Tuesday, January 18, 2022

roll tide

The Fed closing down the bar, interest rates headed north, wage inflation drilling margins, morgan padded the numbers with cookies from the accounting jar, and oil headed for the buck. roll tide

inverse 3x
inverse treasuries
inverse 3x russell 1000 financials
inverse the little guys
inverse sp
inverse sp

the unwind

the bubble
















Tuesday, January 4, 2022

Saturday, January 1, 2022

sun baked shrimpers

The analyst reported creative accounting and phantom commerce. 

Insiders sold on the rumor of the investigation at a market cap of $80 billion. 

A pandemic later auditors swear that revenues doubled, but operating income was flat, the partridge nestled in the pear tree, and market cap tripled to $240 billion.

134 million shares outstanding. 126 million floating. Trading at 160 of the trail

Insiders selling. Blackrock holds 10% of the bag.






sell the subpoena buy the settlement

 Management was held to account for sins of commission in Mexico. Market cap $633 million on the settlement that trades at 1.67 billion, or a triple. 

Insiders held powder and are selling.

6 million shares outstanding. 2 million floating. A quarter of the float still short.








fallen swords

The capital invested in the promise of future cures for Alzheimer's and Parkinson's disease relieved the CEO of duties accused of plagiarism decades past. The investigation that followed confirmed the ethical lapse and the CEO resigned to the polite applause of shareholders hanging on for the ride.

37 million shares outstanding. Perceptive Advisors at 9%. Usual institutional suspects over 50%. Public at 27%.


mc 472








drum roll