Daily “Ways-to-Play” The News Before the Moves 2/15/2010

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China’s Growth May Top 11% Even as Officials Rein in Lending

Feb. 15 (Bloomberg) — China’s economy, the world’s third biggest, may expand at a faster pace in 2010 even as officials cool lending to restrain inflation and avert asset bubbles.

sell iShares FTSE/Xinhua China 25 (FXI)

sell Claymore/AlphaShares China Small Cap Index ETF (HAO)

sellClaymore/AlphaShares China Real Estate ETF (TAO);

buy WisdomTree Dreyfus Chinese Yuan Fund (CYB);

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

Sticking plaster won’t solve the euro crisis

Without help, the euro will eventually be brought down by its weakest members, says Jeremy Warner.

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

The Price Of Safety Just Went Up

Investors battered by market upheaval, including a 6% stock slide in recent weeks, have a new mantra for their portfolios: preserve, protect and defend. But they should be prepared to pay up. Why not try a merger arb strategy

buy Gabelli Global Deal Fund (GDL)

buy IQ ARB Merger Arbitrage ETF (MNA);

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

SunAmerica Growth Fund: A Way to Piggyback Activist Investors

At least two well known activist firms have a position in FGF. Bulldog Investors (run by Phil Goldstein and Andrew Dakos) owns 14.22% of the shares as of their Feb. 1 filing. They have been steadily adding to their FGF holdings almost every day. Karpus Investors owns 6.50% of the shares.

buy SunAmerica Focused Alpha Growth (FGF);

buy SunAmerica Focused Alpha Large-Cap Fund (FGI);

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

im ‘the BRIC’ O’Neill’s big call

“In remarks that are guaranteed to send some investors into a frenzy (and splatter egg over O’Neill if no action from Beijing follows) he reckons China is about to let its currency strengthen as much as 5 per cent in a one-off revaluation to slow growth.”

buy Market Vectors Chinese Renminbi USD ETNs (CNY);

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

US CMBS deliquencies jump to 5.42%, Moody’s says

Loan delinquencies on US commercial mortgage backed securities posted a record 52bps increase to 5.42 per cent in January, according to Moody’s. In December, the rate was 4.5 per cent.

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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2 Responses to “Daily “Ways-to-Play” The News Before the Moves 2/15/2010”


  1. 1 crisismaven February 15, 2010 at 12:19 pm

    “China’s Growth May Top 11% Even as Officials Rein in Lending” – it is incredible how gullible financial jounrnalists can be: There will be much more hardship soon with a looming Chinese collapse bigger than the Soviet Union’s. Their books are ALL cooked!


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