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Gold, Fund Flows & iShares
Written by IndexUniverse Staff
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April 13, 2009 12:00 AM
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| © Copyright 2009
Index Publications LLC.
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The views expressed by those blogging are for informational purposes only and should not be construed as a recommendation for any security.
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Blog Archive
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2010
February
(5)
Duration: The Looming Scandal
ETFs To Worry About
Fortress Vanguard
Yeah Dave, Who Cares About The Little...
Fidelity’s Free ETF Trading: Bad For Investors
January
(9)
Taming Wildcat
ETFs Have Arrived!
WCAT: The Wildcatter’s ETF Is Indeed A...
Massive Outflows In SPY: What Gives?
PPLT Is Driving The Platinum Market
Will ETF Assets Top Mutual Fund Assets?
The 2009 ETF Surprise Award
You’re Half Right, Dave
Are All Indexes Active?
2009
December
(12)
I Can’t Wait For The New Active...
A Christmas Wish For ETFs
Let’s Make A Deal On...
Investing With Conviction
FCG Vs. IEO: The Best Nat Gas...
Zero-Fee ETFs: A Good Bargain?
Active ETFs? It’s Inevitable
Everybody’s Going Active (Except Investors)
Is Vanguard Taking Over The ETF Market?
401(k) Investors Whole? Hardly!
Why Is No One Buying UGA?
The Name Game
November
(8)
Achieving Long-Term Leverage With ETPs
Will UNL Beat UNG?
A Real Hedge Fund ETF?
ProShares’ Positive Tax Surprise?
XLP Short Interest: Surprising Bearishness
Schwab: You’re Out Of Your Mind, Dave
Schwab: More Important Than You Think
Is Schwab Big News For ETFs?
October
(13)
You May Love ETNs, Matt, But You...
Are ETNs Safe?
I Heart ETNs
Premiums And Discounts: Flawed Thinking
How To Fix Bond ETFs
Better Bond Indexes? How About Better Bond...
Bond Indexes Are Fundamentally Flawed
Jim Rogers: The Next 10 Years
Quant ETF Opportunity?
Natural Gas: Worst Investment Ever
The Changing Role Of Financial Advisers
Will The New DBC And DBA Be...
Are The Banks (And ETN Issuers) Safe...
September
(17)
A Different Perspective On CAF
One Way To Beat The Market
Growth Vs. Value: Death Of A Paradigm
Rethinking Alpha And Beta
The Next Big Thing: Emerging Asia
What’s Right (And Wrong) About The Dent...
Will DENT Dent ETFs’ Low-Cost Image?
U.S. ETF Growth Lags, But Fund Costs...
Hedging Comes To Main Street
Trade War To Hit China-Focused ETFs
ETFs Top Choices Of Advisers
Should Investors Bite If UNG Opens Again?
The Cruelest Of All Months
Why IPOs Are Slow While ETF Growth...
The Money Trail Grows For DXO
Misguided Thinking On Natural Gas
Isn't Summer Supposed To Be Slow?
August
(17)
Mr. Know-It-All
Do More Stable Home Prices Make UMM...
The Downside Of Moral Hazard Is Overblown
Did Bernanke Save The World?
Will Commodity ETFs Disappear?
Interest In Leveraged ETFs Waning?
What Is Right Vs. Making Money
Buying Time Or Misleading Investors?
Where's The Beef In Foreign Bond ETFs?
Limiting Conflicts Of Interest
Why ETF Assets Hit Record Levels In...
Is 5% Of Emerging Markets Too Little?
Information Is Power
Don't Stiff The Index Providers
Energy ETFs: The Last-Chance Saloon
Butting Heads Over Portfolio Disclosure
The Problem With Star Managers & ETFs
July
(16)
A Real Diamond ETF?
China's Big Dive
The Case For Indexing Bonds
Emerging Market Returns Wrong?
Bracing For Pullback
Thinking About Shorting ETFs
Emerging Markets In Flux
Breaking Down EM Flows A Bit More
Bringing Order To Chaos?
Past Is No Prologue
Long-Term Treasury Shorts?
ETFs Shoving Traditional Mutual Funds Aside?
It’s Tough Being A (Small) Speculator
Witch Hunt? Or Fair Trial?
Russell Rebalance: Technology Is Leader
How Did ETF Investors Do In June?
June
(19)
Time For California Muni Investors To Take...
Home Prices In 2014? Dead Flat From...
Pension Reform: ICI (Mostly) Wrong
Is UNG Propping Up Gas Prices?
Thoughts On The New World Order
ETFs Can Help Democratize Savings
What Retirement?
FINRA Warns On Leveraged ETFs
You Can Lead An Investor To Water...
Papering Over The Problem
ProShares, Direxion Are NOT ETFs
What's Wrong With ETFs
Shock And Awe
Listening To The Bogle Webinar—Like Everyone Else
ETFs Are A Scam?
A (Popular) ETF Down 97%???
Nine Basis Points!
Poppycock, Wiandt
Vanguard To Buy iShares?
May
(12)
What I Read Every Day
GM Leaving The Dow (Soon)
Playing With Fire
The Reflation Trade Portfolio
Hougan The Blowhard
Gold Schmold (At Least For The Short...
Buying Yuan/Asia/EM And Selling Dollar/Euro/XLF...
Nouriel Roubini Says Buy CNY, CYB
Claymore Buying Rydex?
Morningstar: Grading On A Curve
The New MacroShares ETFs Revealed
Do I Believe? (Not Really)
April
(8)
Fundamental Indexing Is Working (Recently)
Rob Arnott And Fiduciary Responsibility
Apple, QQQ & Technology
Are HOLDRS The Best Way To Buy...
Short-Attack: Whose Market Is This Anyway?
The Top 10 ETF Model Portfolio
Gold ETFs A Buy? Or Is The...
Cramer Discovers Contango (But Forgets History)
March
(13)
iShares Being Sold To Who???
Look Before Leaping
A Look Inside The Hedge Fund ETF
iShares Sale Not Happening – Yet
The BGI Bidding Short List?
USL: What Went Wrong
Stewart Vs. Cramer
Buy USO, DOY, DXO, UCO, Etc., ANYTHING...
Who Might Buy iShares?
Yes On Fiduciary Duty
Are The Broker-Dealers Bottoming?
SPY And DIA Set To Run As...
$7,825 Per Second
February
(14)
A Few ETFs That Could Save The...
The Best Way To Play Financials
DIA: If You Liked It At $100,...
Finding The Right ETF
Comparing Apples to...Planetoids. And P.S.: Should Equity...
What’s The Best Total Market ETF?
Why NOT To Buy Bond ETFs
Do We Need Bond Sector ETFs?
Schwab!
Don't Buy USO (Buy USL Instead)
People Are Dumber Than They Look
Now Is The Time For Buy-And-Hold
What Better Reason To Buy Value?
Growth Stocks In Vogue
January
(17)
I Love These Funds
Can An ETF Save The World?
VIX ETN Not A Wild Enough Ride
ETNs And The VIX
Yes
Would You Own An ETN?
ETFs And ETNs Safe Havens Or Doomed...
Advisors Using ETFs
Challenges And Opportunities
My 13.65 Basis Point ETF Portfolio
Issues In The ETF Market
Trading, Investing Or Both?
Trading Has Taken Over the World
ETFs Are Taking Over The World
Up, Up And Away!
Just Getting To Fixed Income?
My 2009 New Year's Resolutions
2008
December
(21)
Yes, Jim, Perspective Is Important
Some Perspective On Capital Gains
Cap Gains Unfair
(Another Reason) Cramer Is A Doofus
A Simple Example
POPPYCOCK!
Why Market-Timing Might Work In Commodities
Confessions Of A Market Timer
House Prices, Stocks And Inflation
Hougan Right (Again)
Time For A Staycation?
Tax Clarity
Oh No You Di'n't!
More On Capital Gains
Bobo's Five Hot ETFs For...
Big Trends In ETFs For 2009
When Will Matt Hougan Ever Learn?
Me And Merrill Lynch
$25/Barrel Oil Could Happen
Cheerleading For An 0-9 Team...
The Pundits I Trust Are Turning Bullish
November
(18)
Ten ETFs I’m Thankful For
That Was Then...
For Some Commentators, Yes
Is The Real Estate Plunge Really That...
Home Prices Will Plummet Further
Welcome to the Financial IGY, Mr. Hougan
Hedging My Heating Oil Costs
Missing The Point
Prestbo And Blitzer As Active Managers
GM In The Global Dow?
Aid For U.S. Automakers? Really?
Stop Looking At The Market!
Financials In Trouble Again … Or Are...
Not Your Grandpa's ETFs
Traders Grab Hold Of 300% Leverage
Can We Indeed?
Obama Bounce? And Then What?
Experts Unanimous That Outlook Is Bleak
October
(26)
ETF Spreads Widen Substantially
Just Doing Our Part
Journal of Indexes Saves American Capitalism
Journal Of Indexes Board Meeting
Fee Cuts Show Investors Are Paying Attention
Bloodbath
No Rebound Yet, But I'm Buying Anyway
Five Ways The Global Economy Is On...
TED Spread Tumbling
The Fox In The Henhouse?
Traders Are Not Investors!
Not With A Ten-Foot Pole
Can You Trust Bond ETFs?
Worst Week In Market History
How Bad Is It?
The Crisis Is Good For ETFs
Everything That's Wrong With ETFs Right Now
U.S. Vs. The World
XLF—Next Stop $10?
Will The Short Ban Really Expire?
Lehman CEO Punched In The Face [Corrected]
The TARP Plan
Hougan a Winner!
Sector Vs. Style: A Look At The...
Active Managers Blow Up
Hank's Will Be Done
September
(27)
You Think $700 Billion Is Expensive?
Chicken Little
This Sucker Could Go Down
Should I Buy XLF Or A Bunker...
Walking Out The Grounder
Scooped?
Barclays To Allow Default of Lehman ETNs?
Dow Picks Kraft
Is My CASH Safe?
ETFs Hit Record Volume Percentage On Biggest...
What Should Replace AIG In The DJIA
AIG Deal Death Blow To ETF Industry?
How To Profit From This Downturn (100%...
ETNs Put To The Test Early On
Does The Lehman Filing Damage ETNs?
Look Out Below
ETF Trading Is Good For You …
ETF Trading Volumes, Market Structure And Dumb...
ETFs Have Become THE Trading Tool
5 ETFs For The Bear Market
More Fun With Financials
Regulations That Get In The Way
Staffing Up At IU.com And iShares
The 15 Basis Point Portfolio And Bobo...
Five-To-Ten?
Why Jim Cramer Is A Moron
The End Of EAFE?
August
(26)
25 ETFs Actually Making Money (!)
Five Good ETF Ideas That Haven’t Caught...
Is There An Echo In Here?
Sunshine Cleans Everything
Easiest Prediction Of The Day
Why ETFs Will Surpass Traditional Mutual Funds
The Big Boys Come A-Knockin’
Why We Like Bloodletting
More Thoughts On EEM And VWO
Beating On The Runt
Bring Down That Expense Ratio
Can We Get A VMT And A...
A Carry Trade ETF For The Masses
Eye On Currencies
Currency Impacts Are Huge
Pulling Back The Curtains In Oz
Opportunities In Commodities
CORRECTION: Remember Taxes With Currencies
I Am Shocked, Shocked (To See ETF...
ETF Investors Spread It Around
MO' Money
More Ways To Make Some Money
Meanwhile...Here's How To Make Some Money
Fidelity, ETFs And The Global Dow
World ETF Domination?
What PIMCO Means For ETFs
July
(13)
Crazy ETF Trading Volumes
ETF Industry Data - First...
Not So Fast
It’s Not About 401(k)s
Yep – That’s About Right
Really, Jim?
Overselling Our Case
Active Managers Are Getting Worse
ETF Trading and the Frontier Markets
Sectors Tell A Great Story
Why Sectors Resonate
The Answer Is ''All Of The Above''
Questioning Conventional Wisdom
June
(26)
Active ETFs—Should We Care?
Vanguard's Patent
Crazy ETF Ideas
Money, Money, Money
One (ETF) Structure To Rule Them All?
Phillips: ETFs Will Never Replace Mutual Funds
5 Observations About The ETF/ETN Market
Oil Prices And Real Estate
Oil Futures Speculation Bankrupting U.S.?
ETFs, Advisors And Adding Value
2 and 25 For a Few ETFs
The Mirror on the Wall
What ETFs Really Offer Investors
Using A Fish For A Hammer
Are Speculators Driving Up Commodity Prices?
And I Could Do Better Than Lieberman
I Could Do Better Than Buffett
Big Buffett Bet Against Hedge Funds
Oil And The Euro
Spreads, The Dollar And Diehards
Spread-ing Misconceptions
Buyer Beware
The Risks In ETFs
ETF Death Watch, Europe, the Dollar and...
Gleeful? Not Quite.
Real Estate Foot Fault While Grasso Holds...
May
(28)
Tail Wagging the Dog?
Contango In The Oil Markets?
Wow Is The Word
ETF Asset Flows Year-To-Date
My Crystal Ball
The Most Successful ETFs This Year
Roll 'em, Roll 'em, Roll 'em
Hungry For Common Sense
Fox In The Henhouse
Academics Gone Wild
TIPS Market Not Buying CPI Data
The Problem with European Investing
More On The CPI, And On Europe
London Calling
More On Cigarettes Than Prescription Drugs?
Boo-Ya For Merkel
The Thing About ETNs
Not Just One Lonely Voice
There's Only ONE Thing Wrong With ETNs
Does The World Need ETNs?
25 Years of Mediocrity
Wal-Mart Sued For Not Buying Vanguard
30,800% Premium to NAV
Macros Really Max Out
Buffett: Just Buy Index Funds
Truth and Tools
Here's How We Can Be (Better Investors...
Are We Better Investors?
April
(19)
The Lure (or not) Of Lower Fees
SPY vs. IVV Revisited
Yes...and no, Matt
Do Expense Ratios Matter?
Still Waiting For More Currency ETNs
Cliffs Notes on ETF Families
MacroShares 2.0
Termination Complete
Termination Day
ETF Data Geeks Dream Table III
It's All About Front-Running
And They're Off!
Social Networking Gone Haywire
ETF Data Geeks Dream Table II
First-Mover Flow Dominance Defies Investment Logic
Total Stock Market vs. Slice 'N Dice
The Important Thing Is...
Vanguard Launches ''China High-Fliers Commodity...
Innovation At What Cost?
March
(21)
NETS and iShares and Exchange Competition
Big Launch For NASDAQ Along With BGI's...
Active Vs. Passive Debate About To Really...
Why, Why, Why...
You Think EM Is Due For A...
Emerging Markets Slowdown Upon Us
Adjust for What?
Adjust For Volatility?
Feeling Queasy?
Bear Stearns Active ETF Not Listing Tomorrow
Boring Little Details?
No Fallout From Bear Stearns On ETN...
A Race To The Starting Line
PowerShares Now Cast As Dark Horse?
Is SEC Opening Floodgates?
ETF Data Geek Paradise
Two (Or Three) Cheers Is Right
SEC Dynamos And The Coming Recession
DBA Is Full-Up
Please Call Me An Idiot!
Thoughts On Active ETFs
February
(24)
Not All Is Green In ETF Land
Morningstar's Fair Value Vs. Bobo
The Sky Has Fallen
Bogle Actually Given Opportunity To Remain?
Going Out On Top
Brennan's Departure Closes Old Wounds
Fuzzy Math Quandary
The Math Is Relentless
Is The U.S. ETF Industry Falling Behind?
Groan (and the Latest Industry Gossip)
What's Missing From The Dow
What Has (Dow's) Prestbo Been Smoking?
DJIA Moves Raise Serious Questions
About The Dow Changes
ETF Asset Flows
What Happened To All Of Those New...
Correcting My Blog
More Education Obviously Needed
Why The 'Claymore 11' Does Matter
'Claymore 11' Incident Isn't Black Friday For...
Talking FOOTBALL?
Murray’s First Slipup
Go New York Giants!
Hedge Funds Skirt Efficient Frontier
January
(32)
The Utter Ordinariness Of Hedge Funds
Hedge Fund Folly Picking Up Pace
How to Weight Your Index
Gold, Real Estate And Politics
And Then There Were Four
One Exchange to Rule Them All
Not Quite Right, Jim
Guys Named Rob And Hougan's Folly
Five Golden Rules For The ETF Industry
Free Money and Rogue Index Traders
What Should I Do With My $1,500?
Bill Gates, Indexing And Capitalism
Wiandt the Prophet (or is that Profit?)
Are Quant ETFs Doomed?
Time to Buy?
Panic Sets In?
Speaking of the Nasdaq...
What Will the NYSE/Amex Merger Mean For...
Murray Coleman, COME ON DOWN!
What I Learned From The Conference
Review of Latest in ETFs
Alternative Energy And Politics
Politics and Indexing (and Morningstar)
Morningstar Gets ETFs All Wrong
Wiry Samoan Wins Index Investing Contest
Dead Serious (Plus, Investing By Haiku)
Taking Hougan To Task
Now, The Gloves Come Off
Jim’s Rose-Colored Glasses
Handicapping the ETF Product Issuers
2007 ETF League Table (Updated)
Reflections on Bobo
2007
December
(29)
Bobo's Hot ETF Picks for 2008
Tax-Loss Harvesting With ETFs
10 ETFs You Can’t Afford NOT to...
Gold, Bhutto And Money Market Funds
Jim Wiandt: The Mother Teresa Of Investing
Hougan's Whoville
Your Christmas Wish Is Granted
Christmas Wishes
All I Want For Christmas
Nice One Matt
Making IndexUniverse.com Even Better
OUR Year In Review
Hougan's Secret To Successful Investing
Financial Lessons To Live By For Your...
The Best Small Cap International ETF
The Difference Between Value and FTSE RAFI
Don't Forget About Transaction Costs
Jim Calls In The Cavalry
A Fundamental/DFA Comparison
Taxes And ETNs
Message From the REAL Rob Arnott
Maggie's Revenge
Did Rob Arnott Take Over Jim’s Blog?
Poor Maggie
How I Really Invest My Money
Hougan’s 13.65 Basis Point Portfolio
The 13.65 Basis Point Portfolio
There You Go Again (ICI)
ETN Tax Update
November
(22)
Hougan Goes 'Round and 'Round
Jim Comes 'Round To Reason
Ok, I Get It, Burton
Ten Interesting Facts About The Market
Talking Turkey
It’s Not Just MSCI
Rupert and the IPO
The MSCI IPO
Bluster Up, Wisdom (And Wiandt) Down
Gold Up, China (and Hougan) Down
Top And Bottom Performers
Weighting China
Another Day, Another ($30 billion) Dollar(s)
Playing Offense, Playing Defense
The Real Deal on Northern Trust
Rydex Launch Should Make Things Interesting
Schoenfeld Never Tells Me ANYTHING
One ETF To Rule Them All
5 ETFs That Fool No One
Five ETFs That Fool You
An Eye Overseas
iShares Plan for World Domination
October
(26)
Is Wiandt Wising Up? (Nah)
Could Hougan Be Right? (Nah)
Marathon Man
$100 Oil And 401(K)s
25 Years of Mediocrity
Active ETFs
ETNs and The Law
Do Individual Investors Care About Taxes?
ETN/ETF WAR
Red Sox And ETNs
Matt’sBLOG
FolioFN
HERE’S Some Pudding For You Hougan
The Best Commodity ETF (Today)
Finally, The Pudding
ETFs Doing Price Discovery
The Buyback Swindle
RAFI - the Other DFA?
The Big Lie
DFA On The Move?
Global Thoughts
Rating Investing Opportunities Abroad
The Irony Of Target-Date Funds
The Problem With Target Date Funds
15 bps and a Cloud of Dust
The Fifteen Basis Point Portfolio
September
(24)
Go SPY Go
A $100 Billion ETF?
Let’s Look At Facts
Planet Doomed
We Are Doomed
Where ETFs And Indexing Are Getting it...
And So Is Indexing
EAFE is Obsolete
Let's Talk About SSgA
Live at the Art of Indexing
Meet the Indexers
Sexier Than Borat In A What?
Go SSgA!
Why Competition Is Good
ETFs and Market Impact
Opening Illiquid Markets
Hello Munis and Hello Rudy
Returns Decay
The Shakedown
Fundamentalists
Style Is Back
Alpha And Fees
Five Game-Changing ETFs
The Great DFA Debate
August
(29)
You want MORE ETFs?
Where The ETF Industry Is Headed
Five Biggest Summer ETF Developments
5 ETFs I Like (For Real)
Scams? Try Stockbrokers
5 Most Scandalous Areas of Financial Services
Bubonic Plague
Once In a Light Year
Do You Speak ETF?
Do You Speak Hedgie?
A New Boom In Hong Kong
5 ETFs I LIKE
One Exchange To Rule Them All
The 6 AM Blog
The Sky --Is-- Falling
The Real Estate Crisis
Gold, Real Estate And Reality
Sound of Silence
Good As Gold
The Myth Of El Dorado
Gold Investing Makes No Sense?
Put It All in China and Gold
Worse Than Nothing
MY Plan for 401(k)
Which ETFs To Avoid, Part 2
Who Let the Dogs Out?
Touching The Third Rail
Three ETFs I Would Not Invest In
Backwardation Is Back
July
(29)
75 Basis Points, Maybe More
Fifteen Basis Points
You, Me and Bobo
The Tumbling Market
The Case (or not) For Commodities
Vim In The VIX
Iceberg Dead Ahead Captain!
Introducing EAFE
What, Me Worry?
Indexing In A Globalized Era
Priced to Perfection
Reflexive Inflation?
GDP Weighting
Putting it All on Black
The China Conundrum
Here's My Plan, Jim
What do we do, Matt?
The iPhone ETF
Slicing Further Still...
A Finer Cut
Handicapping The ETF Issuers
Escape The Average?!?
Economist Comes Out For Indexing!
Weekend Reading
Add This To Issues Damaging Index Returns
Buyback Boondoggle?
Tax Plays? Cash Redemptions?
All's Well That Ends Well
Gaming the iShares Russell 2000?
June
(23)
Big Bucks and IWM Chicanery
Rydex Sweepstakes Over
And a Cloud of Dust
Sixteen Basis Points
Life In the Index Intelligentsia
Semantics
ChaCHING
ICE Lands Russell Contract
Great Expectations
Issuer Valuations, Rydex and ETNs
ETF Prices
ETF Seed Money Dries Up
Are Best Practices Good Enough?
Russell Recon And Best Practices
Burton Malkiel LOVES ETFs
Buybacks? Or Kickbacks?
This I Believe
You Knew They Were Coming
ETFs - the Devil's Work
Two (Or Three Or Four) Chinas
Come One Come All -...
Supply And Demand
Nowhere To Go But Down
May
(10)
SSgA Corporates Are Coming
Bogleheads Unite!
Better Target Dates?
Revolution or Gadget?
An Alternative To Taxes?
And Don't Forget Perspective
Don't Forget Bonds
Vanguard To Launch EAFE ETF?!
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