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Signal From Noise
Signal From Noise Updates
We update our thinking on LYV 2.04% given the return to profitability in recent earnings and the recent tragedy at the Astroworld Festival in Houston. Our...
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Signal From Noise
($MUDS) Mudrick Capital’s Topps Deal Is A Sensible SPAC with Cheap NFT Upside
What was your first experience with valuation and markets? Was it a college finance class? Perhaps if you're a millennial, the Global Financial Crisis aroused...
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First Word
COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...
The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...
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First Word
COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive
3 Deletions: PBCT, NVT 0.60% , VNO 13 Additions: AZO 1.31% , HOG -1.17% , GRMN 0.24% , MGM -0.61% , WH 0.45% , GPS -1.25% , LB, VIRT -2.03% , AGCO 0.48% , OC 0.48% , UBER -0.60% . EXP 0.05% , NUE -0.34% 35 "POWER TRIFECTA" STOCKS IDEAS:...
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Signal From Noise
Signal From Noise Updates
We update our thinking on LYV 2.04% given the return to profitability in recent earnings and the recent tragedy at the Astroworld Festival in Houston. Our...
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FSI Pro, FSI Macro
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Signal From Noise
($MUDS) Mudrick Capital’s Topps Deal Is A Sensible SPAC with Cheap NFT Upside
What was your first experience with valuation and markets? Was it a college finance class? Perhaps if you're a millennial, the Global Financial Crisis aroused...
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First Word
COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...
The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...
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First Word
COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive
3 Deletions: PBCT, NVT 0.60% , VNO 13 Additions: AZO 1.31% , HOG -1.17% , GRMN 0.24% , MGM -0.61% , WH 0.45% , GPS -1.25% , LB, VIRT -2.03% , AGCO 0.48% , OC 0.48% , UBER -0.60% . EXP 0.05% , NUE -0.34% 35 "POWER TRIFECTA" STOCKS IDEAS:...
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