ETFS

The non-agency MBS sector has gone through a roller-coaster ride in the last few months due to heavy sell-downs by leveraged players and a subsequent snapback in demand by value hunters. We remain overweight the sector on the service due to continued sector demand, fiscal support of households and a decent housing price backdrop. In
0 Comments
In 1998, as the first Internet boom was raging, I became bullish on oil. By 2011, my research went viral on MarketWatch. I beat the big investment banks to recognizing the “one thing that will change everything for America” which was the shale boom. In 2014, I predicted the first crash in oil prices since
0 Comments
The sharp rally we have seen across markets since the end of March is presenting a challenge to income investors. Yields across sectors are well below their highs during the March drawdown and CEF discounts have tightened making obvious bargains much more difficult to find. Add to this the fact that a number of states
0 Comments
Over the past year, the United States 12-Month Natural Gas Fund (NYSEARCA:UNL) has taken a small hit with the price of the ETF dropping by a little over 11%. While this drop has certainly been difficult for some investors, I ultimately believe that UNL represents a superior gas ETF and that now is a strong
0 Comments
As can be seen in the following chart, the United States Natural Gas Fund (UNG) has been in for a turbulent year with shares continuing to shred value. While these losses have been substantial, I believe that we are at an inflection point in the fundamental data. Specifically, I believe that both fundamental and technical
0 Comments