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ZYX MULTI-ASSET GLOBAL ALLOCATION MODEL Q1 2010 PERFORMANCE REVIEW

April 5, 2010

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 giving low risk precedence over return. VERY LOW RISK PROFILE During the quarter, the model maintained a very low risk profile consistent with its design. Diversification across 10 categories/sub-categories Short position in Chinese equities was completely hedged with Taiwanese equities Long position in US large cap equities was completely hedged

NEW UPDATE ON MULTI-ASSET GLOBAL ALLOCATION MODEL

April 1, 2010

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 of winning positions: 162 Number of losing positions: 10 Average annualized % return per position: 296.77% ………………Check out details .

PER THE PRIOR POST SHORT ON $VECO FROM $44.20

March 30, 2010

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 % return per position: 296.77% ………………Check out details .

COMPETITION MAY BE COMING TO $VECO (VEECO INSTRUMENTS)

March 29, 2010

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 horizon. There are indications that AMAT ( Applied Materials ) may introduce new solutions for the market as soon as tomorrow. VECO is on our watch list to short as the competitive landscape is likely to change and the market has not factored in the change. We suggest start scaling

CHANGE IN THE LONG SHORT EQUITIES ALLOCATION MODEL

March 25, 2010

With S&P500 June futures at 1176, there is change in our Long Short Equities Model. Please visit Allocation Model page on the site for details. 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 % return per position: 296.77% ………………Check out details .

THE RESERVE BANK OF INDIA RAISES INTEREST RATES

March 21, 2010

Our Global Multi-Asset Allocation Model has a long allocation to India. The Reserve Bank of India raised its short-term lending and borrowing rates late Friday. It raised the repo rate (rate at which it lends to banks) and reverse repo rate (rate at which banks park their funds with it) by 0.25 per cent each to 5 and 3.75 per cent respectively . This move by theReserve Bank of India does not change the allocation to India in our model. The high priests of Indian markets have almost uniformally called this interest rate increase as surprise. We are not surprised.

TAKE PARTIAL PROFITS ON $STJ (ST. JUDE MEDICAL) RIGHT HERE AT $39.02. TIGHT STOP ON THE REST.

March 19, 2010

FDA APPROVES EXPANDED USE OF $BSX (BOSTON SCIENTIFIC) DEVICES

March 18, 2010

Typically we refrain from posting on this blog the information that is easily available elsewhere. In view of us taking long position on BSX immediately after seven broker downgrades and the importance of this FDA decision, we are making an exception. Here is the reason for Boston Scientific going up after hours. Today Circulatory System Devices Panel of the U.S. Food and Drug Administration (FDA) has unanimously recommended approval of an expanded indication for its cardiac resynchronization therapy defibrillators (CRT-Ds), including the COGNIS ® CRT-D. The panel recommended the expansion include the majority of the studied population of the landmark