Daily “Ways-to-Play” The News Before the Moves 12/30/2009

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Will the market rise or fall? Government growth clouds prospects

(The Washington Times) The long-term outlook for the stock market is not good, and here is why. For the past 100 years, there has been an inverse relationship between changes in the size of government and the growth or decline in the stock market.

sell S&P 500 SPDR (SPY)

buy streetTRACKS Gold Trust (GLD)

sell iShares Russell 2000 (IWM)

buy PIMCO Broad U.S. TIPS Index Fund (TIPZ);

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Israeli warplanes fly over Lebanon, draw army fire

“Lebanon’s army said on Tuesday it fired anti-aircraft rounds at four Israeli warplanes which flew at low altitude over south Lebanon.”

buy United States Oil Fund LP (USO)

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

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Sprott Says S&P 500 to Tumble Below its March Low

Dec. 29 (Bloomberg) — The Standard & Poor’s 500 Index will collapse below its March lows as an expected rebound in economic growth fails to materialize, according to hedge fund manager Eric Sprott.

buy streetTRACKS Gold Trust (GLD)

sell iShares S&P 500 (IVV)

buy UltraShort Lehman 20+ Year Treasury ProShares (TBT)

buy PowerShares DB US Dollar Index Bearish Fund (UDN)

buy UltraShort Financials ProShares (SKF)

buy UltraShort S&P 500 ProShares (SDS)

sell S&P 500 SPDR (SPY)

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MF Global Special Report: 10 Macro Themes for 2010

The financial and commodity markets will be influenced by a number of major events in 2010. Central banks are ripe to exit a period of unprecedented monetary ease, governments in Japan, Europe, and the U.S. will issue historically high levels of debt, parts of the Emerging World face real estate and equity market bubbles, and the U.S. will hold important midterm elections, which could impact consumer and business confidence. Furthermore, the euro will face a test of its reserve

buy S&P 500 SPDR (SPY)

buy iShares MSCI-Emerging Markets (EEM)

buy Claymore/AlphaShares China Real Estate ETF (TAO)

buy ProShares UltraShort Euro (EUO)

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

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‘Hundreds of al-Qaeda militants planning attacks from Yemen’

One article of many showcasing the importance of defense co’s…

buy PowerShares Aerospace & Defense Portfolio (PPA)

buy iShares Dow Jones U.S. Aerospace & Defense Index Fund (ITA);

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Goldman Sachs Research: Recovery More Ho-Hum Than Ho-Ho-Ho

At a time of the year when ho-ho-ho is the catchword, the first six months of the US economic recovery look distinctly ho-hum following the latest reports.

sell SPDR S&P Homebuilders ETF (XHB)

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

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Iraq Signs Deal With European Oil Giants

“The returns will be fairly negligible,” Mr. Munton said. “The companies have the opportunity to recover everything they spend and to get a wafer-thin profit on top, but this is really an opportunity to get in to Iraq.” Iraq ranks third in the world in terms of proven reserves, behind Saudi Arabia and Russia but ahead of Iran, with reserves of 115 billion barrels and possibly more, Mr. Munton said, quoting estimates by his own firm.

buy PowerShares Dynamic Oil & Gas Services Portfolio (PXJ);

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Calls for Full-Body Screening Devices Grow After Terror Attempt

A suspected terrorist’s attempt to blow up a U.S. airliner may override privacy concerns and intensify a push for full-body scanning equipment at airports.

buy PowerShares Aerospace & Defense Portfolio (PPA)

buy iShares Dow Jones U.S. Aerospace & Defense Index Fund (ITA);

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Goldman Sachs: BRICs Monthly

GS: “Earlier this month, we announced our updated forecasts and projections through 2011. We believe global growth will return to above trend in 2010 and 2011, led by strength in the emerging markets and, of course, in the BRICs in particular. Although we are bullish on growth, we expect inflation generally to remain in check. ”

buy Claymore/BNY BRIC (EEB)

buy iShares FTSE/Xinhua China 25 (FXI)

buy iShares MSCI-Brazil (EWZ)

buy Market Vectors Russia ETF Trust (RSX)

buy SPDR S&P Emerging Markets ETF (GMM)

buy iShares MSCI BRIC Index Fund (BKF)

buy India Fund (IFN);

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Morgan Stanley: Fundamentals Will Matter-Commodity Market Outlook

Morgan Stanley: “Fundamentals will matter: We expect correlations will weaken into and through 2010. Fundamentals will matter, more so than they did in the liquidity-induced rally of 2009. Investors, as a result, should be much more discriminating in 2010. We want to own commodities with tight balances.”

buy United States Oil Fund LP (USO)

buy ProShares Ultra DJ-AIG Crude Oil (UCO)

buy iPath Dow Jones-AIG Copper Total Return Sub-Index ETN (JJC)

buy UBS E-Tracs UBS Long Platinum ETN (PTM)

buy iPath Dow Jones AIG Sugar Total Return Sub Index (SGG);

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UBS Investment Research Seven Reasons to Sell the EURO

UBS: The euro has fallen sharply towards our three month target of 1.40 against the dollar. But investors should continue to sell the single currency for seven key reasons.

sell WisdomTree Dreyfus Euro Fund (EU)

buy ProShares UltraShort Euro (EUO)

buy Market Vectors Double Short Euro ETN (DRR);

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

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