Bill Cara

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basketguy

aapl looks to be in some buying trouble. Yes new highs, but how efficient are they? The new highs look like a weak foundation to me. I can’t find my old post on AAPL. I think it was sometime last year, I had a 210.00 area target I think. I will see if I can find the old photo for aapl. Anyways, 3 drives, weaker buying, spells trouble to me….Remember, pigs get slaughtered…Have a target like I did and say Buh Bye…

aapl
baz22

Chart thought on GME… although it may not matter… possibly monster move regardless of not all-time-high short interest…those owners of new 45 million shares, and probably the other 75 million are not novices

Last edited 22 hours ago by baz22
baz22

enough fire power to push close to $ 1,000 per share….?… Like BTC, as people kept shorting, it kept going higher and higher and even more higher…. $ 2.1 Billion recently put in the coffers is pretty handy ……. ps, first Impossible Burger from grocery… Amazing good… amazing simple to cook . And a Whole lot cheaper than eating out

Last edited 17 hours ago by baz22
Bill Cara

Baz, are you at Pinehurst No. 2 this week? I wish I was there in a lounge chair beside the 15th green.

baz22

Hi Bill… I may go down to watch….One hour away from my home course… Yes, the facilities are beautiful and the Village of Pinehurst is there to enjoy… You must have been before.. what a treat and view… Hope you are better

Bill Cara

I have been to the area but never to Pinehurst.

I will be watching.

baz22

So Europe just ordered 40 million doses of vaccine from CSL… ,.. https://www.euronews.com/health/2024/06/11/commission-secures-40-million-vaccines-against-avian-flu-pandemic…… Previously, CSL signed with ARCT –
https://www.cslseqirus.us/news/csl-enters-licensing-agreement-arcturus-therapeutics-next-gen-mrna-vaccine-technology…… Self amplification RNA, which is what GSK and partner are into H5N1 phase 2 with

Last edited 1 day ago by baz22
kaimu

Baz! Using the word “vaccine” seems fraudulent based on its pure definition and how past vaccines actually did work.

mRNA is a new fraud platform. I especially have huge reservations of taking the “combo jab” for influenza and covid.

Have a look at this list and how the DNA rubber stamps everything Moderna does!
LINK: https://www.youtube.com/watch?v=tFzTTuuzfH0

To me its a great way to get rid of those over 60 clogging up the social security and medicare roles. Its not about morals because after the vaccine mandate there is no proof morals exist in the current regime ruling the WH and the FDA and CDC. Lots of grandparentless kids in the future. My opinion, but I go by past and present actions.

baz22

Your opinion is always valuable to me…
** the results from Affinity Bio today were amazing… Kudos to the crispr lads and lassies…. Steve, I sincerely believe in the next 15 months we are in for a disaster… I’m just planning ahead… I would go NVAX, but they are preclinical
2026 is their earliest
No RNA company is ahead of GSK-CVAC..( phase 1/2 since April )….. CSL is still phase 1 with ARCT…. Moderna is the same time frame…. University of Pitt is phase 1…the US is working with GSK from 2013
Plus, Europe is there for the ‘ home team ‘

Last edited 1 hour ago by baz22
baz22

https://www.unmc.edu/healthsecurity/transmission/2024/04/24/curevac-announces-start-of-combined-phase-1-2-study-in-avian-influenza-h5n1-development-in-collaboration-with-gsk/…… * When the virus invades the beef cattle industry, I start buying BYND… honestly, it’s only a matter of time

Last edited 54 minutes ago by baz22
jimg

Brent crude oil contract positioning has just plunged to its most bearish levels in a decade.

https://x.com/Ole_S_Hansen/status/1800116546792014279

baz22

Far, far more questions than answers…. Excellent article from STAT…. https://www.statnews.com/2024/06/05/bird-flu-h5n1-in-cows-scientists-top-questions/

c2ski

Citi’s view on Uranium:

Key Points

  • The uranium price experienced a massive surge in 2023 and early this year, but has since pulled back
  • Major broker Citi believes there several are short and long term reasons to remain “tactically bullish” on uranium
  • The growing AI and data center themes are likely to increase the demand for power in the USA, and this will support greater demand for US nuclear energy

https://www.marketindex.com.au/news/nuclear-energy-trends-in-the-us-are-bullish-for-uranium-citi?utm_source=www.thenextbigrush.com&utm_medium=newsletter&utm_campaign=uranium-bullish

Bill Cara

Friday’s Biden Jobs Report is as phoney as a Trump Courthouse Steps Report.

IGNORE

jimg

The Bureau of Labor Statistics is reducing the sample size of the household survey in the monthly jobs report due to budget constraints, the head of the agency said at a conference Friday.

https://archive.is/qvE7q#selection-1637.0-1641.158

“budget constrains”?: Federal outlays in 2024 total $6.5 trillion

Bill Cara

Home at last

baz22

Always the best place to be….
Watch fascinating movie, ‘ Sisu ‘… One mans absolute survival in WW2 in Finland wilderness… Always survive…

Last edited 3 days ago by baz22
kaimu

Congrats Bill … Prayers answered! God Bless!

Bill Cara

Finally! The doctor is releasing me today. I should be home in a few hours.

I will miss the doctors and nurses, many of whom I got to know on a first name basis.

One day at a time. On Monday, I return to have the catheter removed.

Bill Cara

Thursday was to be my hospital release day, then today, then a blood pressure reading that soared to 177 (now back to 150) and then another 10 out of 10 monster pain episode (my 4th in three days) was enough for the doctors to indefinitely postpone my release. Maybe Saturday. Maybe Sunday.

They all say the surgery was a huge success, but “every surgery is different.” It’s not age-related now they say. It comes down to for how long these unbearable bladder-related pain episodes continue. There are continuous gas-related pains but they are probably 6 to 7 out of 10 and can be tolerated.

It’s not so much a frustrating experience because I have a long recovery plan in the works anyway. This is about danger. The body can take only so much pain. Hydromorphone painkiller compensates — only fentanyl is stronger — but we can tolerate only so much of it for so long.

As they say: fingers crossed. I could be home tomorrow or maybe Sunday. Then it will be a well-earned lengthy period of R&R. Thanks for everybody’s well wishes.

Jordan Lim

Bill, I continue to hold you in my prayers. There are many in the Cara Community like myself who are very concerned and rooting for you. Thank you for providing the updates.

kaimu

Bill, all the best to you and your family during these challenging times. No matter what the age surgery is never taken lightly. Hang in there! You are in recovery! God Bless!!!

goldbug58

GameStop off 25% on earnings; so-called “Roaring Kitty” convinced a lot of followers on reddit and elsewhere to get back in the stock; quite a few bought which had been pushing price up; also long-dated call options. Someone is losing their shirt today (besides me).

goldbug58

Volatility creeping back into the metals; after a recovery yesterday, today gold is off 2.7% and silver is down 5.6%

baz22

Yes, three of the most devastating flu pandemics of the 20th century were caused by viruses that originated from birds, or avian influenza, also known as “bird flu”:

1918 Spanish fluThis H1N1 virus may have started as an avian flu virus that adapted to humans. Some genes in the 1918 flu virus allowed it to replicate efficiently in human bronchial cells, similar to genes found in H5N1. Autopsies of H5N1 avian flu victims have also revealed similar lung damage to those reported by doctors in 1918-19 flu victims………1957 Asian fluThis H2N2 virus was a reassortant strain, originating from strains of avian influenza and human influenza viruses. It’s estimated that 1.1 million people died worldwide from this pandemic, including 116,000 in the United States…….1968 Hong Kong flu..This pandemic was caused by the H3N2 subtype of influenza A virus, which replaced the H2N2 strain after 10 years of evolution….. ** The 1918 Spanish flu pandemic is believed to have originated from an avian-like virus. Some evidence for this comes from amino acid variation in the polymerase proteins of the virus, which is similar to avian-derived virus sequences. The H1N1 virus that caused the Spanish flu started in birds and quickly spread around the world, infecting about one-third of the global population and killing 20–50 million people. In the United States alone, the pandemic killed 675,000 people and lowered life expectancy by about 12 years. 

Last edited 5 days ago by baz22
baz22

Yes, GSK is working on multiple bird flu vaccine candidates in collaboration with other companies:

CureVacIn April 2024, GSK and CureVac announced a combined Phase 1/2 study to evaluate the safety and immunogenicity of an investigational influenza A (H5N1) vaccine candidate in adults. The study is part of pandemic preparedness efforts against the H5N1 virus, which is considered a potential future pandemic threat.CSL SeqirusIn April 2024, GSK and CSL Seqirus were also testing vaccines that target a strain of avian influenza similar to the one circulating in dairy cows. Each company was running trials in about 500 adults.U.S. governmentGSK is one of three pharmaceutical companies, along with CSL Seqirus and Sanofi, that have partnerships with the U.S. government to develop avian flu vaccines. These companies have the capacity to produce seasonal influenza vaccines and say they could scale up production of avian flu vaccines if needed…. * and of course, Sanofi just signed the huge partnership deal with Novavax…. Never doubt the big players are far ahead of the general public awareness

Last edited 5 days ago by baz22
jimg

Are they really vaccines?

United States Court of Appeals for the Ninth Circuit has declared that mRNA COVID-19 injections do not qualify as vaccines under traditional medical definitions.

https://legalinsurrection.com/2024/06/ninth-circuit-court-of-appeals-revives-lawsuit-against-l-a-schools-covid-vaccine-mandate/

Jessica Claire Scott
Bill Cara

Alexei or Dan

Please delete the promotion blog of Jessica Claire Scott. Out of over 300,000 comments here in over 20 years, this community has been blessed with all but just 3 such insults.

I would do it myself but unfortunately I have not sufficiently recovered from Monday’s operation to be discharged today from the hospital.

baz22

* as a note, GSK-CVAC are doing self amplification vaccine work…we know Moderna has the US wrapped up… Europe is a different matter…

Last edited 6 days ago by baz22
kaimu

Where are the gain of function tax dollars? Is H5N1 another covert NIH op like covid was? Is there a H5N1 Wuhan leak next?

I fear gain of function when its state sponsored is like the “space race” in the 1960s with the USA racing to out maneuver the CCP. Just what is the size of the US “deadly virus arsenal”? Nothing good can come from the “virus race”. Obviously Moderna loves it!

Last edited 6 days ago by kaimu
baz22

Aloha Steve… H5N1 has been around since 1996… The human case of H5N2 in Mexico is a first… Novavax was working on a vaccine in 2009 that was excellent… The previous human mortality rates in Avian flu make Covid look like a harmless cold…self amplification is a great improvement…if CVAC had chosen to go the chemical base route in 2020, like Moderna, Pfizer, they too would be rich…. Remember, CVAC was around before both MRNA and BNTX

Last edited 6 days ago by baz22
baz22

ARCT is another company working with self amplification RNA

baz22

As of June 3, 2024, there is no vaccine for bird flu in humans, but the CDC and other organizations are preparing for the possibility of one:

  • CDC
kaimu

But how are government entities like NIH or the CCP version using gain of function to make viruses more deadly? I prefer prevention rather than cure.

It all boils down to DEBT! We can no longer depend on “government” to be honest and moral after the 1.1mil covid deaths since 2021 and how a vaccine mandate was used against the middle class and US small businesses.

Because of this government intervention nobody trusts science any more!

For instance I recall NYC shutting down restaurants, gyms and churches and voiding school and weddings and concerts in the name of the CDC “science” all as millions of illegals with no vaccine or even a covid test poured into the US and hundreds of thousands went to NYC at the same time of the vaccine mandate. That’s Corruption with a capital “C”!

The other angle is more deadly and that is how the West still depends on the CCP and India for drugs like antibiotics. Wait until those consequences are fully in effect. The least of our worry will be H5N1 it will be every day infections. As an example during the pandemic I bought ivermectin from Canada. All my doctors were forced to abandon their patients because of the corrupted CDC and AMA. Never in my life have I ever seen that. The only thing that made that worse was the vaccine mandate. Pure communist tactics. Isn’t it odd how the age group who paid the biggest price for this government corruption were those over 65. Its as if the plan was to get rid of all the Social Security and Medicare recipients. It worked!

What’s the ROI of these big pharmas without government intervention?
NO IMMUNITY FROM PROSECUTION
NO GRANTS
NO TAX INCENTIVES
NO GOVERNMENT PURCHASES

What does that ROI look like? Because that is where DEBT will take all government sponsored science.

Bill Cara

Following the latest JOLTS data, which shows a slowing economy, economist David Rosenberg says he is “not slowing an inch from (his) bullish bond forecast.”

In addition, David cites extra supply of bonds due to excessive government spending and a lack of demand to push bond rates higher and prices lower.

With this scenario, David must like Gold and a weaker US Dollar.

As noted earlier, UBS is forecasting a 2800 peak. For Gold and 2600 for the year-end price. If producers can manage inflated costs of production, stock prices for the miners and developers should continue rising. There is a flood of dubious promotion for the prospectors, so beware of that.

Bill Cara

Take note of bullion banker UBS notes on gold. Very positive for the rest of this year.

Bill Cara

Dr Umesh Jain and two other drs visited earlier this morning. He restated that the cancerous ureter and kidney operation was a complete success and my vitals have been “perfect.” Pathology report to follow. I feel terrific this morning and will start walking today. I will be home Thursday by end of day. The nursing care has been exceptional. Today I might move up from Jello, which is all I’ve eaten since Saturday noon. So all is good and I look forward to several weeks of recovery at home.

Last edited 7 days ago by Bill Cara
kaimu

Great news Bill! God Bless!!

Gonamaket

Good to hear Bill.
Take the time needed to fully recover.

NYUGrad

Summer Housing Vibes 🎧 #215 (June 4)
Show notes: https://nyugrad.substack.com/p/summer-housing-vibes-215-june-4

Paid Episode 21 min
Free Episode 12 min

Screenshot-2024-06-04-at-6.59.20-PM
deneve83

https://www.youtube.com/watch?v=Lxvsp6Xgrvg

Great investigative reporting here. I am convinced that toxic, risky assets are being offloaded on pension funds and unsuspecting clients. The parallels to ‘The Big Short’ are spot on.

Bill Cara

Today, the big cap US stocks led the market higher. The powers-that-be turned against precious metals as expected to restart a bull cycle. That’s when Humongous Bank & Broker and their market moving clients tell the world that US tech, pharma, consumers, and manufacturing are more important than commodities. But commodities come second because they are needed for manufacturing and processing US products. And the Republicans will always support their Oil &Gas industry.

Last edited 7 days ago by Bill Cara
deneve83

Commodities are broken right now. They are supposed to provide leverage to the underlying resource. When we see a 5% increase in the price of gold coinciding with a 5% increase in the associated equity, this clearly sends a message that investors have little faith in the sector. When we have a 1% decrease in the price of gold and a 5% decrease in the associated equity, it shows that the sector is hated.

In commodities, you are either a contrarian or a victim. If speculators need a clear signal that now is a good time to invest in a sector with low sentiment, there has never been a better time in recent memory.

Bill Cara

When I posted yesterday soon after surgery I was on 100% HYDROmorphone in an IV drip right into the blood stream. This drug is an opioid that is 5x stronger than morphine and stronger than heroin. Not quite in the fentanyl range, but a very powerful painkiller. Today I am on HYDROmorphone 25% IV and also tablets. I will be switched to all tablets in six hours as the pain is no longer severe. Rest and relaxation will soon be the best medication!

deneve83

An indicator to me that AI hype has peaked.

GPPyNWZbIAAN8V8
Bill Cara

AI has peaked IMO also. The last similar cycle was in the Internet companies that peaked in 1999-2000. Two years later, one-half of the so-called best ones underwritten at ridiculous IPO prices by Goldman Sachs went bankrupt. Just like today’s AI, the market became leery of the valuations, so much so that a leading Wall Streeter told the CNBC audience he would only invest in a Goldman backed Internet company. He burned a lot of capital.

But after the crash and extreme Bear market that followed, some Internet companies survived, at least for a few years. Then knowledgable management and better business models stepped in and many of those became the technology leaders we know and respect today. This is why prudent stock picking is so superior to buying funds. When a theme gets broken, the large positions in all the weaklings get destroyed, taking with them some well built companies until many of these are able to recover several years down the road.

I hope these words make sense because my pain has returned to extreme levels so I am back on full dosage of HYDROmorphone, at least for the night. Tomorrow I have to start walking but not blogging. Pat will be back to the hospital with her “no phone” policy.

toby

bill…..congrats om the sucessful surgery….wishing you a continued long and active life

Bill Cara

The 5+ hour surgery was a success. The doctor told me he got all the cancer. That’s a relief. Pretty groggy now but very little pain. I will check in at times after my head clears.

Last edited 8 days ago by Bill Cara
baz22

Amazing… Congratulations…

Bill Cara

Baz

Today two doctors told me that progress in Car-T therapies would be mind-blowing. With the phenomenal results a few days ago with Car-T on liver cancer, the big money will follow.

Please keep up the investigative work you contribute freely to this community.

The days of Warp Speed Covid development are over. Now there are several new bio technologies like Car-T that will produce big returns in the next Bull market.

baz22

Will do…Rest and enjoy the summer… Charleston/ Savannah would do you good

baz22

As mentioned for several years, Editas will be a leader in Car T
Probably 10 other
Potential leaders…will write

Last edited 7 days ago by baz22
Jordan Lim

Great news! I and I’m sure many readers am glad and relieved to hear this. Take it easy Bill.

Jordan

basketguy

Great News Bill, Keep on Truckin Brother…We are all praying for you….

Tom

That is absolutely wonderful news. May God continue to bless during your recovery as well.

kaimu

Aloha Bill! Yes, awesome. Great news! God Bless!

squarpeg1

Glad to hear it was a success Bill. Best of luck on your recovery.

Bill Cara

The pathologist is studying the tissue today. That report plus additional tests are needed to see if the cancer is completely clear. But the doctor yesterday and again today told me that the only known cancer was in the parts they removed and that the surgery was a complete success. That is what I know so far but the tests will continue until my release on Thursday. I am relieved.

With the skin cancer I had removed in March or April, it was done in Canada’s #1 clinic for that type of skin cancer. The doctors did repeated cutting and immediate biopsies so when they told me they were 100% certain I was clear, I was happy to hear it.

This latest cancer, though, is much more complex. But I am in the best physical shape in many years, and have no other conditions, which speaks well to the future. Dan, Alexei, and I are working on the newsletters while I get some R&R for a few weeks. Pat is working on ways to get me off the phone!

Last edited 8 days ago by Bill Cara
goldbug58

Very happy to hear your operation went well, hope you heal quickly.

deneve83

Glad to hear you are on the mend. Rest well. Strange times and opaque markets aren’t going anywhere.

baz22

Bird flu is not going away…. Domesticated food will be endangered.. go with Bynd…
Mass fear always rules

Last edited 9 days ago by baz22
baz22

Most recently.. Interesting shift….. ” At a time when plant-based meats in general are down 19% YoY, this is not a positive signal. However, the company is yet to utilize the rollout of more competitive products, the Beyond IV burgers and beef.

Having shifted from maligned canola oil to avocado oil, the gen-4 products neutralize the main critique of relying on seed oils. If claims of having the “meatiest, juiciest” burgers align with the public reception, BYND “…… Impossible CEO ( May 24′ ) stated that their prices dropped 23% while meat prices rose 21% ( in the last year ).

Last edited 8 days ago by baz22
baz22

I personally want a lifestyle change…

baz22

https://www.scientificamerican.com/article/why-bird-flu-is-causing-eye-infections-in-dairy-workers/… As time passes, will domesticated food sources be vaccinated, and will the vaccinations be mRNA, as the Federal Government has contacted the companies in that business….. The implications are huge.. I will not eat mRNA meat

Last edited 8 days ago by baz22
baz22

My canary in the cage is the VA…When they go back to ‘ mask required ‘ status, I’ll let y’all know