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Read This Before Your Next Cruise

January 16, 2012

Will the Costa Concordia disaster wake up regulators? Costa Concordia was supposed to be impregnable, but it capsized off the Italian coast. At least six people died. For background please see my prior article Will Titanic-Like Images From Italy Change Behavior? When the Titanic sank, it left an indelible imprint and regulators acted. In 1914, nations came together to form treaties concerning the safety of ships. These treaties are known as SOLAS. SOLAS stands for the International Convention for the Safety of Life at Sea. SOLAS prescribed safety procedures including the number of life boats and emergency equipment

FRENCH DOWNGRADE AND QE3 LEAK DO NOT HELP GOLD AND SILVER

January 13, 2012

S&P today downgraded France and other European countries. Such a downgrade just before the long weekend should have caused about $70 of up move in gold. GLD and SLV not only did not respond, GLD and SLV are now down. Gold futures GCG2 are now down to $1633 and silver futures SIG2 are at $29.50. Federal Reserve Bank has also leaked its plans on QE3. Based on historical patterns, this leak alone should have caused gold to go up by about $100. Trifecta of long weekend, French downgrade and QE3 — all supposed to be extremely bullish

MAKING MONEY FROM AAPL SUPPLIERS: HISTORIC DISCLOSURE

January 13, 2012

Over years, subscribers to The Arora Report have made money by the boatload on both long and short side from AAPL suppliers. From our count, 97% of such trades have been profitable or a scratch. AAPL has always been very tight-lipped about its suppliers. All subscribers are required to sign agreements that prohibit them from announcing contracts with AAPL. In a historic release, for the first time ever AAPL has published a list of suppliers. In the past, we have recommended long and short trades on the following suppliers: Advanced Micro Devices (AMD), Amphenol Corporation (APH),

TECHNOLOGY INFRASTRUCTURE UPGRADE

January 13, 2012

We will be upgrading our technology infrastructure this weekend. As a result you may not be able to access our sites from 1/13/12 4:00 pm to 1/17/12 morning.

Silver Mine Closure Points To Risk/Opportunity

January 12, 2012

On the morning of January 11, 2012, there was a repeat of twin lessons for long investors in gold and silver miners. First it pays to understand the condition of mines. And second that the money is often made on the short side. Established in 1891, Hecla Mining /quotes/zigman/229110/quotes/nls/hl HL +2.82% is the largest silver producer in the U.S. Hecla produces silver from Lucky Friday mine in Idaho and Greens Creek mine in Alaska. The news was that the Mine Safety and Health Administration (“MSHA”) ordered the silver shaft at the Lucky Friday mine closed for removal of built-up material

Google’s Brilliant New Weapon To Fight Facebook

January 11, 2012

It is no secret that Google (GOOG) missed the boat on social networking when the time was ripe. Now Google is chasing Facebook with Google+. Google+ is well designed. Some experts consider Google+ to be a better design than Facebook. Google+ has met with some initial success. It is too early to tell if the initial success will last or whether it is simply the result of Google+ being a novelty. There is no denying that content on Google+ is sparse compared to Facebook. Now Google has a new secret weapon to battle Facebook. The new

Strategic Assassinations May Keep Iran Nuke-Free, Send Oil Lower

January 11, 2012

For years, media have reported on a number of military options to bomb Iran’s nuclear facilities. Iran has learned from the 1981 bombing of Iraq’s nuclear facility. Nuclear facilities in Iran are widely distributed and most of them are built deep underground. Some of these facilities are believed to be beyond the reach of the best U.S. bunker buster bombs, and it is not clear whether Israel possesses bombs that can penetrate reinforced subterranean targets. Has Israel instead found a low-cost and effective way to contain Iran’s nuclear ambitions? Iranian news agency FARS is quoting Safar Ali Baratlou,

Google Patents Are no Threat to Apple

January 11, 2012

Some stock market gurus seem to have a fatal attraction to technology patents. While technology patents can certainly add to the performance of a stock, that attraction often fails to account for a number of factors affecting the value of the patents. Technology patents are very complex and understanding them requires expertise. Patent law is even more complex. A further layer of complexity is added by the idiosyncrasies of a patchwork of legal systems across the globe that even intellectual property attorneys find hard to master. For investors, the complexity does not end there. How large are the legal fees