DTX Dx @DTX_Dx

It's very rare to see a public co. founder call out another public co. founder this way, esp out of the blue. Makes you wonder what's going on behind-the-scenes. Why say this now? "You shouldn't assume you're being told the truth by any of these public companies." ooh boy🍿

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BIOTECH VS. PHARMA A biotech is a pharma company that’s “unencumbered” by revenue. That can mean more focus, greater speed, and more flexibility.. ..but it can also mean fewer resources, less institutional knowledge, and more risk. Our friends in biotech find awe in the…

Fidelity CD rates… Cash is no longer trash folks.

$GOOG beats and announces additional buyback and first cash dividend, shares up ~14% after-hours - Revenue: $80.54B vs. $78.59B est - EPS: $1.89 vs. $1.51 est - BoD Authorizes Repurchase Of Additional $70B Of Class A And Class C Shares

Brad Gerstner projects the unit economics of Tesla Robotaxi vs. Uber: ▫️Avg. annual Uber gross booking per car = $140,000 ▫️Estimaed annual Robotaxi gross booking = $100,000 (more utilization = picking up more lower value fares) ▫️Robotaxi has no driver cost (~70% of bookings)…

SAFEs have a flaw. if company never raises equity, note never converts, you never get the equity! this happened w/ @toptal. and investor "got" 10% for $1M via a note that never converted. Toptal is now worth ~$1B. investor have ~$100M reasons to be upset and is suing. This…

The soft landing narrative remains intact, and if anything has gained strength to a fault. Good news is good news until it becomes bad news. It’s probably just a coincidence, but the roaring 1994-1998 soft landing rally had a similar wobble at exactly this time in that cycle. 🧵

✅ Today, the competition list has only gotten longer. (+) Expense Mgmt: Ramp, Brex, Expensify, Navan, Concur (+) Recruiting: Greenhouse, Lever, Jass (+) Global EOR: Deel, Remote, Papaya But Rippling is winning pretty often "A central difference between Rippling and our…

I'm going to ruin some of your days with this. I apologize. $TSLA has been declining since Nov 2021. The resistance line drawn from the first 2 peaks (Nov 2021 and Jan 2022) has been tested and failed 4 times since then. Stocks tend to move from the top of these channels to the…

It’s my thesis that the Fed is trying to not repeat its policy errors of the 1960’s and 1970’s, and to lean against the fiscal dominance. That means higher for longer, until either a recession happens, or inflation progresses further towards the 2-3% range. Neither seems likely…

What other portfolio options have the potential to work in this post-Moderation era? In my view, equities of course, plus some bonds, but also hard assets like gold, Bitcoin, and commodities, plus high yield corporates and TIPS. Plus, with bonds no longer providing a port in…

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Below is the number of initial filings for unemployment insurance. How is this statistically possible? Five of the last six weeks, the exact same number. Effectively the same number in the last 11 weeks, except for the holiday weeks (President's Day and Easter). --- Consider…

Duolingo is a fascinating study in consumer "education." The app is fairly useless for language learning* but is wildly popular. 88.4M Monthly Active Users 6.6M Paid Subscribers $530M in FY 2023 Revenue $93.7M in FY 2023 EBITDA The kicker? $8.4B market cap. 2x bigger than…

An entire industry of financial advisors has survived on skimming fees just to brainlessly allocate client funds into low-cost equity and bond index funds. "#Bitcoin is a scam. And gold? That's an unproductive asset." But I'll say it again: There has never been a more important…

If one looks at all the negative comments here against the precious metals miners, one can see why they're so undervalued/hated. The 10+ year gold bull market that began in the early 2000s (miners skyrocketed 1660%) began with virtually no one interested in gold or the miners -…

At this price, gold is $400 per ounce higher than the average realized price by gold miners in Q4. Currently in Q2, most of the increased margin is falling right to the miners' bottom lines (excluding taxes & increased royalties). Yet, gold miners' stocks still badly lagging. The…

BullionStar @BullionStar

3 weeks ago

Gold just surged to an all-time high of $2,372.10: zerohedge.com/markets/stocks… @zerohedge $GLD $XAUUSD

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Another way to visualize the cycle is to show it as a clock. If 12:00 is the start of the cycle, compared to the longest cycles in history, it’s only around 3 pm right now. Based on the average cycle, it’s 6 pm. Time is still on our side. /END

Citadel's Ken Griffin in his first letter to investors in years… “It is irresponsible for the US government to incur a deficit of 6.4% of GDP in a non-recession enviornment… it’s unsustainable. We must stop borrowing at the expense of our future generations.”

#Silver is about to break out of a 13 year long volatility compression pattern. Big picture charts like this don't come around often. The next run towards $26 will be the breakout that will lead us in quick succession to $30 and $50.

There is a really fascinating book about the history of p53 - originally it was thought to be an oncogene (as the first version discovered turned out to be a mutated version) rather than a tumor suppressor. Then views oscillated back and forth for many years. p53: The Gene that…

Peter Suzman @Biomaven

a month ago

P53 has been described as the body’s representative in each cell. A protein that prioritizes the interests of the whole body over the interests of each individual cell in the body.

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