August 15, 2012

NEW DATA FLIES IN THE FACE OF GOLD BULLS

The most recent run in gold and silver is based on the belief that the central banks all over the globe are once again about to ease. When the most recent run up started, there was sound basis for the belief as economic data was weak. However, the recent data flies in the face of gold and silver bulls.

At The Arora Report, we monitor economic data from 23 countries. Late in the second quarter and until recently this quarter, the economic data from all over the world was weak. For the first time since the 2008 financial crisis, our adaptive models were beginning to give a high probability to a recession in the U.S.… Please click here or the title below to read more.

August 15, 2012

OBAMA OR ROMNEY, PHARMA IS A LOSER

A popular axiom among long-only investors is to “buy low sell high.”

For those investors who are equally interested in making money from both markets going up and markets going down, the parallel axiom is, “short-sell high and buy-to-cover low.”

In the short-term, the stock market is overbought, and it is common for overbought markets to become more overbought. If this market moves up from here, many opportunities on the short-side will be ripe for the long-term investors who want to position themselves to make extraordinary returns when the market goes down the next time.

We diversify among over 50 short-selling strategies in different time frames.… Please click here or the title below to read more.

August 15, 2012

SAMSUNG’S MANHATTAN PROJECT COULD BLOW AWAY APPLE’S IPAD

Apple‘s iPad reigns supreme in the tablet world, but an iPad killer may now be on the horizon. Market share estimates vary but most estimates see Apple steadily holding about 70% of the market share.

The onslaught of Nexus 7 from Google, even at the low $199 price point has not diminished the luster of iPads just like Kindles from Amazon did not damage the iPad franchise.

You probably already know that an epic trial between Samsung and Apple is in progress in the U.S. District Court for the Northern District of California. I carefully studied filings in the trial and I’m keeping a close eye on the trial proceedings although I am not attending it in person.… Please click here or the title below to read more.

August 15, 2012