Daily “Ways-to-Play” The News Before the Moves 12/23/2009

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Gallup Economic Weekly: Consumers Remain Cautious

PRINCETON, NJ — Perhaps it was the big East Coast snowstorm, the reduced holiday travel plans, or just a cautious consumer after a difficult year, but self-reported consumer spending continues to run 20% below last year’s depressed weekly comparables.

sell SPDR-Consumer Discretionary (XLY)

buy SPDR-Consumer Staples (XLP);

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

The Wall STreet Transcrip – Investing in The Mexico Fund

The Wall STreet Transcrip – Investing in The Mexico Fund

buy Mexico Fund (MXF);

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

SGF October 31, 2009 Annual Report

SGF October 31, 2009 Annual Report

buy Singapore Fund (SGF);

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

JEQ October 31, 2009 Annual Report

JEQ October 31, 2009 Annual Report

buy Japan Equity Fund (JEQ);

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

The age of China: Chinese workers will become scarcer (The Economist)

SINCE the 1970s China’s birth rate has plummeted while the number of elderly people has risen only gradually. As a result its “dependency ratio”—the proportion of dependents to people at work—is low. This has helped to fuel China’s prodigious growth. But this “demographic dividend” will peak in 2010.

sell iShares FTSE/Xinhua China 25 (FXI)

sell SPDR S&P China ETF (GXC);

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

JEQ October 31, 2009 Annual Report

JEQ October 31, 2009 Annual Report

buy Japan Equity Fund (JEQ);

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

Small-business bankruptcies rise 81% in California

With credit tight and consumers still pinching their pennies, many business owners find they can’t go on.

sell KBW Regional Banking ETF (KRE);

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Playing Ponzi

The legacy of the financial crisis will continue for some years yet in advanced economies

sell iShares S&P/Citigroup International Treasury Fund (IGOV);

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The Iranian Incursion in Context

“Multiple sources have reported that Tehran ordered the incident. The Iranian government is aware that Washington has said the end of 2009 was to be the deadline for taking action against Iran over its nuclear program — and that according to a White House source, the United States could extend that deadline to Jan. 15, 2010.” – Seems already priced in…

sell PowerShares Dynamic Oil & Gas Services Portfolio (PXJ)

sell United States Oil Fund LP (USO)

sell United States 12 Month Oil Fund, LP (USL);

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

Top hedge funds bet on big yields rise

The recent rise in long-term US interest rates comes as good news for several leading hedge fund managers, including John Paulson, who have positioned their trading books to benefit from higher yields on US Treasury securities.

sell iShares Lehman 10-20 Year Treasury Bond Fund (TLH)

sell Vanguard Extended Duration ETF (EDV)

buy Direxion Daily 10-Yr Treasury Bear 3x Shares (TYO)

buy Direxion Daily 30-Yr Treasury Bear 3x Shares (TMV)

sell Long-Term Govmt Bond ETF (VGLT);

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

Make Bank on Bank Loans

“With the economy on the mend, though, analysts expect the $500 billion market for bank loans to improve. Analysts forecast that the default rate on bank loans will drop back to around 4 percent in 2010, near the historical average. That could help prices, which tend to rise as default rates go down, says Gunther Stein, chief investment officer for Symphony Asset Management, a large manager of bank-loan funds.”

buy Eaton Vance Floating Rate Income Trust (EFT)

buyFirst Trust/Four Corners Senior Floating Rate Income II (FCT);

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

Top hedge funds bet on big rise in yields

Mr Paulson, who made big gains earlier this decade by betting against the subprime mortgage market and whose firm, Paulson & Co, manages $33bn, has said he believes that government stimulus efforts would inevitably lead to higher inflation and a corresponding rise in rates.

buy UltraShort Lehman 20+ Year Treasury ProShares (TBT);

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

New Home Sales Plunge 11.3 Percent!

Sales of new homes in the US dropped 11.3% to an annualized rate of 355k units in November.

buy UltraShort Real Estate ProShares (SRS)

sell SPDR S&P Homebuilders ETF (XHB)

sell iShares Dow Jones U.S. Home Construction Index Fund (ITB)

sell iShares DJ US Real Estate (IYR);

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

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