GBA Presents: RADIO SAVANT-!

Let me give you my thought process. Ok. I have a couple losers... yup it happens even to me.

One that has been with me for a long time is Grid Dynamics.> GDYN.

Why have I held-? Who knows a vague hate of Russia. That war really took the co down as they had a lot of contracts and business in the areas under attack and elsewhere in Europe.-

So the question becomes, can we pull off an investing move " Run The Loser "


Grid Dynamics to Announce First Quarter 2023 Financial Results on May 4th.

1st Thought Today: BUY GDYN in a different account.
 
Ceragon Networks still sees 2023 revenue $325M-$345M vs. $295.17M last year 07:35 CRNT


Ceragon Networks Ltd. (CRNT)
NasdaqGS - NasdaqGS

1.9500+0.1300 (+7.14%)
At close: April 28 04:00PM EDT
2.0900 +0.14 (+7.18%)<-----------:caution:
Pre-Market: 07:42AM EDT
 
I told you all about the horse folk... Our town don't have any of them. Over on the NYS line those uppity places they are all taking weight loss pills.

One uncomfortable truth, though, is that at least some of that demand is driven not by a medical need but a desire to be thin that’s not necessarily healthy. Celebrities, includingElon Musk and comedian Chelsea Handler, have said they’ve taken the drugs; there are rumors of “Ozempic parties” in Hollywood.

yuck.

Here is a really good article that explains why this Fad/Trend Rave is not going to pay off for investors and these drug companies so licking their chops--

https://www.bloomberg.com/news/feat...ro&utm_source=yahooUS&leadSource=uverify wall
 
At more than $10,000 a year, GLP-1 drugs are some of the most expensive type-2 diabetes treatments on the US market. Wegovy, which has approval as an obesity treatment, goes for more than $17,000 a year—40% more than Ozempic, which is the same drug in a smaller dose. (Asked about the high pricing for Wegovy, Jorgensen says “it’s a more efficacious product.”)

Even if only 10% of Medicare beneficiaries with obesity take Wegovy, it could cost around $27 billion a year, or about 18.5% of Medicare’s net drug spending, according to an analysis recently published in the New England Journal of Medicine. “If the drugs cost $10, we wouldn’t be having this discussion,”
 
June or July. Or Aug.

Everyone is focusing on the Fed this week but a more important event may happen soon.
I think the Treasury is going to announce the blow up date on the Gov shut down. When will we really run out of money.

Who knows when that is but one thing we do know is tax receipts are down and that effects very much the math. So whatever date it is it has been pulled forward<-----

So those of us getting drunk willy nilly and still investing with the idea that we have till July or later may get a very rude awakening. What if the Debt-Showdown Dems vs Repubs is end of June?

If I was Janet Yellen I would eye whenever congress leaves for the summer and make the blow up date 2 or 3 weeks before that.. thus ensuring no vacation if they do not agree.
 
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