Written by David Fabian, May 26th, 2017
Sometimes you stumble across a sector of the market that is just in the right place at the right time. That may very well be the sentiment driving the remarkable price action in aerospace and defense stocks in the current geopolitical environment. These companies are the driving forces behind military and commercial aircraft, defense equipment, and other services designed to support the armed forces. Read more
Written by David Fabian, July 06th, 2016
The mid-point of 2016 is an excellent occasion to review the exchange-traded fund (ETF) landscape. The native transparency of ETFs allows us to visualize where investors are placing their hopes and where fund companies believe the next important trends will emerge.
Often times we see these big picture themes continue to develop for months and years as gathering momentum takes hold. Furthermore, global market forces can have a significant impact on portfolio positioning and investor sentiment to further embellish winners or burden out-of-favor sectors.
Written by David Fabian, April 21st, 2016
Mixing religious beliefs within the context of your investment decisions is a difficult barrier for many people to cross. These core tenets are always lurking beneath the surface of how we view the world and lead our everyday lives. However, they are typically reduced to a lesser role as the overriding influences of compounding, fees, and performance dominate our stock market focus.
Furthermore, different religions of the world value different morals and ethics. So how do you identify which traits are suitable for each group? Read more
Written by David Fabian, September 09th, 2015
Every correction in the stock market unfolds in a distinct manner that is often difficult to forecast ahead of time. Nevertheless, there are still predictable patterns of investor behavior that we have come to expect when volatility rears its ugly head. This can include shedding high beta stocks, loading up on bonds or cash, and even the possibility of strong demand in precious metals.
Through the use of fund flow data, we can get a better look at what ETF investors are purchasing during the most recent correction and whether or not it is adding value.
Written by David Fabian, July 11th, 2014
Many investors consider dividend ETFs to be safer than growth-oriented stocks. The perceived benefit from a consistent income stream is deemed to be more desirable than just riding out a steep drop without getting paid for the adventure. Read more