GLG News by Exchange Traded Fund Experts

Justin HupetPrincipal & Managing PartnerFour Peaks Capital LLC

Institutional Investors Participation in Recent Equities Market Rally: A Canadian Perspective

April 20, 2009

Analysis of:financial times ft.com | www.ft.com

The major Canadian equities market index, the S&P/TSX Composite Index, is up 5% YTD (up 25% since March 9th, 2009) ; with the overall value traded down 27%, and volume up roughly 18% compared with the same period last year on a year-over-year basis.  The number of transactions is up 26% YTD vs. the same period last year.  The TSX Venture exchange (which consists of micro and small capitalization companies) is up 24% YTD.  The consensus among institutional investors in Canada, as elsewhere around the globe, remains divided.  A few things likely need to occur before the majority of the naysayers move toward the other camp, such as; a visible and sustainable improvement in the global economy, a broad-based recovery in corporate earnings, a steady and meaningful increase in the prices of commodities, a slowdown or reversal in the recent rate of increase in the unemployment rate, more balanced conditions in the housing market, and a significant positive shift in consumer confidence.

Marshall MaysFounder & DirectorEmerging Alpha Advisors, Ltd.

Nearing the End of a Sucker Rally

April 17, 2009

Analysis of:Asian markets trim gains after weaker China growth | www.telegraph.co.uk

1. This article under-plays the importance of the global recession for Asia; thus, it misrepresents the risks and opportunities in Asia. 2. Its expert quotes reflect sell-side hopes and time frame, not the longer cycle in which this problem is unwinding. 3. By looking at the bigger picture of consumer demand for Asian production, and the way it is priced in Asia (vs Europe or the US), one can see that the last 6-week rally is petering out, as the victory of experience over hope. Yes, we can, but not this quarter.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

State by State - Recovery

April 16, 2009

Analysis of:happiness index: nebraska nabs top spot | news | money/investing | mainstreet | www.mainstreet.com

Similar to financial sectors, each US State will have its own pace of recovery.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

The ING'ing of US markets

April 16, 2009

Analysis of:ING to shed €8 billion of assets | business.timesonline.co.uk

During the previous several years, ING has presented good saving values in front of the US consumer, via their ING Direct operation. Their advertisements have presented a healthy image of saving money for the future, as well as FDIC insured deposits.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

$77 BILLION FED speculation - $1 BILLION equity market cap speculation

April 13, 2009

Analysis of:$77 billion more to bail out bankrupt gm? | www.dailyfinance.com

Current $77 BILLION FED speculation - $1 BILLION equity market cap speculation places General Motors as risky as the lottery.  

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

GM stock shares still receiving bids with bankruptcy prep

April 7, 2009

Analysis of:gm in "intense" bankruptcy prep: source | www.reuters.com

Our Private Equity firm has experienced tremendous (during the recent trailing 12 months) equity stripping (by market conditions and government interventions), and has left us wondering why would General Motors  (GM), a bankruptcy candidate still receive bids? Twenty-Seven (27) millions shares trading as of 3:15 pm eastern. On the other hand Ford (F) shares have rallied (Ninety-Eight (98) million shares trading today) during the recent months and makes more sense for share accumulation, since they rejected TARP funds and have been executing a recovery plan for several years.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

RBS - along for the ride.

April 7, 2009

Analysis of:Taxpayers take 70% of Royal Bank of Scotland | business.timesonline.co.uk

When the take of 70% of anything, including Royal Bank of Scotland's taxpayers take of the equity shares - you own it, others are along for the ride.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

Budgets - Actual vs Estimated

March 31, 2009

Analysis of:fdic: 2009 budget executive summary | www.fdic.gov

The strength of a properly estimated budget, and the conviction to execute within budget sends a strong positive fiscal message.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

US Automotive The Future Way

March 30, 2009

Analysis of:text - president obama's remarks on u.s. car industry� | uk.news.yahoo.com

The US president obama's remarks on u.s. car industry has given the green light to the future way of making automobiles.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

Prime, sub-prime totally sub-optimal cost of funds margin.

March 27, 2009

Analysis of:HDFC cuts retail prime lending rate | economictimes.indiatimes.com

HDFC (India's largest housing finance company) has attributed the cut in its retail prime lending rate (RPLR) to a reduction in its cost of funds.

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