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I Am A Bit Of A Moderna Skeptic $MRNA
So, let me get this straight.
Moderna rushes to do a secondary last night even though they dont need the money yet.
To me, if the vaccine works and they need to produce it in quantity, the stock will be many multiples higher
than today - and there would be plenty of time to sell equity, not to mention that the US government would likely fund production anyway!
Here is the article that took Modern'a shares and the broader markets lower. statnews.com/2020/05/19/vac… @realdonaldtrump @jimcramer @tomkeene
@lizclaman @bobpisani @cnbcfastmoney @SquawkCNBC @saraeisen @realdonaldtrump @carlquintanilla @michaelsantoli @pimmfox @FerroTV @SullyCNBC @ritholtz @andrewrsorkin @beckyquick @riskreversal @guyadami @terranovajoe @ScottWapnerCNBC @threadreaderapp unroll
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Douglas Kass
@DougKass
Today is the final day of John Mauldin's Strategic Investment Conference! Here is the agenda mauldineconomics.com/sic-2020/agenda
@jimcramer @andrewrsorkin @BeckyQuick @CNBCFastMoney @SquawkCNBC @carlquintanilla @ScottWapnerCNBC @RiskReversal @terranovajoe @GuyAdami @SaraEisen @LizClaman
@SullyCNBC @realDonaldTrump @tomkeen I am following such heavy hitters as Coops, Bianco, clean up hitter Niall Ferguson, @EconguyRosie, Ivy Zelman, Catherine Wood, Habib, etc. With such a strong group, I feel like the eighth batter of the conference, like Jeff Torberg who caught
my cousin Sandy Koufax's perfect game in 1965. He, too, batted at the bottom of the lineup - he had a lifetime .214 batting average! Play ball, Mauldin! What a great conference!! @threadreaderapp unroll
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Douglas Kass
@DougKass
Coming up on @realmoney this morning:
"The Fed's Actions Have Led to a Chasm Between Main Street and Wall Street"
* There is no free lunch - especially when interest rates are being artificially driven down.
* The problems (pension plans, growth suffers under a pile of debt,
widening wealth/income gap) are accumulating
@andrewrsorkin @BeckyQuick @CNBCFastMoney @SquawkCNBC @jimcramer @tomkeene @RiskReversal @terranovajoe @GuyAdami @carlquintanilla @michaelsantoli @LizClaman @realDonaldTrump
"Price has a way of changing sentiment" (h/t @hmeisler)
and many of the strategists believeing in retest are now bullish seeing a new up leg.
I am adding to my net short exposure
Watch me talk about bank stocks and debate my pal "Jazzy" Jeff Saut at John Maudlin's Strategic Investment Conference this afternoon! @threadreaderapp unroll
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Douglas Kass
@DougKass
@realmoney

May 19, 2020 | 06:37 AM EDT DOUG KASS
John Mauldin's Virtual Strategic Investment Conference (Part Deux)
A reminder:
"I don't think I'm exaggerating when I say that our 16th Annual Strategic Investment Conference will be the most important one I have ever hosted."
--John Mauldin

Last week, John Mauldin's Strategic Investment Conference began -- it continues this week.

As some of you know, John is the author of Thoughts From The Frontline -- one of the very best sites extant.
Originally scheduled for Dallas, Texas, the conference will
be held virtually.
Here is a description of this great event.
The conference will attempt to answer three core questions:
How deep a shock is the current recession going to be, and what does the recovery look like in the near term?
What is the longer-term fallout on the economy,
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