In Part 1 we made it clear that the Donald is right about the horrific results of US trade since the 1970s, and that the Keynesian “free traders” of both the saltwater (Harvard) and freshwater (Chicago) schools of monetary central planning have their heads buried far
March 6, 2018
1. Introduction to the Investment Thesis ADMA Biologics is a sub-$100m capitalization healthcare company that is based in Boca Raton, Florida. The company is aiming to commercialize a novel high-titer hyper-immune globulin product for the treatment of RSV and related respiratory viruses in
After a period of very slow trading, the prompt month natural gas contract finally had its largest daily change since February 20th, with prices rising 1.7% on the day. Prices moved right into the $2.75 level that we had been
If achieving profit is a company’s goal then having healthy cash flow is most essential to its existence, development and success. This is because cash offers strength, vitality and flexibility to make investment decisions as well as the fuel to
The larger service economy recovered years ago and remains strong, while the manufacturing world has only confirmed exceptional expansion rates over the the past year. The latest ISM Manufacturing Purchasing Managers Index (PMI) test of 61 is impressive and usually occurs
Ah volatility, we thought you were gone. But how quickly you came back: Source: Yahoo Finance Nowhere To Hide There really was nowhere to hide during the latest downturn. Very similar to 2008/2009, most assets were correlated and fell
Ah volatility, we thought you were gone. But how quickly you came back: Source: Yahoo Finance Nowhere To Hide There really was nowhere to hide during the latest downturn. Very similar to 2008/2009, most assets were correlated and fell
One of my short positions is Hospitality Properties Trust, which has a very clean topping pattern and looks like it is on its way to a trendline failure:
On October 31, 1997, the IMF announced a rescue for Indonesia. Though it was Thailand who caught the Asian flu first, it was this latter country where a monetary line in the sand was drawn. Nobody wanted to find out
Video length: 00:09:57 The trade war is on… then off as stocks react to the trade news. In this important video newsletter update we look at the range in all the indices that traders need to keep a close eye
