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Overview of Business Development Companies (BDCs) — August 2024

Business Development Companies (BDCs) are special investment vehicles that provide funding to small and mid-sized businesses. They generate income through loans and equity investments, often paying high dividends to investors. Due to their structure, BDCs are sensitive to economic conditions, and their performance is closely tied to credit markets and interest rates. A significant portion […]

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From Carry to Scary: Unwinding Japan’s Favorite Trade – August 2024

The Japan Carry Trade is a popular foreign exchange strategy that takes advantage of Japan’s low interest rates. This strategy has been extremely popular, with an estimated $4 trillion involved in yen carry trades. Here’s how it works: Borrowing in Yen: Investors borrow money in Japanese yen at very low interest rates. Japan has maintained

From Carry to Scary: Unwinding Japan’s Favorite Trade – August 2024 Read More »

US Sector Historical Return Profiles for Sector, Industry and Sub-Industry: S&P 500 Financials

At ETFsector.com we provide tools and insights to help our community appreciate and understand the benefits of sector investing.  This leverages a similar methodology to our sector trend studies series to look intra-sector to help investors understand both positive and negative historical contributions to return and the GICS Industry and Sub-Industry level.  We believe that

US Sector Historical Return Profiles for Sector, Industry and Sub-Industry: S&P 500 Financials Read More »

Happy 4th of July: Ultra-Short Bond ETFs: Sparklers & Firecrackers v.s. Short Duration Bond ETFs: Fireworks Display – July 2024

Settling down with a cold beer and a fireworks show on the lake… I always wonder why some of my neighbors prefer sparklers and firecrackers when the bigger boxes deliver the explosions we want! Either sparklers & firecrackers or- a fireworks display can both be enjoyable when conditions are right (stable Interest Rates).  A growing

Happy 4th of July: Ultra-Short Bond ETFs: Sparklers & Firecrackers v.s. Short Duration Bond ETFs: Fireworks Display – July 2024 Read More »

US Sector Historical Return Profiles During USD Price (DXY Index) Downtrends

At ETFsector.com we provide tools and insights to help our community appreciate and understand the benefits of sector investing.  We are pleased to offer the fourth installment of our deep history Sector Trend Studies to provide you with a deeper understanding of the historical behavior of these groups of businesses in relation to broad market

US Sector Historical Return Profiles During USD Price (DXY Index) Downtrends Read More »

US Sector Historical Return Profiles During USD Price (DXY Index) Uptrends

At ETFsector.com we provide tools and insights to help our community appreciate and understand the benefits of sector investing.  We are pleased to offer the fourth installment of our deep history Sector Trend Studies to provide you with a deeper understanding of the historical behavior of these groups of businesses in relation to broad market

US Sector Historical Return Profiles During USD Price (DXY Index) Uptrends Read More »

US Sector Historical Return Profiles During Commodities Price (Bloomberg Commodities Index) Uptrends

The historical sector roadmap for expected returns during commodities price uptrends.

US Sector Historical Return Profiles During Commodities Price (Bloomberg Commodities Index) Uptrends Read More »

US Sector Historical Return Profiles During Commodity Price (Bloomberg Commodities Index) Downtrends

The historical sector roadmap for expected returns during commodities price downtrends.

US Sector Historical Return Profiles During Commodity Price (Bloomberg Commodities Index) Downtrends Read More »

US Sector Historical Return Profiles During Interest Rate (US 10yr Yield) Downtrends

The historical sector roadmap for expected returns during US 10yr Yield downtrends

US Sector Historical Return Profiles During Interest Rate (US 10yr Yield) Downtrends Read More »

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US Sector Historical Return Profiles During Interest Rate (US 10yr Yield) Uptrends

At ETFsector.com we provide tools and insights to help our community appreciate and understand the benefits of sector investing.  We are pleased to offer the second installment of our deep history Sector Trend Studies to provide you with a deeper understanding of the historical behavior of these groups of businesses in relation to broad market

US Sector Historical Return Profiles During Interest Rate (US 10yr Yield) Uptrends Read More »

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