Daily “Ways-to-Play” The News Before the Moves 3/1/2010

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Cumberland Advisors: ETF Strategy Update

Our “core” US ETF strategy has been favoring growth over value and large cap over small cap since the autumnal equinox last year. A blend of three ETFs achieves the mix in the core strategy. At Cumberland, “core” can vary from as much as 70-75% of the total weight to as low as 30-35%. Right now it is about half the weight.

buy iShares S&P 100 Index Fund (OEF)

buy iShares Russell 1000 Growth (IWF)

buy iShares S&P 500/BARRA Growth (IVW);

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

JP Morgan’s Dimon: It’s California, Not Greece, You Should Fret About

JP Morgan Chase (JPM) CEO Jamie Dimon this afternoon told investors at the company’s annual meeting that he’s more worried about California fiscal solvency than about Greece.

sell iShares S&P California Municipal Bond Fund (CMF)

sell Alliance CA Municipal Income Fund (AKP)

sellBlackRock CA Municipal Income Tr II (BCL)

sell Nuveen California Performance Plus Municipal Fund (NCP)

sell Nuveen California Premium Income Municipal Fund (NCU);

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

Why China Can’t Cool Its Overheated Real Estate Boom

Even among Western analysts who live and work in China, the major role played by municipal governments in fueling China’s increasingly speculative real estate boom is underappreciated. The actions of those local authorities are at the heart of China’s property bubble, and they explain why the central government’s attempts to cool lending and construction are failing.

sell Claymore/AlphaShares China Real Estate ETF (TAO)

sell China Materials ETF (CHIM);

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

Copper futures surge on quake fears

Copper futures rose as much as 5 per cent to a five-week high early on Monday after a massive earthquake in top producer Chile sparked supply worries but prices soon retreated.

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

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

M&A burst drives Wall Street higher

A burst of mergers and acquisitions activity moved US stocks higher on Monday morning, aided by stronger-than-expected consumer spending and signs that a Greek bail-out may be announced soon.

buy IQ ARB Merger Arbitrage ETF (MNA);

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

Greece Now, U.K. Next as Scots Ready for Pound Plunge

March 1 (Bloomberg) — While the eyes of the world focus on Greece’s debt crisis, investors in Edinburgh are busy preparing for the U.K. to be next.

buy PowerShares DB US Dollar Index Bullish Fund (UUP)

sell Rydex British Pound Sterling Trust (FXB)

sell iPath GBP/USD Exchange Rate ETN (GBB);

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

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