Trends I'm Watching

Palladium Is In Demand

Trend: The share price of the pallidium ETF (PALL) has increased from $43 on January 8, 2010 to $76 on December 3, 2010.

Palladium, at around $760 an ounce, trades at less than half the $1,720 price of platinum.

Palladium is interesting because it is attached to Chinese auto demand growth and there was also an [exchange-traded fund] introduced earlier this year that could inject more investment demand into the equation.
- Evan Smith, co-manager of the U.S. Global Investors Global Resources Fund 

Palladium is in big demand for catalytic converters in cars and car sales in China, India and other emerging markets are 'going through the roof. Palladium remains well below its nominal high hit nearly 10 years ago of $1,110.50.
- Sean Brodrick, a natural resources analyst for Weiss Research and contributor to Uncommon Wisdom Daily. 

Demand for palladium in auto catalysts is expected to rise by 27% in 2010, according to a report from platinum-group metals refiner Johnson Matthey PLC released earlier this month.
- Myra P. Saefong, in a ''Commodities Corner'' article on MarketWatch on December 3rd.

Best Performing ETFs for the Past 4 Weeks – 11/30/2010

Trend: ProShares Ultra Silver (AGQ) led the 4-week performance (+26%). Direxion Daily Energy Bull 3X Shares (ERX) and UBS E-TRACS CMCI Silver TR ETN (USV) were the second and third best performers, respectively.

The 20 ETFs with the best four week performance through 11/30/2010 tracked by Morningstar are shown below.

Source: MSN Money Exchange Traded Funds (ETFs) Performance Tracker 

Name	Ticker	Category	Holdings	Morningstar	Last Price*	1-Wk	4-Wks	13-Wks	YTD	52-Wks	3-Yrs	5-Yrs
ProShares Ultra Silver	AGQ	Specialty - Precious Metals	holdings		$138.00	4.10	26.25	101.39	137.42	94.98	N/A	N/A
Direxion Daily Energy Bull 3X Shares	ERX	Specialty - Natural Resources	holdings		$48.93	2.02	17.69	77.50	14.81	16.22	N/A	N/A
UBS E-TRACS CMCI Silver TR ETN	USV	Specialty - Precious Metals			$40.73	0.45	15.87	48.78	64.45	50.82	N/A	N/A
ProShares UltraShort MSCI Europe	EPV	Europe Stock	holdings		$16.16	6.75	15.00	-19.09	-21.12	-22.82	N/A	N/A
Market Vectors Double Short Euro ETN	DRR	Worldwide Bond			$47.15	6.27	14.79	-6.04	16.08	27.33	N/A	N/A
ProShares UltraShort Euro	EUO	Worldwide Bond			$21.06	6.03	14.27	-6.20	15.61	27.18	N/A	N/A
PowerShares DB Silver	DBS	Specialty - Precious Metals	holdings		$50.55	2.33	13.74	45.35	65.10	50.82	23.76	N/A
ETFS Physical Silver Shares	SIVR	Specialty - Precious Metals	holdings		$28.50	2.27	13.56	45.07	65.80	51.44	N/A	N/A
iShares Silver Trust	SLV	Specialty - Precious Metals	holdings		$27.95	2.14	13.53	44.96	65.91	51.18	25.45	N/A
Direxion Daily Dev Mkts Bear 3X Shrs	DPK	World Stock	holdings		$9.70	6.21	13.01	-27.25	-30.90	-33.25	N/A	N/A
ProShares Ultra Semiconductors	USD	Specialty - Technology	holdings		$39.14	0.38	11.76	61.06	10.61	38.45	-18.48	N/A
ProShares Ultra Oil & Gas	DIG	Specialty - Natural Resources	holdings		$40.90	1.60	11.44	47.52	13.14	12.36	-24.65	N/A
ELEMENTS CS Global Warming ETN	GWO	Specialty - Natural Resources			$7.03	0.00	11.11	11.46	-3.18	-3.71	N/A	N/A
iShares Dow Jones US Oil Equipment Index	IEZ	Specialty - Natural Resources	holdings		$54.01	2.51	10.98	35.64	21.90	26.15	-4.40	N/A
PowerShares Dynamic Oil & Gas Services	PXJ	Specialty - Natural Resources	holdings		$20.98	2.47	10.98	33.86	19.81	25.05	-7.39	3.13
PowerShares DB Agriculture Dble Shrt ETN	AGA	Specialty - Natural Resources			$22.54	-2.11	10.97	-32.94	-29.02	-30.25	N/A	N/A
PowerShares DB Base Metals Dble Shrt ETN	BOM	Specialty - Natural Resources			$13.53	-1.84	10.54	-16.84	-9.62	-25.16	N/A	N/A
Direxion Daily Small Cap Bull 3X Shares	TNA	Small Company	holdings		$61.95	2.71	10.07	71.58	35.81	68.84	N/A	N/A
SPDR S&P Oil & Gas Exploration & Prod	XOP	Specialty - Natural Resources	holdings		$49.37	1.11	10.01	25.36	17.42	26.20	0.38	N/A
SPDR S&P Oil & Gas Equipment & Services	XES	Specialty - Natural Resources	holdings		$35.49	2.07	9.99	31.69	21.42	26.15	-2.45	N/A

Disclosure: We may own any EFT above at any time.

Please verify the performance of any ETF before investing.