Monthly Archives: July 2021

Global Market for mRNA Covid-19 Vaccines may be Larger than Anticipated, Given the Real World Impotence of “Not-mRNA” Vaccines.

Recent Brazilian allegations of financial irregularities pertaining to the purchase order of Bharat Pharmaceuticals covid-19 vaccine are troubling. The Bharat order has been cancelled. https://www.theguardian.com/world/2021/jun/29/brazil-cancels-covaxin-contract-after-serious-accusations-of-irregularities Allegations that Bharat diverted approximately 15% of the contract price, on a 20 million dose

Posted in Portfolio Model Subscription

Gnostic Capital Large Cap Global Portfolio Return of 17.5% for the Quarter Ended 06/30/2021.

For the quarter ended June 30th, 2021, the DJIA advanced by 4.5%, the S&P 500 increased by 8.2% and the NASDAQ Composite Index appreciated by 10.8%. US M2 money supply grew by 3.8% in the quarter. By way of comparison,

Posted in Portfolio Model Subscription
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