ETFDesk Daily 11/19/2009 Top News and Investment Ideas

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Today’s market-moving headlines, macro trade ideas and more…

 

  • How Does the ‘09 Rally Stack Up Against ‘82 Bull Market?
  • Albert Edwards On Gold Mania, And Why Gold Is Very, Very Cheap
  • John Paulson Making Big New Bet on Gold
  • Société Générale tells clients how to prepare for ‘global collapse’
  • Shut up, Lloyd Blankfein!
  • The Asia Pacific Fund October Monthly Update
  • The Greater China Fund October Monthly Update
  • The Taiwan Greater China Fund Announces Commencement of Semi-Annual repurchase Offer
  • A yuan-sided argument
  • Smarter Shoppers vs. Smarter Sellers
  • Goldman Expects Labor Data to Drive Markets
  • Lumber Futures Spike As Demand For Commodities Hits Fever Pitch
  • VIX of the VIX
  • The World’s Largest Shopping Mall
  • BofA Merrill cuts ’10 global semiconductor growth view
  • Wells Fargo to Buy Back $1.3 Billion in Auction Debt
  • Roach: China’s Market Will Crumble
  • Warning to Closed-End Fund Director–Mr. Andrew Donohue keynote address at IDC Conference
  • Senior Secured Floating Rate Bonds (SSFR): The Best Investments to Own When Interest Rates Rise
  • Brazil sparks wider currency control fears

 

How Does the ‘09 Rally Stack Up Against ‘82 Bull Market?

Posted: 18 Nov 2009 02:55 AM PST

great chart from The Big Picture blog

ETFDesk users see this as a potential opportunity to: sell DJIA DIAMONDSbuy UltraShort S&P 500 ProSharessell S&P 500 SPDRsell Nasdaq-100 Index Tracking Stock;

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

 

Albert Edwards On Gold Mania, And Why Gold Is Very, Very Cheap

Posted: 18 Nov 2009 04:32 AM PST

Central bank hoarding of gold in 1970 ushered in the famous gold bull market. With central banks likely to be net gold purchasers in H2 2009 for the first time since 1988 the same starting gun is ringing out today. The price at which the USD would be fully backed by gold (as it was during the peak of the 70s mania) is $6,300. So there is a case for gold being “cheap.” Moreover, the 70s bull market was facilitated by tight energy markets, overly accommodative central banks and nerv

ETFDesk users see this as a potential opportunity to: buy streetTRACKS Gold Trust;

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

 

John Paulson Making Big New Bet on Gold

Posted: 18 Nov 2009 04:35 AM PST

John Paulson, who scored about $20 billion of profits for his hedge fund between 2007 and early 2009 wagering against the housing market and financial companies, is launching a fund dedicated to buying up shares of gold miners and other bullion-related investments, according to three investors.

ETFDesk users see this as a potential opportunity to: buy Market Vectors Gold Miners ETFbuy streetTRACKS Gold Trust;

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

 

Société Générale tells clients how to prepare for ‘global collapse’

Posted: 18 Nov 2009 06:35 AM PST

Société Générale has advised clients to be ready for a possible “global economic collapse” over the next two years, mapping a strategy of defensive investments to avoid wealth destruction.

ETFDesk users see this as a potential opportunity to: sell S&P 500 SPDRsell Nasdaq-100 Index Tracking Stocksell iShares MSCI-Emerging Marketssell iShares MSCI-EAFEbuy UBS E Tracs CMCI Food Trbuy iPath Dow Jones AIG Sugar Total Return Sub Indexbuy iShares S&P/Citigroup International Treasury FundbuyPIMCO 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

 

Shut up, Lloyd Blankfein!

Posted: 18 Nov 2009 07:12 AM PST

Classic title

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

 

The Asia Pacific Fund October Monthly Update

Posted: 18 Nov 2009 07:25 AM PST

The Asia Pacific Fund October Monthly Update

ETFDesk users see this as a potential opportunity to: buy Asia Pacific Fund;

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

 

The Greater China Fund October Monthly Update

Posted: 18 Nov 2009 07:26 AM PST

The Greater China Fund October Monthly Update

ETFDesk users see this as a potential opportunity to: buy Greater China Fund, Inc.;

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

The Taiwan Greater China Fund Announces Commencement of Semi-Annual repurchase Offer

Posted: 18 Nov 2009 07:31 AM PST

The Taiwan Greater China Fund Announces Commencement of Semi-Annual repurchase Offer

ETFDesk users see this as a potential opportunity to: buy Taiwan Greater China Fund;

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

 

A yuan-sided argument

Posted: 18 Nov 2009 07:59 AM PST

China allowed the yuan to rise by 21% against the dollar in the three years to July 2008, but since then it has more or less kept the rate fixed. As a result, the yuan’s trade-weighted value has been dragged down this year by the sickly dollar, while many other currencies have soared. Since March the Brazilian real and the South Korean won have gained 42% and 36% respectively against the yuan, seriously eroding those countries’ competitiveness.

ETFDesk users see this as a potential opportunity to: buy WisdomTree Dreyfus Chinese Yuan Fund;

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


Smarter Shoppers vs. Smarter Sellers

Posted: 18 Nov 2009 09:43 AM PST

Some retailers are finding ways to profit even in the face of declining sales. On Tuesday, luxury retailer Saks Inc. reported a surprise profit and Target Corp. notched its first rise in year-over-year net income in eight quarters. But both companies reported declines in sales at stores open for a year, and predicted more of the same in the current quarter, which includes Christmas.

ETFDesk users see this as a potential opportunity to: sell Retail HOLDRSsell SPDR S&P Retail ETFsell iShares FTSE NAREIT Retail Index Fund;

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

Goldman Expects Labor Data to Drive Markets

Posted: 18 Nov 2009 01:14 PM PST

With the Fed in a holding pattern, markets have looked to economic data for their biggest moves in the last six months and that trend is likely to continue, Goldman Sachs economists said. “With the unemployment rate high, we expect the markets to continue to focus on employment data for indications of labor market improvement,” Goldman economists wrote in a research note.

ETFDesk users see this as a potential opportunity to: sell SPDR-Financialsell S&P 500 SPDRsell iShares Russell 2000buy 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

 

Lumber Futures Spike As Demand For Commodities Hits Fever Pitch

Posted: 18 Nov 2009 11:17 PM PST

Investors are piling into any commodity they can get their hands on as the dollar crumbles and real assets spike.

ETFDesk users see this as a potential opportunity to: buy Claymore/Clear Global Timber Index ETF;

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

 

VIX of the VIX

Posted: 18 Nov 2009 11:32 PM PST

The volatility of the CBOE SPX Volatility Index (VIX) in recent days is especially noteworthy as the measure of implied volatility in the S & P 500 Index (SPX) is once again bouncing near year-to-date lows.

ETFDesk users see this as a potential opportunity to: buy iPath S&P 500 VIX Short-Term Futures ETN;

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

The World’s Largest Shopping Mall

Posted: 18 Nov 2009 11:37 PM PST

A cautionary tale of capitalist hubris. An amazing video from PBS.

ETFDesk users see this as a potential opportunity to: sell iShares FTSE/Xinhua China 25sell SPDR S&P China ETF;

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

BofA Merrill cuts ’10 global semiconductor growth view

Posted: 18 Nov 2009 11:50 PM PST

BofA Merrill Lynch lowered its 2010 growth forecast for global semiconductor industry and downgraded ten chipmakers, including Intel Corp (INTC.O), turning more cautious on the group on expectations of a modest overshoot in global supply chain inventories.

ETFDesk users see this as a potential opportunity to: sell SPDR S&P Semiconductor ETFsell iShares Goldman Sachs Semiconductor Index;

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

Wells Fargo to Buy Back $1.3 Billion in Auction Debt

Posted: 19 Nov 2009 12:15 AM PST

San Francisco-based Wells Fargo agreed to buy back all auction rate securities it sold through its brokerage unit before Feb. 13, 2008, the association said in a statement. The bank also will pay a $1.9 million fine and reimburse investors who sold their holdings at a discount after the market collapsed.

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

 

Roach: China’s Market Will Crumble

Posted: 19 Nov 2009 12:42 AM PST

Morgan Stanley’s Stephen Roach still believes in the long-term China story, but he warns investors to wait for a much-needed market correction first.

ETFDesk users see this as a potential opportunity to: sell iShares FTSE/Xinhua China 25sell SPDR S&P China ETFsell Claymore/AlphaShares China Small Cap Index ETFbuy UltraShort FTSE/Xinhua China 25 ProShares;

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

Warning to Closed-End Fund Director–Mr. Andrew Donohue keynote address at IDC Conference

Posted: 19 Nov 2009 12:53 AM PST

Warning to Closed-End Fund Director–Mr. Andrew Donohue keynote address at IDC Conference

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

 

Senior Secured Floating Rate Bonds (SSFR): The Best Investments to Own When Interest Rates Rise

Posted: 19 Nov 2009 01:00 AM PST

That’s why I recommend you spread your risk and go with a well-diversified, closed-end fund that invests in hundreds of Senior Secured Floating Rate bonds at once. Such an approach ensures the impact of any bankruptcy is minimal. It also provides daily liquidity.

ETFDesk users see this as a potential opportunity to: buy First Trust/Four Corners Senior Floating Rate Income II;

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

 

Brazil sparks wider currency control fears

Posted: 19 Nov 2009 01:03 AM PST

Brazil moved overnight to close a loophole that had allowed investors to avoid a 2 per cent tax on foreign investment in equities and bonds announced last month.

ETFDesk users see this as a potential opportunity to: sell WisdomTree Dreyfus Brazilian Real Fund;

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

 

 

 

 

 

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