Consumer price inflation dipped to 2.4 %, from 2.7 % in February, and factory-gate inflation accelerated from 5.4 % to 5.9 % in March. These numbers give the authorities breathing room before having to take measures to cool the economy. We will be watching fund flows and technicals to see
China is expected to report GDP growth of 11.9% tonight. For reference, GDP growth rates for the last four quarters have been 6.2%, 7.9%, 9.1% and 10.7%. While most market strategists are focused on the GDP, the key question for our ZYX Multi-Asset Global Allocation Model is the inflation rate.
www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized
As per the plan, we are adding another 5% short right here at $49.30 to our existing 10% short on $VECO (Veeco Instruments). Now we are short 15% of the typical position size. The plan is to continue to lightly scale in as the stock goes higher. www.thearorareport.com THE ARORA
$JEC is up strongly on a rumor of potential take over by a private equity firm. We know nothing about the validity of the rumor. However, we have carefully looked at the debt structure of the company and our analysis shows that this company does not fit the profile of
Up move in $VECO yesterday was triggered by $UBS recommendation on $CREE (Cree). CREE is the preeminent LED manufacturer and one of the business lines of $VECO is to supply equipment to LED manufacturers. Our proprietary indicators show that big move in $VECO is short covering. We will scale in
The model gives precedence to risk control over potential rewards. The model is designed to maximize risk adjusted returns over a long period of time. The model is not designed to maximize absolute returns over short periods of time. During Q1 2010, the model stayed true to its design of
For new update on Multi-Asset Global Allocation Model, please visitAllocation Models. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number
www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized
VECO has lately been a favorite of the momentum players. Fundamental have justified the momentum as the company’s solutions for manufacturing High Brightness Light Emitting Diodes have seen an insatiable appetite. Our research shows that the demand will continue unabated in the near future, but more competition is on the