The Claymore/Delta Global Shipping ETF (SEA) will continue to see gains in 2015 due to the lack of available tankers, said Tom Essaye, Publisher of ‘The Sevens Report.’ Essaye added that the shipbuilding cycle is at a low so it will take a while before the supply/demand equation corrects itself. He is also bullish on the iShares MSCI Sweden ETF (EWD) primarily because the country is engaging in a quantitative easing program which has historically boosted stocks. Finally, Essaye is positive on the iShares TIPS Bond ETF (TIP), saying TIPs will move higher once the CPI returns to a normal level.
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