Our quarterly write up on ETF asset allocation strategy. New ETFs added, a few subtracted. Includes Investment Quick Thoughts on inflation, banking and energy. Also, a new feature, tracking a 401k asset allocation fund I manage.
Tag: emerging markets
Global Trends ETF – January 2023
Tech and energy have continued to correct. That is coming to an end. It’s time to buy the dips in coming months. Slowly, but surely, then suddenly if there is capitulation. Emerging markets tech and bonds have already started rebound. We’ll buy the dips there too.
It’s Time To Invest In Emerging Markets
Emerging markets are probably the biggest consumer opportunity in capitalism the next decade – at least according to McKinsey. I agree it’s near the top of the list and we need to find the right spots right now on this bear market. Join us as we travel around the world.
Revisiting Emerging Markets ETFs
Emerging markets suffer during periods of a strong dollar. Unfortunately for them, the dollar has been rising for a decade. There are great position trades available in emerging markets, but cautious opportunism is the name of the game.
Trade Alert – Cutting Alibaba Exposure
Alibaba might be cheap here, but it might get cheaper.
I’m cutting exposure to Alibaba on China risk.
I am selling BABA and EMQQ for now.
