EWT News and Press, iShares Inc MSCI Taiwan From 12/16/19

Screen capture via Acadia's website . Acadia And Proteostasis: Risk On? Since June of 2017, I have presented my system's top 10 names to my Marketplace subscribers each week. So far, we have full six-month performance numbers for 106 of those top names cohorts, and they have outperforme...

Audrey Hepburn window shopping at Tiffany & Co. in the 1961 film "Breakfast At Tiffany's" (image via The Ferkel ). In an article written on the Tuesday before Thanksgiving ( Finding Alpha In Security Selection ), I described changes we had recently made to the security selection me...

(Source - Pexels/Tom Fisk ) The much anticipated U.S.-China trade talks are now over. Thank goodness, because I for one am getting a bit tired of hearing the word "deal" on financial media and want to discuss the greater issues. Still, fully assessing deals like this are important in unders...

Nobel Laureate F.A. von Hayek Source Ludwig von Mises, von Hayek's Mentor a nd Founder of the "Austrian School of Economics" Source Introduction China is an enigma. Who else can build a modern city in the desert (which no one needed) for one million people, at a cost o...

(Source - Pexels/W W ) To a certain degree, the economy of Taiwan has been a benefactor of the U.S.-China trade war. They produce many of the same electronic products as the U.S and have seen their trade balance rise roughly 25% since the conflict began last year. In fact, they are on...

Easing All Over The Place Last week, the Fed cut rates again, just as the market was "telling" it to do. Doing so, the Fed continues to be part of a growing group of central banks that are cutting rates. Most recently, we saw rate cuts from the following countries: Indonesia ( EIDO ): ...

ETF Overview The iShares MSCI Taiwan Capped ETF ( EWT ) owns a portfolio of stocks that trades in Taiwan’s stock markets. The ETF basically tracks the performance of the MSCI Taiwan Index. Stocks in EWT’s portfolio may benefit from escalating trade tensions between the U.S. and...

1986 Tax Reform Launches Super Bubble Above-average stock market return with below-average growth since the 1986 tax reform appears to have inflated a huge bubble. The stock market returned about 6.5% a year after inflation and dividends for about a century. The best fit line from 1871 thr...

(Source: Pexels ) Valuation measurements like P/E and EV/EBITDA are well-known and popular signals of future equity performance. As a general rule, equities with lower valuations are expected to outperform those with higher valuations, though with more potential downside risk. This article ...

History rhymes, but geography endures. ― Andrew C. Katen I don’t like it when countries allow their geopolitical issues to trump economic interests. At the current point in time however, two of the world’s biggest economies are doing just that. So before we embark ...