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ETFDesk Daily 12/02/2009 Top News and Investment Ideas

|Includes:EEM, FXRU, GLD, GS, HHH, IGOV, iShares Russell 2000 ETF (IWM), JPM, MGF, MOO, MSD, RTH, RTL, SDS, SPY, TAN, TENZ, UDN, XRT

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Today's market-moving headlines, macro trade ideas and more...

  • Dave Rosenberg 12/01/2009 How Can the Recession Be Over?
  • Marc Faber: Dubai Was Just The Tip of The Sovereign Default Iceberg
  • Deep down, even the fiercest equity bulls must be doubting themselves
  • China Longyuan I.P.O. Attracts Billionaire Investor
  • Gallup Economic Weekly: Thanksgiving Week Disappoints
  • Dubai Panic Sparks Few Deals in Emerging-Market Bonds
  • Cyber Monday: A lot of clicking and shopping
  • JP MORGAN SAYS TO STAY IN THE RISK TRADE
  • Russia Must Cut Rate 2 Points This Month, Gilman Says
  • Beijing Gives Nod to Modified Rice


Dave Rosenberg 12/01/2009 How Can the Recession Be Over?

Posted: 01 Dec 2009 02:50 AM PST

HOW CAN THE RECESSION BE OVER? There are four items that go into the NBER recession call: 1. Employment 2. Real personal income excluding government transfers 3. Industrial production 4. Real sales 3 of the 4 economic indicators that the NBER uses to access business cycles are still in decline

ETFDesk users see this as a potential opportunity to:
 buy UltraShort S&P 500 ProShares (NYSEARCA:SDS); sell S&P 500 SPDR (NYSEARCA:SPY); sell iShares Russell 2000 (NYSEARCA:IWM); 

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

Marc Faber: Dubai Was Just The Tip of The Sovereign Default Iceberg

Posted: 01 Dec 2009 03:49 AM PST

Marc Faber warns that further sovereign defaults are ahead. Dubai was just a teaser.

ETFDesk users see this as a potential opportunity to:
 sell iShares S&P/Citigroup International Treasury Fund (NASDAQ:IGOV); 

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

Deep down, even the fiercest equity bulls must be doubting themselves

Posted: 01 Dec 2009 04:31 AM PST

We have just had the worst decade’s performance for equity investors on record. Relative to government bonds, equities have been an even bigger disaster. Surely after such a terrible decade for equity investors things can only get better?

ETFDesk users see this as a potential opportunity to:
 buy UltraShort S&P 500 ProShares (SDS); sell S&P 500 SPDR (SPY); buy streetTRACKS Gold Trust (NYSEARCA:GLD); buyPIMCO 7-15 Year U.S. Treasury Index Fund (NYSEARCA:TENZ); 

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

 

China Longyuan I.P.O. Attracts Billionaire Investor

Posted: 01 Dec 2009 06:32 AM PST

An American billionaire investor, Wilbur L. Ross, plans to buy shares of China Longyuan Power Group, the largest wind power generator in Asia Follow the billionaire - 26% China Weighting in TAN 

ETFDesk users see this as a potential opportunity to:
 buy Claymore/MAC Global Solar Energy Index ETF (NYSEARCA:TAN); 

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

Gallup Economic Weekly: Thanksgiving Week Disappoints

Posted: 01 Dec 2009 08:08 AM PST

PRINCETON, NJ -- Gallup's Thanksgiving week results tend to confirm fears of a weak holiday sales season as consumer spending was unchanged from the prior week, even though it included Friday and Saturday of the Black Friday weekend. At the same time, Gallup's Economic Confidence Index and its Job Creation Index were essentially unchanged from the prior week. A rather gloomy consumer mood and consumer spending -- trailing last year's financial crisis-depressed comparables by 25% -

ETFDesk users see this as a potential opportunity to:
 sell Retail HOLDRS (NYSEARCA:RTH); sell SPDR S&P Retail ETF (NYSEARCA:XRT); sell iShares FTSE NAREIT Retail Index Fund (NYSEARCA:RTL); 

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


Dubai Panic Sparks Few Deals in Emerging-Market Bonds

Posted: 01 Dec 2009 09:34 AM PST

emerging-market bonds overall have proved very good, though volatile, investments. Investors have endured some stomach-churning drops during the crises, but someone who held a broad basket of those bonds in a mutual fund, which reduces your exposure to individual issuers, has done well.

ETFDesk users see this as a potential opportunity to:
 buy Morgan Stanley Emerging Markets Debt (NYSE:MSD); 

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

 

Cyber Monday: A lot of clicking and shopping

Posted: 01 Dec 2009 12:48 PM PST

Report says sales rose 14% over last year and shoppers on average spent more online than they did on Black Friday.

ETFDesk users see this as a potential opportunity to:
 buy Internet HOLDRS (NYSE:HHH); 

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

JP MORGAN SAYS TO STAY IN THE RISK TRADE

Posted: 01 Dec 2009 11:48 PM PST

The latest portfolio strategy from JP Morgan continues to favor the bullish side of the trade. They see the Dubai dip as an opportunity to buy into some emerging market names at a discount. Dubai does little to change their outlook as the risk of contagion remains very low. This means the risk trade lives to fight another day. Thus, they continue to favor a broad overweight of emerging market bonds, credit, equities and currencies. In other words, they like the highest of t

ETFDesk users see this as a potential opportunity to:
 buy PowerShares DB Commodity Index Tracking Fund (NYSEARCA:DBC); buy PowerShares DB US Dollar Index Bearish Fund (NYSEARCA:UDN); buy S&P 500 SPDR (SPY); buy iShares MSCI-Emerging Markets (NYSEARCA:EEM); buy MFS Government Markets Income Trust (NYSE:MGF); 

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

Russia Must Cut Rate 2 Points This Month, Gilman Says

Posted: 01 Dec 2009 11:57 PM PST

The central bank on Nov. 24 cut the benchmark a ninth time since April to a record low 9 percent in an effort to reduce the extra return on ruble investments and cap speculative gains in the currency that are hurting exporters. Even after policy easing, Russia remains a “no-brainer for the short-term carry trade,” Gilman said, as the country’s benchmark is still higher than rates in Brazil, India and China. 

ETFDesk users see this as a potential opportunity to:
 sell Currency Shares Russian Ruble Trust (XRU); 

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

 

Beijing Gives Nod to Modified Rice

Posted: 02 Dec 2009 12:00 AM PST

China's government declared two strains of genetically modified rice safe to produce and consume, taking a major step toward endorsing the use of biotechnology in the staple food crop of billions of people in Asia.

ETFDesk users see this as a potential opportunity to:
 buy Market Vectors--Agribusiness ETF (NYSEARCA:MOO); 

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

 


Stocks: IWM, SDS, SPY, IGOV, TENZ, GLD, TAN, RTL, XRT, RTH, MSD, HHH, MGF, EEM, UDN, GS, JPM, FXRU, MOO