Crumbs

The market expects real yields to be negative as far as the eye can see, which doesn’t mean that nobody will make money investing in long-dated Treasuries, but does mean that the US Social System has a problem.

• $HJLI is very interesting, according to tailwinds. It produces some medical devices, including the venovalve, that helps circulation,
• $ATOM is a semiconductor licensing company. See the report from TW,
• $INMB, INmune, has an immunosuppressant, like a TNF inhibitor, which should had an impact on Alzheimer’s Disease,
• Kuppy’s KEDM picks:
  • KEDM.com has instigated a Crazy Cathie Scanner. Kuppy comments: I realize we’re in a Ponzi Sector bull market, but when a name is added to ARK, it seems to outperform other Ponzi Schemes. Have fun with this one… haha Of course, if Ark stumbles and experiences redemptions, these stocks are going to go down rapidly.
  • CFW on Toronto and WFTLF have exited bankruptcy, and the latter seems to be doing well:
  • BW, Babcock & Wilcox Enterprise, Inc. might be worth a look
  • CLR: this is an energy play with a large short interest. Gas too. worth a look?
  • BHC is the salvaged hulk of Valeant, which “Uncle Carl” (Icahn?) has started to invest in. Worth a look?

Book

https://www.goodreads.com/review/show/3797412380