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SMaturin

SMaturin
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  • Axion Power Concentrator 279: Oct. 29 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Isn't that sort of like biting the hand that has fed us, rather than biting the hand that might feed us?
    Oct 31, 2013. 05:40 PM | 3 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator August 28, 2013 To November 8, 2013 [View instapost]
    I suspect this AM was profit taking, based on the volume spike.

    I would not be surprised that some folks with inside knowledge loaded up over the last couple of days as it drifted down, expecting this pop on news. The FDA leaks like a sieve.
    Oct 30, 2013. 02:14 PM | 3 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator August 28, 2013 To November 8, 2013 [View instapost]
    Well, rather than a drop on the "earnings miss," (CEMP) hit an all time high this morning on the good news.

    Perhaps people are actually paying attention to the potential rather than the news.
    Oct 30, 2013. 01:51 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 279: Oct. 29 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Great story, obie. Thanks.

    Lotsa lemons makes for lotsa lemonade, if you're willing to squeeze 'em instead of cry over 'em.

    Good luck with the hospital event.
    Oct 30, 2013. 11:21 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 279: Oct. 29 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    VW,

    Whatever you just did in the tent, it smells kinda rosy to me.
    Oct 30, 2013. 10:49 AM | 5 Likes Like |Link to Comment
  • QuickChat #264, October 24, 2013 [View instapost]
    Mercy,

    Blasnik is also seeing the "irrational exuberance 3.0" as a big concern today, also referencing the Arends article from yesterday:

    Party Like It's 2000 - Before the Giant Space-Frog Strikes
    http://seekingalpha.co...

    And the chart he posted yesterday in the Ramsey Su piece is rather striking:
    http://seekingalpha.co...
    Oct 30, 2013. 10:20 AM | 4 Likes Like |Link to Comment
  • Swine Flu AND Medical News Concentrator August 28, 2013 To November 8, 2013 [View instapost]
    Very good news for Cempra:

    Orphan drug designation for their fusidic acid drug.
    http://bit.ly/Hr7eIE

    Fusidic acid is a very old antibiotic available in most countries, but not the USA, as a standard treatment for strep and staph infections that may be resistant to more modern antibiotics. They are going for a relatively unique indication with the orphan status: prosthetic joint infections, that are very often from resistant organisms acquired in the hospital.

    On top of their potential blockbuster solithromycin, this will be a useful drug.

    This press release preceded their announcement of an "earnings miss" this evening. (How relevant are "earnings" in an R&D pharma company spending millions on research?) Might be a good opportunity to pick up more shares.
    Oct 29, 2013. 06:29 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 278: Oct. 25 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    I suppose it's more lurid and less graphic than "feculently wealthy."
    Oct 29, 2013. 01:12 PM | 5 Likes Like |Link to Comment
  • An Audacious Plan To Fix The QE Non-Taper And Fiscal Non-Action In One Swift Move [View article]
    "They may claim to be learning from mistakes, but the basic approach is unchanged."

    The implicit assumption is that their purpose is to provide information, rather than obfuscation.
    Oct 28, 2013. 04:22 PM | 3 Likes Like |Link to Comment
  • The Fed Can Only Fail [View article]
    You think Il Maestro or the Bernank give a rat's patootie about creditworthiness?

    They just want to keep Jamie and The Boyz happy to pay their parking tickets to the DOJ.
    Oct 25, 2013. 11:34 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 277: Oct. 19 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    A race, indeed!

    Between the lead-carbon tortoise and the lithium hare.
    Oct 24, 2013. 12:23 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 277: Oct. 19 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    Is the swan blackened, or are we witness to the flaming rebirth of a Phoenix?
    Oct 23, 2013. 08:26 AM | 5 Likes Like |Link to Comment
  • QC#263, September 24, 2013 [View instapost]
    Avery Goodman is back and in top form:

    The Next Debt Default Is America's 4th, Not 1st Time: Therein Lies A Treasury Trade.
    http://bit.ly/H43cpf
    Oct 19, 2013. 10:33 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 277: Oct. 19 '13: Axion & Norfolk Southern At ASME Rail Conference; John Petersen Joins EPower [View instapost]
    John, you are positively mercurial today!
    Oct 19, 2013. 03:57 PM | 5 Likes Like |Link to Comment
  • Background Information For Investing Opportunities Associated With The Transition From Centralized To Distributed Energy Resources  [View instapost]
    It's a bit of a stretch to say billionaire Larry Ellison installing a microgrid on his private Hawaiian island is a threat to the utility monopolies, as the first sentence of the article implies.

    Good story, nonetheless.
    Oct 19, 2013. 11:11 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
2,305 Comments
840 Likes