FINANCIAL TIMES?

So you want to dip a toe in financials cause big Ben may be cutting rates or you think the problems aren't as bad as they may seem?

Two ETF's to consider, the XLF and the IAI. The XLF is concentrated among big banks (C BAC JPM WFC WB) with AIG MS GS and AXP sprinkled in among the top 10 holdings while IAI is concentrated in GS MER MS LEH with CME and NYX sprinkled in the top 10 for some exchange exposure.

IAI probably with more upside (and downside) while XLF has the bigger yield.