The Arora Report

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June 3, 2013

SHINE RETURNS TO PLATINUM AND PALLADIUM $PPLT $PALL $SLV $GLD $GDX $GDXJ

At The Arora Report, we divide the precious metals group in seven categories. Historically, it has paid off to first identify which of the seven will be the leaders of the next cycle, and then properly time the purchases. For an in-depth look going back to 1992, please see The next generational op: gold, silver or miners?

These are our tentative rankings for the next cycle:

  • Palladium
  • Major gold miners
  • Platinum
  • Gold
  • Major silver miners
  • Silver
  • Junior miners

In other words, palladium may turn out to be the best performer and platinum may turn out to be the third best performer.… Please click here or the title below to read more.

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June 3, 2013

NEXT BIG THING IN SMARTPHONES COULD BE COMING FROM GOOGLE $GOOG $AAPL $NOK $GM $MS $F

It appears the next big thing in smartphones is coming neither from Samsung nor Apple but from Google .

Last week at All Things D, Dennis Woodside, CEO of Motorola, announced Moto X.  Moto X may turn out to be the next big thing in smartphones because of the emphasis on making the phone ‘self-aware.’  Woodside neither showed the phone nor described it in enough detail to make a conclusive judgment about its prospects.  Having said that, the concept of self-awareness of a phone takes the ‘smart’ in a smartphone to the next level.

The following examples illustrate what self-awareness means:

  • According to Woodside, “The new phone will know when you take it out of your pocket.”
… Please click here or the title below to read more.
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June 3, 2013

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