The ETF Portfolio Strategist

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Rally In Risk Assets Ex-US: US stocks and bonds took a back seat to offshore rallies this week, providing some much-needed lift to the idea that holdin…

Oct 23

Flatlining To The Election: With less than two weeks until the US election, it’s becoming harder to focus on anything else. Maybe that explains why mul…

Oct 21

No Way But Up? The US stock market continued to confound the bears as shares rose for a third week. Vanguard Total US Stock Market (VTI) posted a thin …

Oct 16

Calm Before The Storm? The markets continue to churn but most of the major asset classes continue to go nowhere fast. Surprising? Not really. With the …

Oct 14

Keep (Stimulus) Hope Alive: The US stock market continued to rebound from September’s correction. Vanguard Total US Stock Market (VTI) posted its secon…

Oct 9

Resilience Revived? Election/political risk in various forms has been squeezing the US equity market in recent weeks, but the correction appears, once …

Oct 7

Pricing In Election Risk: A contentious debate between President Donald Trump and his opponent, Joe Biden, on Tuesday night unleashed a sea of commenta…

Oct 2

Stimulus or no stimulus? That is the question (and has been for months), but the false dawns have run out of road in Washington. House Speaker Nancy Pe…

Sep 30

Waiting, Watching, Wondering: Maybe it’s the nation’s rising anxiety over the November election. Or worries that the economic rebound is slipping. What…

Sep 25

US Stocks Flirting With Fourth Weekly Decline: It’s only Wednesday, Sep. 23, but the downside bias for US equities is building. At today’s close, Vangu…

Sep 23

US Shares Lose Ground For A Third Week: US stocks fell this week at the close of trading on Sep. 18. Vanguard Total US Stock Market (VTI) was off fract…

Sep 18

Lower For Longer: If it wasn’t already clear, the Federal Reserve has no plans to raise interest rates any time soon. Noting that inflation continues t…

Sep 16

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