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NOKIA AND MICROSOFT MAY BEAT APPLE’S IPHONE 5 TO THE PUNCH

August 16, 2012

It is no surprise that Apple will launch iPhone 5 soon. The debut is widely expected on September 12, 2012. The surprise is that Nokia (NOK) and Microsoft (MSFT) are planning to beat the iPhone to the punch. Microsoft and Nokia have sent out a notice of a press event in New York on September 5, 2012. As of this writing, no details are available but it appears that Nokia and Microsoft will announce Windows 8 phones at the event beating Apple iPhone 5 to the punch by seven days. The official launch date of Windows 8 is October 26, 2012. Initially it was expected that Nokia will

GOLD AND SILVER RUNNING UP ON WEN’S COMMENTS

August 16, 2012

This post was just published on ZYX Buy Change Alert Gold and silver are running up on overnight comments from Chinese premier Wen that indicated higher likelihood of stimulus in China. Interestingly gold trading data from Shanghai overnight shows that Chinese investors dismissed Wen’s comments. However, American gold momo crowd thinks they know Chinese premier better than the Chinese gold investors.

NEW DATA FLIES IN THE FACE OF GOLD BULLS

August 15, 2012

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

OBAMA OR ROMNEY, PHARMA IS A LOSER

August 15, 2012

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

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

August 15, 2012

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

WAFER-THIN iPHONE 5 CHATTER GIVES APPLE NEW BUZZ AS STOCK BREAKS OUT

August 14, 2012

Apple (AAPL) iPhone 5 may be thinner than originally expectated due to the use of new “in-cell” display technology. The United States Patent and Trademark Office today granted Apple patent number 8,243,027 on the technology. The present display technology uses multiple layers to perform display and touch functions. The conductive layers in the iPhone display enable touch functions. The new patent describes a number of methods to integrate touch functions within the LCD without additional layers. The effect of such integration will be reduced thickness. Here is the abstract of the patent: Disclosed herein are liquid-crystal display (LCD) touch screens that

SOLID DISCOUNTS IN EMERGING MARKETS ASSETS

August 14, 2012

Astute long-term investors are getting increasingly tired of quantitative easing (QE) or similar monetary moves from the Federal Reserve Bank, Bank of England, Bank of Japan, the European Central Bank, and the People’s Bank of China. In an environment where assets are artificially inflated, investors have increasingly turned to gold. However, gold has now become a high-risk asset as it is being controlled by the momo crowd and not the traditional investors who bought gold as a hedge against inflation and bad news. In such an environment, some not all, emerging markets offer attractive opportunities to investors. Compare the following

THE REASON BEHIND THE FALL IN GOLD AND SILVER

August 14, 2012

This post was just published on ZYX Short Sell Change Alert Gold and silver are falling hard this morning. As of this writing gold is at $1596 and silver is at $27.65. The reason behind the fall is that economic data both from the U.S. and Europe has come out better than expected. Please see the morning capsule for details. As we have been writing, gold and silver are under the control of the momo crowd. Momo crowd is beginning to understand that better economic data means less chance of stimulus from the central banks. Light selling by the Smart Money