ETFdesk's  Instablog

• Dave Rosenberg 11/16/2009
• The Debt Economy
• 6 REASONS RICHARD RUSSELL WANTS TO OWN GOLD
• Devon Raises the 'Big' Question
• SGF October Monthly Update
• MEREDITH WHITNEY IS NOW CALLING FOR A DOUBLE DIP
• The not-so-small small bank CRE problem
• China Rejects View PBOC Shifted on Yuan, Morgan Stanley Says
• Drug Makers Raise Prices in Face of Health Care Reform
• Can ETCs replicate the carry trade?
• Arbitrage-free merger arbitrage
• U.S. Wholesale Prices Show Few Inflation Pressures
• Funds eye poor performer wheat in hunt for laggards
• High-flying currency hits Eurozone companies
• Tanker Sector Should Float Your Boat

The not-so-small small bank CRE problem

Posted: 16 Nov 2009 08:42 AM PST

Moreover, unlike for residential real estate, the best assets have been securitized in CMBS, and banks tend to hold in their loan portfolio the riskiest assets. 

ETFDesk users see this as a potential opportunity to: sell KBW Regional Banking ETF; 

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China Rejects View PBOC Shifted on Yuan, Morgan Stanley Says

Posted: 16 Nov 2009 11:36 PM PST

“I consider this...effort by Chinese authorities to dismiss the renewed speculation of renminbi appreciation in the near term,” Wang Qing, chief Asia economist for Morgan Stanley in Hong Kong, wrote in a note to clients today. 

ETFDesk users see this as a potential opportunity to: sell WisdomTree Dreyfus Chinese Yuan Fund; 

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Drug Makers Raise Prices in Face of Health Care Reform

Posted: 17 Nov 2009 12:02 AM PST

In the last year, the industry has raised the wholesale prices of brand-name prescription drugs by about 9 percent, according to industry analysts. That will add more than $10 billion to the nation’s drug bill, which is on track to exceed $300 billion this year.

ETFDesk users see this as a potential opportunity to: buy Pharmaceutical HOLDRS; 

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Can ETCs replicate the carry trade?

Posted: 17 Nov 2009 12:08 AM PST

“The benefit of a currency ETC is that it provides exposure to local interest rates. It’s safer than putting money in a foreign bank account,” Mr Bienkowski said.

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Arbitrage-free merger arbitrage

Posted: 17 Nov 2009 12:21 AM PST

I think most of the IndexIQ ETFs are silly, but they nailed this one. Merger Arb ETF to hit the market, Convertible arb next?

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U.S. Wholesale Prices Show Few Inflation Pressures

Posted: 17 Nov 2009 12:27 AM PST

A Labor Department report on Tuesday said that higher food and energy costs contributed to a seasonally adjusted 0.3 percent rise in the producer price index, which measures the cost of goods to companies. That fell short of the 0.5 percent jump forecast by economists.

ETFDesk users see this as a potential opportunity to: buy iShares Lehman TIPS Bond Fund; buy PIMCO Broad U.S. TIPS Index Fund; 

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Funds eye poor performer wheat in hunt for laggards

Posted: 17 Nov 2009 12:56 AM PST

Prices have been weighed down by growing stocks following a record global harvest in 2008 and the second-largest harvest in history this year, but there are signs that the tide may finally be beginning to turn. RJA - 20% Wheat

ETFDesk users see this as a potential opportunity to: buy ELEMENTS - Rogers International Commodity Index Agriculture Total Return; 

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High-flying currency hits Eurozone companies

Posted: 17 Nov 2009 12:57 AM PST

The strength of the euro is hitting the profits and sales of companies in the eurozone sharply, in spite of the emerging economic recovery in the region.

ETFDesk users see this as a potential opportunity to: sell iShares MSCI-EMU; sell iShares MSCI-EAFE; 

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Tanker Sector Should Float Your Boat

Posted: 17 Nov 2009 01:02 AM PST

FBR Capital Markets WE ARE UPGRADING OUR tanker industry outlook to Overweight based on our expectations for marked improvement in the supply/demand balance in 2010.

ETFDesk users see this as a potential opportunity to: buy Claymore/Delta Global Shipping Index ETF; 

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