Monday, November 25, 2013

Financials

I like financials.  Probability indicates that a steeping yield curve {Which should happen if interest rates ever go higher again in our life times!} should be a good thing for this sector.  Even if rates stay about the same next year, I think that some of the headwinds that have bedeviled this group over the past few years are abating.  Here's a link to an ETF Trends article that seems to be in my camp and gives you an idea of what you might consider if you agree with this analysis.

Note:  This is just food for thought about what has the potential to be a positive development for this sector.  Not necessarily an endorsement of any of the stocks or ETFs that they mention in the article.  ***I am long financial ETFs in certain personal and client accounts although not necessarily those mentioned in the article above.  Please consult your own financial advisor or do your own homework before investing in any of the stocks or funds listed in the article.  Better yet, hire us and we'll help you sort through the clutter!