The cannabis bubble is actionable. I’d short TLRY, WEED, ACB, and the rest, and be patient. If I were at a hedge fund with a big “central book” (Citadel, Bridgewater, Tiger, Soros, Goldman Sachs, Third Point), I’d ask senior management to just write upside volatility or short common stock from here to eternity. Can probably make $500m to $1B.
NASH is probably the last big pharma mass-market/GP indication. Makes me jealous but also annoyed I never took it too seriously.
An Investigational Immunotherapy Study of BMS-986310 Administered Alone and in Combination With Nivolumab in Patients With Advanced Solid Tumors.
I wonder what 986310 is…
Alzheimer’s Disease Treatment with Combination of 40Hz Light and Cognitive Therapy. Alzheimer’s Light LLC.
Who needs drugs when you have light?
Football season has been interesting.
Yard differential R^2 with point differential is about 0.70 (turnovers, 3rd down/4th down conversion limit R^2 from becoming 1.0). Yet, I see YF-YA as a better indicator of team strength. Turnovers and 3D/4D conversion are more random. I guess I could see which is more predictive of future point differential…
Vegas point spreads seem to have a R^2 of 0.50 to 0.70, which is a little less than what I can get without them.