KMLM News and Press, KFA Mount Lucas Index Strategy ETF From 05/26/23

2023-05-26 07:45:00 ET Summary The debt ceiling crisis and the 2023 recession have created one of the craziest markets I and many investors have ever seen. Bond yields are trading like crypto, and no one knows what interest rates or stocks will do next. I recently helped a fam...

2023-05-24 07:20:00 ET Summary The debt ceiling crisis is coming down to the wire. We're possibly already out of time to prevent default and just don't know it. UBS estimates a short default could create a 20% bear market and a one-month default could lead to a 44% crash. Even...

2023-05-17 07:10:00 ET Summary The economic data is getting worse at an accelerating rate. It now appears a 1.7% GDP recession lasting nine months could start in 5 weeks. The eerie calm of the market is 100% driven by an AI bubble in the biggest tech stocks. A bubble that could en...

2023-05-17 07:10:00 ET Summary The economic data is getting worse at an accelerating rate. It now appears a 1.7% GDP recession lasting nine months could start in 5 weeks. The eerie calm of the market is 100% driven by an AI bubble in the biggest tech stocks. A bubble that could en...

2023-05-03 07:15:00 ET Summary The 2023 recession is likely to be mild, but the debt ceiling crisis means that a 15% to 30% market correction is likely coming soon. Trust ultra low volatility aristocrats rather than market timing to help you sleep well at night in the coming marke...

2023-04-09 10:00:00 ET Summary The KFA Mount Lucas Strategy ETF (KMLM) uses an in-house index. The Index includes futures contracts on 11 commodities, 6 currencies, and 5 global bond markets. Both the index construction and weighting are reviewed, along with the current holdings o...

2023-04-08 07:45:00 ET Summary Three of my favorite 9+% yielding ETFs had a terrible month due to the end of the worst bond bear market in U.S. history. Inflection points can be painful for this asset class because it takes two to three months for them to catch a new trend. 14...

2023-04-03 22:09:15 ET Summary KMLM is a managed futures ETF with a reasonable expense ratio and impressive track record. The ETF is basically an accessible hedge fund for the average investor. Within a traditional 60/40 portfolio, a small allocation to KMLM would provide the ...

2023-04-03 12:16:14 ET Summary The recent decline of KMLM can be attributed to the cooling off of the commodities bull rally and some other factors. In my view, using trend-following techniques can generate long-term alpha, making KMLM's strategy a great fit for a rational investo...

2023-04-01 08:00:00 ET Summary World-beater blue chips are the best way for regular people like you and me to achieve our financials dreams. Over 50 years of market data shows there is an optimal asset allocation for earning good to great yield, great returns, and minimizing volat...