Myark @cosmokramer313
L/S Market Musings | Not Financial Advice substack.com/@myark?r=1lz77… Boston, MA Joined January 2022-
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$EQ Really ridiculous that it will take until mid-2026 to enroll and start EQ504 phase 1. Nothing else in the pipeline. What are the 6 executives doing all day?
The very worst policies are always bipartisan: statnews.com/2025/09/15/tru…
The very worst policies are always bipartisan: statnews.com/2025/09/15/tru…
$XBI Sector selling off bc of Trump risk, I think. He demanded prices fall by “late Sept.” and Lutnick said he was talking about drug prices all day on Sat. after UNH ceo meeting. Wouldn’t be surprised if he goes down this rabbit hole w/ midterms around corner.
NEW: In the Sunday @nytopinion, Kurt Campbell and I argue America alone can’t match China’s scale. With "allied scale," it’s no contest. But if Trump keeps alienating US partners, we'll never get there—and the next century will be China's to lose.
The natural, moral reaction to the gluttony, sloth, and opulent pride of tech and the coasts is advocating for socialism. I say that as a capitalist, and am not advocating for socialism here. Hear me out. The median American income is $39k/yr. Yes, it’s good that America has…
Imagine going through life like this. Making sure everyone uses the exact perfect word in every situation you deem it appropriate. Another perfect analogy to woke.
Imagine going through life like this. Making sure everyone uses the exact perfect word in every situation you deem it appropriate. Another perfect analogy to woke.
$NKTR Pretty sure $LLY settles this to avoid getting in front of a jury. Was going to write something up, but legal outside my domain. Really strange case the more you dig into this. I'd be interested to hear from anyone RE: the bear case against $NKTR from legal perspective ?
And this is why JD Vance and others are using the language that they are. Democrats don't know these things are happening. So you can't reason with them. They aren't even in baseline reality. You have to push for the right results with masculine will, it's the only way.
And this is why JD Vance and others are using the language that they are. Democrats don't know these things are happening. So you can't reason with them. They aren't even in baseline reality. You have to push for the right results with masculine will, it's the only way.
$EQ Up on $ABVX buyout rumor... we could see a $DRUG like sympathy movement. (Went from $1 to $40 on the heel of $LBPH buyout because of same MoA.)
$UTHR $LQDA TETON hit. Really wasn’t sure of it but R/R seemed +ve. Think people are still too bearish on the name, but can’t make heads of tails so sold out and now only holding $LQDA
$UTHR $LQDA TETON hit. Really wasn’t sure of it but R/R seemed +ve. Think people are still too bearish on the name, but can’t make heads of tails so sold out and now only holding $LQDA
Still think this is true. Out of $INSM fully but still think $LQDA goes higher on more earnings beats. Sold some $UTHR but still like it because it’s so cheap.
Still think this is true. Out of $INSM fully but still think $LQDA goes higher on more earnings beats. Sold some $UTHR but still like it because it’s so cheap.
got worse, but holding. too cheap rn
$GUTS Hard to say, but I think a Peter Thiel backed beaten down micro-cap that fits neatly into the GLP mega trend story w/ recent private offering and existing +ve data has the potential to run-up into their Sept. readout…
$vktx how much is a me too Tzp worth? what are some creative ways to create value here? another person had this idea — but an efficiently run gov could buy the co. for $4b and sell it at 1/2 price to Medicare/Medicaid. gov would earn everything back + score public health win
you're not gonna believe this
$CLBR Retweeting my original DD. I expect violent action up and down this coming week. Have sell orders queued up in the 18s, 19s, 20s from 14 avg. Always manage your risk — never chase the high… life is long
$CLBR Retweeting my original DD. I expect violent action up and down this coming week. Have sell orders queued up in the 18s, 19s, 20s from 14 avg. Always manage your risk — never chase the high… life is long
SK @flutestep
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Shmuel Londner 🇮�... @ShmuelLon
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_PeterLBrandt @PetnrLBrandt
272 Followers 1K Following Fսturеs mɑrkеt chɑrt trɑdеr sіncе 1975. Authоr. Маrkеt Wіzɑrd. ✝️іɑn. Меmbеrshір реtеrlbrɑndt․соm | brɑndtp․subsтɑck․соm | Scam: bіt․Ɩу / 3umdvQd
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Hosi @KfmannAstr
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OilTradesNow🇺🇸 @Warleaq9450932
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N@te Invests . @EndciottInvest
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SK @flutestep
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Bobby @mahasr199
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Shmuel Londner 🇮�... @ShmuelLon
954 Followers 692 Following deep value special sits some arbs. often mistaken. ½ of posts in Hebrew אין לי רישיון לייעוץ השקעות ואני לא ממליץ כלום אֵיזֶהוּ עָשִׁיר – הַשָּׂמֵחַ בְּחֶלְקוֹ
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The New York Times @nytimes
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