Posts Tagged 'fx'

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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Daily “Ways-to-Play” The News Before the Moves 3/29/2010

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Are Water Utilities Ready to Rise With the Economic Tide?

Since March 9th of last year, the Standard & Poor’s Composite 1500 index, a broad-based, capitalization-weighted benchmark of 1,500 U.S. companies, has rallied 75%. As it happens, all but one industry group in the index, which is comprised of the S&P 500, the S&P 400 (mid cap), and the S&P 600 (small cap), has seen a double-digit percentage rally over the span

ETFDesk users see this as a potential opportunity to: buy PowerShares Water Resource Portfolio (PHO)

buy Claymore S&P Global Water Index ETF (CGW)

buy First Trust ISE Water Index Fund (FIW)

buy PowerShares Global Water Portfolio (PIO);

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

A euro exit is the only way out for Greece

Greece faces the threat of state bankruptcy. No longer is there any illusion that membership of Europe’s economic and monetary union provides protection from harsh realities. Since it entered the euro area in 2001, Greece has sacrificed competitiveness and amassed enormous trade deficits. Theoretically, to make up the economic ground lost in less than a decade, the Greeks would need to devalue by 40 per cent. But in a monetary union, that is impossible.

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

buy Rydex Euro Currency Trust (FXE);

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

Brazil yields up on interest rate hike bets

SAO PAULO, March 25 (Reuters) – Yields on Brazilian interest rate future contracts for shorter maturities jumped on Thursday over expectations the central bank would hike borrowing costs in April for the first time in two years.

ETFDesk users see this as a potential opportunity to: buy WisdomTree Dreyfus Brazilian Real Fund (BZF);

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

Greenspan Calls Treasury Yields ‘Canary in the Mine’

March 26 (Bloomberg) — Former Federal Reserve Chairman Alan Greenspan said the recent rise in Treasury yields represents a “canary in the mine” that may signal further gains in interest rates.

ETFDesk users see this as a potential opportunity to: sell iShares Lehman 20+ Year Treasury Bond Fund (TLT)

sell iShares Lehman 7-10 Year Treasury Bond Fund (IEF)

buy UltraShort Lehman 7-10 Year Treasury ProShares (PST)

buy UltraShort Lehman 20+ Year Treasury ProShares (TBT)

buy Direxion Daily 30-Yr Treasury Bear 3x Shares (TMV)

sell 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

Junk Bonds in ‘Goldilocks’ Market Reach Record: Credit Markets

March 29 (Bloomberg) — Junk bond sales reached a record this month as rising profits and record low Federal Reserve interest rates foster lending and investment to the lowest-rated borrowers.

ETFDesk users see this as a potential opportunity to: buy iShares iBoxx $ High Yield Corporate Bond Fund (HYG)

buy SPDR Lehman High Yield Bond ETF (JNK);

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

Stocks Soar, but Many Analysts Ask Why

The unemployment rate remains locked in a range that recalls the economic doldrums of the early 1980s. Housing is stuck in a ditch, with foreclosures rising. And consumers are still reluctant to part with the little cash they do have.

ETFDesk users see this as a potential opportunity to: sell S&P 500 SPDR (SPY);

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 3/23/2010

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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);

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

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

Chart of the Day, March 5 2010, The Euro

cool chart from visualeconomics

Daily “Ways-to-Play” The News Before the Moves 3/5/2010

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Why Inflation Hawks Should Stand Down

No amount of huffing and puffing can inflate a leaky balloon. The Federal Reserve’s balance sheet has swelled to record levels amid the credit crisis, prompting concern that sharp U.S. inflation is soon to follow. But in spite of the Fed’s bulging balance sheet, the nation’s money supply is barely growing. That makes the prospect of near-term inflation less likely.

sell streetTRACKS Gold Trust (GLD)

sell iShares Lehman TIPS Bond Fund (TIP)

sell PIMCO Broad U.S. TIPS Index Fund (TIPZ);

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

Japanese private investors take record bets against yen

Japanese private investors have taken record bets against the yen, using their well-worn strategy of ‘buying on dips and selling on rallies’.

sell Rydex Japanese Yen Trust (FXY)

sell iPath JPY/USD Exchange Rate ETN (JYN)

buy ProShares UltraShort Yen (YCS);

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

Traders Seek Out the Next Greece in an Ailing Europe

Is Spain the next Greece? Or Italy? Or Portugal?

sell iShares MSCI-Spain (EWP)

sell Rydex Euro Currency Trust (FXE);

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

http://www.ft.com/cms/s/0/7d09384e-2768-11df-b0f1-00144feabdc0.html

The group loss, which compared with a $3.46bn net profit for 2008, came following the worst year in the history of container shipping, which accounts for more than 40 per cent of the Maersk group’s revenue.

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

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

IS THE STOCK MARKET 26% OVERVALUED?

“If there was an impediment, in addition to a murky economic outlook, it is valuation. There were revisions to the Shiller valuation data and the latest reading on the normalized real P/E multiple is at 20.64x, up from the 20.0x in February and 20.5x in January. The long-run trend is at 16.36x, suggesting that the S&P is currently overvalued by 26%.”

buy UltraShort S&P 500 ProShares (SDS)

sell S&P 500 SPDR (SPY)

buy Ultra ProShort S&P500 ProShares (SPXU);

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


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