Wednesday, August 31, 2022

specialty

 insiders selling specialty retail on the edge of the abyss

mc 45
mc 42
mc 21






indiscriminate

mc 16.7 goldman downgrade

mc 32 plantronics exchange offer


mc 686 insiders bailing
mc 15.4 245x 
mc 2.69 china chip embargo
mc 245 canadian pensions own half the float










 

Tuesday, August 30, 2022

curious

etf flows into shorts energy, metals, brazil, china

short oil ep
short gold miners
short china
short brazil
short oil ep









 

room service

trading at 50 times the trail and any multiple to book values stuffed with the art of goodwill hunting promising write downs that exceed imagination. roll over

mc 10 50x trail insiders dumping

mc 52 30x trail 30x book
mc 36 37x trail






Monday, August 29, 2022

grains

commercial hedgers getting long

 

wild ride

 insiders offer 20's. management buying 5's. $400 million loan on the way. better than the movies. shorts at 40% of the float


mc 1.01 sf 40

irregularities

 whistleblower. data manipulation. ceo resignation. delayed annual report

mc 400 for now


Sunday, August 28, 2022

river

inverse chips
a little futures dab will do
faangs by any other name
bouncing betties of bio







 

Tuesday, August 23, 2022

in them thar hills

 hunting for something

mc 5.54
mc 1.38
mc 19.8
mc 3.25
mc 67 the starship enterprise
mc 115 what not to love kruh 28 natural gas











Monday, August 22, 2022

the fruit hangs

 insider option exercises, sales day before earnings, inverse floaters

mc 68 insider ex at 35 supply coming

inverse 3x
mc 1.35 insiders out at 12 day before earnings
mc 35 following the wave










Sunday, August 21, 2022

the tide flows

the tide flows. leveraged shorts


biotech
semis
spx
etns
tech


https://twitter.com/i/status/1561462252078858242



 

Tuesday, August 16, 2022

squeezable

 

mc 1.53 sf 18
mc 671 sf 31
mc 326 sf 35
mc 2.43 sf 23
mc 180 sf 42
mc 905 sf 21
mc 58 sf 22

mc 774 sf 23
mc 1.2 sf 31
















uranium lithium bio bounces