smallfishtrader @Smallfishtrader

jack of all trades, master of none Joined March 2018

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Pharmdca @Pharmdca

2 years ago

$EFTR Conclusion Big catalyst coming soon Q1 data for Tomi for lung cancer where we see a head to head comparison with Keytruda and that we have a placebo group involved. ZFA triplet data 1H2024 $EFTR CAP 30 million vs $ARVN ~2 billion I rest my case and long $EFTR Do your DD

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Charlie Munger Fans @CharlieMunger00

2 years ago

MUST READ 🙏 Remembering my teacher Charlie Munger - By Li Lu Thursday, November 30, 2023 I was on a business trip in Asia on Tuesday when I got the call from the Munger family informing me that Charlie was in his final hours. I hopped onto the next flight I could find to…

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Mark Minervini @markminervini

2 years ago

There are 4 headwinds the market is running into. 1. lofty bullish sentiment. 2. diverging participation. 3. rising short rates. 4. seasonality and cycles.

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Conks @conksresearch

2 years ago

The most anticipated liquidity drain from markets is here, with many headlines foreseeing turbulence ahead. Yet, its effects might not deliver the impact many believe. Hidden forces have emerged, acting against a liquidity squeeze. The “Transitory Pause” is here... 1/

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Jeff Sun, CFTe @jfsrev

2 years ago

If you believe that this thread can contribute value to the community, I kindly request your support through liking and retweeting the thread as my birthday gift! My ultimate goal is to promote trading literacy and encourage more focused and insightful discussions within the…

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Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews

2 years ago

Equity returns tend to be anemic when bank reserves are tumbling, which could happen when the Fed issues $1 trillion of bills over the next 6 months to refill the TGA. While banks still have excess reserves of ~$3 trillion, most economists would say, around $2.5 trillion is…

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smallfishtrader @Smallfishtrader

5 years ago

“Don’t underestimate the value of Doing Nothing, of just going along, listening to all the things you can’t hear, and not bothering.” —Winnie the Pooh

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smallfishtrader @Smallfishtrader

5 years ago

No amount of lithium (liquidity) can tame the manic-depressive Mr. Market. It acts like a star...sucking liquidity like a black hole then exploding like a supernova to reward the risk takers. This observation fascinates me as a student of the market. Volatility drives me crazy.