The rate cuts have benefitted the most speculative, economically unproductive areas of the mkt - .. so, no rate cuts will take everything in the economy - productive or not - down with it - .. Ha!

$EYPT $OCUL - pretty crazy that both these TKI co's got to over $1bn market cap just for non-inferiority "maintenance" competing with all the other VEGFs, .... still only ONE phase 3 co going for superiority to "improve" vision $OPT synergistic with SoC in wet AMD

Ray Dalio thinks we are not in a bubble based on the following six criteria. "When I look at the US stock market using these criteria, it—and even some of the parts that have rallied the most and gotten media attention—doesn’t look very bubbly." 🧵👇🏽 1/9

So $MANU filing out. Sheikh wanted to pay Class B super voting $34 and Class A $24.81. Glazers wanted $35.25 for both classes. Sheikh did not provide financing letter and while was supposedly coming back with a revised offer withdrew just after Oct 7 events. JR then tied up deal.

High Yield Issuance collapse

$KOD ugly BCVA fail on EFFICACY - v. good news for eylea and $REGN @John_Hempton @sentivcapital but one outlier program STILL off radar of everyon that is all about EFFICACY/superiority in combo: Opthea $OPT :)

$QFIN $LX $FINV - I wish all the hot momo $ from @luoshengPeng followers et al would just exit on QFIN drop today! bad sentiment may last until nxt quarterly results and while co rectifies privacy issues with their android app. 90% repeat borrowers, so no change to fundamentals.

$OPT $OPT.AX $ADVM $OCUL $KOD - For all you algo traders @InvestorsLive following this OPT on huge volume break-out, there is actually some very solid science and a big market opp, but it will take until 2023 for ph3 pivotal data. Even if opt302 captures 10% of market on success

Valuation of $UPST against its more seasoned profitable highly-regulated Chinese peers $QFIN $LX $FINV 😱 youtube.com/watch?v=2DH4v6Fn…

$TCSG $TCS.LI - Tinkoff announced into the MSCI Russia small cap index at 2% weight, triggers $275m (MS) to $400m (VTB) passive inflows @LT3000Lyall

Market totally asleep on $818.HK Hi Sun Tech - $RAAS just listed in USA today, and SOTP is > HK$8 when stock trading at HK$2.30. Ridiculous! Vbill and Megahunt IPO's to come!

Q4 2020 Quarterly Report discussing Oxford Immunotec Investment Thesis $OXFD tangibleinvest.fundportal.io…