• Dawn Of A New Era - The Great Race
• The first part of this essay was written five years ago--how time flies! And how the ETF sector has grown!...
• June 1, 2008

• Dawn Of A New Era - We Can Do It Ourselves, Thank You
• We Can Do It Ourselves, Thank You! Over the past few years, ETF issuance has expanded rapidly....
• January 1, 2007

• Retail Investors "Euro-Screwed"?
• In registration with the US Securities & Exchange Commission will be the first "pure" currency play, as Rydex Investments is the Euro Currency Trust. If approved, it will trade under the symbol FXE....
• October 22, 2005

• The Currency Factor for International ETFs
• Currency differentials always present unique challenges for investing internationally. Sophisticated institutional investors know when investing overseas they must deal with both currency and conventional market risk....
• July 5, 2005

• Exciting New Commodity ETFs May Come Up Short
• Every investor knows it’s important to diversify their portfolios. However, just diversifying into various market sectors that trend in the same direction doesn’t accomplish very much....
• June 23, 2005

• Retail Investors Offered Hobson's Choice, Not ETFs
• I’ve spoken to many individual investors who feel trapped in their current investment scheme. They are losing money and they’d like a change....
• June 1, 2005

• Shorting ETF's, the Little Guy Gets the Shaft - Again
• I have been shocked to discover that the rapid proliferation of new Exchange Traded Funds has resulted in retail investors being routinely denied their right to take advantage of shorting opportunities promoted by sponsors, underwriters, exchanges and brokerage firms. Since their creation in 1993, ETFs have been advertised as available for shorting, many without the burden of uptick rules or the need to utilize riskier strategies such as options, futures, or leverage....
• April 14, 2005

• Will New International Vanguard Vipers Displace Popular EEM and EFA?
• More investor funds are flowing to international ETFs than domestic sectors over the past few months according to most tracking services that monitor this data. The prime beneficiaries have been EEM (MSCI Emerging Markets ETF) and EFA (MSCI Europe/Asia & Far East)....
• April 4, 2005

• Brilliant China Investing
• Investors looking to capitalize on China’s booming economy have struggled to find appropriate and rewarding investment vehicles. Since the 1980’s, I’ve frequently recommended Hong Kong company equities as the best and most effective means to benefit from this dynamic economic expansion....
• March 10, 2005

• Protect Your Wealth
• A Familiar Tale In late summer 2004, I met with some unhappy friends. I had just seen them in January....
• August 19, 2004

• Why I Trade Technically
• Investors are always asking me really good “fundamental” questions about the economy; my projection for earnings at XYZ Corp; whether current market valuations are too high or too low; if the Fed will raise or lower interest rates soon; why would I buy or short XYZ when everyone knows the price is too high or too low? And, so forth....
• June 24, 2004

• Using Uncorrelated Assets to Reduce Risk and Increase Portfolio Performance
• During the “Crash of 1987,” I learned an important lesson as a broker—the more diversified a portfolio is among a wide variety of uncorrelated asset classes, the better it performs and the better protected it is from risk. Many advocates of asset noncorrelation use complex charts, graphs, and mathematical models to demonstrate the validity of this approach....
• February 21, 2004

• The ETF Digest Use Of Stops
• I’m often asked an important question—“Dave, how do you use ‘stops’, and how are they communicated in your newsletter?” The answer is more complex than you might think....
• February 3, 2004

• The Virtues Of Shorting ETFs
• The Bullish Bias When measured over long periods of 5 to10 years, markets usually rise, and higher corporate earnings are generally the catalyst that drives stock prices higher. The composition of indices is another factor in this upward tendency....
• December 28, 2003

• The ETF Digest: A Tool for Enhanced Portfolio Management
• While the ETF Digest focuses mainly on exchange traded funds, this newsletter can also assist investors with other aspects of their portfolios. Some subscribers use the Digest’s systematic trading signals as a tool for managing their non-index shares....
• December 13, 2003

• The Mutual Fund Scandal and the ETF Alternative
• Here's what investors need to know: The number of mutual funds grew from 1,500 to 8,300 between 1986 and the bull market peak in 2000. The ability to capture a steady flow of repetitive fee income attracted many new participants to the mutual fund industry, but there were never enough qualified and experienced managers to match the growth in the number of funds....
• December 11, 2003

• The Two-Thirds Objective Explained
• The ETF Digest's investment objective is to capture two-thirds of major market moves. What does this mean?...
• December 3, 2003

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