Daily “Ways-to-Play” The News Before the Moves 1/06/2010

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Growth in a Time of Debt: Higher Debt May Stunt Economic Growth

Countries with a gross public debt debt exceeding about 90% of annual economic output tended to grow a lot more slowly. For advanced countries above the 90% threshold, average annual growth was about two percentage points lower than for countries with public debt of less than 30% of GDP.

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

Dave Rosenberg Gluskin Sheff 01/05/2010

The consensus sees $76 operating EPS for the S&P 500 in 2010, which would be a 36% increase from 2009

buy UltraShort S&P 500 ProShares (SDS)

sell S&P 500 SPDR (SPY)

buy 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

GETTING PERSONAL: Goldman Plans Foray Into Tough ETF Market

The Wall Street bank, which already has a prominent ETF trading desk, filed with the Securities and Exchange Commission on Christmas Eve for permission to launch a slate of ETFs. Its decision follows similar me-too moves by other well-known firms like Pacific Investment Management Co., Charles Schwab Corp.

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

Emerging Stocks Lose 20% as Mobius Sees IPO Backfire

Emerging markets are attracting more money from initial public offerings than industrialized nations for the first time ever, a warning sign to Mark Mobius that the record rally in the shares may turn into a 20 percent decline.

sell iShares MSCI-Emerging Markets (EEM);

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

German unemployment falls for sixth month

The monthly data, published by the Federal Labour Agency, showed unemployment in Europe’s largest economy fell by a marginal 3,000 in December, the sixth consecutive decline, leaving the jobless rate unchanged at 8.1 per cent for the third month in a row.

buy iShares MSCI-Germany (EWG);

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

Midway Airport privatization prepares to take off again

Indication of the market picking up and demand for infrastructure assets.

buy iShares S&P Global Infrastructure Index Fund (IGF)

buy Macquarie/First Trust Global Infrastructure/Util Dividend & Income (MFD)

buy Macquarie Global Infr Total Return (MGU);

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

BarCap’s ‘credit surprise’ snapback

“Things are still getting worse, but at a noticeably slower pace. It is not clear if we are at a turning point, but we appear to be moving towards one.”

buy iShares S&P Global Financials (IXG);

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

Turkish equities rise on rumours of IMF deal

“Turkey has been in on-off talks with the fund over a possible standby programme for more than a year. But with bond yields close to historic lows, Recep Tayyip Erdogan, the prime minister, has made it clear he does not consider a deal essential if it requires politically unpalatable fiscal measures.”

buy iShares MSCI Turkey  Investable Market Index Fund (TUR)

buy Turkish Investment Fund (TKF);

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

The Next BRICs: Six Surging Countries You Must Pay Attention To This Decade

If you’re bullish about Brazil, Russia, India, and China, then don’t forget there is an entire second tier of less-appreciated-but-giant economic growth stories — the MAVINS.

buy iShares MSCI-Australia (EWA)

buy iShares MSCI-Mexico (EWW)

buy iShares MSCI-South Africa (EZA)

buy Indonesia Fund (IF);

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

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