Daily “Ways-to-Play” The News Before the Moves 1/29/2010

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Investment Outlook Bill Gross | February 2010

“f all of the developed countries, three broad fixed-income observations stand out: 1) given enough liquidity and current yields I would prefer to invest money in Canada. Its conservative banks never did participate in the housing crisis and it moved toward and stayed closer to fiscal balance than any other country, 2) Germany is the safest, most liquid sovereign alternative, although its leadership and the EU’s potential stance toward bailouts of Greece and Ireland must be watche

buy iShares MSCI-Canada (EWC);

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

Morgan Stanley (NYSE:MS): Bank of America (NYSE:BAC) May Be Hit Harder than Thought from Obama Trading Ban

The original report from Citibank (NYSE:C) in response to a proposal to limit proprietary trading from Obama was that Bank of America (NYSE:BAC) would lose about 1 to 2 percent of earnings from the event. Morgan Stanley (NYSE:MS) has now released a report stating that the fallout would be far worse than that, more than doubling their outlook over Citibank’s, to Bank of America losing potentially up to 5 percent of overall earnings if the plan is implemented.

sell iShares DJ US Financial Sector (IYF)

sell iShares DJ US Financial Services (IYG);

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

DR. Copper, Market PHD – SELL!

It’s been said that copper (ETF: JJC) is the metal with a PhD due to its ability to reflect economic trends. What is copper saying right now?

buy UltraShort S&P 500 ProShares (SDS)

sell S&P 500 SPDR (SPY)

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

buy Ultra ProShort S&P500 ProShares (SPXU);

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

Could California Really Default?

After Standard & Poor’s downgraded California’s bond rating yet again earlier this month, Gov. Arnold Schwarzenegger and members of his administration sounded practically schizophrenic, on the one hand warning the legislature that the state had to get its fiscal house in order while simultaneously deriding the notion that California would ever fail to pay its obligations.

sell iShares S&P National Municipal Bond Fund (MUB);

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

Hedging PIIGS Risk with ETFs

Acronyms for blocs of countries are all the rage these days: BRIC, MAVENS, now PIIGS (Portugal, Italy, Ireland, Greece, and Spain). As the BRICs and MAVENS were created to group strong growth countries into an investable group, the PIIGS are the polar opposite: countries on the brink of disaster. We didn’t coin the acronym “PIIGS”, but we are the first out with a comprehensive way to “play” it.

sell iShares MSCI-EMU (EZU)

sell iShares MSCI-Italy (EWI)

sell iShares MSCI-Spain (EWP)

sell Rydex Euro Currency Trust (FXE)

buy ProShares UltraShort Euro (EUO)

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

sell Spain Fund (SNF)

sell The New Ireland Fund (IRL);

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

Is Eurozone Dying?

Sovereign debt risk has been the talk of the town so far in 2010. Downgrades to Greece’s credit rating and its government bonds impact on the rest of Europe and its currency, the Euro, has sounded the alarm across the continent.

sell Rydex Euro Currency Trust (FXE)

buy ProShares UltraShort Euro (EUO);

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

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