Friday Investment Talk: Semiconductors, Inflation, Bonds and Biotech
The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
Stock Research: Women Suffer More
A timely play in a company focused on autoimmune disease detection for diseases disproportionately affecting women.
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Stock Research: Making Waves in Oncology
A very early stage biotech opportunity with links to big pharma. We are seeing small scattered call buying today.
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Friday Investment Talk: Black Friday, Biotech, Solar Stocks, and Gold
Black Friday Sales are expected to be dominated by online shopping with overall sales increasing by 5% from 2019. Is this a low estimate?
Biotech and Solar ETFs breakout, while gold broke down this week.