ETFDesk Top News and Investment Ideas 10/27/2009

ETFDesk Top News and Investment Ideas (17 new items)

  • After Reform Passes
  • Japan Stocks Rise on Outlook for Train Orders, Profit Recovery
  • Obama readies tougher “too big to fail” strategy
  • American bank failures An uncelebrated century
  • U.S. Newspaper Circulation Falls 10%
  • Is Commercial Real Estate the Next Shoe to Drop?
  • Kremlin warns against wrecking Russia with democracy
  • Adjustment and the dollar- NYT
  • Dollar squeeze coming? UUP showing signs of life
  • The UK has a ‘disturbing parallel’ with Japan, says Posen
  • Goldman Sees U.S. Housing ‘False Bottom,’ Merrill Sees ‘Treat’
  • Eurozone lending sees first fall
  • Obama to Name ‘Smart Grid’ Projects
  • David Rosenberg: America’s Screwed, But I’m A Huge Canada Bull
  • Roubini Says Carry Trades Fueling ‘Huge’ Asset Bubble
  • Why everyone is depressed about the economy
  • India’s Central Bank Moves Toward Tighter Policy

This thing is going to work.

ETFDesk users see this as a potential opportunity to: buy KBW Insurance ETF;

Check out how others are using ETFs to capitalize on this news or add your own opinion

 

Japanese stocks rose on speculation Chinese infrastructure spending will fuel growth for the rail industry and as earnings reports added to evidence companies are rebounding from the recession.

ETFDesk users see this as a potential opportunity to: buy iShares MSCI-Japan;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Obama readies tougher “too big to fail” strategy

Posted: 26 Oct 2009 05:31 AM PDT

The Obama administration within days will move to get tougher with large financial firms that are in trouble by urging Congress to let the government seize control, wipe out shareholders, boot management and restructure debts.

ETFDesk users see this as a potential opportunity to: sell Regional Bank HOLDRS; sell RevenueShares Financials Sector;

Check out how others are using ETFs to capitalize on this news or add your own opinion

According to CreditSights, a research firm, when the current cycle is over, the rate of bank failures may be double what it was during the S&L crisis.

ETFDesk users see this as a potential opportunity to: sell KBW Regional Banking ETF;

Check out how others are using ETFs to capitalize on this news or add your own opinion

U.S. Newspaper Circulation Falls 10%

Posted: 26 Oct 2009 08:42 AM PDT

Circulation has been sliding since the early 1990s, but in the last few years, the pace of the decline has accelerated sharply. In the same six-month period a year ago, circulation fell at roughly half the rate. The decline has been attributed to the continued migration of readers to the Web, the deep recession, newspapers intentionally shedding unprofitable circulation and, in some cases, waning reader interest as budget cuts reduce the content of the papers.

ETFDesk users see this as a potential opportunity to: sell PowerShares Dynamic Media Portfolio;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Surprising- a bullish case (CNS is a long REIT manager)..Our research shows that the market performance of listed (publicly traded) real estate securities—REITs—leads unlisted (private) commercial real estate by 12–18 months.

ETFDesk users see this as a potential opportunity to: buy iShares DJ US Real Estate; buy Cohen & Steers Quality Income Realty Fund;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Kremlin warns against wrecking Russia with democracy

Posted: 26 Oct 2009 08:45 AM PDT

Kremlin Deputy Chief of Staff Vladislav Surkov said it was clear Russia was falling behind in many areas of economic development and that the country could not simply continue being a “resource power.”

ETFDesk users see this as a potential opportunity to: sell Market Vectors Russia ETF Trust;

Check out how others are using ETFs to capitalize on this news or add your own opinion

So something has to give — specifically, the relative price of US output, and along with it such things as US relative wages, has to fall. There are three ways this could happen: (1) deflation in the United States (2) inflation in the rest of the world (3) a depreciation of the dollar against other currencies. Leave (2) aside, on the grounds that central banks will fight it. Then the choice is between (1) and (3). So, the bottom line: to narrow international imbalances, we need a

ETFDesk users see this as a potential opportunity to: buy PowerShares DB US Dollar Index Bearish Fund; buy WisdomTree Dreyfus Brazilian Real Fund;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Dollar squeeze coming? UUP showing signs of life

Posted: 26 Oct 2009 01:40 PM PDT

Today the price action (mainly on the bid per NYSE tick) on the S&P500 & Nasdaq indicated a clear inverse correlation between the dollar and equities. Obviously the connection has always been part of the equation, what has not been as obvious is how many traders are watching this trade.

ETFDesk users see this as a potential opportunity to: buy PowerShares DB US Dollar Index Bullish Fund; sell S&P 500 SPDR;

Check out how others are using ETFs to capitalize on this news or add your own opinion

The good news — quantitative easing will not cause inflation. The bad news — we need to reform the whole banking system before QE can be withdrawn.

ETFDesk users see this as a potential opportunity to: sell iShares MSCI-U.K.;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Goldman Sees U.S. Housing ‘False Bottom,’ Merrill Sees ‘Treat’

Posted: 26 Oct 2009 11:28 PM PDT

The stabilization in U.S. home prices won’t last, according to economists at Goldman Sachs Group Inc. in New York. Their counterparts at BofA Merrill Lynch Global Research see a “treat” rather than a retreat.

ETFDesk users see this as a potential opportunity to: sell SPDR S&P Homebuilders ETF;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Bank lending to companies operating in the eurozone fell in September for the first time on record, according to the European Central Bank.

ETFDesk users see this as a potential opportunity to: sell streetTRACKS Dow Jones EURO STOXX 50 Fund; sell streetTRACKS Dow Jones STOXX 50 Fund;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Obama to Name ‘Smart Grid’ Projects

Posted: 27 Oct 2009 12:17 AM PDT

New meters and energy monitoring systems will…make it easier for power companies to use more renewable energy. Electricity from wind turbines or solar power systems tends to come in uneven bursts…A digital grid would be better able to handle those ups and downs, proponents of the investments say.

ETFDesk users see this as a potential opportunity to: buy PowerShares WilderHill Clean Energy Portfolio; buy Claymore/MAC Global Solar Energy Index ETF;

Check out how others are using ETFs to capitalize on this news or add your own opinion

As you know, David Rosenberg is really negative on the US. But the Gluskin-Sheff economist LOVES his home country of Canada, which is the subject of today’s note.

ETFDesk users see this as a potential opportunity to: buy iShares MSCI-Canada;

Check out how others are using ETFs to capitalize on this news or add your own opinion

Roubini Says Carry Trades Fueling ‘Huge’ Asset Bubble

Posted: 27 Oct 2009 12:37 AM PDT

Oct. 27 (Bloomberg) — Investors worldwide are borrowing dollars to buy assets including equities and commodities, fueling “huge” bubbles that may spark another financial crisis, said New York University professor Nouriel Roubini.

ETFDesk users see this as a potential opportunity to: buy PowerShares DB US Dollar Index Bullish Fund; sell S&P 500 SPDR; selliPath Dow Jones-AIG Commodity Index Total Return ETN; sell GreenHaven Continuous Commodity Index Fund; sell GS Connect S&P GSCI Enhanced Commodity Total Return Strategy Index ETN;

Check out how others are using ETFs to capitalize on this news or add your own opinion

“wealth effect” has become ineffective. That refers to the notion propagated over the past decade that if people felt rich because their stock portfolios were rising and the value of their home increasing they’d thoughtlessly spend more money.

ETFDesk users see this as a potential opportunity to: sell SPDR S&P Retail ETF;

Check out how others are using ETFs to capitalize on this news or add your own opinion

India’s Central Bank Moves Toward Tighter Policy

Posted: 27 Oct 2009 12:56 AM PDT

Tuesday’s announcement underscores the difficult task the RBI faces in ensuring growth in the economy continues to pick up while also keeping a lid on inflation. By holding policy interest rates low while mopping up liquidity, the RBI is seeking to achieve these goals.

ETFDesk users see this as a potential opportunity to: buy iPath MSCI India Index ETN; buy WisdomTree India Earnings Fund ;

Check out how others are using ETFs to capitalize on this news or add your own opinion

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