Posts Tagged 'currency'

Daily “Ways-to-Play” The News Before the Moves 3/30/2010

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The equity market rally is nearing its end

That’s the view of Morgan Stanley’s Teun Draaisma, who reckons the much feared tightening is about to begin in earnest.

ETFDesk users see this as a potential opportunity to: sell DJIA DIAMONDS (DIA)

sell S&P 500 SPDR (SPY)

sell iShares Russell 2000 (IWM);

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

Must Be A Bull Market: The Dumbest Job Ever, Day Trading, Is Cool Again

Apparently, day trading is back. The New York Times says so. So it must be.

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

Actively Managed Mutual Funds Are Obsolete

With index funds and ETFs offering diversification at lower cost, actively managed funds have lost their original purpose.

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

Why Fund Managers’ Hot Performance Isn’t So Hot

Where have all the geniuses been hiding, and why have they suddenly been popping up everywhere?
Check out how others are using ETFs to capitalize on this news or add your own opinion

Euro Trashed

THE European Monetary Union, the basis of the euro, began with a grand illusion. On one side were countries — Austria, Finland, Germany and the Netherlands — whose currencies had persistently appreciated, both within Europe and worldwide; the countries on the other side — Belgium, France, Greece, Italy, Portugal and Spain — had persistently depreciating currencies. Yet the union was devised as a one-size-fits-all structure. As a result, some countries had to use creative accountin

ETFDesk users see this as a potential opportunity to: buy iShares MSCI-Germany (EWG);

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

Strong Earnings May Already Be Baked In

For investors, the thrill of earnings season may be over before it’s even begun. The first quarter ends on Wednesday, and earnings season gets into full swing with aluminum giant Alcoa’s results due out on April 12.

ETFDesk users see this as a potential opportunity to: sell DJIA DIAMONDS (DIA)

sell S&P 500 SPDR (SPY)

sell Nasdaq-100 Index Tracking Stock (QQQQ)

sell iShares Russell 2000 (IWM);

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

China becomes world’s new diabetes capital

China now has more people with diabetes than any other country, a new report shows, making it clear that the nation’s soaring economic growth is taking a toll on public health.

ETFDesk users see this as a potential opportunity to: buy Biotech HOLDRS (BBH);

buy iShares Dow Jones U.S. Medical Devices Index Fund (IHI);

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

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Greece May Need More Support Than You Think

Daily “Ways-to-Play” The News Before the Moves 3/23/2010

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Greek Crisis May Provoke Fed-ECB Split as Euro Slides

March 23 (Bloomberg) — European Central Bank President Jean-Claude Trichet’s campaign for governments to learn the lessons of the Greek fiscal crisis may provoke a transatlantic policy split that forces the euro back toward its lows of 2006.

buy PowerShares DB US Dollar Index Bullish Fund (UUP)

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

Appetite returning for frontier markets

Investors in frontier markets took flight in the financial crisis as they headed away from risky assets, seeking safer havens. But interest is reviving in these small, exotic and often illiquid markets as risk appetite picks up.

buy PowerShares MENA Frontier Countries Portfolio (PMNA);

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

Obama Pays More Than Buffett as U.S. Risks AAA Rating

The bond market is saying that it’s safer to lend to Warren Buffett than Barack Obama.

sell iShares Lehman 20+ Year Treasury Bond Fund (TLT)

buy iShares GS $ InvesTop Corporate Bond Fund (LQD);

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

China in Midst of ‘Greatest Bubble in History,’ Rickards Says

China is in the midst of “the greatest bubble in history,” said James Rickards, former general counsel of hedge fund Long-Term Capital Management LP.

sell iShares FTSE/Xinhua China 25 (FXI);

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

Daily “Ways-to-Play” The News Before the Moves 3/17/2010

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No, it’s true – everyone is shorting the euro

We cautioned a few weeks ago that a little perspective was probably needed when discussing the “everyone is shorting the euro” story.
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

Cities, States Tell Big Banks They’ll Go Elsewhere

Fed up with the tight supply of credit, state and local governments across the U.S. are starting to punish big banks.

sell KBW Bank ETF (KBE)

buy KBW Regional Banking ETF (KRE)

sell SPDR-Financial (XLF);

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

China in ‘Greatest Bubble in History,’ Rickards Says

March 17 (Bloomberg) — China is in the midst of “the greatest bubble in history,” said James Rickards, former general counsel of hedge fund Long-Term Capital Management LP.

sell PowerShares Golden Dragon Halter USX China Portfolio (PGJ)

sell iShares FTSE/Xinhua China 25 (FXI)

sellSPDR S&P China ETF (GXC)

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

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

Daily “Ways-to-Play” The News Before the Moves 3/15/2010

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Eight ETFs That Will Add Income to Your Portfolio

Trying to interpret what the markets are doing can be just as crazy-making as attempting to predict what’s happening. That’s why it might be necessary to add in some income-producing ETFs along with the risky funds.

buy PowerShares Dynamic Utilities Portfolio (PUI)

buy PowerShares Financial Preferred Portfolio (PGF)

buyiShares iBoxx $ High Yield Corporate Bond Fund (HYG)

buy iShares S&P U.S. Preferred Stock Index Fund (PFF)

buy PowerShares Insured National Municipal Bond Portfolio (PZA)

buy SPDR Lehman High Yield Bond ETF (JNK)

buy Market Vectors High Yield Muni (HYD)

buy JPMorgan Alerian MLP Index ETN (AMJ);

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

New round of foreclosures threatens housing market

The housing market is facing swelling ranks of homeowners who are seriously delinquent but have yet to lose their homes, and this is threatening a new wave of foreclosures that could hit just as the real estate market has begun to stabilize

buy UltraShort Real Estate ProShares (SRS)

sell SPDR S&P Homebuilders ETF (XHB)

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

sell iShares DJ US Real Estate (IYR);

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

China’s Property: Bubble, Bubble, Toil and Trouble

And these days not much — aside from the possibility of a double-dip recession in the U.S. — has more economists, international investors, hedge-fund managers and bankers tearing their hair out than the deceptively simple question, Is China’s property market a bubble?

sell Claymore/AlphaShares China Real Estate ETF (TAO);

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

The Greater China Fund Approves And Announces Terms Of Rights Offering

Posted: 12 Mar 2010 06:50 AM PST

The Greater China Fund Approves And Announces Terms Of Rights Offering

ETFDesk users see this as a potential opportunity to: buy Greater China Fund, Inc. (GCH);

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

Leave yuan to us, China tells Obama

The United States should not make a political issue out of the yuan, a Chinese central banker said on Friday, as the two countries lurched towards a potential bust-up over Beijing’s currency regime.

sell WisdomTree Dreyfus Chinese Yuan Fund (CYB);

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

Energy: A foot on the gas

The rush of European interest in shale underscores wider awareness of a change in the outlook for gas supplies. A surge in US production has meant that within three years the world has gone from running out of natural gas to being drowned in it.

buy First Trust ISE-Revere Natural Gas Index Fund (FCG);

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

Export Revival Threatened By Shipping Bottlenecks

The U.S. finally is enjoying some strength in exports, thanks to economic recovery in Asia and a generally weak dollar. But just as U.S. goods find demand abroad, there’s a problem getting them there. (Looks like shippers are finally getting some pricing power)

buy Claymore/Delta Global Shipping Index ETF (SEA);

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Consumer Rebound Is Going To Sputter Out

Goldman Sachs’ Jan Hatzius lays out three reasons the recovery will sputter out. Specifically they expect consumer spending growth to fall from a current rate of around 3.25% to 1-2%:

sell Retail HOLDRS (RTH)

sell SPDR-Consumer Discretionary (XLY)

sell SPDR S&P Retail ETF (XRT)

sellClaymore/Robb Report Global Luxury Index ETF (ROB);

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

ETF threat hangs over gold

THE much-vaunted gold-backed exchange-traded funds (ETFs) could play a critical role in determining the gold price this year if holders of the instrument start selling out and cause a large amount of physical metal to come onto a market where demand is relatively weak.

sell iShares COMEX Gold Trust (IAU)

sell PowerShares DB Gold Fund (DGL)

sell streetTRACKS Gold Trust (GLD)

sell UBS E Tracs CMCI Gold TR (UBG)

sell ETFS Physical Swiss Gold Shares (SGOL);
Check out how others are using ETFs to capitalize on this news or add your own opinion

Daily “Ways-to-Play” The News Before the Moves 3/11/2010

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Fears of China property bubble grow

Chinese real estate prices accelerated last month, rising by their fastest pace in two years despite government efforts to cool the market amid fears of a looming property bubble.

sell Claymore/AlphaShares China Real Estate ETF (TAO);

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

Currencies: The Canadian Dollar Will Be The Next Star; ETFs To Use (Shocked Investor)

“the next star could well be the Canadian dollar. The cycle could well be repeated now with the Canadian dollar as the Bank of Canada is set to raise rates in the next few months. This will be the first move in many months. In contrast, the Australian bank is nearing the end of its raising move. Currencies generally move when the interest rates hike start, not near the end of the raising cycles. Therefore, the obvious advantage is for the Canadian dollar.”

buy Rydex Canadian Dollar Trust (FXC);

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

The Taiwan Greater China Funds Feb. Monthly Update

The Taiwan Greater China Funds Feb. Monthly Update

buy Taiwan Greater China Fund (TFC);

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

Webcast Alert: Man Sang International (B.V.I.) Limited Update

Webcast Alert: Man Sang International (B.V.I.) Limited Update
Check out how others are using ETFs to capitalize on this news or add your own opinion

High Conviction: Short the Yen

We are short Japanese yen against the US Dollar. We have implemented the trade by selling out-of-the-money calls to buy out-of-the-money puts and taking in premium.

sell Rydex Japanese Yen Trust (FXY)

buy ProShares UltraShort Yen (YCS);

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

The Singapore Fund February Monthly Update

The Singapore Fund February Monthly Update

buy Singapore Fund (SGF);

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

Beware Of A Double-Dip Recession : Nouriel Roubini

The shape of the U.S. recovery isn’t a sure thing yet.
Check out how others are using ETFs to capitalize on this news or add your own opinion

Daily “Ways-to-Play” The News Before the Moves 3/10/2010

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Morgan Stanley’s ROACH: THERE IS A 40% CHANCE OF A DOUBLE DIP

Stephen Roach, head of Morgan Stanley Asia, discusses the state of the consumer and the real unemployment rate at 11.5%. He discusses many of the items we highlighted in our headline article this morning. Roach is still very concerned about a double dip recession led by consumers and caused by an end to the government stimulus.

sell DJIA DIAMONDS (DIA)

buy iShares Lehman 20+ Year Treasury Bond Fund (TLT)

sell S&P 500 SPDR (SPY)

sell Nasdaq-100 Index Tracking Stock (QQQQ)

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

Shorting US Treasuries could be a mistake

over the medium term – say the next several quarters, a reasonable investment horizon – there are reasons to expect the Treasury market to hold its own, and perhaps even surprise with lower yields.

buy iShares Lehman 20+ Year Treasury Bond Fund (TLT)

buy iShares Lehman 10-20 Year Treasury Bond Fund (TLH)

buy PIMCO 7-15 Year U.S. Treasury Index Fund (TENZ)

buy Long-Term Govmt Bond ETF (VGLT)

buy Inter-Term Govmt Bond ETF (VGIT);

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

Public Pension Funds Are Adding Risk to Raise Returns

Government pension plans cannot beef up their bonds that mature many, many years from now without dashing their business models. They use long-range estimates that presume high investment returns will cover most of the cost of the benefits they must pay. And that, they say, allows them to make smaller contributions along the way.
Check out how others are using ETFs to capitalize on this news or add your own opinion

South Africa: back of the net – not

Hosting the 2010 FIFA Soccer World Cup probably will bring tangible but small economic benefits to the SA economy. While stadium and transportation infrastructure construction provided the main boost prior to 2010, we expect World Cup-related tourism inflows to boost this year’s real GDP by up to 0.5%.

sell iShares MSCI-South Africa (EZA);

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

Emerging-Market Stocks May Retreat 15%, Aberdeen’s Kaloo Says

March 10 (Bloomberg) — Emerging-market stocks will drop as much as 15 percent this year as earnings miss estimates and global growth slows, said Devan Kaloo, who oversees $22 billion at Aberdeen Asset Management Plc.

sell Vanguard Emerging Markets ETF (VWO)

sell iShares MSCI-Emerging Markets (EEM)

buy Short MSCI Emerging Markets ProShares (EUM)

sell SPDR S&P Emerging Markets ETF (GMM)

buy Direxion Daily Emrg Mkts Bear 3X Shares (EDZ);

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

Oil Can Top $100 a Barrel Soon Enough

THE FUNDAMENTALS IN THE crude oil market got a boost in recent weeks with renewed hopes of a swift recovery in the global economy (demand increases) and ethnic violence in oil rich Nigeria (supply disruptions). This pushed crude prices above $82 a barrel.

buy PowerShares DB Oil Fund (DBO)

buy United States Oil Fund LP (USO)

buy iPath S&P GSCI Crude Oil Total Return Index ETN (OIL)

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

buy PowerShares DB Crude Oil Long ETN (OLO);

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

Pound Slide to Help U.K. Outpace Europe, Goldman Says

March 9 (Bloomberg) — The pound’s drop last week to a 10- month low may help the U.K. economy grow faster than the region sharing the euro, which is hobbled by budget deficits and aging populations, according to Goldman Sachs Group Inc.

sell iShares MSCI-France (EWQ)

sell iShares MSCI-Germany (EWG)

sell iShares MSCI-Spain (EWP)

buy iShares MSCI-U.K. (EWU)

sell streetTRACKS Dow Jones EURO STOXX 50 Fund (FEZ)

sell Rydex British Pound Sterling Trust (FXB)

sell Rydex Euro Currency Trust (FXE);

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

Sector Appeal: Funds That Beat Indexes

Active Portfolio Managers Have Outperformed Many Exchange-Traded Funds, Thanks to Surging Small-Cap Stocks
Check out how others are using ETFs to capitalize on this news or add your own opinion

Build America Pays Off on Wall Street

Brokerage Firms Net $1 Billion-Plus for Selling the New Bonds, but Say It Can Be Hard Work

sell PowerShares Build America Bond Portfolio (BAB);

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

Eaton Vance Dumps Dirt Bonds as Florida Land Districts Default

Thomas Metzold, Eaton Vance Corp.’s co-head of municipals, sold all his defaulted bonds of Tison’s Landing, an unfinished housing development in Jacksonville, Florida, as the debt fell to a third of face value last year.

sell Market Vectors High Yield Muni (HYD);

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

The Fundamental Flaw of Europe’s Common Currency

The euro is under attack like never before, as the promises on which it was based turn out to be lies. Hedge funds are speculating against Greek debt, while euro-zone politicians work behind the scenes to cobble together rescue packages. But fundamental flaws in the monetary union need to be fixed if Europe’s common currency is to survive. By SPIEGEL staff.

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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