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glaserdx

glaserdx
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  • Gilead Sciences Gets Ambushed By The Patent Troll, AbbVie [View article]
    Your article reads like a mystery novella which would be fine except for the potential damage to GILD investors and patients.

    However, I hope the overhanging litigation allows for a lower GILD price so investors can continue to gradually add to positions.

    What I don't want is a languishing stock as the litigation creeps on.
    Nov 12, 2014. 05:05 PM | 1 Like Like |Link to Comment
  • TEVA: Copaxone Patent Expiry Worries Are Overblown [View article]
    Mark
    Exactly - Copaxone is reduced from daily injections to 3x per week.
    Doesn't that indicate a new patent with much later expiry?
    Nov 12, 2014. 09:35 AM | Likes Like |Link to Comment
  • United Therapeutics Sells Off On Good News - Why I Bought That Dip [View article]
    Another fine article. So fortunate having you cover this investment space.
    Oct 30, 2014. 04:06 PM | Likes Like |Link to Comment
  • Time To Start Following The Triple Leveraged Stock Market ETFs: SPXL & TNA [View instapost]
    Rob -- Head & Sholders in TNA daily?
    Oct 15, 2014. 11:05 AM | Likes Like |Link to Comment
  • The Importance Of TAF To Gilead [View article]
    You are just what the doctor ordered (sorry). I am genuinely thankful for your expertise and your articles.
    Oct 3, 2014. 01:18 PM | 1 Like Like |Link to Comment
  • Cliffs Natural Resources: There's No Bottom In Sight [View article]
    but he has been right
    Oct 2, 2014. 03:41 PM | Likes Like |Link to Comment
  • The Gold Miners Are Making A Bottom Now Even If The Gold Metal Is Not [View instapost]
    great article and "road map"!
    Sep 27, 2014. 01:33 PM | Likes Like |Link to Comment
  • GLD: Lower Lows Will Be Seen Whether You Like It Or Not [View article]
    "In fact, the setup we were left with on Friday can take GLD below the 2013 lows as early as Monday or Tuesday."

    Avi - This is a very specific price and timing call.
    Putting your ideas out there takes courage, not unusual for you.
    Thank you!
    Sep 21, 2014. 02:27 PM | 1 Like Like |Link to Comment
  • It's The Comparison That Makes The DIfference [View article]
    George
    I wholeheartedly agree with your assessment of GDX.

    Your comments regarding timing and price seem to me to be right on the money. A number of its component stocks have been severely bludgeoned (EGO, AUY, IMG, HMY). While these individual names look enticing, your comments have lead me to think about selling puts on the ETF itself.

    My thanks to you (and Robert Edwards who wrote a great piece about GDX today).
    Sep 21, 2014. 01:15 AM | Likes Like |Link to Comment
  • Anatomy Of A Market Bubble [View article]
    Thanks Joseph-a long time coming but well worth the wait.
    Respectfully, a long-time follower.
    Sep 20, 2014. 02:15 PM | Likes Like |Link to Comment
  • "The Death Of Money" By James Rickards Cannot Be Easily Dismissed [View instapost]
    I am with you on the long-term demise of the US$ as the world's reserve currency, preceded by the continuing long-term decline in the purchasing power of the $.

    Government inflation measures CPI, PCE, etc. are not trustworthy and I believe are manipulated lower. How much money can the over-leveraged government save if cost of living adjustments (based of the official inflation measures) are lower...as one example?

    I am still waiting for the cash hoard in the US corporate & banking system to enter the real economy...then inflation will even show up in the official measures.
    Sep 14, 2014. 02:53 PM | Likes Like |Link to Comment
  • Deliver Us From Irrelevancy [View article]
    George,
    Do you have an opinion on GILD, Gilead Sciences. Has been rocketing up, small down move last week, but would like to know what you think. Thank you for the very interesting article.
    Sep 14, 2014. 11:45 AM | Likes Like |Link to Comment
  • Quantitative Easing In The Short Term Will Lead To Deflation Long Term [View article]
    Thank you - most of you - for a very interesting and high intellectual level of conversation.
    Sep 2, 2014. 06:40 PM | Likes Like |Link to Comment
  • Why Interest Rates Won't Rise - Continued [View article]
    Mary-
    Insightful article, thank you.
    I see demand from European banks for yield and purchasing Treasury bonds supporting/driving the US dollar.

    What do you think about bilateral trade leaving out the dollar (Russia/China, others) and future of $ the reserve currency?
    Sep 1, 2014. 01:04 PM | Likes Like |Link to Comment
  • Jackson Hole And Complacency [View article]
    Thank you for GME.
    Aug 24, 2014. 11:49 AM | Likes Like |Link to Comment
COMMENTS STATS
209 Comments
150 Likes