Though many working on Wall Street have backgrounds in finance or economics, there is certainly a love of history as well. Comparisons to past environments are commonplace, as are predictions based on historical patterns. Continue reading →
For investors seeking exposure to the energy sector, whether as long-term overweighting or a shorter-term tactical play, there are a number of options available. The 21 ETFs in the Energy Stock sub-category have nearly $25 billion in total assets, nearly half of which belong to the Energy Select Sector SPDR (XLE). Continue reading →
The S&P 500 Capital Expenditures Portfolio (CAPX) is the first ETF launched by Elkhorn, a firm founded by former PowerShares executive Ben Fulton in 2013. Elkhorn's first ETF offers a unique twist on exposure to large-cap U.S. stocks, replicating an index designed to include the companies with the highest "capex efficiency" from the S&P 500. Continue reading →
When oil prices plunged late in 2014, many expected that the decline would be temporary. But more and more experts are becoming convinced that low oil prices are here to stay, with some arguing that prices have much further to fall before bottoming out. Continue reading →
Though the unofficial tax season ends in mid-April, the filing deadline is really a summary of the numerous investing events that occur throughout the year. It's the final scorecard to measure the effectiveness of an investor's tax strategy. Continue reading →
