In the US in 2024, Covid vaccine uptake was 23% among adults and 14% among children. That works out to 70-80 million people that received a Covid vaccine...YEARS after the pandemic.
INVIVYD (IVVD-NASD) is in Phase 3 trial for a new drug that would be a vaccine ALTERNATIVE--which in this...
The small cap market is on the move—finally. Green shoots are everywhere—junior public companies are now being rewarded for achievements/milestones/improvements in their business.
Since the peak in interest rates in late October, small caps have been on a fairy-tale run, with a rising tide lifting all boats. But those companies...
Fertilizer stocks have been on a tear.
This is just the start of a major move. These stocks are going to have a long runway.
There multiple tailwinds behind these companies——each of which are going to be supportive for years to come.
It all starts with a problem here at home.
In the...
Folks, a lot of the small banks in the US are--for now anyway—technically insolvent. That sounds scary. And it could be. But only maybe. Because on the other hand the banks aren’t actually insolvent. Not in real life. Most of them, any ways. But The Street isn’t exactly sure which ones are...
Gold stocks look like they might be, just maybe, on the verge of a breakout. Maybe…
Can we believe it this time?
Any breakout in gold stocks needs to be taken with a healthy dose of skepticism. We have been through this before. It has been a decade of pain.
But… this time could be...
Even though energy stocks have had a great year (up until June! ) they still trade at very low multiples--2-3.5x cash flow. That means the Market is still seeing this sector as VERY volatile. But huge Q2 profit numbers out of EVERY sub-sector in energy (oil, gas, refiners, frackers, drillers,...
The talk of the town in the oil market is spare capacity. OPEC+ spare capacity.
When OPEC+ met in September they surprised the market by deciding to continue to increase production. OPEC+ plans another boost of 137,000 barrels a day in October. This is on top of the unwind of...
If you think interest rates don't have much farther to fall (after a fast 20% jump in TLT-NYSE), have a look at the last decade of REAL interest rates in this chart:
REAL interest rates are as high as they have ever been--even after the Street has started pricing in lower...