100430 DrFX Daily Briefing - Some important comments about RA

“You must build the following into your relational analysis.  There are core drivers that cause natural directional moves over time but more prevalent is the very short term naked speculation that feed on and leverage the core drivers and this cause the type of gyrations we see inside our grids.
The other thing that naturally may cause it is the economic growth differential and potential for the Fed to begin earlier than the ECB to normalize rates, and thus rate differential expectations.  Since these expectations build in a multi month, even multi year increase in rates that may be quite dominant in determining the directional drift (down)… In the euro's favor, which will limited such a "drift" down, over time is the ECB inflation fighting mandate which makes it easier for them to hike rates on any sight of inflation or at least talk dirty about hiking rates”.

Senesco

Senecso (http://finance.yahoo.com/q?s=SNT) is a highly speculative -- and I emphasize the word highly -- biotech stock, I am building a position in Senesco (SNT). It's a development stage company that has applications for both humans and agriculture. Last week was a good week as it jumped from $.40 to $.60.

Big macro trade of the year

From Peter Navarro 14/03/2010 newsletter:
”I have a relatively large position in CYB (http://finance.yahoo.com/q?s=CYB), which is a bet that the Chinese yuan will appreciate over the next 12 to 24 months. The beauty of this trade is that there is virtually no downside risk because there is no imaginable scenario in which the yuan would actually depreciate. “

The Trade of the Century: stock waters

The best way to own water rights is to own PICO Holdings (NASDAQ:PICO). It owns water rights mostly in Nevada and Arizona

http://dailyreckoning.com/the-trade-of-the-century/

Buy uranium

One way to participate in a long-term rise in the uranium price would be to take a position in the Market Vectors Nuclear Energy ETF (NYSE:NLR). Most of the holdings of NLR are on foreign exchanges. So it’s a great way to play nuclear energy on the New York Stock Exchange, yet obtain exposure to the international nuclear market without the hassle of foreign trading.
(http://dailyreckoning.com/trade-of-the-decade-sell-everything-part-ii/)

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

Our play here is Titanium Metals (NYSE:TIE), the second-largest producer of titanium in the world.. The company only recently signed a new agreement with Boeing that will keep it as a key supplier through 2015
http://dailyreckoning.com/titanium-metals-nysetie-investing-in-aviation-growth/ 

http://moneycentral.msn.com/investor/research/newsnap.asp?Symbol=TIE