For long-term investors, it seems to me that GWO, DSI and PZD are all much better ETFs to play this theme than volatile stuff like TAN, or poorly conceived ETFs like GEX and PBW. It's a long term play. Of course if you want short-term movement, then I'd be all over FAN, PWND, and KWT. Either you trade to play short-term movements (under 12-months, and usually under 3-months) or one invests for the long-haul. The narrow-sector funds are lousy long-term bets, and the long-term themes don't give you the volatility to make bets on short term direction.
ETF Investments Ahead of G20 [View article]