ETFDesk Daily 11/5/2009

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  • ISM Services Index in U.S. Unexpectedly Decreased
  • Sahara Sun ‘to help power Europe’
  • WSJ: Fears of a New Bubble as Cash Pours In
  • Poll: Stimulus Impact On China’s Growth Is Fading
  • Jim Rogers v. Nouriel Roubini
  • World Need for Oil Expected to Ease
  • Forecast of gas glut challenges Russian grip
  • The Recession and the ‘Paradox of Thrift’
  • Japan, Einhorn and ‘tontine’ fantasies
  • Bank of England expands quantitative easing, holds rates steady
  • Where Do State and Local Governments Get Their Tax Revenue?
  • Report Says Big Buyouts Are Likelier to Default
  • Prechter: The 2008 Crash Was Merely A Warmup

 

ISM Services Index in U.S. Unexpectedly Decreased

Posted: 04 Nov 2009 12:54 AM PST

Nov. 4 (Bloomberg) — Service industries in the U.S. grew in October at a slower pace than anticipated, a sign growing joblessness may restrain consumer spending.

ETFDesk users see this as a potential opportunity to: sell SPDR-Consumer Discretionary; sell SPDR S&P Retail ETF; sell iShares DJ US Consumer Services; sell Claymore/Robb Report Global Luxury Index ETF;

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

Sahara Sun ‘to help power Europe’

Posted: 04 Nov 2009 01:59 AM PST

A sustainable energy initiative that will start with a huge solar project in the Sahara desert has been announced by a consortium of 12 European businesses.

ETFDesk users see this as a potential opportunity to: buy Market Vectors–Solar Energy ETF; 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

WSJ: Fears of a New Bubble as Cash Pours In

Posted: 04 Nov 2009 02:13 AM PST

Real-Estate, Stock and Currency Markets, Especially in Asia and Pacific, Are Seen at Risk

ETFDesk users see this as a potential opportunity to: sell iShares FTSE/Xinhua China 25; sell iShares MSCI-Pacific ex-Japan Index;sell Claymore/AlphaShares China Real Estate ETF; sell iShares S&P Asia 50 Index Fund; sell iShares MSCI All Country Asia ex Japan Index Fund; sell Asia Tigers Fund; sell Barclays Asian & Gulf Currency Reval ETN; sell Barclays GEMS Asia-8ETN;

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

Poll: Stimulus Impact On China’s Growth Is Fading

Posted: 04 Nov 2009 04:10 AM PST

The surge in China’s growth will continue to ease over the coming year as the initial impact of the massive government stimulus plan fades, a new poll of economists by The Wall Street Journal shows. The pace of expansion in China’s gross domestic product is expected to moderate to an annual rate of 8%-9% into 2010 from its peak of around 15% in the middle of this year, according to the survey.

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

 

Jim Rogers v. Nouriel Roubini

Posted: 04 Nov 2009 05:43 AM PST

Down Goes Frazier!!! Down Goes Frazier!!!

ETFDesk users see this as a potential opportunity to: buy PowerShares DB US Dollar Index Bullish Fund; sell streetTRACKS Gold Trust;

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

World Need for Oil Expected to Ease

Posted: 04 Nov 2009 08:15 AM PST

International Energy Agency Says Conservation Efforts Will Trump Any Global Economic Recovery

ETFDesk users see this as a potential opportunity to: sell PowerShares Dynamic Oil & Gas Services Portfolio; sell United States Oil Fund LP;

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

Forecast of gas glut challenges Russian grip

Posted: 04 Nov 2009 08:24 AM PST

In the report, the IEA expects overcapacity of gas pipelines and liquefied natural gas terminals to reach at least 250bn cubic metres by 2015, more than four times the spare capacity in 2007. For the US, the gas glut will force companies to scrap plans for new LNG import terminals and mean that much of its existing capacity will be underused.

ETFDesk users see this as a potential opportunity to: sell First Trust ISE-Revere Natural Gas Index Fund; sell United States Natural Gas Fund, LP;

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

The Recession and the ‘Paradox of Thrift’

Posted: 04 Nov 2009 12:32 PM PST

ne bit of conventional wisdom about this recession is that it was caused, or at least significantly worsened, by a “ paradox of thrift”: Consumers suddenly ceased to be willing or able to spend like they once did. An alternative interpretation puts the labor market at ground zero, and sees the spending decline merely as a reaction to the labor market.

ETFDesk users see this as a potential opportunity to: sell Retail HOLDRS; sell SPDR-Consumer Discretionary; sell SPDR S&P Retail ETF; sell iShares FTSE NAREIT Retail Index Fund; sell Claymore/Robb Report Global Luxury Index ETF;

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

Japan, Einhorn and ‘tontine’ fantasies

Posted: 04 Nov 2009 11:21 PM PST

Raising the prospect of what he calls a “currency death spiral”, Einhorn told a New York conference on value investing that Japan “may already be past the point of no return”. Never one to pass up an opportunity, however, Greenlight had added new trades to this investment theme, buying long-dated options on much higher interest rates in Japan and other developed regions – effectively giving the firm the chance to make big profits from a jump in rates. The options, bought from maj

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

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

Bank of England expands quantitative easing, holds rates steady

Posted: 04 Nov 2009 11:24 PM PST

Following in the US footsteps- further downside on the pound

ETFDesk users see this as a potential opportunity to: sell Rydex British Pound Sterling Trust;

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

Where Do State and Local Governments Get Their Tax Revenue?

Posted: 05 Nov 2009 12:35 AM PST

Interesting charts of where states get their funding…

ETFDesk users see this as a potential opportunity to: sell iShares S&P National Municipal Bond Fund;

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

Report Says Big Buyouts Are Likelier to Default

Posted: 05 Nov 2009 12:38 AM PST

The 10 largest companies bought by private equity companies are performing worse than similar stand-alone companies or smaller private equity deals, according to a new report from Moody’s, the rating agency.

ETFDesk users see this as a potential opportunity to: sell First Trust IPOX-100 Index Fund; sell iShares Dow Jones U.S. Broker-Dealers Index Fund;

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

Prechter: The 2008 Crash Was Merely A Warmup

Posted: 05 Nov 2009 12:39 AM PST

Elliot Wave analyst Bob Prechter explained to Maria Bartiromo why this market rally is kaput. The internals are ugly, momentum is breaking down, valuations are too high, and everyone’s too bullish. He ominously described the 2008 crash as a warmup, and he likes Treasuries.

ETFDesk users see this as a potential opportunity to: buy iShares Lehman 7-10 Year Treasury Bond Fund; buy UltraShort S&P 500 ProShares; sell S&P 500 SPDR; buy iShares Lehman 10-20 Year Treasury Bond Fund; buy Rydex Inverse 2x S&P 500 ETF; buyPIMCO 15+ Year U.S. TIPS Index Fund; buy PIMCO 7-15 Year U.S. Treasury Index Fund;

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

 

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