Tuesday, August 31, 2021

A Speculative Stock That May Bring Big Profit 一只可能带来巨额利润的投机性股票

Globalstar (GSAT)jumped over 50% to close at $2.35 yesterday due to speculation that Apple (AAPL) may announce its iPhone 13 with satellite communication feature. Profit taking hit GSAT today and it's down 20% to $1.86 at one point and this is understandable after a big move and it was very overbought yesterday. Social media sentiment is high for GSAT and there's a lot of searches on it in Twitter. This is important because social media is a strong force that has been driving many stock moves. Technically, $1.8 is a solid support and stock will run again if it recovers above $2. $3 is a reasonable target near term and may be higher. With the lure of September 14 iPhone 13 announcement, GSAT may not be down for too long. I think it is an excellent speculative play and is worth it for risk takers. 

Globalstar, Inc. (GSAT)provides mobile satellite services worldwide. The company offers duplex two-way voice and data products, including mobile voice and data satellite communications services and equipment for remote business continuity, recreational usage, safety, emergency preparedness and response, and other applications ; fixed voice and data satellite communications services and equipment at industrial, commercial, and residential sites, as well as rural villages and ships; and data modem services and equipment. It also provides SPOT consumer retail products, such as SPOT satellite GPS messenger for personal tracking, emergency location, and messaging solutions; and SPOT Trace, an anti-theft and asset tracking device. In addition, the company offers commercial Internet of Things one-way transmission products to track cargo containers and rail cars, as well as to monitor utility meters, and oil and gas assets. Further, it sells wholesale minutes to independent gateway operators (IGOs); and provides engineering services, such as hardware and software designs to develop specific applications; and installation of gateways and antennas. The company distributes its products directly, as well as through independent agents, dealers and resellers, retailers, IGOs, and sales force and e -commerce Website. As of December 31, 2020, it had approximately 745,000 subscribers. The company primarily serves recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, construction, utilities, and transportation, as well as natural resources, mining, and forestry markets. Globalstar, Inc. has a strategic alliance with XCOM Labs to jointly commercialize XCOM's capacity-multiplying technology with Globalstar's Band n53 for 5G deployments in the United States and other countries where Globalstar has terrestrial rights. The The company was founded in 1993 and is headquartered in Covington, Louisiana.

Followings are what have been in the news:

According to a note by analyst Ming-Chi Kuo that AppleInsider quoted, the Qualcomm (QCOM) X60 baseband chip that Apple is likely to use in the iPhone 13 will support low-earth orbit satellite communications. Kuo is an analyst at TF International Securities, a financial services group in the Asia-Pacific region. He is respected for his insights on Apple and the likely changes in the company's product line-up. He gathers intelligence from the numerous Apple suppliers and vendors. ---yahoo finance

Apple's newest iPhones, due out in September, will support satellite communications, according to TF International Securities analyst Ming-Chi Kuo. A customized baseband chip made by Qualcomm (QCOM) would allow iPhone users to make calls and send messages without the need to tap into cellular networks. Globalstar, thanks in part to its existing partnership with Qualcomm, is the logical satellite provider for Apple, according to Kuo. Globalstar announced in February that its Band n53 technology would be included in Qualcomm's flagship 5G modem. "There are many potential scenarios for Apple's business model cooperation with Globalstar," Kuo said. "The simplest scenario is that if the user's operator has already teamed with Globalstar, the user can directly use Globalstar's satellite communication service on the iPhone 13 through the operator's service."- --Fool.com







由于有猜测 Apple (AAPL) 可能会发布具有卫星通信功能的 iPhone 13,Globalstar (GSAT) 昨日上涨近 50%,收于 2.12 美元。今天的获利回吐打击了 GSAT,曾下跌了近 20% 至 1.89 美元,在大幅上升后这种情况是可以理解的,而且昨天已是非常超买。 GSAT 的社交媒体情绪很高,在 Twitter 上有很多搜索。这很重要,因为社交媒体是推动股票走势的强大力量。从技术上讲,1.8 美元是一个坚实的支撑,如果股价回升至 2 美元以上,它将再次上升。 3 美元是近期的合理目标或会更高。在 9 月 14 日发布 iPhone 13 的诱惑下,GSAT 可能不会下跌太久。我认为这是一个出色的投机股,值得肯冒险者参与。

Globalstar, Inc.  (GSAT)在全球范围内提供移动卫星服务。该公司提供双工双向语音和数据产品,包括用于远程业务连续性、娱乐用途、安全、应急准备和响应以及其他应用的移动语音和数据卫星通信服务和设备;工业、商业和住宅区以及农村和船舶的固定语音和数据卫星通信服务和设备;和数据调制解调器服务和设备。它还提供 SPOT 消费零售产品,例如用于个人跟踪、紧急定位和消息传递解决方案的 SPOT 卫星 GPS 信使;和 SPOT Trace,一种防盗和资产跟踪设备。此外,该公司还提供商业物联网单向传输产品,以跟踪货运集装箱和轨道车,以及监控公用事业仪表以及石油和天然气资产。此外,它还向独立网关运营商 (IGO) 出售批发会议记录;并提供工程服务,例如开发特定应用程序的硬件和软件设计;以及安装网关和天线。该公司直接分销其产品,也通过独立代理商、经销商和转售商、零售商、IGO 以及销售团队和电子商务网站分销其产品。截至 2020 年 12 月 31 日,它拥有约 745,000 名订阅者。该公司主要服务于娱乐和个人、政府、公共安全和救灾、石油和天然气、海事和渔业、建筑、公用事业和运输以及自然资源、采矿和林业市场。 Globalstar, Inc. 与 XCOM Labs 结成战略联盟,共同将 XCOM 的容量倍增技术与 Globalstar 的 Band n53 商业化,用于在美国和 Globalstar 拥有地面权利的其他国家/地区的 5G 部署。该公司成立于 1993 年,总部位于路易斯安那州卡温顿。

以下是有关GSAT的新闻:

AppleInsider 援引分析师郭明錤的一份报告称,苹果很可能在 iPhone 13 中使用的高通(QCOM)X60 基带芯片将支持低地球轨道卫星通信。郭明是亚太地区金融服务集团 TF International Securities 的分析师。他因对苹果公司的洞察力以及公司产品阵容可能发生的变化而受到尊重。他是从众多 Apple 供应商和供应商那里收集情报。 ---雅虎财经

天风国际证券分析师郭明錤表示,苹果最新款 iPhone 将于 9 月推出,将支持卫星通信。高通公司 (QCOM) 制造的定制基带芯片将使 iPhone 用户无需接入蜂窝网络即可拨打电话和发送消息。 郭明錤 表示,Globalstar 是 Apple 合乎逻辑的卫星供应商,部分归功于其与高通公司的现有合作伙伴关系。 Globalstar 在 2 月份宣布其 Band n53 技术将包含在高通公司的旗舰 5G 调制解调器中。 “苹果与Globalstar的商业模式合作有很多潜在的场景,”郭说。 “最简单的场景是,如果用户的运营商已经Globalstar合作,用户可以通过运营商的服务,直接在iPhone 13上使用环球之星的卫星通信服务。”---Fool.com





Thursday, August 26, 2021

How Will Fed Tapering Impact The Stock Market美联储缩表将如何影响股市

Fed tapering has been in investors mind ever since May and June inflation came in much higher than expected. Last week released Fed meeting minutes indicated many Fed officials are tilted towards start tapering sooner than later. And then Dallas Federal Reserve President Robert Kaplan told CNBC this morning that he would like to see tapering of bond purchases announced in September. He said he is worried about inflation as well as financial market imbalances. This make tapering more urgent. Now, all eyes will be on Fed chairman when he speaks during the Jackson Hole Economic Policy Symposium tomorrow morning at 10AM Eastern as he will likely talk about tapering.  Most economist and analysts don't think tapering will be a big deal for the stock market, however, I like what a commentator said on CNBC this morning: “Taking the punch bowl away is not going to benefit any stock because they have been benefited by easy money. ” So be very careful since the stock market is already in a bubble and the impact of tapering is likely to be much more severely than people think.  Any way, below I am presenting an article from Forex.com which I thought explains tapering very well. 

Fed tapering: what does tapering mean and how will it impact markets?

REBECCA CATTLIN, Forex.com

AUGUST 23, 2021 4:54 PM

Monetary policy – ​​particularly in the US – impacts global markets. As the Fed starts to talk of its tapering timeline, we take a look at what that really means and how it could play out on US stocks, indices and global assets.

What is tapering?

Tapering is the reduction of the rate at which a central bank buys new assets. It's most commonly used when talking about the reversal of quantitative easing (QE) policies and is regarded as the first step in winding down from a period of monetary stimulus. Tapering is just another tool used by central banks to control interest rates and the perception of future rates.

QE programmes are put in place by central banks to stimulate economic growth. Once the desired targets have been met, a bank will start to reduce its acquisition of assets. Banks have to taper their spending because continuing expansionary policies can lead to over-inflation and bubbles.

For example, up until August 2021, the US government was buying $120 billion worth of assets each month in a bid to aid the recovery from the coronavirus pandemic – a program it had started in March 2020. When the US government starts to reduce the value of assets it buys, say from $120 billion to $100 billion, that would be the start of QE tapering. 

Find out about the Federal Reserve

Tapering vs tightening

Tapering is not to be confused with tightening. When a central bank tapers its quantitative easing program, it reduces the value of assets that it's buying each month. When a central bank tightens its quantitative easing program, it will no longer add any assets to its balance sheet and will instead reduce the assets it holds by selling them instead.

What impact does tapering have?

Tapering impacts interest rates almost immediately. QE policies lower the interest rate, so when the purchasing program is reduced, interest rates will rise again.

Tapering leads to deflation, pulling money out of the system and making the cost of living more affordable but increases unemployment. When the money supply is limited, lenders tend to be more restrictive over who they will lend money out to and choose those that offer the highest interest rates. This selective borrowing leads to competition that can send rates rocketing.

What is the impact of tapering on markets?

Tapering often leads to'taper tantrums', which is the name given to the collective panic that follows the central bank reducing its QE program. As central banks start to buy up fewer assets, fears that liquidity would decline cause investors to fear the global market could crumble.

A taper tantrum often plays out across bond prices. And when bond prices fall, bond yields rise. There's always the potential that shares and indices could follow, since the bond market is believed to support stocks. However, in previous tapering scenarios, this has never actually happened.

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Let’s look at an example of when tapering impacted financial markets.

Examples of tapering

Tapering was first coined in May 2013, when the US Fed Chairman at the time – Ben Bernanke – stated they'd be reducing the QE program that had been in place following the 2008 financial crash. The aim was to encourage bank lending again and stimulate the economy by purchasing bonds with long maturities and mortgage-backed securities.

Once the impact on inflation had been achieved, it announced it would buy fewer and fewer assets each month in a bid to taper its program.

The statements made by the Fed caused a ripple of concern throughout financial markets as the expectation was that the reduction in QE would be unfavourable for stocks and bonds. Bond markets did sell off quite quickly in the wake of the tapering comments, and stocks started to show volatility but they both quickly stabilised. Ever since, tapering has caused less fear for investors, however it does still have an impact.

Fed tapering program 2021

In August 2021, expectations that the Federal Reserve would start to taper its buying of assets caused a taper tantrum in which commodities and global shares fell – the FTSE 100 dropped by 1.5%.

After recovery from the Covid-19 pandemic caused stock markets across the world to rally, news that US monetary policy could start to pull back led to fears that optimism had peaked. However, the tantrum only lasted a day as markets waited to see what the next monetary policy meeting had in store.






自从 5 月和 6 月的通胀远高于预期以来,美联储缩减就一直被投资者关注。上周公布的美联储会议纪要表明,许多美联储官员倾向于迟早开始缩减买债规模。然后达拉斯联邦储备银行总裁罗伯特卡普兰今天早上告诉 CNBC,他希望看到在9 月份宣布缩减​​债券购买。他说,他担心通货膨胀以及金融市场失衡。这使得逐渐减少买债变得更加紧迫。现在,当他明早东岸时间10时在杰克逊霍尔经济政策研讨会上发表讲话时,所有人的目光都将集中在美联储主席身上,因为他可能会谈论缩减计划。大多数经济学家和分析师认为缩减对股市来说不是什么大事,但是,我喜欢今天早上 CNBC 的一位评论员所说的话:“拿掉派对的果汁碗(减小买债)不会使任何股票受益,因为它们都正在受益于这些容易得来的钱。” 所以要非常小心,因为股市已经处于泡沫之中,逐渐缩减对股市的影响可能比人们想象的要严重得多。 无论如何,下面我将介绍 Forex.com 上的一篇文章,我认为这篇文章很清楚地解释了缩减。


美联储缩减:缩减意味着什么,它将如何影响市场?

丽贝卡·卡特琳

2021 年 8 月 23 日下午 4:54


货币政策——尤其是在美国——影响全球市场。随着美联储开始谈论其逐渐缩减的时间表,我们来看看这真正意味着什么,以及它对美国股票、指数和全球资产的影响。

什么是缩减?

缩减是央行购买新资产的频率降低。它最常用于谈论量化宽松 (QE) 政策的逆转,被视为结束货币刺激时期的第一步。缩减只是中央银行用来控制利率和对未来利率的看法的另一种工具。

央行实施量化宽松计划以刺激经济增长。一旦达到预期目标,央行行将开始减少资产收购。央行行必须缩减支出,因为持续的扩张性政策可能导致过度通胀和泡沫。

例如,直到 2021 年 8 月,美国政府每个月都在购买价值 1200 亿美元的资产,以帮助从冠状病毒大流行中复苏——该计划于 2020 年 3 月启动。当美国政府开始降低它购买的资产的数量时,比如从 1200 亿美元到 1000 亿美元,这将是量化宽松政策缩减的开始。

了解美联储

缩减与收紧

不要将缩减与收混淆。当中央银行缩减其量化宽松计划时,它会降低其每月购买的资产的价值。当央行收紧量化宽松计划时,它不会再在资产负债表上增加任何资产,而是通过出售来减少其持有的资产。

缩减有什么影响?

缩减几乎立即影响利率。量化宽松政策降低了利率,所以当购买计划减少时,利率会再次上升。

缩减会导致通货紧缩,将资金从系统中抽走,并使生活成本更可负担,但会增加失业率。当货币供应量有限时,贷方往往会更严格地将钱借给谁,并选择提供最高利率的人。这种有选择的借贷会导致竞争,从而导致利率飙升。

减持对市场有何影响?

缩减通常会导致“缩减恐慌”,这就是央行缩减量化宽松计划后引发的集体恐慌的名称。随着各国央行开始购买更少的资产,对流动性下降的担忧导致投资者担心全球市场可能崩溃。

债券价格通常会出现缩减恐慌。当债券价格下跌时,债券收益率就会上升。股票和指数总是有可能跟随的,因为人们认为债券市场支持股票。然而,在之前的缩减方案中,这实际上从未发生过。

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让我们看一个何时缩减影响金融市场的例子。

缩减的例子

缩减是在 2013 年 5 月首次提出的,当时美国联储主席本·伯南克 (Ben Bernanke) 表示,他们将减少 2008 年金融危机后实施的量化宽松计划。目的是通过购买长期债券和抵押贷款支持证券来鼓励银行再次放贷并刺激经济。

一旦达到对通胀的影响,它宣布将每月购买越来越少的资产,以缩减其计划。

美联储的声明引起了整个金融市场的担忧,因为预期减少量化宽松对股票和债券不利。在逐渐减少的言论之后,债券市场确实迅速抛售,股票也开始出现波动,但它们都很快稳定下来。从那以后,逐渐减少对投资者的恐惧,但它仍然有影响。

美联储缩减计划 2021

2021 年 8 月,对美联储将开始缩减资产购买规模的预期导致商品和全球股市下跌——富时 100 指数下跌 1.5%。

在从 Covid-19 大流行中复苏导致全球股市反弹之后,有关美国货币政策可能开始回落的消息引发了人们对乐观情绪已见顶的担忧。然而,由于市场等待下一次货币政策会议的结果,这种波动只持续了一天。

Wednesday, August 25, 2021

Read This Before You Make Bet On SAVA.在您对 SAVA 下注之前先读此文

After jumping up big for a couple of days due to the news of the company had came to an agreement with the FDA under a Special Protocol Assessment (SPA) for both of its pivotal Phase 3 trials for oral Simufilam in treating Alzheimer's disease, Cassava Science Inc. (SAVA) dropped big today on claims of data manipulation on it test of Alzheimer drug testing. Cassava responses by the accusations are false and misleading. No matter who says what, FDA is now forced to looking into the matter and it takes time. No body knows whether the news would good or bad when dust settles. Problem is SAVA are up year to date, per quarter and per year by 1086%, 59% and 2041% respectively even after today's 31% drop.The FDA's conclusion on this matter better good or else big problem with SAVA price. I prefer to stay on the sideline and watch on SAVA. Besides, SAVA price chart looks horrible. The followings are reports and comments from various parties for your reference:

。A letter from a lawyer named Jordan Thomas of Labaton Sucharow was posted on a government website urging Billy Dunn, the director of FDA's center for drug evaluation and research to pause simufilam clinical trial. “Given the many obvious problems with the underlying research, to protect vulnerable Alzheimer's patients, the current clinical trial should be paused while a rigorous audit of Cassava's research is conducted," the letter dated August 18 read. In response to allegations, Cassava Sciences (SAVA) said the claims mentioned in the post “are false and misleading.” ---Seekingalpha.com

。Cassava is working on an Alzheimer's treatment called simufilam which binds to and stabilizes an altered version of the protein filamin A. But a "whistleblower submission" from Labaton Sucharow calls into question three major areas of concern and six smaller concerns surrounding the company's data. The firm claims Cassava engaged in "data manipulation and misrepresentation." The company responded to the Labaton Sucharow's claims saying it "stands behind its science, its scientists and its scientific collaborators." On the stock market today, SAVA stock plunged 31.4% to 80.86. ---Investors Business Daily

。For Mayank Mamtani, an analyst with B. Riley Securities, investors should buy Cassava shares on weakness following the petition. "To our knowledge, citizen petitions are commonly associated with public endorsement (or lack thereof) of drug effects from experts and medical associations, rather than from law firms representing anonymous clients without disclosing conflict of interest," he wrote. ---Bloomberg

。As a pre-commercial company without any revenue yet, all eyes are on its Alzheimer's disease candidate called simufilam. Since this is the company's only new drug candidate in clinical trials, news of any potential problem can lead to swift and heavy losses. The most troubling allegations concern heavy reliance on a single academic laboratory run by Dr. Hoau Yan Wang at the City University of New York. According to the allegations, Wang's laboratory is the only source outside of the company to confirm the foundational science supporting Cassava's claims. This includes a phase 2 biomarker study that failed miserably when patient samples were run by a lab that wasn't Wang's. The same samples ended up producing compelling data once measured again by an unnamed academic laboratory assumed to be Wang's. Cassava Sciences' contribution to neuroscience before simufilam is limited to an abuse-deterrent version of oxycodone called Remoxy that the FDA refused to approve in 2018. It's hard to imagine a company that couldn't get a new version of an old pain drug past the FDA cracking the Alzheimer's code on its first real attempt at neuroscience. It's probably a good idea to watch this biotech's story play out from the sidelines.---Fool.com







两天前因为公司用于口服 Simufilam 治疗阿尔茨海默病的关键第 3 期试验与 FDA在特别协议评估 (SPA) 上达成协议,Cassava Science Inc. (SAVA) 股票因而大升了两天后,今天却因为有人投诉Cassava在阿尔茨海默病药物测试进行了数据操纵而大幅下跌。Cassava对指控的回应是虚假和误导性的。 不管谁说什么,FDA现在会被迫调查此事,这需要时间。 当尘埃落定时,没有人知道出来的消息是好是坏。问题是 即使在今天下降了 31% 之后,SAVA 年初至今、一季度和一年分别增长了 1086%、59% 和 2041%。 FDA 对这个问题的结论一定要好否则SAVA 股价将大有问题。 我更喜欢留在场边看事态的发展而不去碰 SAVA。何况它的价位图表看来很恐怖。下面是来自各方的报道与评论供大家参考:

。来自 Labaton Sucharow 的律师 Jordan Thomas 的一封信被张贴在政府网站上,敦促 FDA 药物评估和研究中心主任 Billy Dunn 暂停 simufilam 临床试验。 “鉴于基础研究存在许多明显问题,为了保护脆弱的阿尔茨海默氏症患者,目前的临床试验应该暂停,同时对木薯的研究进行严格审核,”日期为 8 月 18 日的信中写道。针对指控,Cassava Sciences (SAVA) 表示帖子中提到的说法“是虚假和误导性的”。---SeekingAlpha.com

。Cassava 正在研究一种名为 simufilam 的阿尔茨海默氏症治疗方法,它结合并稳定了蛋白质细丝蛋白 A 的改变版本。但是来自 Labaton Sucharow 的“举报人提交”质疑了围绕该公司数据的三个主要关注领域和六个较小的问题。 该公司声称 Cassava 从事“数据操纵和虚假陈述”。 该公司回应了 Labaton Sucharow 的说法,称其“支持其科学、科学家和科学合作者”。 在今天的股市上,SAVA 股价暴跌 31.4% 至 80.86。---Investors Business Daily 投资者日报

。作为一家还没有任何收入的预商业公司,所有人的目光都集中在其名为 simufilam 的阿尔茨海默病候选药物上。 由于这是该公司在临床试验中唯一的新药候选者,任何潜在问题的消息都可能导致迅速而严重的损失。 最令人不安的指控是严重依赖由纽约城市大学的 Hoau Yan Wang 博士经营的单一学术实验室。 根据指控,王博士 的实验室是公司以外唯一确认支持 Cassava 主张的基础科学的来源。 这包括一项 第2 期生物标志物研究,该研究在患者样本由非王博士的实验室运行时则惨遭失败。 同样的样本最终产生了令人信服的数据,但是由一个相信是王博士的未命名学术实验室再次测量。在 simufilam 之前,Cassava Sciences 对神经科学的贡献仅限于一种名为 Remoxy 的抗滥用羟考酮版本,FDA 在 2018 年拒绝批准该版本。很难想象一家无法获得新版本的旧止痛药的公司能够在其首次真正的神经科学尝试中破解了阿尔茨海默氏症的密码而能通过FDA。 在场边观看这个生物技术的故事可能是个好主意。--- Fool.com

。对于 B. Riley Securities 的分析师 Mayank Mamtani 来说,投资者应该在请愿书后因疲软而购买SAVA股票。 “据我们所知,公民请愿通常与专家和医学协会对药物作用的公开认可(或缺乏认可)有关,而不是来自代表匿名客户但未披露利益冲突的律师事务所,”他写道。 ---Bloomberg 彭博社





Sunday, August 22, 2021

Near Term Bullish Factors For Crypto Market加密货币市场的近期看涨因素

Bitcoin dropped from April high of nearly 65000 down to 28600 in June. After consolidating between 28600 to 40000 for nearly 2 1/2 months, it finally broke out and is trading near 50000 now. Bitcoin has risen 75% since June 2021 low. It is looking likely it is ready to burst over 50000 any time now. Once this happens, next resistance is 55000. All time high is in the card once 55000 is broken. The following factors are behind Bitcoin's recent bullish move:

。German makes moves toward greater crypto adoption by allowing institution funds to hold up to 20% in crypto assets.

。Prominent financial institutions offer a range of crypto-focused financial offerings include JP Morgan, Morgan Stanley, Goldman Sachs, Bank of America , Wells Fargo and BNY Mellon. A growing list of wealth management companies such as Clear Prospective Advisors and Ancora Advisors have been acquiring sizable sums of Grayscale's Bitcoin Trust (GBTC).  Asset management firm Neuberger Berman wants to invest 5% of their assets under management on cryptos. These are signs that there are growing demand for cryptos among institutional players. 

。 Continue supports from corporations such as Microstrategy, Tesla, Galaxy Digital Holdings and Voyager Digitals. 

。 In addition to buying Grayscale Bitcoin Trust (GBTC) and Coinbase (Coin), Bitcoin bull Cathie Wood is to offer a Bitcoin ETF if approved. So far there are 8 Bitcoin ETF Applications in progress in the US. 

。Global cryptocurrency adoption among individual investors has risen significantly over the past year, according to Chainalysis, a blockchain data firm. Global crypto adoption rose roughly 881% in the last year.

。On August 21, the Call-to-Put Ratio stood at 2.01. Data reflected the 115,843 BTC call options stacked against the 57,742 put options. Clearly, calls dominated puts by almost 50%. This is a bullish sign.

。Ethereum's (ETH) London hard fork upgrade on August 5, 2021 also served to push the overall crypto market higher. Ethereum Improvement Proposals (EIPs). EIPs 1559, 3554, 3529, 3198 and 3541 are code upgrades that aim to improve the Ethereum network's user experience, value proposition and more.  EIP1559 makes Ether scarer over time. The Ethereum network has burned over 73784 Ether since the hard fork and is burning 3.76 ETH every minute. ETH has risen 85% since July low of 1720.

Some ways to participate on the crypto market in the stock market are : Trusts: GBTC, ETHE, GDLC, Stocks:MARA, HUT, MSTR, SI, SQ











比特币从2021年 4 月的高点近 65000 跌至 6 月的 28600。在 28600 至 40000 之间盘整了近 2 1/2 个月后,它终于突破了,现在交易在 50000 附近。自 2021 年 6 月的低点以来,比特币已上涨 了75%。现在看起来很可能随时突破 50000。一旦突破,下一个阻力是 55000。假如 55000 被击穿,历史新高在望。以下是比特币近期看涨走势的背后因素:


。德国通过允许机构基金持有高达 20% 的加密资产,朝着更广泛的加密采用迈进。

。著名金融机构提供一系列以加密货币为重点的金融产品,包括摩根大通、摩根士丹利、高盛、美国银行、富国银行和纽约梅隆银行。越来越多的财富管理公司,如 Clear Prospective Advisors 和 Ancora Advisors,一直在收购大量灰度的比特币信托 (GBTC)。资产管理公司 Neuberger Berman 希望将其管理资产的 5% 投资于加密货币。这些迹象表明机构参与者对加密货币的需求不断增长。

。比特币继续得到Microstrategy、Tesla、Galaxy Digital Holdings和Voyager Digitals等企业购买的支持。

。除了购买Grayscale Bitcoin Trust(GBTC)和Coinbase(Coin),比特币大牛Cathie Wood还将提供比特币ETF,如果获得批准的话。到目前为止,美国有 8 个比特币 ETF 申请正在进行中。

。据区块链数据公司 Chainalysis 称,过去一年来,个人投资者对全球加密货币的采用显着增加。去年,全球加密货币采用率增长了约 881%。

。8月21日,比特币看涨期权/看跌期权比率为2.01。数据反映了 115,843 个 BTC 看涨期权与 57,742 个看跌期权的叠加。显然,看涨期权几乎占看跌期权的 50%。这是一个看涨信号。

。以太坊 (ETH) 于 2021 年 8 月 5 日的伦敦硬分叉升级也推动了整体加密市场走高。以太坊改进提案(EIPs), EIP 1559、3554、3529、3198 和 3541 是系统升级,旨在改善以太坊网络的用户体验、价值主张等。随着时间的推移,EIP1559 使 Ether 减小。自从硬分叉以来,以太坊网络已经燃烧了超过 73784 个 ETH,并且现在已每分钟燃烧 3.76 个 ETH进行。自 7 月低点 1720 年以来,ETH 已上涨 85%。

在股票市场上参与加密市场的一些方法是: 信托:GBTC、ETHE、GDLC,股票:MARA、HUT、MSTR、SI、SQ

















Sunday, August 15, 2021

The Drop Of This Stock Is Overdone这只股票下跌过度了

 I usually find stock with good upside momentum to buy because it is safer  to go with the trend. However, sometimes it's also a profit opportunity when a stock is overdone on the downside and is ready for a sharp bounce. GoHealth Inc. (GOCO) is such a stock.

GoHealth, Inc.(GOCO 4.07) operates as a health insurance marketplace and Medicare focused digital health company in the United States. It operates through four segments: Medicare—Internal; Medicare—External; Individual and Family Plans (IFP) and Other—Internal; and Individual and Family Plans and Other—External. The company operates a technology platform that leverages machine-learning algorithms of insurance behavioral data to optimize the process for helping individuals find the health insurance plan for their specific needs. Its products include Medicare Advantage, Medicare Supplement, Medicare prescription drug plans, and Medicare Special Needs Plans; and IFP, dental plans, vision plans, and other ancillary plans to individuals. The company sells its products through carrier and online platform, as well as independent and external agencies. GoHealth, Inc. was founded in 2001 and is headquartered in Chicago, Illinois.

After dropping 33% from 12 to 8 (from June 29 to August 11), GOCO dropped another 50% in the following 2 days after earning report. It has plunged a total of 66% since June 29,2021! Followings are reasons why this is overdone:

1. GOCO reported 40% increase in earning in Q2,  2 cents better than expected. 

2. Analysts projected earnings for this year, next year and the next 5 years are  +55%, +67% and +75% respectively. 

3. Currently, consensus rating for GOCO is 4.14 (5 is highest), a moderate buy rating based on 7 analysts. Highest analyst target is 15, lowest is 9 and the median price is 12, and stock is now trading at only 4.07!

4. Technically, trading volume for the last 2 days are 28 and 17 millions respectively and they are higher than average trading volume by 17 times and 11 times respectively. This sure look like climax selling and sharp bounce is likely to ensue. CCI was down to -517 on Thursday, it has never been this low. Dividing the drop from 12 to 4 using Fibonacci golden ratios, a normal 38.2% oversold bounce will likely take GOCO back up to 6.5 to 7 level.

Conclusion: Based on the fact that the current price of 4.07, GOCO price is heavily discounted with the median price of 12 from analysts, a never this low CCI reading and trading volume indicates selling climax,  bargain hunting and short covering will likely happen, a sharp bounce on GOCO price is likely near term.



Following charts are sourced from Barchart.com















我通常会找具有良好上涨势头的股票去买,因为顺应趋势更安全。然而,有时当一只股票下跌过度并准备大幅反弹时,这也是一个获利机会。 GoHealth Inc. (GOCO) 就是这样一只股票。

GoHealth, Inc. (GOCO 4.07)在美国是一家健康保险市场和专注于医疗保险的数字健康公司。它通过四个部分运作:医疗保险——内部;医疗保险——外部;个人和家庭计划 (IFP) 和其他 - 内部;个人和家庭计划及其他—外部。该公司运营一个技术平台,利用保险行为数据的机器学习算法来优化流程,帮助个人找到满足其特定需求的健康保险计划。其产品包括 Medicare Advantage、Medicare Supplement、Medicare 处方药计划和 Medicare Special Needs Plans; IFP、牙科计划、视力计划和其他针对个人的辅助计划。该公司通过运营商和在线平台以及独立和外部代理销售其产品。 GoHealth, Inc. 成立于 2001 年,总部位于伊利诺伊州芝加哥。

6月29日至8月11日,从12跌至8, 下跌33%后,GOCO在财报公布后的两天内又再下跌了50%。自 2021 年 6 月 29 日以来,它总共暴跌了 66%!以下是为什么它已下跌过度的理由:


1. GOCO 报告第二季度收益增长 40%,比预期好 2 美分。

2、分析师预计今年、明年和未来5年的盈利增长分别为+55%、+67%和+75%。

3. 目前,GOCO 的共识评级为 4.14(5 为最高), 7 位分析师的综合评级为中度买入评级。分析师的最高目标是 15,最低是 9,中间目标是 12,股票现在的交易价格仅为 4.07!

4、技术上,近2天成交量分别为2800和1700万股,分别高于平均成交量17倍和11倍。这种高潮抛售很可能会带来GOCO的急剧反弹。周四 CCI 跌至-517,从未有如此之低。使用斐波那契黄金分割法将12 到 4 的跌幅划分,正常38.2%的超卖反弹可能会使 GOCO 回到 6.5 到 7 的水平。

结论:基于4.07的当前价格,GOCO价格大幅低于分析师的中位数价格12,从未如此低的CCI读数和交易量显示抛售高潮,抄底买入及卖空回补将会发生,GOCO价格很可能会在近期大幅反弹.



以下图表源自Barchart.com:







Tuesday, August 10, 2021

This Stock could Be A Gem这只股票可能是一颗宝石

Lightning eMotors, Inc. (ZEV 10.29) designs, manufactures, and sells electric vehicles. It offers class 3 to 7 battery electric and fuel cell electric vehicles. The company's vehicles include passenger vans, ambulances, shuttle buses, last-mile delivery vans, box trucks, and motor coaches for parcel and delivery, micro transit, airport parking operations, and electric utilities sectors. It also offers charging systems; and Charging-as-as-service platform. The company was founded in 2008 and is headquartered in Loveland, Colorado.

Positives for ZEV:

1. Lightning eMotors ( ZEV), and Forest River, Inc., a Berkshire Hathaway company ( BRK.A)(Warren Buffet's company), today announced they have entered into a strategic partnership agreement to deploy up to 7,500 zero-emission shuttle buses. ZEV to deliver up to 7,500 zero-emission Class 4 and Class 5 buses across the U.S. and Canada between 2021 and 2025. This multiyear agreement for up to $850M in zero-emission bus technology plus charging products and services. Before this, ZEV only has annual sales of about $13 millions!

2. Consensus price target from 5 analysts is $14.6 with low high price targets at $12 and $17 respectively. Consensus rating is 1.6 (1 to 5, 1 best), it's a strong buy rating.

3. Book Value per share is $25.64. Only 7.45 million shares outstanding and no debts.

4. ZEV gaped up today with 409x average trading volume! It rose to a high of $12.10 and has retraced back down to near morning low of $9.5 and found support. 

Conclusion: 

Great news accompanied with big move and huge volume is indicative of strong upside momentum. With price retracing back down to morning low support at $9.5 and bounces. It looks like a good entry point here. In addition, after today's big contract, other contracts may follow.









Lightning eMotors, Inc. (ZEV 10.29) 设计、制造和销售电动汽车。它提供 3 至 7 级电池电动和燃料电池电动汽车。该公司的车辆包括客车、救护车、穿梭巴士、最后一英里送货车、货车和大客车,用于包裹和送货、微型交通、机场停车运营和电力公用事业部门。它还提供充电系统;和充电即服务平台。该公司成立于 2008 年,总部位于科罗拉多州的拉夫兰。

ZEV 的正面因素:

1. Lightning eMotors (ZEV) 和伯克希尔哈撒韦公司 (BRK.A)(巴菲特的公司) 旗下的 Forest River, Inc. 今天宣布,他们已达成战略合作协议,将部署多达 7,500 辆零排放穿梭巴士。 ZEV 将在 2021 年至 2025 年间在美国和加拿大交付多达 7,500 辆零排放 4 类和 5 类公交车。这项多年期协议将提供高达 8.5 亿美元的零排放公交车技术以及充电产品和服务。在此之前,ZEV的年销售额只有1300万美元左右!

2. 5 位分析师的共识目标价为 14.6 美元,低/高价目标价分别为 12 美元和 17 美元。共识评级为 1.6 分(1-5,1最好),是强烈买入评级。

3. 每股账面价值为 25.64 美元。只有 745 万股股票,没有债务。

4. ZEV 今日大涨,交易量是平均交易量的 409 倍!它早上升至 12.10 美元的高点,在回落至接近早盘的低点 9.5 美元后得到支撑反弹。





结论:

好消息伴随着大涨和巨大的成交量,预示着强劲的上涨势头。随着价格回落至早盘低点 9.5 美元并反弹。这里看起来是一个很好的切入点。另外,经过今天的大合同后,其它合同或会接踵而来。

Friday, August 6, 2021

Crypto Currency Rally to Continue 加密货币涨势继续

The main push for the latest crypto currency rally is from the 2nd largest crypto Ethereum. Ethereum's latest hard fork upgrade, dubbed “London,” officially activated on the network on August 5th. This latest backward-incompatible hard fork also marked the rollout of five new Ethereum Improvement Proposals (EIPs). EIPs 1559, 3554, 3529, 3198 and 3541 are code upgrades that aim to improve the Ethereum network's user experience, value proposition and more. One of the changes alters the way transaction fees are calculated, ideally smoothing them out and making them less volatile. Another change essentially sets the stage for a major transformation of ethereum that will make it harder for miners to earn money and could eventually make mining irrelevant. Investors sure like the latest hard fork upgrade. They push Ethereum price up 3 days in a row, moving it from $2500 to nearly $3000. The testing of $3500 in the near term looks likely.


Ethereum Trust ETHE  is an alternative way to participate on the upside of Ethereum.





After consolidating between $30000 and $40000 for two months, Bitcoin broke above $40000, retreated and pushed through previous resistance at $42000 with the help of the Ethereum strength. The next two resistances it is going to tackle are $45000 and $50000. 


Bitcoin Trust GBTC  is an alternative way to participate on the upside of Bitcoin.




Other favored stocks for participating crypto currency rally are the followings:

Marathon Digital Holdings (MARA) is the largest Bitcoin mining company in North America.





MicroStrategy  Inc. (MSTR) owns 105,085 Bitcoins as of June 21, 2021.




Silvergate Capitals (SI) provides provides banking products and services to business and individual clients in the United States and internationally. The company also provides cash management services for digital currency-related businesses.










最新加密货币长涨势的主要推动力来自第二大加密货币以太坊。以太坊最新的硬分叉升级,被称为“伦敦”,于 8 月 5 日在网络上正式激活。这个最新的向后不兼容的硬分叉也标志着五个新的以太坊改进提案(EIP)的推出。 EIP 1559、3554、3529、3198 和 3541 是代码升级,旨在改善以太坊网络的用户体验、价值主张等。其中一项变化改变了交易费用的计算方式,理想情况下可以平滑它们并降低它们的波动性。另一项变化基本上为以太坊的重大转型奠定了基础,这将使矿工更难赚钱,并最终可能使挖矿变得无关紧要。投资者肯定喜欢最新的硬分叉升级。他们连续 3 天将以太坊价格推高,将其从 2500 美元上涨至近 3000 美元。近期可能会测试 3500 美元。


以太坊信托 ETHE 是参与以太坊上行的另一种方式。




比特币在 30000 美元和 40000 美元之间盘整两个月后突破 40000 美元,回调后,在以太坊强势的帮助下突破先前的阻力位 42000 美元。接下来要测试的两个阻力是 45000 美元和 50000 美元。

比特币信托 GBTC 是参与比特币上涨的另一种方式。




参与加密货币涨势的其他受青睐股票如下::

Marathon Digital Holdings (MARA) 是北美最大的比特币矿业公司。


MicroStrategy Inc (MSTR) , 截至 2021 年 6 月 21 日,MSTR 拥有 105,085 个比特币。


Silvergate Capitals (SI) 为美国和国际上的企业和个人客户提供银行产品和服务。 该公司还为数字货币相关业务提供现金管理服务。



Tuesday, August 3, 2021

A Potential 3 Bagger Biotech Stock具有3倍上升潜力的生化股

Infinity Pharmaceuticals, Inc., (INFI $2.66) a biopharmaceutical company, focuses on developing novel medicines for people with cancer. Its product candidate is IPI-549, an orally administered clinical-stage immuno-oncology product candidate that inhibits the enzyme phosphoinositide-3-kinase-gamma , which is in Phase 1/1b clinical trials for the treatment of triple negative breast cancer, solid tumors, and ovarian cancer. The company has strategic alliances with Intellikine, Inc. to discover, develop, and commercialize pharmaceutical products targeting the delta and/ or gamma isoforms of PI3K; Verastem, Inc. to research, develop, commercialize, and manufacture duvelisib and products containing duvelisib; and PellePharm, Inc. to develop and commercialize rights to its hedgehog inhibitor program, IPI-926, a clinical-stage product candidate, as well as collaboration agreements with Arcus Biosciences, Inc., F. Hoffmann-La Roche Ltd., and Bristol Myers Squibb Company. Infinity Pharmaceuticals, Inc. was in corporated in 2000 and is headquartered in Cambridge, Massachusetts.

Followings are bullish reasons for INFI:

1.Infinity Pharmaceutical Inc. (INFI) has achieved Fast Track designation from the U.S. Food and Drug Administration (FDA) for Eganelisib in both breast cancer and Erothelial cancer. It has been working with pharmaceutical giants Bristol Myer Squibb (BMY) and Roche Holdings (RHHBY) on the above developments.  Infinity release last week of clinical trial data for its oncology drug candidate eganelisib. The company divulged that in a phase 2 trial, eganelisib was found to be rather efficacious when used in combination therapy for urothelial cancer. Specifically, "the data showed that eganelisib increased overall survival in patients with metastatic urothelial cancer and prolonged progression free survival in patients with breast cancer."

2. JPMorgan raised its Neutral rating to Overweight with a $6 price target. Wells Fargo started coverage on Infinity Pharmaceuticals stock on July 28 and has a huge $14 price target. On July 7, B. Riley put price target at $7, The average of these latest 3 targets is $9.

3.  58.5% of stocks are institution own,plenty of  institutional sponsorship. Only 86.79 million shares float.

4.Very healthy financials: 9.4 Current Ratio, no Long Term Debt, Cash/Share $1.

5. Technicals: On July 28, good news drove stock gapped up and closed up 61% with 172 million shares traded, 28 times more than average and is very strong upside momentum. It then retraced two days only to surge up again by 38% yesterday with 75 million shares traded, over 11 times average volume. It came down 9% today but with only 2.4 times average volume. Low trading volume is bullish for stock since it means people are reluctant to sell. It was down 17% at the low of today but it cut the losses down to 9% at the close, this buy on dip action is also bullish for stock. INFI  near term support is $2.4 and near term resistances are $3 and $3.5. Longer term will likely be a 3 bagger.

Conclusion: INFI is very attractive at this level  ($2.66) as average analyst target price is 9. With 58% institution ownership , solid financial situation and strong price actions also bode well with the stock. 









Infinity Pharmaceuticals, Inc. (INFI $2.66) 是一家生物制药公司,专注于为癌症患者开发新药。其候选产品是 IPI-549,一种口服的临床阶段免疫肿瘤产品候选药,可抑制磷酸肌醇-3-激酶-γ,该产品处于 1/1b 期临床试验阶段,用于治疗三阴性乳腺癌、固体肿瘤和卵巢癌。该公司与 Intellikine, Inc. 建立了战略联盟,以发现、开发和商业化针对 PI3K 的 delta 和/或 gamma 异构体的药品; Verastem, Inc. 研究、开发、商业化和制造 duvelisib 和含有 duvelisib 的产品;和 PellePharm, Inc. 开发和商业化其刺猬抑制剂项目 IPI-926(临床阶段候选产品)的权利,以及与 Arcus Biosciences, Inc.、F. Hoffmann-La Roche Ltd. 和 Bristol Myer Squibb 等的合作协。 Infinity Pharmaceuticals, Inc. 于 2000 年成立,总部位于马萨诸塞州剑桥。


以下是 INFI 的看涨理由:

1. Infinity Pharmaceutical Inc. (INFI) 已获得美国食品和药物管理局 (FDA) 对 Eganelisib 治疗乳腺癌和上皮癌的快速通道指定。它一直在与制药巨头Bristol Myer Squibb (BMY) 和罗氏控股 (RHHBY) 就上述发展进行合作。Infinity 上周发布了其肿瘤药物候选药物 eganelisib 的临床试验数据。 该公司透露,在一项 第2 期试验中,发现 eganelisib 在用于尿路上皮癌的联合治疗时相当有效。具体来说,“数据显示 eganelisib 增加了转移性尿路上皮癌患者的总生存期,并延长了 乳腺癌患者的无进展生存期。”

2. 8月2日摩根大通将中性评级上调至增持,目标价为 6 美元。富国银行于 7 月 28 日开始跟踪Infinity Pharmaceuticals 的股票,目标价定为 14 美元。 7 月 7 日,B. Riley 将目标价定为 7 美元,这三个最新目标的平均价为 9 美元。

3. 58.5%的股票为机构持有,机构赞助充足。INFI只有8679万股流通。

4. 非常健康的财务状况:流动比率为 9.4,无长期债务,现金/股价为1 美元。

5. 技术面:7月28日利好消息带动股价跳空收涨61%,成交量为1.72亿股,是平均量的28倍,上涨势头非常强劲。然后它回撤两天,昨天再次飙升 38%,交易量为 7500 万股,是平均成交量的 11 倍。今天它下跌了 9%,但交易量只是平均成交量的 2.4 倍。低交易量回调对股票有利,因为这意味着人们不愿意卖出股票。它在今天的低点时曾下跌了 17%,但在收盘时将跌幅缩小至 9%,这种逢低买入的行为也对股票有利。 INFI 近期支撑位为 2.4 美元,近期阻力位为 3 美元和 3.5 美元。长期价位可能是现在的3倍。

结论:INFI 在这个水平(2.66 美元)上非常有吸引力,因为分析师的平均目标价是 9。58% 的机构持股,稳固的财务状况和强劲的价格走势也预示着该股票的继续上涨。