Monthly Archives: April 2023

I’m telling you, everytime I think I might just have kind of figured it out, I overstep and extend too far and get my friggin teeth kicked in. Down 2,5% for the week and now badly laggin the S&P. UGH … Continue reading →

Another week finished. Hard to believe May is around the corner! On the investment side, April started well for me, but then melted away. I ended up being down 45 bps for the month and am now up just 5.1% … Continue reading →

Argentina’s central bank raised its benchmark interest rate by 10 percentage points as a renewed peso selloff in parallel markets adds to the sense of crisis there. The board boosted its key Leliq rate to 91%, the highest in at … Continue reading →

MCRB got the thumbs up from the FDA on their PDUFA last night after the close. Shockingly, the shares popped up to $7 but immediately dropped below the $6.40 close to $6.20 before finally recovering to $6.70 to close after … Continue reading →

MCRB has its Prescription Drug User Fees Act (PDUFA) for the lead franchise (SER109) for Clostridium Difficile (C-Diff) treatment set for today. Fingers crossed bigly since I have a 3% position. On Friday, I expect Avidity (ticker RNA) to present … Continue reading →

Recession? that is the question. We are on the cusp of Big Tech earnings from Meta, AMZN, MSFT and GOOG. These earnings can definitely sway the overall markets. Safe haven? Apparently not the dollar which Darren thinks will be usurped … Continue reading →

Had a pretty good week. Up 2.41% for the week and now up 7.10% for the year. Handily beat all the US indexes and almost caught up with the S&P. I pretty much owe it all to Bio/Pharma with a … Continue reading →

AMPY announced that they will report earnings on May 5 after the close. Huge position for me and I’m down 32% on my current tranche. So, what can save this investment? #1 – Oil and Gas price recovery is the … Continue reading →

Since Jeff said he’s without computer at his cabin, I’ll open the board today. I did join a new service yesterday: Michigan Value Investor. I’ll post my thoughts after a couple of weeks. The first of his stocks I’m looking … Continue reading →

Starting to feel a little more optimistic, at least in the short term. Board is open.