GBA's "2021 Stock Phantasma"

Hey Van I sold SNAP at $59 a good time ago. We did use it.

have you hard of Robert Kessler? Man he was on Consueala Macks's Wealthtrack show--
Dude freaked me out.

Very negative on stocks. He kept saying the PE is 30 I do not believe that. I tried to paint a pretty picture off expected S&P earnings this period and I came up with 19? Maybe this is now vs forward earnings or something...

Interest rates are going up so that means % on treasuries are going up? Or does it. Mortgages will be more expensive.... This Kessler was making the argument that Bond rates will be going down- meaning the bonds go up. He said buy treasuries or zero coupon bonds.

Kessler said the participation rate by the public is at the point it always gets to beore a big crash. This guy has shaken my confidence. He looked old. ~stoney
 
stonedinvestor said:
Hey Van I sold SNAP at $59 a good time ago. We did use it.

have you hard of Robert Kessler? Man he was on Consueala Macks's Wealthtrack show--
Dude freaked me out.

Very negative on stocks. He kept saying the PE is 30 I do not believe that. I tried to paint a pretty picture off expected S&P earnings this period and I came up with 19? Maybe this is now vs forward earnings or something...

Interest rates are going up so that means % on treasuries are going up? Or does it. Mortgages will be more expensive.... This Kessler was making the argument that Bond rates will be going down- meaning the bonds go up. He said buy treasuries or zero coupon bonds.

Kessler said the participation rate by the public is at the point it always gets to beore a big crash. This guy has shaken my confidence. He looked old. ~stoney
More...

Stoney,
This?


It was March of 2020.

His end of the world call coincided with the genesis of the greatest market rally of all time.

When's his next prediction? :cool:

EDIT:
ok here's what you saw.


Man you're right though, he did age.
 
Last edited:
Gilead announces data from three Veklury trials in COVID-19 patients 08:07 GILD Gilead announced data from three retrospective studies of the real-world treatment of patients hospitalized with COVID-19, adding to the body of mortality and hospital discharge data for patients treated with Veklury. Presented at the World Microbe Forum, or WMF, this week, all three of the real-world analyses observed that, in the overall patient populations, patients who received Veklury treatment had significantly lower risk for mortality compared with matched controls. A reduction in mortality was observed across a spectrum of baseline oxygen requirements. The results were consistently observed at different timeframes over the course of the pandemic and across geographies. Two of the studies also observed that patients who received Veklury had a significantly increased likelihood of discharge from the hospital by Day 28. The three real-world data analyses presented at WMF include 98,654 patients hospitalized with COVID-19. Two retrospective studies observed treatment trends and outcomes in the U.S. from the HealthVerity and Premier Healthcare databases. A third analysis compared clinical outcomes in patients receiving a 10-day treatment course of Veklury in the extension phase of the global, open-label SIMPLE-Severe study with patients receiving standard of care in a real-world retrospective longitudinal cohort study. All three analyses utilized pre-specified endpoints, best practice methodologies, including robust matching and weighting approaches, and sensitivity analyses, and were conducted in collaboration with independent experts in real-world comparative effectiveness research. In the double-blind, placebo-controlled ACTT-1 clinical trial of hospitalized patients with COVID-19, there was a trend toward reduced mortality at Day 29 in Veklury-treated patients compared with placebo in the overall study population; this result was not statistically significant. Given the range of disease severity in the overall study population, a post-hoc analysis with no adjustment for multiple testing was conducted to determine whether there were differences in mortality based on patients' baseline clinical status. In this analysis, patients requiring low-flow oxygen at baseline who received Veklury achieved a statistically significant 70% reduction in mortality at Day 29. The difference in mortality in other subgroups based on baseline clinical status was not statistically significant. The effect on mortality observed in other published studies has varied, by both result and analysis method.
 
SPECIAL feature: Morning Brew with stoney-!

Hey all the girl that is working my wife's pop up store in Ct just quit-! Everyone is quitting their jobs, it's an epidemic.

--Evercore ISI starts 'differentiated' ZipRecruiter at Outperform 08:25 ZIP -- If people are quitting why?

--ZipRecruiter initiated with a Strong Buy at Raymond James 07:33 ZIP Raymond James analyst Aaron Kessler initiated coverage of ZipRecruiter with a Strong Buy rating and $36 price target. The analyst's positive fundamental view is based on a large recruitment TAM that is increasingly shifting online, a leadership position with strong brand recognition driving a high degree of organic traffic, unique AI-powered matching technology drives better outcomes for employers and job seekers, an expectation for 15%-plus long-term revenue growth driven by increasing number of employers, attracting more job seekers,improving its matching technology, pricing optimization, and global expansion, and an expectation for 30%-plus long-term EBITDA margins, Kessler tells investors in a research note.

I dunno I'm still not jumping.

--Flywire initiated with an Outperform at Raymond James 07:32 FLYW
Raymond James analyst John Davis initiated coverage of Flywire with an Outperform rating and $39 price target. Show Related Items >

--William Blair starts Flywire at Outperform on 'growth mode' 07:00 FLYW William Blair analyst Robert Napoli initiated coverage of Flywire with an Outperform rating and no price target. The company "remains in growth mode," ramping up existing customers and adding new ones, and is "uniquely positioned to capitalize on modernizing accounts receivable," Napoli tells investors in a research note. Flywire provides cloud-based software and payments solutions to simplify the accounts receivable process across education, healthcare, travel, and business-to-business verticals, he notes.

--Flywire initiated with a Buy at Guggenheim 06:32 FLYW Guggenheim analyst Jeff Cantwell initiated coverage of Flywire with a Buy rating and $41 price target.

FLYW COULD BE A GUMMY.>

Hydro-rich Chinese city begins crackdown on crypto mining, Bloomberg reports 06:49 BTC, COIN, MARA, RIOT, $BTC A Chinese city with abundant hydropower has begun a crackdown on crypto mining firms this week following the ban made by the central government, Bloomberg News reports. A Ya'an government official has told at least one Bitcoin miner the city plans to root out all Bitcoin and Ether mining operations within the next year, a person with knowledge of the situation told Bloomberg. According to the Communist Party-backed Global Times newspaper, many mines in Sichuan were closed as of Sunday and the clampdown means 90% of the country's Bitcoin mining capacity will be shut down, Bloomberg added

That's interesting because I saw a guy interviewed who knew alot about Bitcoin mining and he said you have to have hydro power.. like in upstate NY. <-- Might be something to research.

Ok Ladenburg starts 'diverse' Opko Health at Buy with $7 price target 06:45 OPK As previously reported, Ladenburg analyst Jeffrey Cohen initiated coverage of Opko Health with a Buy rating and $7 price target. Opko Health is a "diverse" pharmaceutical and diagnostic company which is expanding and capturing share in the diagnostic segment while building a "dense" pipeline of clinically validated products on the pharmaceutical side, argues Cohen. The company has also recently entered into telehealth and "remote" healthcare with the initial launch of its Scarlet digital platform to allow patients to schedule specimen collection without going into a lab, noted Cohen.

I have stubbornly held onto this name through two threads here I BELIEVE!-OPK

1847 Goedeker initiated with a Buy at ThinkEquity 06:25 GOED ThinkEquity initiated coverage of 1847 Goedeker with a Buy rating and $12 price target. With the acquisition of Appliances Connection, 1847 Goedeker has created the largest pure-play online retailer of household appliances in the U.S., says the firm. ThinkEquity thinks the company now has the foundation for continued growth and long-term profitability.

Yea Baby!!!! I told you.

GOED IS A GUMMY (again)
 
--Butterfly Network initiated with an Outperform at Cowen 06:13 BFLY Cowen

--Figs initiated with an Overweight at Piper Sandler 06:05 FIGS Piper Sandler analyst Erinn Murphy initiated coverage of Figs with an Overweight rating and $44 price target. Figs is "uniquely positioned as a growth brand," Murphy tells investors in a research note. The analyst says the company is not only disrupting the $79B medical apparel market, but that it is also fueling the total addressable market as it accelerates its lifestyle offerings. She believes Figs has a "compelling top-line growth story."

--Figs initiated with an Outperform at Telsey Advisory 05:22 FIGS Telsey Advisory initiated coverage of Figs with an Outperform rating and $43 price target.

Box Office Battle: 'Hitman's Wife's Bodyguard' wins weekend with $11.7M »

$11 million... that is chump change right? Movie theaters are in trouble.

Apple likely to launch iPhone 13 in third week of September, says Wedbush 07:55 AAPL Wedb

Compass sees Marathon Digital becoming largest bitcoin miner, starts at Buy 08:02 MARA Compass Point analyst Michael Del Grosso initiated coverage of Marathon Digital with a Buy rating and $40 price target. Marathon Digital is one of a select few bitcoin miners with established scale, next-generation hardware and low-cost power purchase agreements in place, Del Grosso tells investors in a research note. The analyst believes the company should continue to outperform given its significant scale. He forecasts Marathon Digital will be able to scale its operations through its recent agreement with Compute North, eventually becoming the largest miner in North America.

So I want to check and see if there is any Hydro power w/ MARA & --> SOS Limited enters joint venture agreement with Niagara Development 08:37 SOS

Could that be Niagara falls>?
 
Opko Health to develop, commercialize RAYALDEE in China with Nicoya 08:44 OPK

Amazon in talks buy up to 20% stake in self-driving trucker Plus, Bloomberg says 08:46 AMZN

_ _ _ _ _ _ _ _ _ _ _
 
You must log in or register to reply here.
Back
Top