Futes with the M

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I"m gonna come out and say. I am scared about my PUTS

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But you paid 200 dollars more a month in years 0-30, when $200 was much more valuable. Amortize it out and adjust your cost by inflation at 0.2% - 0.4% M/M, you'll see the 50 yr loan comes out a lower total cost in 2025 dollars if inflation is at the higher end.

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Interesting, I purchased 300 shares (I don’t do options) before earnings this month, which were good. A month and a half ago I gave grok a prompt to give me biotech companies with a high chance of m&a, with approved products that have real sales, and focus on indications where there is a lot of interest of big pharma (oncology always an obvious one). It gave me three names which I put on my watchlist, SNDX TVTX INSM. Look at what these stocks did in the last month and their last quarterly earnings. I decided to invest in SNDX. I obviously do further DD, yes that includes asking more questions on grok and chat, but also verifying what it says and independent research. I look at various stuff but other than the obvious, also the inbound and outbound licenses. The production cost of the product. Here it’s a small molecule which is great. Management obviously. Anyone who says aerotyne hasn’t given this even a couple of minutes. This is a real pharmaceutical product used to treat lukemia patients and sold by their partner Incyte. So product which is sold and makes money, good partnerships, good license agreements, good pipeline and solid management. Also this is biotech, it’s almost exclusively inside and institutional holdings, almost no retail. Never going to be a meme stock, just steady growth with possible jumps if pipeline is successful until some pharma buys them for a very nice premium

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Would the \~170/m invested knock out a considerable portion of the entire loan to make a difference before the life of the loan is up (if invested)? i havent crunched those numbers. not sure about during average normal returns timeframe, but i think at least in tech options during a long bull run would probably do it

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I’m also bullish, but I didn’t think about the possibility of any M&A action as they seem pretty strong as a standalone. Here’s my DD: https://bioequitywatch.substack.com/p/dd-syndax-pharmaceuticals-sndx

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Kinda seems like he’s trying to pay off the American people… Trump almost never pays anyone though, so I doubt it will work. M

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Bears will disappear like in a M. Night Shamalamaman movie

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If they make the green M&M sexy again I’m spamming calls

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All it is is jane street and jpm punishing smaller firms who are behind SPY’s ytd and are chasing. Now they’re even further behind. We will go up more to cause more fomo, but that doesn’t mean we go up this week. Just ignore news. It’s just an excuse to do things they already planned on doing.

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