Hello, my name is Gary and I am an ‘investor’ [w/ edit]

Dynavax stock plummets after decision not to sell [edit] Oh and look! There’s a ‘golden’ cross of the moving averages soon met with the inevitable move in the opposite direction. Maybe this is my punishment for making fun of the robo-media and its recent NTR ‘death’ cross. I had two Biotech related stocks that were rampaging. DVAX and TWST, taken as part of the anticipated … Continue reading Hello, my name is Gary and I am an ‘investor’ [w/ edit]

2 bright spots

As the markets react to lagging data, a couple of personal bright spots My brain look tends to look forward but the market’s brain all too often seems to be looking back. Think about all the predictable news-chasing the machines have consistently done in 2022. There may be individual strategists approaching this market with intelligence, but who (and what) ever make up the balance of … Continue reading 2 bright spots

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What about Goldilocks? These stocks are in bottoming postures

With all the talk of commodities lately, let’s not forget Growth/Tech The inflation trades were due for an oversold bounce (at least). But before I started buying back some commodity related stuff and in line with the drop in inflation expectations and hence, yields, I added some Goldilocks items (Tech/Growth) and others that tend to do better when yields are easing (e.g. Biotech). Here are … Continue reading What about Goldilocks? These stocks are in bottoming postures

Ominous signaling for Dynavax (DVAX) at Stocktwits

DVAX defenders gonna defend; but against what? I touched a few nerves with my insulting comment about DVAX as it gets walloped, post-earnings (in which revenue soared but so did cost of revenue, prompting me to take a minor partial profit in AH yesterday due to my concern about said cost ramp). But it’s up to individuals to decide whom I was or was not … Continue reading Ominous signaling for Dynavax (DVAX) at Stocktwits

DVAX: Want to see volatility?

Dynavax stock drops, pops with massive volatility Well, not all news out of China is bad this week. Since the last post on the subject my DVAX story saw a massive drop (on bad COVID related news, which I held without a thought of selling) and today, on positive COVID Adjuvant news a massive pop after release of trial results from China’s Clover Biopharma (with … Continue reading DVAX: Want to see volatility?

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What’s a Hype-o-Phobe to do in the Age of COVID?

Dynavax explodes on COVID news, but that’s not why I hold it What’s a sensible market manager supposed to do when he keeps buying a stock for its commercialization of a Hepatitis vaccine but said stock keeps getting caught up in COVID hype? Why, in this case take another profit but only on a partial position and hold the rest. Yeah, that sounds about right. … Continue reading What’s a Hype-o-Phobe to do in the Age of COVID?

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DVAX Position Halved as Casino Patrons Take Over

I’ve already taken one partial profit on what was supposed to be a long-term hold for the commercialization of its Hepatitis vaccine. But then the remaining position grew too large again, especially considering that my boring long-term vaccine investment has gotten all caught up with some seedy characters. “Coronavirus Vaccine stock”? Really? Some automated TA outfit is guiding casino patrons on this Coronavirus stock. I … Continue reading DVAX Position Halved as Casino Patrons Take Over

A Big “Eff You” to Whoever Drove DVAX Down Into the News

It’s so typical and it’s no wonder that the insider stock operators who run the markets (market makers and other Wall Street wink winking, nudge nudging types) have such a greasy reputation among we, the lumpen investoriate. Here is the news I was waiting for as I watched them croak the stock yesterday. Now, I am no expert in BioPharma, but it appears that the … Continue reading A Big “Eff You” to Whoever Drove DVAX Down Into the News