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January 27, 2023
EIS invests in Israeli equities and is likely undervalued, and offers a strong headline IRR too. Click here to read my analysis of this Israeli ETF.
December 13, 2022
KBA invests in Chinese large-cap stocks and Chinese equities have been mostly out of favor recently. See why we are bullish on KBA ETF at current values.
December 13, 2022
VCV is up almost 15% since I recommended it 5 weeks ago, and its discount to NAV remains in double-digit territory. Read why I'm still long VCV CEF.
December 6, 2022
UK investors pulled £3.7bn from funds in October, the ninth month of outflows this year, according to Investment Association (IA) data.
November 27, 2022
IShares MSCI ACWI ex-U.S. ETF currently seems to be priced at a premium. Read why ACWX will probably tick along at a modest and positive rate of return.
November 27, 2022
Indonesia is an emerging market, but with a fortunately moderate rate of core inflation through 2022 as compared to the rest of the world. See my view on EIDO.
November 18, 2022
IShares Edge MSCI Intl Quality Factor ETF invests in so-called quality stocks, using a simple framework. Read why I would take a bullish stance on IQLT.
November 14, 2022
IShares MSCI Frontier and Select EM Fund invests in frontier and emerging markets equities. See why I'm taking a bullish view on FM ETF now.
November 12, 2022
FIDU invests in U.S. industrials stocks. Read to know why I think FIDU could be modestly undervalued, but better opportunities likely exist elsewhere.
November 12, 2022
SPHB is a high-beta equity portfolio, focused on the U.S. It is well-positioned with respect to the present business cycle. Read why I expect further out-performance.