Comments on: Build your own macro hedge fund with Single Country ETF’s

By: Will long term EEM investors please stand up? « Intelligent Speculator

Will long term EEM investors please stand up? « Intelligent Speculator — Tue, 28 Sep 2010 11:01:07 +0000

[...] and capture virtually all of that market. Over time, more specialized ETF’s that cover either individual countries or even sub-sectors of those countries started to appear.But to most long term investors, trading [...]

By: Adding a sovereign debt ETF to your passive income/dividend portfolio « Intelligent Speculator

Thu, 19 Aug 2010 10:28:47 +0000

[...] writing about the single country ETF’s, I had mentioned that I anticipate a lot more ETF’s tracking foreign debt to be released in [...]

By: Carnival of Personal Finance #267 @ Beating Broke

Carnival of Personal Finance #267 @ Beating Broke — Mon, 26 Jul 2010 12:36:02 +0000

[...] Pierre from Intelligent Speculator presents Build your own macro hedge fund with single country ETFs. [...]

By: IS

IS — Fri, 23 Jul 2010 10:03:35 +0000

@Zavi – Wow, very difficult one !! The correlation seems very low across the board, would have to work on that, maybe at some point later!

@TFB – according to the P/E and other fundamentals of the stock market, not the GDP.

By: The Financial Blogger

The Financial Blogger — Wed, 21 Jul 2010 19:50:18 +0000

would you buy according to the GDP or the recent stock market performance?

By: Zavi

Zavi — Wed, 21 Jul 2010 14:45:50 +0000

Good post!! Yes I am really surprised. The stock market is usually influenced by the state of the economy. Can you give me the 3 countries with the lowest relationship between ETF’s performance and GDP’s growth? And the 3 countries with the highest relationship. Thanks!