Biotech has been one of the worst-performing industry groups this cycle. Investors have got used to it as these stocks have been dead money for much of the past decade.
This is one of our favorite bottom-up scans: Follow the Flow. In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or bearish…...
Good morning everyone! This dispatch comes to you from deep in the northernmost reaches of Northern California, on the edge of the great Redwoods National Park.
I flew out here on Sunday morning with my oldest friend (since we were both five...
In last week's letter, we outlined a handful of key bullish developments leading us to forecast a high probability of an upward resolution from this consolidation.
We are almost done with the first quarter of the calendar year and the last quarter of our financial year. There are certain sectors that are peeping out from beneath the surface and hence attracting attention. Is this a theme we may see play...
There is still one week to go before it ends, but Q1 2022 has been a remarkable quarter in many respects. If this year has taught us anything, it’s that a lot could change between now and when the...
The ASC team, as always, threw out a bunch of actionable ideas in their most recent Mid-Monthly Conference Call. As you might expect, there's still a lot...
