Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 6, 2018

(A Top Pick Feb 26/18 - Down 9%.) China is probably the largest area of the world with the largest amount of misinformation. Focusing on moving from exports to focusing in the middle class. China is at the epicenter of the trade wars. He thinks it is oversold and there is good upside. The big thing now is that they have just eased monetary policy.

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(A Top Pick Feb 26/18 - Down 9%.) China is probably the largest area of the world with the largest amount of misinformation. Focusing on moving from exports to focusing in the middle class. China is at the epicenter of the trade wars. He thinks it is oversold and there is good upside. The big thing now is that they have just eased monetary policy.

COMMENT
COMMENT
September 6, 2018

The consensus is very negative on Europe. It would tend to overweight the classical defensive sectors and on top of that they are selling calls. If you are betting on the recovery of Europe, you wouldn’t want to use this. He prefers a purer play on Europe.

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The consensus is very negative on Europe. It would tend to overweight the classical defensive sectors and on top of that they are selling calls. If you are betting on the recovery of Europe, you wouldn’t want to use this. He prefers a purer play on Europe.

DON'T BUY
DON'T BUY
September 6, 2018

Factors are all the rage now. There is a lot of momentum in the US that is vulnerable to an inflection point. He thinks there is a historic opportunity to a rotation from US to emerging markets. If that happens then this ETF would face headwinds.

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Factors are all the rage now. There is a lot of momentum in the US that is vulnerable to an inflection point. He thinks there is a historic opportunity to a rotation from US to emerging markets. If that happens then this ETF would face headwinds.

BUY
BUY
September 6, 2018

Chinese tech has been at the epicenter of the emerging markets sell off. Great ETF. Not a lot of assets. Low MER.Very bullish on Chinese technology now.

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Chinese tech has been at the epicenter of the emerging markets sell off. Great ETF. Not a lot of assets. Low MER.Very bullish on Chinese technology now.

BUY
BUY
September 6, 2018

He is into macro trends and themes. So, this doesn’t fit his strategy. But he thinks it is a good ETF. It pays a dividend because it lends shares he thinks.

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He is into macro trends and themes. So, this doesn’t fit his strategy. But he thinks it is a good ETF. It pays a dividend because it lends shares he thinks.

DON'T BUY
DON'T BUY
September 6, 2018

For a static asset allocation this is a great solution. Not what he subscribes to. Risk changes over time. Not good if you think that markets aren’t efficient. He thinks they are not.

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For a static asset allocation this is a great solution. Not what he subscribes to. Risk changes over time. Not good if you think that markets aren’t efficient. He thinks they are not.

BUY
BUY
September 6, 2018

The last six months have been a perfect storm for Europe. Resurgence of populist policies, trade tensions. Nobody believes in Europe anymore. He thinks there is good value there. Negative interest rates are certainly a headwind. All you need in the sector is a very little positive news. He likes it.

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The last six months have been a perfect storm for Europe. Resurgence of populist policies, trade tensions. Nobody believes in Europe anymore. He thinks there is good value there. Negative interest rates are certainly a headwind. All you need in the sector is a very little positive news. He likes it.