Huge Stem Cell Breakthrough in a Week

AMEX:BTIM, OTCBB:ISCO
http://dailyreckoning.com/the-second-huge-stem-cell-breakthrough-in-a-week/
Worth have a look

Macro trades: shorting the long

Shorting the long bond is eventually going to be one of the great trades of this decade. TBT (http://seekingalpha.com/symbol/tbt) is the instrument

Stock waters

The water utilities look interesting again: SJW Corp, Aqua America. The other stocks in this space are the many industrials that make the pipes, pumps, valves and other goods that support water

Long term forecast

UBS says: 
“We revise our year-end 2010 forecasts to EURUSD 1.30 and leave our USDJPY forecast at 95.0. Many of these same factors-especially growth differentials and the diminished status of the euro owing to sovereign uncertainty-are likely to remain intact into 2011. Accordingly, we forecast EURUSD at 1.25 by the end of 2011. We retain the view that the yen will remain more stable, with a year-end 2011 forecast of USDJPY 90.0.”
That is:
Short EURUSD as 2010 long term trade
Long USDJPY as 2010 long term trade

USDJPY and TNote Correlation

USDJPY and TNote yields are strong correlated since beginning 2010

WisdomTree Dreyfus Chinese Yuan (CYB)

Peter Navarro idea 14/03/2010

Rand will reach a high of 6.75 per dollar

 

Speaking of South Africa, RBC Capital released a report yesterday which predicted the rand will rally 10 percent in the next three months.  The report credits improving economic growth and the upcoming Fifa World Cup tournament with pushing the South African rand higher.  The report predicts the rand will reach a high of 6.75 per dollar by the time the World Cup ends on July 11th.  "Investors are going to push the rand stronger as we approach the world cup, which will attract quite a lot of money into the country". We have seen a pattern of major events pushing the host country's currency higher, as the Olympic host country typically gets a boost in the months prior to the event

http://www.dailypfennig.com/currentIssue.aspx?date=3/12/2010

Titanium Metals (NYSE:TIE): Investing in Aviation Growth

http://dailyreckoning.com/titanium-metals-nysetie-investing-in-aviation-growth/

According to informed guesses, the Middle East will buy 1,400-1,700 planes over the next twenty years, at a cost of $240-300 billion. These planes will support passenger growth of nearly 5% annually over that timeframe. Many other developing nations around the globe are also becoming active buyers of passenger jets. Airbus just signed a $1.8 billion deal with Vietnam Airlines for four A380 super-jumbos and two A350s. Ethiopian Airlines recently put in an order for 12 A350s, at a cost of $3 billion.

Favorites are the titanium producers. Titanium is a lightweight metal. In fact, it has the highest strength-to-weight ratio of any metal, making it ideal for aircraft. The newer planes are titanium intensive, more so than in the past.

Titanium Metals (NYSE:TIE), the second-largest producer of titanium in the world.

EURUSD interest rates

Low inflation (1% y/y) would suggest that ECB rate hike are not expected and the widening interest differential will impact negatively on EURUSD long term (3-6 month)