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LONG AND SHORT OF THE RUSSIAN HEAT WAVE

August 8, 2010

Heat waves are common in the fertile wheat belt stretching from Siberia to the Black Sea. As such the wheat market pays attention to the droughts in Russian wheat belt. Droughts develop slowly, and in general, markets tend to discount them rationally. News last week of a heat wave in Russia was unique in the sense that the prices acted as though the news was a surprise. Wheat prices in Europe have been rising for six weeks, but in Chicago they caught fire only last week hitting a high of $8.41 a bushel — a 25% rise

NETFLIX MAY DOUBLE

August 1, 2010

In the recent past we have been negative on NFLX due to our view that online streaming video will make Netflix obsolete. There is a big change at Netflix. It is likely that NFLX will become the first major player in streaming video beating the like of Google, Apple and Amazon. If this scenario plays out , NFLX will double. Consider buying aggressively right here around $101 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

BASED ON NEW DATA FULLY HEDGE SHORT POSITION ON US TREASURIES

July 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 .

LIFTING ALL HEDGES ON ZYX MULTI-ASSET GLOBAL ALLOCATION MODEL

July 30, 2010

We ate lifting all hedges on ZYX Multi-Asset Global Allocation Model right now. S& P near month futures are at $1084 and 10 year near term bond futures are at 123 28/32 , TBT is at around $36. In essence, we are resuming long bias on equities and corporate bonds, and short bias on Treasuries. Following are current unhedged allocations: Taiwan Equities 5% Long Brazil Equities 5% Long India Equities 5% Long Europe Export Equities 30% Long US Utilities Equities 10% Long US Mega Cap Equities 10% Long US High Yield Bonds 10% Long US Senior Bank Loans 10% Long

ADDING TO OUR LONG TERM SHORT POSITION ON $ESRX (EXPRESS SCRIPTS)

July 29, 2010

As our readers know, we have a long term short thesis on $PBMs. Our thesis that in the long run $MHS and $ESRX risk disintermediation and more transparency in pricing has strengthened based on earnings this week. We are adding to our long term short position on $ESRX right here at $44.80 and will add more based on technicals if the stock goes higher. $MHS (Medco Health) earnings this week shows that our long term prediction is proving correct. Its margins fell to 6.35% as we had predicted compared to consensus of 6.8%. $ESRX (Express Scripts) managed to maintain its gross

TIGHTENING TRAILING STOPS ON $X (US STEEL) TO PROTECT GAINS

July 28, 2010

X is now at $44.30. Our short is from $49.92 . We suggest tightening trailing stops to protect the profits in keeping with our discipline. 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 .

NETFLIX $NFLX MAY BE A DOUBLE

July 28, 2010

In the recent past we have been negative on NFLX due to our view that online streaming video will make Netflix obsolete. There is a big change at Netflix. It is likely that NFLX will become the first major player in streaming video beating the like of Google, Apple and Amazon. If this scenario plays out , NFLX will double. Consider buying aggressively right here around $101. 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

NETFLIX $NFLX MAY BE A DOUBLE

July 27, 2010

In the past, we have been negative on Netflix. Now our thesis has changed — there is a distinct possibility that NFLX may become the first widely accepted source of streaming movies. If this comes true, expect a massive short squeeze and a double . Buy right here around $101. 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