
Moderna is up almost 100%. Is this an overreaction?
Moderna is up almost 100% on positive phase 3 trial results. Is this an overreaction?

Moderna is up almost 100% on positive phase 3 trial results. Is this an overreaction?
After balancing its books on the backs of bagholders - you and I - Aurora Cannabis may be bought out by Curaleaf.
Regrets, I've had a few - but too few to mention - except buying Aurora Cannabis before multiple reverse splits. Somtimes "My Way" aint the best way.
Trump: War with Iran is over ... Strait of Hormuz belongs to the US!
High TAS =
TAS > 6,000 is rare and strongly bullish. This is a developing pre-squeeze bull structure, not squeeze structure - at least not yet.
Probability: 80% → unchanged
Monday confirms the trend is intact.
Probability: 55% → unchanged
Monday neither increased nor decreased this probability.
Probability: 20% → unchanged
Still low until backwardation appears.
Bottom line: On Monday, buyer(s) of Comex Silver placed orders to purchase 33,245,000 ounces of silver at whatever the closing price was. This amount is extremely rare and clearly bullish.
In addition, delivery of 450 contracts (2.25 million ounces) of Comex Silver was made to an undisclosed buyer(s).
Rand Paul asks three questions: Why is our paper currency falling? Why did we decouple from gold? Do we have the gold we say we have?
HIMS reported earnings today and while they missed in EPS they did beat on sales with 750M. Do they really deserve a 30% short interest?
Just published my Q2 Investor Letter to Substack (free to read). Alibaba makes up 55% of the portfolio.
Enjoy the write-up! All feedback is appreciated🫶