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Recent Content By John Coumarianos
Tariffs Are the First Part of a Larger Project
Modern Alpha Channel

Tariffs Are the First Part of a Larger Project

Getting into Donald Trump’s head is no easy task. And to the extent his economic intentions are...

DoubleLine on Recession, Current Positioning, and U.S. Debt
News

DoubleLine on Recession, Current Positioning, and U.S. Debt

Are we going to have a recession? Are we already in a recession?

Has the Magnificent Seven Run Peaked?
Innovative ETFs Channel

Has the Magnificent Seven Run Peaked? Consider These 2 S&P 500 ETFs

The SPDR S&P 500 ETF Trust (SPY A) just posted its best 18-month performance period versus...

The Original Tech Stocks, Utilities, Are Back!
Innovative ETFs Channel

Utilities, the Original Tech Stocks, Are Back!

The philosopher Nietzsche developed the concept of “eternal recurrence,” or that our lives will...

Are Dividend Growth Funds Ready for Liftoff?
Modern Alpha Channel

Are Dividend Growth Funds Ready for Liftoff?

The dominance of a few large technology stocks in the S&P 500 has caused concern among...

Cerulli Says Active ETFs Gain Some Traction
News

Active ETFs Gain Some Traction, Says Cerulli

Active ETFs are gaining traction. But advisors control the lion’s share of institutional assets...

Worried About Inflation? Consider TIPS ETFs
News

Worried About Inflation? Consider TIPS ETFs

Investors looking to adjust their allocations may want to add Treasury Inflation-Protected...

Could a Smart Beta Rebound Be in the Offing?
Innovative ETFs Channel

Could a Smart Beta Rebound Be in the Offing?

Two of the oldest smart beta funds are value-oriented, and they have been struggling mightily...

Is Cash Trash? Doubleline Has a Few Thoughts
News

Is Cash Trash? DoubleLine Has a Few Thoughts

Investors starved for yield since the great financial crisis can now have it merely by holding...