AMEX:BTIM, OTCBB:ISCO
http://dailyreckoning.com/the-second-huge-stem-cell-breakthrough-in-a-week/
Worth have a look
Sunday, March 28, 2010
Huge Stem Cell Breakthrough in a Week
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
Saturday, March 27, 2010
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
Sunday, March 14, 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
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