Blog Archives

Grupo Aeroportuario Del Pacifico (PAC-NYSE, $109.75). Mexican Traffic is Higher; YOY Comps Should Turn Positive for the Balance of 2021.

https://finance.yahoo.com/news/grupo-aeroportuario-del-pacifico-reports-214700427.html

Posted in Open Blog

Gnostic Large Cap Model Portfolio Return of 2.8% for the Quarter Ended 03/31/2021.

For the quarter ended March 31st, 2021, the DJIA produced a return of 7.9%. The S&P 500 produced a return of 5.8%. The NASDAQ composite produced a return of 1.8%. US M2 money supply grew by 2.7% for the quarter.

Posted in Open Blog

Novavax (NVAX-$205.59, NASDAQ) Sold on Competitor Developments.

Today, the entire position on NVAX has been sold. Moderna has announced a significant expansion of vaccine production as well as the acceleration of development of a modified vaccine to take into account the new SA variant. J&J has announced

Posted in Open Blog

PayPal Holdings Inc. (PYPL-$296.53, NASDAQ). The Evolution of a Cryptocurrency “Interchange”.

What is the end game for the holder of cryptocurrency stored on that thumb drive in their bank safety deposit box? Anonymity is important but liquidity is paramount and that is the current issue for holders of the equity-like product

Posted in Open Blog

Astra-Zeneca Oxford Covid-19 Vaccine Study Determines the Product is Ineffective on South African Variant.

https://www.ft.com/content/e9bbd4fe-e6bf-4383-bfd3-be64140a3f36?shareType=nongift The drill-down is worse than the top-line news. With an average age of 31 for the test pool; just how many at age 31 wind up hospitalized as a result of Covid-19 contraction (yes, blah, blah, blah, there is

Posted in Open Blog
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