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How to Trade the Rest of the Year - Goldman Sachs

track Goldman's END OF THE YEAR rally call: bit.ly/8ttBaR
how would you play it?

Will Black Friday Be Boom or Bust?

more reading on the subject of consumer spending:

US shoppers wait for sales bit.ly/5RfQZz

As Black Friday Looms, Will Consumers Show Up? www.etfdesk.com/headli...

Round-Up of Holiday Spending Surveys, Reports bit.ly/5FWUzY

Ahead of Black Friday: Has Consumer Confidence Been Restored?

good article, more reading on the subject of consumer spending:

US shoppers wait for sales bit.ly/5RfQZz

As Black Friday Looms, Will Consumers Show Up? www.etfdesk.com/headli...

Round-Up of Holiday Spending Surveys, Reports bit.ly/5FWUzY

Barron's Bob O'Brien sounds a look-out-below warning for agricultural commodities, noting price jumps of about 20% in corn and soybeans, even as farm production has been stellar, with near-record harvests. Investors can play a downturn by shorting ETFs PowerShares DB Agriculture Fund (DBA) or Market Vectors Agribusiness (MOO).

track O'Briens pick over time: Time to Prick the Ag Commodities Bubble bit.ly/58QGe6

From Financial Armageddon, a roundup of of holiday spending surveys, with salient excerpts. "Those who have been counting on a V-shaped recovery in the (consumer-dependent) U.S. economy might want to reconsider."

ETFDesk users see this as a potential opportunity to: SELL $XRT $RTL $RTH $ROB

bit.ly/5FWUzY

Commodities are haunted by a possible "Sub-Prime II" crisis, Citigroup (C) says, where prices are undermined by a "nightmare scenario" of surging rates and a dip back into recession - which would "demonstrate that investors never learned anything from the shock waves that descended on global investment."

read the report here: Citi Research: Nightmare on Commodity Street www.etfdesk.com/headli...

China's Massive Stimulus Isn't Saving Its Banks

good follow up read: Now Chinese banks are under-capitalised bit.ly/6y6QhO

The gold market disconnect: Where futures prices are soaring, but demand for physical gold is 34% below a year ago - and where one mint (Austria's) is cutting production of the metal coins on lower expected demand, while the U.S. Mint plans to resume making coins under an ounce in weight on Dec. 3.

This week's must read articles on Gold:

Gold Tells You U.S. Bubble Hasn’t Popped Yet: Alice Schroeder www.etfdesk.com/headli...

As Gold Value Soars, Some Cash in Fillings www.etfdesk.com/headli...

John Paulson Making Big New Bet on Gold www.etfdesk.com/headli...

Albert Edwards On Gold Mania, And Why Gold Is Very, Very Cheap www.etfdesk.com/headli...

Japan's Not Out of the Woods Yet

more on Japan: Japan’s Government Declares Economy Is in Deflation bit.ly/2t4SHF

One of these equity markets is not like the others: the Nikkei, in a downtrend since August and stumbling to new near-term lows.

Rosenberg mentions that Nikkei has been a leading indicator for other mkts, read his daily research report: www.etfdesk.com/headli...

Why the Stock Market Should Crash

good article, great follow up read you might like:
Societe Generale tells clients how to prepare for 'global collapse' www.etfdesk.com/headli...

BofA Merrill downgrades eight chip stocks, noting inventory levels will soon overshoot demand, increasing the risk of a supply chain correction. Downgraded to Neutral: Intel (INTC -5.5%), LSI Logic (LSI -3.9%), Marvell Tech (MRVL -6.6%) and TI (TXN -3.6%). Cut to Underperform: Microchip Tech (MCHP -5.1%), Maxim Integrated (MXIM -5.3%), National Semi (NSM -6%) and Power Integrations (POWI -4.1%).

BofA Merrill cuts '10 global semiconductor growth view bit.ly/2qg0LF

ETFDesk users see this as a potential opportunity to: sell IGW XSD

Faber: Gold a Better Buy than at $300/oz.

some good follow up reading on gold:

Albert Edwards On Gold Mania, And Why Gold Is Very, Very Cheap www.etfdesk.com/headli...

John Paulson Making Big New Bet on Gold www.etfdesk.com/headli...

Gold: Still Cheap Despite New Record High

good follow up read: Albert Edwards On Gold Mania, And Why Gold Is Very, Very Cheap www.etfdesk.com/headli...

A spike in lumber prices despite weak housing data likely means that in a weak-dollar era, it's all about investors trying to get any commodity they can get their hands on.

yeah i agree, doesn't seem to add up: short CUT ? www.etfdesk.com/fundDe...