A few notes market and other related: Crypto Miners stocks are in downtrends and we sold out of MARA at 45 for 1/3 from 20 and 34 in Final 2/3 for profits, now $29.  These are dropping in my opinion because supply of mining equipment is...

ATOM at 18.58 I wrote this up at $7 per share last summer, we sold 1/3 at $33 and now the rest is closing out due to lack of execution and potential for this to be dead money for awhile.  We need to deploy capital where...

Last week I advised to close out TFFP, MARA, and LTRN.  You must understand that capital allocation and timing are the hardest parts of investing and or portfolio positioning. I will not always get the timing of a bottom or a top right, or the...

The Bear cycle in our stocks is winding down, likely over or close. Small caps, Micro Caps, Biotech etc all hit hard since early February.  Now is the time to take some action and here are some updates and advised action items Recall we took a...

I will be speaking with with a few Top Executives of some of our beat down names this morning and early afternoon. I will provide actionable updates and ideas this afternoon on our portfolio We have been in a short term bear cycle in Biotech and...

Someone has a vendetta out on GreenBox it would seem with the stock going from 19.40 on Monday on a big up day to 8.50 lows today.  A short article hit piece came out today, same group that were smashing ATOM from 12 to 8.50...

Notes on a few positions: I'm looking into 3-4 more fresh ideas, and will try to whittle those down to just one for TPS. They come to me weekly from some of the brightest advisors in the business, and I have to filter through them for...

Some additional TPS Position updates not covered yesterday: BIVI- 17.50   I believe we are likely to hear about a new CEO fairly soon and this could be a mover for the stock. Lets keep in mind that Biotech has been slammed since early February and there...

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