ETFDesk Daily 12/09/2009 Top News and Investment Ideas

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

  • BofA/ML : Ten Investment Themes For 2010
  • Ken Rogoff: Housing, Unemployment Will Get Worse Before They Get Better
  • Mexico hedges against falling oil prices
  • Collapse In Tax Withholdings Refutes Improvements In Either Unemployment Or Corporate Profitability
  • Dubai debt concerns spread beyond Dubai World
  • Ben Bernanke, Treasury Salesman
  • Paulson taking the long view on market
  • Mexico hedges against falling oil prices
BofA/ML : Ten Investment Themes For 2010

Posted: 08 Dec 2009 02:57 AM PST

From Bank of America Merrill Lynch comes investment strategy in the form of ’10 themes for 2010. They feel that next year will be “a genuine watershed” in that it will reveal whether or not this ‘recovery’ is real or whether the fundamentally drawn out weakness typically associated with bear markets will rear its ugly head.

ETFDesk users see this as a potential opportunity to: buy PowerShares WilderHill Clean Energy Portfolio (PBW);buy Market Vectors Gold Miners ETF (GDX)buy iShares Dow Jones U.S. Oil & Gas Exploration & Production Index Fund (IEO)buy iShares S&P Global Financials (IXG)buy WisdomTree International LargeCap Dividend Fund (DOL)buy Nuveen Municipal Value Fund (NUV)buy WisdomTree Dreyfus Emerging Currency Fund (CEW);buy Direxion Daily 10-Yr Treasury Bear 3x Shares (TYO);

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

Ken Rogoff: Housing, Unemployment Will Get Worse Before They Get Better

Posted: 08 Dec 2009 08:18 AM PST

Harvard professor Ken Rogoff on TechTicker today.

ETFDesk users see this as a potential opportunity to: sell Retail HOLDRS (RTH)buy UltraShort Real Estate ProShares (SRS)sell SPDR S&P Retail ETF (XRT)sell iShares DJ US Real Estate (IYR)sell iShares FTSE NAREIT Retail Index Fund (RTL);

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

Mexico hedges against falling oil prices

Posted: 08 Dec 2009 12:06 PM PST

The world’s sixth largest oil producer said on Tuesday that it had hedged all its net oil exports for 2010, by buying protection against oil prices falling below $57 a barrel.

ETFDesk users see this as a potential opportunity to: sell SPDR S&P Oil & Gas Exploration & Production ETF (XOP)sell United States Oil Fund LP (USO);

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

Collapse In Tax Withholdings Refutes Improvements In Either Unemployment Or Corporate Profitability

Posted: 08 Dec 2009 02:26 PM PST

Even as the BLS and the administration are trying to cover up the real state of unemployment affairs using assorted semantic gimmicks of just what it means to be unemployed, and as companies provide adjusted EPS numbers, while actual earnings continue to collapse, the true barometer of spending, provided by the Financial Management Service, tax withholdings (net of refunds), continues to paint the truest picture of just what is really happening with both America’s consumer and the

ETFDesk users see this as a potential opportunity to: sell SPDR S&P Retail ETF (XRT)sell S&P 500 SPDR (SPY)buy UltraShort Lehman 20+ Year Treasury ProShares (TBT)buy Direxion Daily 30-Yr Treasury Bear 3x Shares (TMV)sell PIMCO 7-15 Year U.S. Treasury Index Fund (TENZ);

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

Dubai debt concerns spread beyond Dubai World

Posted: 08 Dec 2009 11:34 PM PST

Fears that Dubai’s debt problems are not limited to troubled state conglomerate

ETFDesk users see this as a potential opportunity to: sell iShares MSCI-Emerging Markets (EEM);

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

Ben Bernanke, Treasury Salesman

Posted: 08 Dec 2009 11:47 PM PST

The talk put a floor under the Treasury market,

ETFDesk users see this as a potential opportunity to: buy iShares Lehman 20+ Year Treasury Bond Fund (TLT);

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

Paulson taking the long view on market

Posted: 08 Dec 2009 11:55 PM PST

“Our net longs are the highest ever,” Mr Paulson said in a speech in New York on Tuesday. “There are lots more long opportunities than short opportunities in the market. Zero interest rates are a huge tonic,” he added.

ETFDesk users see this as a potential opportunity to: buy S&P 500 SPDR (SPY)buy streetTRACKS Gold Trust (GLD);

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

Mexico hedges against falling oil prices

Posted: 08 Dec 2009 11:59 PM PST

Mexico has taken out a $1bn insurance policy against oil prices falling next year, a clear signal that commodities producers remain wary about the threat of a double-dip recession. The world’s sixth largest oil producer said on Tuesday that it had hedged all its net oil exports for 2010, by buying protection against oil prices falling below $57 a barrel.

ETFDesk users see this as a potential opportunity to: sell United States Oil Fund LP (USO)sell iShares MSCI-Mexico (EWW);

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

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