Global Trends ETF


Global Trends ETF provides our macro, sector and industry analysis, as well as, ETF files and technical analysis to give us an edge versus the markets.

Low cost ETFs are a wonderful place to start investing, create a core portfolio or use for an entire portfolio. Stick with investing in the secular long-term growth trends, such as technology, 4th Industrial Revolution, biotech, communications, 5G, IoT, AR, VR and consumer trends for the best returns.

If you are a beginning investor, there is one fund that is easy to begin with that is on the right side of the long-term trends. Read this ETF File I have published at Seeking Alpha to learn more:

The Only ETF You Need To Start Investing

Link to the Global Trends ETF VSL (aka Very Short List, aka watchlist)

Here’s Why Oil is Going Higher Soon

Energy has been a top performer for decades. Over the past few years it has seen a volatile road crashing from highs. Recently oil and gas rallied into late autumn, however, there has been a recent correction. This correction is another, maybe the last, excellent opportunity to buy into the “Last Great Secular Oil Bull Market” in my opinion. 

How Low Can We Go?

This stock market is moving very fast right now. As I discussed a few days ago in “This Correction Could Have Another Leg Down:”  The surge in volatility might be more than just an isolated event, it could be a harbinger of what might come next. Well, what is coming next appears to be an actual real live bear market. We can’t be certain of course, but if Friday ends with […]

ETFs To Buy On A Flash Crash

I was near Albany, NY when the flash crash of August 24, 2015 hit. I was on my way out to a retreat with friends in the White Mountains of New Hampshire. The stock market was down 5.3% the first few days after the open that day.  Buying stocks quickly that day worked for me as I had put 10 good til cancel limit orders in before I left for […]

Quick Thoughts: PowerShares QQQ

In an age where valuations are high, we are carrying some cash, flash crashes are not terribly uncommon and the next flash crash could be a doozy, I thought it made sense to talk about QQQ again. The PowerShares QQQ ETF (QQQ) is the vehicle I use to build a core asset allocation to a group of market leaders and also what I use for a quick buy if the […]

Buying more XES

The oil markets are getting clobbered again because apparently the U.S. has a lot of cheap and easy to get to oil forever, there’s no reason for a risk premium on oil for say a bigger war in the Middle East and because we’ll all be driving electric cars next year. 

ETFavorites: May Buy Limits

We have a select list of Exchange Traded Funds (ETFs) that we use for our portfolios. I have screened these funds for their internal fundamentals and holdings, as well as, long-term performance metrics. These are the funds that have done the best over time and are positioned to continue doing well in a changing world. These are great tools for building a tactically diversified portfolio or as bolt on holdings […]

Adding to an Oil Levered ETF

The price of oil is soft in the short-term giving us an opportunity. I believe that oil will trend higher beginning this summer and has the potential to go much higher on geopolitical risk in the Middle East in coming years. An extreme oversold condition is being seen across the board and that indicated a reversal soon.

ETFavorites: March Buy Limits

We have a select list of Exchange Traded Funds (ETFs) that we use for our portfolios. I have screened these funds for their internal fundamentals and holdings, as well as, long-term performance metrics. These are the funds that have done the best over time and are positioned to continue doing well in a changing world. These are great tools for building a tactically diversified portfolio or as bolt on holdings […]

ETFavorites: February Buy Limits

We have a select list of Exchange Traded Funds (ETFs) that we use for our portfolios. I have screened these funds for their internal fundamentals and holdings, as well as, long-term performance metrics. These are the funds that have done the best over time and are positioned to continue doing well in a changing world. These are great tools for building a tactically diversified portfolio or as bolt on holdings […]

Energy and Gold Buys

I am beginning positions on XES and IAU.  XES is the SPDR Oil & Gas Equipment & Services ETF. IAU is the iShares Gold ETF.  See the this MarketWatch article for my rational. It is also in the forum. Below is a rough draft that was edited but includes the gold section.

ETFavorites: December Buy Limit Orders

We have a select list of Exchange Traded Funds (ETFs) that we use for our portfolios. I have screened these funds for their internal fundamentals and holdings, as well as, long-term performance metrics. These are the funds that have done the best over time and are positioned to continue doing well in a changing world. These are great tools for building a tactically diversified portfolio or as bolt on holdings […]

FCG chart

Buying more FCG on President Trump

A year ago I predicted a rally in natural gas stocks. I was early. This morning, it looks like I’m right on time. President-elect Donald Trump ran on a platform of supporting fossil fuels. America’s best fossil fuel resource is natural gas. It’s cleaner than coal, similarly priced and abundant. We should expect a major rally in natural gas in coming years. The industry is likely to receive significant fiscal […]

ETFavorites: November ETF Buy Limit Orders

We have a select list of Exchange Traded Funds (ETFs) that we use for our portfolios. I have screened these funds for their internal fundamentals and holdings, as well as, long-term performance metrics. These are the funds that have done the best over time and are positioned to continue doing well in a changing world. These are great tools for building a tactically diversified portfolio or as bolt on holdings […]

ETFavorites – September ETF Buy Limit Orders

We have a select list of Exchange Traded Funds (ETFs) that we use for our portfolios. I have screened these funds for their internal fundamentals and holdings, as well as, long-term performance metrics. These are the funds that have done the best over time and are positioned to continue doing well in a changing world. These are great tools for building a tactically diversified portfolio or as bolt on holdings […]

Brexit Priority Trades – ETFs

Brexit is creating a significant decline in markets. I don’t know if it will be enough to spur much buying from us. Remember, there was an irrational rally this week. What we have to determine is if today’s sell-off is a one day event or the start of a summer correction. Much of the carnage is overseas, so we’ll look there a bit. Scan the limit order lists. I have […]

ETF Limit Orders – June 2016

No changes from May Refer to the grids below to see the Exchange Traded Funds – ETFs – that we are considering investing in. In each chart will be the fund name, symbol, buy range and a very brief rational for our bullish interest or general notes. There will generally be stocks in 20 to 30 ETFs in addition to the SPY, QQQ, DIA and SPDR Selects which are the core […]

Global Trends ETF Portfolio May 2016

Global Trends ETF Portfolio Model update

In general, caution is the name of the game. As we’ve been discussing, risk is rising across the globe even as America appears to be an island unto itself. So, while I believe markets will get weaker over the summer and autumn, that doesn’t mean there can’t be an irrational rally higher, but if there is, it is something to sell into and to short. The Global Trends ETF portfolio […]

Setting Limit Buy Order for Central Fund of Canada – CEF

The Central Fund of Canada is an Alberta based Canadian company that passively holds gold and silver bullion which are both priced worldwide in U.S. dollars. http://www.centralfund.com/ Currently it is invested about 2/3 in gold and 1/3 in silver. All reserves are stored in a secure and audited location.  Please read the piece “Interpretive Dance with Janet Yellen” which I will have up later this afternoon for my full thoughts. […]

Selling half of First Trust Natural Gas ETF – FCG

Due to the recent OPEC news, I expect further downside in oil and gas stocks temporarily. Given that I am becoming more bearish, I am looking to add some dry powder to my portfolio. While we are down on the First Trust Natural Gas ETF (FCG) I am selling half of the position with the express intent of using that money to buy oil and gas stocks in the next […]