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Coindesk reports that over 80% of bitcoin purchases from $ 58,000 down to $ 48,000 have gone to ” cold wallets ” … this indicates institutional holdings, forming another Bull Base to consolidate and begin the next Bull advance…
Final, all-in market value for the Churchill-Lucid merger is $ 11.75 billion… the current market cap is $ 7.96 billion… as of Monday, Lucid announced pre-orders for the ‘ Lucid Air ‘ of $ 600 million…
Baz22
I was studying ARK ETF by Kathy Wood
Notice she been buying alot of BEAM and FATE last 10 days
If you can put some light to these stock
.Bill
More they go down I add more to my gold related stocks,
Will do very good when time comes
But I notice that Robbin hood, Reddit, and this new Millennium crowd is More interested in Bitcoin not in Gold–we like it or not
After selling at 26.50, I brought it back at 24–BLUE
and Glad I did
Sure, dave… CRSP is in phase 2 with partner VRTX in Sickle Cell Disease ( SCD ),its primary trial… Competitors in GBT and BLUE are doing entirely different approaches to SCD.. Editas will begin phase 1a in SCD in the next 6 months. . Global Blood is already on the market with a pill that is effective, but will not reverse the fetal hemoglobin levels that Crispr is accomplishing .. You are aware of Bluebird’s story… In time, I believe ‘ Talen Editing ‘ , that BLUE does, will be extremely effective… as for BEAM, its founders come from Editas… Read more »
I will say the price of Editas is Extremely attractive right now considering the groundbreaking technology and deep talent pool their new CEO ( whom was past CEO of biotech giant, Biogen ) has to work with… as I say, it’s just the beginning….
Dave, … Fate is doing ‘ Allogeneic ‘ stem cell T Cell alteration , which uses a master, pluripotent stem cell line for their NK ( natural killer cells ) cancer work. They have developed their own cell line..
This is faster and more cost efficient than the commonly used form of ‘ Autologous’ T Cell transplantation of Gilead, Amgen and others.
As a note, Editas is developing a very sophisticated, allogeneic self engineered pluripotent stem cell line for its own cancer work.
Last edited 1 day ago by baz22
baz22
February 26, 2021 5:55 pm
After Toby wrote about Texas and thinking about weather ( and EMP’s … kinda ) and sustainability and common sense, Hydrogen fuel cell power generation seems to work… Perhaps to create a balance in the natural world… I’ll hang with FuelCell and Bloom Energy… maybe down the road we all benefit..
Last edited 1 day ago by baz22
JimG
February 26, 2021 5:24 pm
* SEC SUSPENDS 15 ISSUERS BASED ON SOCIAL MEDIA, TRADING ACTIVITY
The SEC needs to keep the heat on. 15 are good but 150 would be better. The industry including the banks, brokers, advisors, and the involved lawyers and accountants need to get the message that the SEC demands respect for the rules and regulations and will do whatever it takes to endure that happens.
If I had their ear, I would have a lot to say to the SEC on this. All is not lost YET.
NYUGrad
February 26, 2021 5:03 pm
Well. This could be the beginning of qe and printing news being sold. We closed lower than Jerome Powells ramp on tue and wed. The close wasnt reddit traders selling. The 5 min candles were big money rushing out
I agree that the market selling problem is not reddit. This is big money concerned about Biden’s spend and tax policy on the one side and of the crashing bond market on the other side. The Fed in the middle seems powerless.
I feel that if Gold fails here i.e., the Goldminers depart the dance floor, the party’s over. I hope not, but the past two days have made me consider the possibility. Next week and the 10-year Treasury should provide some greater understanding.
What is wrong with the market? I have been giving a lot of thought to what’s happening in the big picture and have concluded that much of the problem lies squarely at the feet of the SEC and Congress. Social media has its pros and cons. Obviously, I have been a part of it for years and have often expressed concerns that securities regulators are allowing anybody to call themselves experts, investment advisors, etc. — even bank tellers — when in most cases it’s laughable. But that is Reddit taking advantage of the system. In recent years, the SEC brass… Read more »
I think it is well known in the “industry” that crimes taking place in the “industry” on the east coast are not prosecuted criminally by the NY based SEC et al against individuals and only the companies are “fined” shareholders can afford it……..Madoff being the exception but he was really not in the “industry”….one notes that people running afoul of the regulations in mid american and out west do seem to serve jail time??? THE OLD BOYS NETWORK IS ALIVE AND WELL
A note to a client this morning I will be reporting my performance and personal views to all clients this weekend with their monthly statements. But one client asked this morning and here was my reply: After the Biden $1.9 Trillion spending bill is passed, the likes of which have never been seen before, I anticipate the soaring 10-year Treasury yield will back off and Gold will recover.I think 2021 will be the year of commodities including Gold, but as Fed chair Powell said this week, all will be ok if the equity market swings from highly-inflated Technology to the… Read more »
Last edited 1 day ago by Bill Cara
baz22
February 26, 2021 11:07 am
You can’t reach a destination you’ve never been to without a map/directions or luck… Bianano provides the map to plot the directions… If research has a map to address solid tumors, CNS or genetic diseases such as DMD, then years and $$ millions/billions and most important, human life, will be saved.. Bianano has the genetic optical mapping ability to accomplish this quest.. Yes, its come from less than $ 1.00 in less than 3 months… is that Bngo’s fault for being $ 0.50 cents ? .. No… They have done everything by the book… just as Sarepta at $ 0.50… Read more »
Hi Baz….the only problem is that it (BNGO) has only monthly options although I have been selling fairly wide calls and puts against existing positions in all my accounts (your esteemed advice)….. two of my sold put options (weekly) expire out of the $$$ money today and will resell them….CCIV 26s and AVXL 12 1/2s……two others will be “given to me” and I will sell the fairly overpriced calls against them….(NNOX and HYLN) sure like the weeklys for the flexibility they give me…..stil looking for more of a pullback over the next week or two but accounts are hanging within… Read more »
My tech-trader partner started MVIS at $ 0.75 cents last April – May, and kept building, in smaller amounts, till $ 5.50, then stopped once support above $ 5.00 was ascertained… later week he cleared a $ 128,000 profit on 8,000 shares. His strategy was sound… The bottom support for BNGO could be the $ 8.50 level… like Microvision, Bionano has a patented technology in demand… I wish everyone the best …..
Hi Toby… glad your power is restored… was doing reading on the battery system at Lucid (CCIV ) …. it’s very impressive.. not only smaller ( approximately 16 % ) than Tesla’s, it charges to the standard 80% in 20 minutes… nicely better than Tesla… this is Lucids 500 mile range ‘ Air ‘ .. Now, to put this in perspective, Bill Gates backed QuantumScape ( QS ) Technology is developing a solid state lithum battery .. it certainly looks promising.. I read that it charges to 80% in 15 minutes … very cool, except it’s a battery designed for… Read more »
sold the weekly CCIV $26 puts for next week again….real good floor in that area…..and pricey of course…….staying 50% cash and being timid for next few months…will review FUEL over the weekend….its been awhile
Just when I say I need the step away, the roof falls in A couple of days ago I wrote that I have lost cadence with the normal flow of price motion in the equity market. That happened soon after the 10-year US Treasury yield hit 1.00% before soaring to where it is today, presently 1.512% I also wrote that I am still feeling unwell. After three visits with doctors, another three with the medical lab, and a ton of antibiotics, I am assured that I am on the mend. I have an intestinal parasite issue that we all get… Read more »
If, If, If BTC becomes the defacto digital currency of the globe, it seems to make sense to buy as many high quality bit miners as possible, since they are the only one’s that produce the ever shrinking supply of coins.. *** MARA bought $ 150 million BTC on or about January 23… approximately at $ 30,000 per Bitcoin…
gm. Callon Petroleum “earnings of $1.00 per share on revenue of $296.0 million. The consensus earnings estimate was $0.41 per share on revenue of $261.6 million. Revenue grew 50.9%.” made very nice gains in ‘cpe’, took it off several points ago though. https://finviz.com/quote.ashx?t=CPE https://www.earningswhispers.com/epsdetails/cpe
baz22
February 25, 2021 11:08 am
Starting a position in Ardx… their drug for kidneys is current under FDA review for approval in dialysis… approval will make it a ” foundational ( love that word ) use in kidney dialysis ” … 86 % Institution owned… ** someone had posted here many months ago before FDA review began….. ** added to CTIC… submission to FDA at end of quarter…
Hi baz…finally back after electricity 5 day outage in central texas plus five houses w/plumbing problems…what a week……have been gingerly “playing” CCIV by selling puts against the underelying stock since you first mentioned it….have never had to get closer than the weekly or biweekly $26/7s as it seems to have good support in that area. Ditto the puts for HYLN $16 area……………RIOT has truly been “insane” since you first mentioned it in the $9s but I have been slowly acumulating TRIL….over 50% cash in my big account including puts sold to buy stock cheaper……….EBON has been a great selling “both… Read more »
TG… any ‘ Mr. Heaters ‘ left ? .. excellent vent-free propane heater to stay alive during 0 electricity…
Last edited 3 days ago by baz22
baz22
February 24, 2021 7:02 pm
Trillium is my biotech pick for this year… I started accumulation today.. Riot is my # 1 pick for overall percentage winner for this year ( in my portfolio )… These 2 picks were sent to Bill and Toby before the 2021 trading year began… I also am picking Argo (ARBKF,) blockchain as an eventual top bitcoin mining stock… It started trading on the US OTCQX Exchange today… It is also is listed in London on a different exchange.. They will apply for a NASDAQ listing..
The cash I am raising will go into just a very few, and mostly new, stocks..I left all the Crisprs for now.. I plan on holding no more than 6 stocks at once…
* Ebon will also thrive, with multiple revenue streams.. I outlined my beliefs on this, including using their own mining machines they make and sell to mining companies world wide, low powers costs and low labor costs.. Ebon is also in the process of establishing a cryptocurrency exchange… ** I urge everyone interested to read an Investor Place article yesterday on Argo – ARBKF… This company could eventually be # 1 …
https://www.youtube.com/watch?v=Pp4CvjNw-9Y 30:15 Charlie Munger on bitcoin.
2024!???? . . . Virginia lawmakers vote to legalize marijuana
https://www.yahoo.com/news/virginia-lawmakers-down-wire-key-163812995.html
gm. ‘worse trade of the week’ industrial miner vale.
https://finviz.com/quote.ashx?t=VALE
managed to sell ‘northern oil n gas’ at recent highs.
https://finviz.com/quote.ashx?t=NOG&ty=c&ta=1&p=d
Coindesk reports that over 80% of bitcoin purchases from $ 58,000 down to $ 48,000 have gone to ” cold wallets ” … this indicates institutional holdings, forming another Bull Base to consolidate and begin the next Bull advance…
Hope they are right… ‘ Coinbase ‘ IPO’s soon… very expensive..
“Brutal” 7 Year Bond Auction:
https://www.barrons.com/articles/treasury-yields-just-spiked-after-a-brutal-7-year-auction-what-investors-should-know-51614282886
Janet Yellen…..the very next day: ( yes, collect the tax and buy more of endless debt, please 🙂
“US removes stumbling block to global deal on digital tax”
https://www.ft.com/content/c2a6808e-ec6d-41d5-85e9-3a27c2b2c1bc
Final, all-in market value for the Churchill-Lucid merger is $ 11.75 billion… the current market cap is $ 7.96 billion… as of Monday, Lucid announced pre-orders for the ‘ Lucid Air ‘ of $ 600 million…
Baz22
I was studying ARK ETF by Kathy Wood
Notice she been buying alot of BEAM and FATE last 10 days
If you can put some light to these stock
.Bill
More they go down I add more to my gold related stocks,
Will do very good when time comes
But I notice that Robbin hood, Reddit, and this new Millennium crowd is More interested in Bitcoin not in Gold–we like it or not
After selling at 26.50, I brought it back at 24–BLUE
and Glad I did
Sure, dave… CRSP is in phase 2 with partner VRTX in Sickle Cell Disease ( SCD ),its primary trial… Competitors in GBT and BLUE are doing entirely different approaches to SCD.. Editas will begin phase 1a in SCD in the next 6 months. . Global Blood is already on the market with a pill that is effective, but will not reverse the fetal hemoglobin levels that Crispr is accomplishing .. You are aware of Bluebird’s story… In time, I believe ‘ Talen Editing ‘ , that BLUE does, will be extremely effective… as for BEAM, its founders come from Editas… Read more »
baz22,
Thank you for this outstanding clinic
I will say the price of Editas is Extremely attractive right now considering the groundbreaking technology and deep talent pool their new CEO ( whom was past CEO of biotech giant, Biogen ) has to work with… as I say, it’s just the beginning….
Dave, … Fate is doing ‘ Allogeneic ‘ stem cell T Cell alteration , which uses a master, pluripotent stem cell line for their NK ( natural killer cells ) cancer work. They have developed their own cell line..
This is faster and more cost efficient than the commonly used form of ‘ Autologous’ T Cell transplantation of Gilead, Amgen and others.
As a note, Editas is developing a very sophisticated, allogeneic self engineered pluripotent stem cell line for its own cancer work.
After Toby wrote about Texas and thinking about weather ( and EMP’s … kinda ) and sustainability and common sense, Hydrogen fuel cell power generation seems to work… Perhaps to create a balance in the natural world… I’ll hang with FuelCell and Bloom Energy… maybe down the road we all benefit..
* SEC SUSPENDS 15 ISSUERS BASED ON SOCIAL MEDIA, TRADING ACTIVITY
https://www.sec.gov/news/press-release/2021-35
The SEC needs to keep the heat on. 15 are good but 150 would be better. The industry including the banks, brokers, advisors, and the involved lawyers and accountants need to get the message that the SEC demands respect for the rules and regulations and will do whatever it takes to endure that happens.
If I had their ear, I would have a lot to say to the SEC on this. All is not lost YET.
Well. This could be the beginning of qe and printing news being sold. We closed lower than Jerome Powells ramp on tue and wed. The close wasnt reddit traders selling. The 5 min candles were big money rushing out
I agree that the market selling problem is not reddit. This is big money concerned about Biden’s spend and tax policy on the one side and of the crashing bond market on the other side. The Fed in the middle seems powerless.
I feel that if Gold fails here i.e., the Goldminers depart the dance floor, the party’s over. I hope not, but the past two days have made me consider the possibility. Next week and the 10-year Treasury should provide some greater understanding.
JVA …. very interesting cannabis play..
Not in… just interesting…
What is wrong with the market? I have been giving a lot of thought to what’s happening in the big picture and have concluded that much of the problem lies squarely at the feet of the SEC and Congress. Social media has its pros and cons. Obviously, I have been a part of it for years and have often expressed concerns that securities regulators are allowing anybody to call themselves experts, investment advisors, etc. — even bank tellers — when in most cases it’s laughable. But that is Reddit taking advantage of the system. In recent years, the SEC brass… Read more »
I think it is well known in the “industry” that crimes taking place in the “industry” on the east coast are not prosecuted criminally by the NY based SEC et al against individuals and only the companies are “fined” shareholders can afford it……..Madoff being the exception but he was really not in the “industry”….one notes that people running afoul of the regulations in mid american and out west do seem to serve jail time??? THE OLD BOYS NETWORK IS ALIVE AND WELL
We will be onto the next life and the next gen will go thru the same cycle unaware it just happened.
A note to a client this morning I will be reporting my performance and personal views to all clients this weekend with their monthly statements. But one client asked this morning and here was my reply: After the Biden $1.9 Trillion spending bill is passed, the likes of which have never been seen before, I anticipate the soaring 10-year Treasury yield will back off and Gold will recover.I think 2021 will be the year of commodities including Gold, but as Fed chair Powell said this week, all will be ok if the equity market swings from highly-inflated Technology to the… Read more »
You can’t reach a destination you’ve never been to without a map/directions or luck… Bianano provides the map to plot the directions… If research has a map to address solid tumors, CNS or genetic diseases such as DMD, then years and $$ millions/billions and most important, human life, will be saved.. Bianano has the genetic optical mapping ability to accomplish this quest.. Yes, its come from less than $ 1.00 in less than 3 months… is that Bngo’s fault for being $ 0.50 cents ? .. No… They have done everything by the book… just as Sarepta at $ 0.50… Read more »
Hi Baz….the only problem is that it (BNGO) has only monthly options although I have been selling fairly wide calls and puts against existing positions in all my accounts (your esteemed advice)….. two of my sold put options (weekly) expire out of the $$$ money today and will resell them….CCIV 26s and AVXL 12 1/2s……two others will be “given to me” and I will sell the fairly overpriced calls against them….(NNOX and HYLN) sure like the weeklys for the flexibility they give me…..stil looking for more of a pullback over the next week or two but accounts are hanging within… Read more »
My tech-trader partner started MVIS at $ 0.75 cents last April – May, and kept building, in smaller amounts, till $ 5.50, then stopped once support above $ 5.00 was ascertained… later week he cleared a $ 128,000 profit on 8,000 shares. His strategy was sound… The bottom support for BNGO could be the $ 8.50 level… like Microvision, Bionano has a patented technology in demand… I wish everyone the best …..
Hi Toby… glad your power is restored… was doing reading on the battery system at Lucid (CCIV ) …. it’s very impressive.. not only smaller ( approximately 16 % ) than Tesla’s, it charges to the standard 80% in 20 minutes… nicely better than Tesla… this is Lucids 500 mile range ‘ Air ‘ .. Now, to put this in perspective, Bill Gates backed QuantumScape ( QS ) Technology is developing a solid state lithum battery .. it certainly looks promising.. I read that it charges to 80% in 15 minutes … very cool, except it’s a battery designed for… Read more »
sold the weekly CCIV $26 puts for next week again….real good floor in that area…..and pricey of course…….staying 50% cash and being timid for next few months…will review FUEL over the weekend….its been awhile
FCEL…….so much for memory prowess …BE looks liker a reasonable bottom in the $24s but has only monthly options
Just when I say I need the step away, the roof falls in A couple of days ago I wrote that I have lost cadence with the normal flow of price motion in the equity market. That happened soon after the 10-year US Treasury yield hit 1.00% before soaring to where it is today, presently 1.512% I also wrote that I am still feeling unwell. After three visits with doctors, another three with the medical lab, and a ton of antibiotics, I am assured that I am on the mend. I have an intestinal parasite issue that we all get… Read more »
No post from Bill
Hope you are in good spirit and in good health
The New England Journal of Medicine has published the Phase 2 study results for CAR T cell immunotherapy
Looks Positive for BLUE
Cancer is the biggie… 👍
golf “earnings of $0.39 per share on revenue of $420.5 million. The consensus earnings estimate was $0.13 per share on revenue of $358.8 million”
https://finviz.com/quote.ashx?t=GOLF
https://www.earningswhispers.com/epsdetails/golf
If, If, If BTC becomes the defacto digital currency of the globe, it seems to make sense to buy as many high quality bit miners as possible, since they are the only one’s that produce the ever shrinking supply of coins.. *** MARA bought $ 150 million BTC on or about January 23… approximately at $ 30,000 per Bitcoin…
4,812.66 coins …. at $ 31,168 per coin.
Gold related stock are on sale.
Mine getting filled like BTG at 5.70 Gold at19.60 and about 7 others
I put in price i wants to pay and got all of them
buy ericsson post earnings: https://finviz.com/quote.ashx?t=eric&ty=c&ta=1&p=d
https://www.earningswhispers.com/epsdetails/eric
gm. Callon Petroleum “earnings of $1.00 per share on revenue of $296.0 million. The consensus earnings estimate was $0.41 per share on revenue of $261.6 million. Revenue grew 50.9%.” made very nice gains in ‘cpe’, took it off several points ago though. https://finviz.com/quote.ashx?t=CPE
https://www.earningswhispers.com/epsdetails/cpe
Starting a position in Ardx… their drug for kidneys is current under FDA review for approval in dialysis… approval will make it a ” foundational ( love that word ) use in kidney dialysis ” … 86 % Institution owned… ** someone had posted here many months ago before FDA review began….. ** added to CTIC… submission to FDA at end of quarter…
Ctic approval will definitely challenge the ‘ Incy ‘ dominance in thrombocytopenia per myelofibrosis…
Currently over $ 600 million in preorders for the Lucid ‘ Air ‘ …. * yesterday at Cciv saw very large block sells of Puts at $ 28’s..
Hi baz…finally back after electricity 5 day outage in central texas plus five houses w/plumbing problems…what a week……have been gingerly “playing” CCIV by selling puts against the underelying stock since you first mentioned it….have never had to get closer than the weekly or biweekly $26/7s as it seems to have good support in that area. Ditto the puts for HYLN $16 area……………RIOT has truly been “insane” since you first mentioned it in the $9s but I have been slowly acumulating TRIL….over 50% cash in my big account including puts sold to buy stock cheaper……….EBON has been a great selling “both… Read more »
TG… any ‘ Mr. Heaters ‘ left ? .. excellent vent-free propane heater to stay alive during 0 electricity…
Trillium is my biotech pick for this year… I started accumulation today.. Riot is my # 1 pick for overall percentage winner for this year ( in my portfolio )… These 2 picks were sent to Bill and Toby before the 2021 trading year began… I also am picking Argo (ARBKF,) blockchain as an eventual top bitcoin mining stock… It started trading on the US OTCQX Exchange today… It is also is listed in London on a different exchange.. They will apply for a NASDAQ listing..
marathon patent advanced sixteen percent today.(long hand sometimes posts
are rejected). thankyou baz22.
https://finviz.com/quote.ashx?t=MARA&ty=c&ta=1&p=d
The cash I am raising will go into just a very few, and mostly new, stocks..I left all the Crisprs for now.. I plan on holding no more than 6 stocks at once…
* Ebon will also thrive, with multiple revenue streams.. I outlined my beliefs on this, including using their own mining machines they make and sell to mining companies world wide, low powers costs and low labor costs.. Ebon is also in the process of establishing a cryptocurrency exchange… ** I urge everyone interested to read an Investor Place article yesterday on Argo – ARBKF… This company could eventually be # 1 …
If BTBT is believed, they’ve over 40,000 mining machines .. this number dwarfs most outfits ..
And $ 16 is a steal….