Japan

ETF Battles: A Doubleheader Bout between SPY, SPLG and URTH, Who Wins?

This is an excerpt from ETF Battles on ETFguide TV with SPY vs. SPLG and SPY vs. URTH – it’s a doubleheader brawl between these all equity ETFs.  Who wins the battle? SPY, SPLG and URTH go against each other in key categories, including cost, performance and diversification SPY and SPLG are nearly identical while …

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Don’t Let Home-Bias Investing Trip You Up

The total U.S. stock market has gained over 20% during the past year and is doing great. But for U.S. investors that are under-weighted to foreign stocks, it’s not so great. Why? Because foreign stocks have convincingly outperformed U.S. equities, thereby causing a performance deficit. What’s the problem? The tendency of investors to concentrate and …

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Warren Buffett is Once Again Doing the Opposite of the Crowd

The disdain for cash is nearly universal. Cash instruments like money market funds are yielding around 0%. And nobody needs or wants cash because stocks are up. The S&P 500 (NYSEARCA:IVV) just rallied 3.8% in August, almost one-third its year-to-date (YTD) gain of 9.73%. AUDIO:  Listen to Ron DeLegge @ The Index Investing Show Performing …

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Government Overspending is Fueling Debt Boom

Each month, our Mega Investment Theme Report organizes the order of major events by their impact and importance. And swelling sovereign debt (NYSEARCA:BWX) continues to be a stubborn trend that has made every single report. In Ernest Hemingway’s classic novel, “The Sun Also Rises” someone asks the character Mike Campbell how he went bankrupt. He quips: “Gradually, then …

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The First Inning of China’s Bear Market

Never mind China’s reputation for cooking the books; its raw uncooked economic data is sagging. China’s unexpected drop of 18.1% for February exports was the biggest decline in Chinese exports in almost five years and its biggest trade deficit ($23 billion) in two years. (Analysts, that over-optimistic bunch, had forecasted a 7.5% rise.) In January, …

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Russia Isn’t Only Trouble Spot for Emerging Markets

As if war between Russia and Ukraine wasn’t bad enough, emerging market stocks (NYSEARCA:BKF) are still dealing with two other major problems: China’s unfolding credit crisis and Latin America’s currency and political turmoil. Russia’s president Vladimir Putin said that Russian troops have the right to invade Ukraine, setting up the possibility for combat between the …

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