Commentary

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Just wanted to do a quick update on a few of our names PRVB- $6.28 per share. Stock getting hit hard again. I reached out to Pasha Sarraf the brilliant analyst for Leerink, and this is what he said today. There is nothing logical going on here. It’s...

I was waiting until the end of the September quarter window dressing and rotation before doing an update on positions. Lots of volatility and also developments in last 3-4 weeks on many names. Make sure to review Yahoo Finance for news updates on all symbols,...

 Market is trending up as expected, cyclically and elliott wave wise, our positions are starting to move. Looking to possibly delete and add a position soon.  Small caps should start coming into favor again as recession fears subside.  Quick updates: SOLY-  $13.70- Ready to break out past...

September is here and the 20 month cycle is ending, the market is moving up. I believe it will drag small caps upwards as risk-on returns into calendar year end. Our positions are now getting traction, as I said August is the month to buy beat...

Just some quick notes on a few positions for this end of August week. First off, on the general market. The small caps have been underperforming the large caps for several months, but I expect that to change. I also am bullish on the broader market...

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