Tag Archives: ETFs

Five Good Reads

Posted on January 8, 2014 by macromon

Did Soros Just Predict a China Crash? – Bloomberg “There is an unresolved self-contradiction in China’s current policies: restarting the furnaces also reignites exponential debt growth, which cannot be sustained for much longer than a couple of years,” Soros wrote… … Continue reading →

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Three Fave Country ETFs

Posted on January 7, 2014 by macromon

Our favorite country ETFs to start out the new year are Spain (EWP),  Mexico (EWW), and Korea (EWY). Spain has bolted out of the gates as the sovereign 10-year yield has fallen sharply, down 35 basis in just the first … Continue reading →

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U.S. Equity Sector ETF Weekly Performance – January 11

Posted on January 11, 2013 by macromon

(click here if charts and table are not observable)

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Who Owns the U.S. Equity Market?

Posted on January 9, 2013 by macromon

Here’s an update and upgrade to our mid-2011 post. Lots of noise and imperfections in the Fed’s Flow of Funds data but sure beats the alternative – nothing.  The biggest caveat, in our opinion, is the data include holdings of … Continue reading →

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