Michael Brush
@mbrushstocks
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MarketWatch columnist; Cabot Cannabis. Prior: NYT Biz, Economist Group, MSN, Columbia Biz Schl, Hopkins SAIS Italy.🚫 consensus. Stock letter: .
Manhattan
Joined April 2020
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Subscriber feedback: I’ve been bombarded with subscription offers -- Zack’s, MarketWatch, Barron’s, SeekingAlpha, Cramer and on and on. To me they are a waste of time. Thank you for your clear concise suggestions. Your presentation is simple, to the point and understandable.
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Schwab. You cant log in.
Sheesh.
Bring back TD! Was a better platform. AND it worked. Software upgrades are so often downgrades.
$SCHW
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@Jkylebass
It gets worse. There are 43 million slaves in the world right now and 9 million in Africa. (UN stats) But the priorities are not on them. Why not?
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Your guide to capitulation timing. Has not happened yet... per most participants but not all.
@Convertbond
@DougKass
@aarontask
@KevinDepew
@bradloncar
@JRogrow
@ira_joseph
@Gambiste1
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@jsmauro13
@Convertbond
@FortniteGame
@RobinhoodApp
It's funny how 3 million Robinhood accounts with $300 each are supposedly "moving the market/airline stocks." A bear who missed a big rally will always grab at anything to avoid personal responsibility for his/her decision. Always the same story. Not aimed at you personally. : )
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@michaelmina_lab
My second round of home tests arrived almost instantaneously. Weird. Either they have the supply chain really worked out now, or something else
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Cutting Russian banks off Swift “would have an immediate big impact that Russia would quickly mitigate with other messaging vehicles,” Richard Nephew, former U.S. State Dept sanctions official. “It would cause Russians headaches, but its value has been dramatically overstated.”
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"Bad companies are destroyed by crisis. Good companies survive them. Great companies are improved by them." - Andy Grove $INTC
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@jasongoepfert
From 1990 to 1995 Bill Gates sold $1.13 billion worth of $MSFT. By 2023, MSFT was up 14,855% vs. 2,280% for Nasdaq. How meaningful a signal is insider selling in tech?
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@redditinvestors
Worse yet, Sen. Warren is comping your way. You caught her attention. Is that a good thing?
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Productivity just bolted as I recently predicted in a column.
Nonfarm productivity jumped 3.7% q/q (saar)
This is a big deal and few ppl r paying attention. Hidden reason why inflation bears will be wrong.
@jrogrow
@fundstrat
@saxena_puru
@dougkass
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Trump supports recreational use legalization in Florida, Amendment 3 referendum.
@jesseredmond
@stock_mj
@admindotlaw
@JasonGWild
@Boris_Jordan
@HammanShares
@AdvisorShares
@todd_harrison
@dougkass
$AYRWF $CRLBF $CRON $CURLF $GTBIF $MJ $MSOS $MSOX $OGI $TCNNF $TLRY $VRNOF
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Why cannabis looks like a buy here.
@jesseredmond
@stock_mj
@admindotlaw
@JasonGWild
@Boris_Jordan
@HammanShares
@AdvisorShares
@todd_harrison
@dougkass
$AYRWF $CRLBF $CRON $CURLF $GTBIF $MJ $MSOS $MSOX $OGI $TCNNF $TLRY $VRNOF
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@fundstrat
if you take out the “Nifty 50,” or the S&P 500’s 50 biggest stocks which includes the big performers like $NVDA $META $MSFT $TSLA $APPL the S&P 500 trades at a p/e 15. a standard deviation below the historical average multiple of 18
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#Cannabis
is a strong buy.
@jesseredmond
@stock_mj
@admindotlaw
@JasonGWild
@Boris_Jordan
@HammanShares
@AdvisorShares
@todd_harrison
@dougkass
$AYRWF $CRLBF $CRON $CURLF $GTBIF $MJ $MSOS $MSOX $OGI $TCNNF $TLRY $VRNOF
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@InvestRoiss
$TSLA is such a buy here. Sentiment is way to negative. This is a great bullish signal.
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@jimcramer
cites Eisenhower to support his call for the military to administer health care industry products.
Actual Eisenhower:
Beware of the military-industrial complex.
@aarontask
@Hedgeye
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Trump just gave Yes on 3 a major content injection just as the campaign is taking off.
@rivers_kim
@jesseredmond
@stock_mj
@admindotlaw
@JasonGWild
@Boris_Jordan
@HammanShares
@AdvisorShares
@todd_harrison
@dougkass
$AYRWF $CRLBF $CRON $CURLF $GTBIF $MJ $MSOS $MSOX $OGI $TCNNF
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@Hipster_Trader
How do you make a million dollars? Start with $3 million and invest in Wirecard.
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@SenSanders
"Now, he's in Saudi Arabia to do business with a country partnering with Russia to damage our economy."
Remind me, was Pres. Biden just doing the exact same thing?
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@seanrose
Takes such a toll on the body and brain. We all know it cooks the liver, contributes to cancer. Dr Amed has looked at > 70k brain scans. Concludes > two drinks a week does brain damage.
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@Convertbond
Debt is like alcohol. Makes the good times better, and the bad times worse. - Said a Columbia Business School finance professor...(Beim)
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Them: Natural gas isn't clean enough to count as a climate change fuel.
The real world: Pakistan scrapped its tender for LNG on high prices and agreed to secure coal from Afghanistan instead
@ira_joseph
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@jimcramer
There's no source on the data, and no citation of a scientifically valid control group study with statistical analysis supporting your contention. Can you cite those? Thanks!
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@AlderLaneEggs
Some shorts make it too easy and obvious to bet against them. (Look for clear signs of desperation, over reach and sloppy logic.) I wrote this before $TSLA went ballistic, in a 2,400% rise.
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@nishkumar1977
The smidcap rally is only just getting started.
$PFE $MRNA $IWM $PSCT $IJR $RGI $IWC $LOB $RILY $CLR
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Dr. Copper, PhD in economics, getting a demotion? Demand will surge, confounding this trusty economic indicator? "Renewable power systems are at least 5x more copper intensive than conventional power." - per Jefferies
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@fundstrat
As I point out here, pe's deceptively high because of earnings weakness. This is always the case in slowdowns.
The current 21 p/e on the S&P 500 looks high, but multiples were higher during the GFC (28) and the Covid recession sell off (23).
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@AndreaSJames
@BillAckman
@SVB_Financial
@BillAckman
is saying they will pull uninsured portion of deposits to put them in money market funds. This makes no sense b/c mm funds are also uninsured. Also, the very same regional banks offer mm funds.
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@AdamSinger
Nicotine is vasoconstrictive. I think you can understand the implications for brain health, and overall health.
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@jimcramer
Europe is doing a lot better. They did better testing and contact tracing, and distancing, and took the virus more seriously, per WSJ article today. This is not a political statement since governors on both sides have "managed" this. I am aggressively neutral politically.
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@EricTopol
Very aggressive inflammation, part of the immune system response to Covid, has been causing a lot of long-lasting health issues because of the damage it can do. We are probably not finished understanding this
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If $RILY is such a fraud as shorts allege, why have there been only 8 insider sales since 2010 compared to 144 insider purchases?
$2.7 mn in sales vs $140.2 mn in insider purchases?
And only 1 sale since 5.22 value $1.2 mn?
You'd think they'd be jumping ship like rats.
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@carlquintanilla
@fundstrat
As predicted here last year when no one believed this and stocks were much lower, at the bottom for the 2022 bear market.
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At the national level cannabis is more popular than any politician with over 70% of adults in favor of legalization. - Kim Rivers CEO $TCNFF
@jesseredmond
@stock_mj
@admindotlaw
@JasonGWild
@Boris_Jordan
@HammanShares
@AdvisorShares
@todd_harrison
@dougkass
$MJ $MSOS $MSOX
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Cannabis is still a buy despite gains. Catalysts ahead.
@rivers_kim
@darin_matt
@CharlesBachtell
@Boris_Jordan
@Bkov9
@todd_harrison
@stock_mj
@AdvisorShares
@donmurphy12a
@Peter_Grinspoon
@junglejava1
@jesseredmond
@WeedStreet420
@mayortoby
@DougKass
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@EricTopol
Why no mention of comorbidities like obesity and it's related ailments hypertension, diabetes and cardiovascular disease, all of which worsen the consequences of Covid?
Canadian obesity 26.6%
US obesity 42.4%
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Looks like a good time to buy
#cannabis
stocks to me.
@jesseredmond
@stock_mj
@admindotlaw
@JasonGWild
@Boris_Jordan
@HammanShares
@AdvisorShares
@todd_harrison
@dougkass
$AYRWF $CRLBF $CRON $CURLF $GTBIF $MJ $MSOS $MSOX $OGI $TCNNF $TLRY $VRNOF
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The trifecta of pain.
$ENVX down 4%. $BYON down 4%. $RILY up 5%.
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My Cabot Cannabis portfolio up 48% YTD. New Cannabis Ventures Index up 29.3%. SPX up 10.66%.
Thnx to
@todd_harrison
@DougKass
@Boris_Jordan
@stock_mj
@donmurphy12a
@AdvisorShares
@JasonGWild
@TheDalesReport
@admindotlaw
@jesseredmond
4 helping me understand the sector $MSOS $MJ
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Remember when
@JrAbbate
posted
@MarcumLLP
resigned as $RILY auditor?
I challenged him for proof, but never saw it. I am still waiting for proof that Marcum resigned (they signed off on the K filed today).
Good research is awesome. But lies and distortions? Is that fair play?
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@JonathanWeil
"SVB’s chief financial officer Dan Beck said in an email, 'There are no implications for SVB because, as we said in our Q3 earnings call, we do not intend to sell our HTM [held to maturity] securities.'
Sometimes, though, bondholders have to sell in ways unforeseen."
Good call
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The $RILY countdown. RILY says it will file its K before April 29. Short thesis is RILY is so corrupt it will never file a K again.
A K filing would substantially undermine the bear thesis and probably spark a rally.
T minus 20 days, and counting.
Better than the eclipse.
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@jimcramer
I've been very bullish in my stock letter. August 21, 2019 @ $21: "It's time to be overweight $FSLY. Very overweight."
June 25, 2019 @ $17.81: "Tactics: Buy now, as a multiyear hold."
Reiterated:
October 24, 2019 @ $21
March 18, 2020 @ 14.38
April 22, 2020 @ 23.60
Now $108
I own
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@InvestRoiss
Cook sold $117mn worth at $2.84 in 2006. $AAPL now up 5,674%.
He sold $95.5mn worth at $45.52 2008-12, stock now up 260%.
A lot of people do not understand insider analysis.
Good luck with your short position.
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Goldman Sachs today predicts $7 mmBtu JKM in 2021-22 and higher after 2022, citing tighter markets as demand grows and LNG capacity adds slow in the next few years. I wonder what the implications are for your favorite suppliers...
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How do shorts lose a lot of money.
First slowly. Then all at once.
$RILY
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@Beth_Kindig
Insiders at $NVDA have been selling since split adjusted $1 a share. Same at $MSFT, $AMZN etc. etc. How is this relevant? Insider selling in tech is meaningless.
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“I have been investing for 80 years—more than one-third of our country’s lifetime. Despite our citizens’ penchant for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America,” - Buffett
@jrogrow
@saxena_puru
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@wookinasuit
The core of the short thesis was that $RILY was "so corrupt" it would never file a K ever again.
And they are still trying?
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@CNBC
Over 50% of people own stocks and even more if you include company and union pension plans. Higher stock prices = companies raise more cash and create more jobs and innovation. Probably, you do benefit, whoever you are.
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Jamie Dimon predicts recession. Does this even matter?
One of my favorite Charlie Munger quotes:
"You don't want your banker to be an optimist."
@JRogrow
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Big cannabis development.
$GTFIB $CURLF $TSNDF $MSOS $MSOX
#cannabisindustry
#CannabisCommunity
@AdvisorShares
@stock_mj
@jesseredmond
@natsfert
@Bkov9
@terrascendcorp
@darin_matt
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@SpacGuru
@chamath
@marketsinsider
@S3Partners
@ihors3
I do not know the veracity of those numbers, but I do know shorts play games all the time and naked shorting happens a lot even though it is supposedly prohibited.
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Natural immunity got completely brushed aside by the vaccine propaganda machine. But it's what will save us. Science does the blocking, nature the tackling. I can cite 25 studies proving out natural immunity. Now this...
@bradloncar
@michaelmina_lab
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@saxena_puru
"Getting tired of posting bearish/negative data and charts...."
Agreed. You have been getting repetitive. And the market keeps going up. Time for a new game plan..
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OLC says U.N. Single Convention on Narcotics doesn't force cannabis into Sched I as long as countries use regs to meet the spirit of the rule
Big implications for Europe!
@jesseredmond
@stock_mj
@admindotlaw
@JasonGWild
@Boris_Jordan
@HammanShares
@AdvisorShares
@todd_harrison
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@michaelmina_lab
The virus is learning how to get comfortable in cows. A lot of them. Not a long leap from humans...
It's warming up, and taking shots on goal.
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“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” - John Templeton
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There's a reason you don't go to a doctor for advice on Democracy and Constitutional Law.
@michaelmina_lab
@emilymicheleL
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White House said Nord Stream 2 is "dead at the bottom of the sea."
German Econ Minister Habeck has a different take. NS2 is not going into operation "in the medium term."
@ira_joseph
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Buffett in 2002: "Derivatives are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal."
Buffett in 2023: Berkshire posted $22.82 billion loss, stung by $67.9 billion in investment and derivative contract losses
@jrogrow
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My take from the cheap seats is Loper/Chevron sharply reduces survival odds of any rescheduling in 5th Circuit/Supreme Ct. Not good for
#cannabis
@jesseredmond
@stock_mj
@admindotlaw
@JasonGWild
@Boris_Jordan
@HammanShares
@AdvisorShares
@todd_harrison
@dougkass
$MJ $MSOS $MSOX
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@wookinasuit
$RILY shorts are posting like pez dispensers on crack. But it is not helping them. That's gotta be causing defections and covering. What bullets do they have left... Cover now or cover higher seems to be the $RILY short dilemma.
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$TRSSF $TER board chair Jason Wild buys his co's stock. Fairly decent size too at $219K. If cannabis really is at a turning point wld be nice to see this verified by more insider buys like this.
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@AlexBerenson
@JeromeAdamsMD
Isn't time to admit that the for profit lean and mean model is a big part of the problem? We've heard "hospitals at capacity" so often in the past few years, it should be obvious to everyone we need more capacity.
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@michaelmina_lab
He’s got a good strategy in mind...The cornerstone of Mina’s approach is the distribution of lots of cheap but effective paper-strip rapid tests that people use at home. If infected, they can self-quarantine to prevent the spread.
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@michaelmina_lab
Is it possible that attenuated fragments of the virus in milk act as a vaccine, arousing the immune system, since that is exactly how vaccines work? (barring the experimental MRNA type)
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$NVDA is up 1,300% since I suggested it in February 2017 at $28.
Valuation complaints all the way up.
@xiipercent
@InvestRoiss
@Convertbond
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@Jkylebass
@RealVision
It cracks me up when people say the yuan is going to replace the dollar. Given the unpredictable nature of leadership there, which can do whatever it wants whenever it wants, what person would ever put a lot of wealth into that currency...
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Housing sector outlook. Housing outlook is key to the economy, and these stocks which are mentioned.
$FNMA $LEN $PHM $DHI $KBH $FOR $JPM $MDC $TOL $LEN $MAS $AWI $JELD $HHC $PFSI
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NYT seems more agenda oriented than when I worked there but even discounting for that..
@michaelmina_lab
Rapid Covid tests widely available in Britain, France and Germany. But in U.S., they’re not — and shortage may be contributing to the virus spread
@DLeonhardt
writes.
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MIT scientists make big breakthrough in Alzheimer’s disease.
“Dramatic reductions” in neurodegeneration
Therapy targets overactive enzyme CDK5 with a peptide. Early tests conducted on mice.
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@AspirationsFat
Do you have a screenshot of the
@JRAbbate
post where he stated $RILY auditor resigned? (not true) May be of use some day to
@SECGov
@FINRA
@NasdaqExchange
which have an interest in investigating the use of false info to manipulate markets. He was not the only short to post this
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@AVLRON
@jsmauro13
@Convertbond
@FortniteGame
@RobinhoodApp
To round out the analogy, what is today's equivalent of internet stocks in 1999?
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@AdamSinger
I took the other side of that trade here and in my stock letter. I agree tho it wasn't "easy" but it worked out.
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$RILY shorts seem to be breaking ranks and scrambling to cover.
Ring ring is Marge In?
This could be one heck of a short covering rally. Short covering rallies are a phenomenon of nature that are a wonder to watch.
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Goldman Sachs and JPMorgan Chase have stuck to their plans of requiring employees to come back most of the time. But where is rapid testing in all of this?
@michaelmina_lab
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@Hipster_Trader
It's all about buying what everyone is afraid of at the moment. A portfolio of eight public gathering place stocks I suggested in my stock letter on March 17, 2020 was up 70.7% by June 15, compared to 26.3% for the S&P 500 $SPY. My portfolio includes $CHDN $RCL $CCL $PLNT $FUN.
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