Looming Mandate Could Be Big Deal for New Bullpen Name
If history holds, we are likely to see mandate pre-buying for the latest addition to our bullpen.
Supersizing MSOS
I’m supersizing $MSOS now.
Position: Long MSOS (VL)
Research Calls
I have three consecutive research calls between 1:30 PM and 3 PM today
Back after.
Position: None
Out of My Index Longs for a Small Profit
With S&P cash -59 handles (rallying almost 40 from the lows) I have sold out my index trading long rentals for a small profit:
* $SPY $731.53
* $QQQ $700.88
Position: None
Adding to My Index Longs
With S&P cash -93 handles I am adding to my index trading longs:
* $SPY $728.22
* $QQQ $606.17
Position: Long SPY (S), QQQ (S)
Chart of the Day: IPOs Are Exciting if You Already Own a Piece
SuRo is an investor in one of the big three upcoming IPOs, but it’s not SpaceX.
Index Trading Update
I added to my trading long rental in the indices with S&P cash cash -73 handles, moving up from very small to small-sized:
* $SPY $730.04
* &QQQ $697.76
Position: Long SPY (S), QQQ (S)
These Biopharma Names Don’t Have the Flash of SpaceX, but They’re Reliable
Here are four biotech plays that should stand up if the market starts to break down.
Spotlight Shines on a SuRo Capital Position…And It’s Not the One You Think
It’s not OpenAI, nor is it affiliated with Nvidia.
Back Buying the Indices
I’m back buying the indices with S&P cash -89 handles:
* $SPY $729.11
* $QQQ $696.44
Position: Long SPY (VS), QQQ (VS)