Institutions Eye Options: Buy-Writes and Butterflies

Yes, the equities markets are on a roll; the bulls are boisterous, and the “buy and holders” are popping champagne corks. Given this scenario, who would even suggest the idea of a fiduciary fund manager employing option-based hedging strategies that can potentially cut into upside returns?? After all, even though major exchanges throughout the globe […] Read More

16 March, 2012

ETFs with Largest Exposure to AAPL: Should You Hedge?

Now that we’ve all forgotten the name of that former derivatives trader from Goldman who enjoyed his 15 minutes of “de-fame”, we can now all re-focus on the brand that’s causing people to line up once again for their latest product offering: Apple Inc. According to ETF Research Center, 91 ETFs have AAPL in their […] Read More

16 March, 2012

How To Hedge Market Top With ETFs.

Following is courtesy of ETF Database market analyst Stoyan Bojinov: Are we near the top or did the bull train just leave the station? Fundamental news has been bolstering equity markets higher since the start of 2012, although many investors are fearful that if they jump in now, the next market correction may very well […] Read More

15 March, 2012

Move Over Ashton Kutcher: ex-Goldman’s Greg Smith Now Most…

If you haven’t read, or at least heard about the brouhaha surrounding GoldmanSachs’ former head of equity derivatives Greg Smith and his farewell-to-the-firm soliloquy in today’s New York Times, you might be on an advance scouting mission to Mars on behalf of Newt Gingrich. Aside from this story occupying Wall Street, and the hearts and […] Read More

14 March, 2012

Top RIA’s 20 Top Twitter Feeds for Financial Advisers

Social Media + Financial Services is (so far) an oxymoron. After all, the odds are 10:1 that you’re compliance officer will call you a moron if you solicit approval to become socially-engaged in any digital venue. All of that said, the tide always turns, until of course, it comes back to you hit in the […] Read More

13 March, 2012

Lyxor Launches New Commodities ETFs

Lyxor has launched a new range of ETFs offering investors four different strategies aimed at providing diversified exposure to commodities. The new ETFs are listed on the London Stock Exchange. Two of the new ETFs track indices of the issuer’s parent bank Societe Generale, the Optimix Total Return and Momentum Total Return indices. The former […] Read More

13 March, 2012

MSCI, S&P, FTSE Create Index Industry Trade Group

MSCI, S&P Indices and FTSE have created a global trade body for the index industry, called the Index Industry Association (IIA). The IIA will form an official, representative body, with a remit that includes educating investors on the attributes and role of indices within the investment process and advocating the interests of index users and […] Read More

13 March, 2012

Indexing Beats Hedge Fund Investing

A brief, but intriguing blog post over at SeekingAlpha–written a a self-proclaimed gear-head backed by compelling research suggests that returns using straight-forward indexing has trumped fast-money hedge fund investing for each of the past five years. As illustrated by the table below (the full article can be accessed by clicking the image), blogger/private investor Jeff […] Read More

13 March, 2012

Traders & Brokers Best Bets For MarchMadness: Destinations

Until your favorite broker has scored you Final Four tix in the Big Easy, you’ll either be in your own easy (chair), or stepping out your trade to a local venue to take in NCAA’s March Madness tourney.  For those of you in Manhattan’s Melting Pot, these are best bets. You’ll have to keep reading […] Read More

12 March, 2012

ETFs for #MarchMadness

Someone with the handle “ETF Professor” is said to have studiously researched specific ETFs (and a few single stocks) that might bounce higher thanks to the billions that will be spent promoting, viewing, betting, and let’s not forget dining and imbibing, in the course of this week’s NCAA March Madness. At the risk of diluting […] Read More

12 March, 2012

Fidelity Snags State Street ETF Czar: Rumors Abound

In a “if you can’t beat ’em, poach ’em” moment, mutual fund monster Fidelity Investments has apparently thrown in the towel and will finally focus on running their own actively-managed sector-specific ETFs. At least that’s the obvious conclusion being drawn by industry watchers after news of Fidelity, which still only offers one house-branded ETF, announced […] Read More

9 March, 2012

WisdomTree Gets Wise With Corporate Bond ETF

WisdomTree, the publicly traded New York-based ETF sponsor, today rolled out the market’s first broad-based emerging market corporate bond ETF, beating iShares and State Street Global Advisors to the punch. The WisdomTree Emerging Markets Corporate Bond Fund (NasdaqGM: EMCB) is an actively managed portfolio consisting of dollar-denominated investment-grade corporate bonds from issuers in Asia, Latin […] Read More

9 March, 2012

Fixed Income ETF Fans Tune In Here

It’s a big bowl of alphabet soup when it comes to quenching your appetite for fixed income ETFs. On today’s menu you’ll find that a small smorgasborg of just these alone will get you through the first of several courses: EUO, UUP, ELD, XLU, IDU. There’s not enough room right here to go into further […] Read More

9 March, 2012

Preferencing Preferred’s: PFF a BFF For Financials’ Fans?

For those following flows, and in particular, fans of financials, a stand-out seems to be iShares’ U.S. Preferred Stock Index fund (NYSE ARCA:PFF), which is currently trading to yield 7%. Preferred stocks, which are historically considered to be second-class citizens by those seeking “oomph” and predominantly issued by financial firms (75% of Pfd’s are courtesy […] Read More

8 March, 2012

New NASDAQ Fees Targets HFTs

Whether in effort to placate regulators who have put high-frequency traders in their cross-hairs, or simply in effort to increase revenue via new fees, or maybe even in effort to keep competitive, NASDAQ OMX announced that effective June 1, traders on its three exchanges will be charged a fee for posting an excessive number of […] Read More

8 March, 2012

Is It Time To Bet on Consumers? Why #XLY?

Optimists are opining that consumers are on the verge of waking up from a spending slumber that, for the better part of the past 3+ years, has impeded the shift from recession to rejuvenation and kept a cap on discretionary debits to their credit card. What with gas pump prices percolating and interest on fixed […] Read More

8 March, 2012

Your Girl’s Best Friend is Now an ETF..

How can you not keep reading after that shining headline?..courtesy of Jason Kephart over at InvestmentNews.. In the category of “what will they think of next?” IndexIQ has apparently scratched a new surface–IN reports that IQ has filed to offer the first physically-backed diamond ETF. The IQ Physical Diamond Shares ETF will work along the […] Read More

7 March, 2012

Thomson Reuters Adds Social Media Sentiment Tool

Courtesy of James Armstrong at Traders Mag.. Thomson Reuters announced today it is adding a new social media sentiment analysis feed to its machine-readable news product. The service, which already gives users access to news from Reuters and about 50 third-party services, will now provide information from up to 50,000 news sites and four million […] Read More

7 March, 2012