christmas tree. With all these traditions I wonder, are there investment opportunities tied to Thanksgiving? No, I’m not talking about an inverse turkey ETF or a double long waistline ETN, I mean some recognizable trends for investors to take advantage of that are related to Thanksgiving. After careful consideration, I believe there are at least three areas worth a look this Thanksgiving: agriculture, retailers and natural gas. Continue Reading

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Gold and Brett Favre: Outperformed by Upstarts?

The last two years have been eventful for Gold and Brett Favre. The value of Gold careened upward as the economic landscape turned cloudy and investors sought the safety of Gold. Brett Favre joined a loaded Minnesota Vikings team that propelled him to his best statistical (QB rating) season ever, leaving him one win short of the Super Bowl. So, if someone asked you to pick the best performers in each category — Metals and QBs — the last two years who would you pick? The choices are Gold versus Silver and Brett Favre versus new Packer QB Aaron Rodgers? Believe it or not, the upstart has outperformed the more well known standard in both cases. Here’s proof:

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Emerging Market Bonds: Big Opp or Flop?

How’s this for a potential recipe for disaster: combine fixed income investing (which is receiving historic inflows) with emerging market investing (which has also seen strong inflows).

Is the fast growing but relatively new asset class of emerging market bonds leading investors into a big flop or will it ultimately prove to be an investment opportunity? Examine the charts below to prep yourself and I’ll join you after the break.

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Surprise! Gold Crushed By REITs?

With Gold trading at record highs, I thought it would be interesting to take a step back and review the performance of three different asset classes dominating the news this year: Gold, Stocks and Real Estate. I used the following respective ETF proxies: GLD, SPY and VNQ (the largest REIT ETF at approximately $5.6bil in AUM). What I found took me a bit off guard! Check out the chart…

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