Tuesday, June 20, 2017

Gold Vs Silver

To many novice traders, and investors it's assumed Gold and Silver are basically mirror opposites of each other, they just have different values per ounce.  That's not true. Hence why we have the Gold/Silver ratio which is used by commodity traders and investors around the world. I decided to take a look at the recent, and longer term performance of the two metals. Let's take a look at the widely held Gold(GLD) and Silver(SLV) ETF's through a few charts. First is the YTD chart.  We see gold has a near 5% lead over it's counterpart. 

Saturday, June 17, 2017

TLH Market Review - 6/17/17

The big news this week other than Amazon(AMZN) snapping up Whole Foods(WFM) for $13.7 billion was the Federal Reserve sticking to it's guns to raise interest rates yet again.  The move by the Fed was widely expected.  In turn equity markets were relatively muted during the event, and even the bond market saw a modest reaction.  In fact yields on 1 Month Treasury Notes actually fell after the announcement.

Thursday, June 15, 2017

The Great Sector Rotation?

We've been hearing a lot about the sector rotation going on with stocks the last week. So I decided to take a look at what's been happening recently, and not as recently. Below are the Sector SPDR ETF's and their performance from the last 10, 40, 100, and 200 days in that respective order.

Saturday, June 10, 2017

TLH Market Review 6/10/17

This week was not dull by any means. Between the now seemingly endless charade of "He said, she said, they said, I don't know who said", on Capitol Hill, the Brits that can't catch a break, and the huge rotational move in equities we witnessed Friday.  Yep that's a lot to swallow in just a few days.  The markets don't even seem concerned about next weeks Fed meeting where it's all but certain we'll see another rate hike, yet the bond markets have seen yields trend lower at the long end recently.

Wednesday, June 7, 2017

Does International Real Estate Have More Room To Run?

I was browsing various asset class performance via ETF's that I follow.  I happened to be looking at the Vanguard REIT ETF(VNQ) which focuses on the USA, and it's international counterpart Vanguard Global ex-US REIT ETF(VNQI).

I noticed there was quite a large difference in performance YTD.  Now the performance in the chart below does not include dividends, which are generally quite large for REIT's. There is also a large difference in yield between the two on a TTM basis.

Friday, June 2, 2017

Stocks No One Talks About - Rockwell Collins

Every once in awhile I like to look at companies no one really talks about, but have performed really well. This is usually where you can find some solid winners perfect for your portfolio. 
Today is Rockwell Collins(COL). The company was spun off from Rockwell International on June 29, 2001.  In a nutshell the company basically makes aviation equipment, and parts. Well more specifically communication, and electronic equipment for the aviation industry.   Shareholders have been rewarded well by this company. Since the spin-off shares have gained a total of 465% versus a 98% gain for the S&P 500. If we include dividends for the S&P 500 the gain is 172%. Considering Rockwell Collins doesn't pay a dividend that's some huge out-performance.

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