7 Articles ETF Investors Must Read: 5/16

by on May 16, 2013

U.S. equities got off to a relatively weak start this week, as investors turned their attention to a Wall Street Journal report, which stated that the Federal Reserve may be getting ready to slowly scale back its massive bond-buying program. On Tuesday, however, commentary from legendary hedge fund manager David Tepper helped turn stocks around; Tepper commented that he is “definitely bullish” on stocks and that he sees the improving economy, particularly in the housing and auto markets, as reasons to be bullish [see The Cheapest ETF for Every Investment Objective].

Below, we outline seven insightful articles circulating around the financial space this week:

  1. How High Can The US$ Fly Versus The Japanese Yen? at Global Money Trends
    Last week, the U.S. dollar’s exchange rate rose above the key threshold of 100 yen for the first time in over four years. In this article, Gary Dorsch gives us his analysis on the two currencies, highlighting where he thinks the dollar-yen will go next.
  2. Boring, Diversified, And (Still) Tough To Beat at The Capital Spectator
    While many have come to embrace the exchange traded fund structure, some still speculate the value of a particular corner of the industry: multi-asset ETFs. In this piece, James Picerno takes a close look at multi-asset fund space, highlighting the segment’s historical performances.
  3. Three-Year High For The S&P 500′s P/E Ratio at Crossing Wall Street
    In this article, Eddy Elfenbein looks at the S&P 500′s P/E ratio over the years and outlines his thoughts on the metric’s movements, trends and direction in the near future.
  4. A Flaw In The Tepper Analysis at A Dash Of Insight
    On Tuesday equities rallied to new intraday highs after well-known hedge fund manager David Tepper bullish commentary on stocks and his views on the Fed. In this article, Jeff Miller gives us his thoughts on Tepper’s analysis, outlining his conclusions on QE and its effects.
  5. 8th Longest Economic Expansion Of All Time at Avondale Asset Management
    In this short but insightful piece, Scott Krisiloff highlights the current economic expansion, and takes a look at the U.S.’s various economic cycles over the years .
  6. Upside Breakouts Everywhere at Humble Student Of The Markets
    As major U.S. equity indexes continue to push into uncharted territory, many investors question whether or not it’s too late to jump in. In this article, Cam Hui discusses the corners of the market that he thinks are poised for considerable upside potential.
  7. Thinking About Prices at Marc To market
    For those wondering whether or not the market is due for a correction in the near future, Marc Chandler outlines his thoughts on the current environment, highlighting the global macroeconomic factors that may affect equities.

Follow me on Twitter @DPylypczak.

[For more ETF analysis, make sure to sign up for our free ETF newsletter]

Disclosure: No positions at time of writing.