SaintNectar

It brokes some support but hopefully it will bounce on the 36-38 range

Added more NVO? 😂

VIEW Novo's CagriSema setback may shift investor focus to M&A strategy, analysts say Novo Nordisk's next-generation weight-loss drug CagriSema was less effective than Eli Lilly's Zepbound in a head-to-head trial, a fresh blow to the Danish drugmaker's efforts to reclaim its early lead...

The NVO "fail" is a headline trap.

CagriSema hit 23% weight loss (2.4mg) against Zepbound (15mg) which achieves 25.5%.

So 2% delta with 6x less dosage?

Also.. Cramer is bearish NVO.

Dead money for the next 20 years. Hopefully dividends will help those at the top... a bit.

Interesting data Paul. Honestly, despite all the HIMS drama and the race to the bottom on GLP-1 pricing, I think platforms like $WW might be the real sleeper winners here.

Good luck to them.

Sadly, we might never see her resigning or even Trump being impeached. It might be already too late for America :/

$XLV just flashed a 65 RS rating, finally waking up after months of chop. Volume +22% today, and that base looks like it’s trying to hold above the 50-day.

Are you playing this as a sector rotation trade, or waiting for a confirmed breakout?

America has 9 months left.
The world has a few years before the end. Hopefully, there are still a few people in America who care enough to shake him out of office.

Huberman's right. Compounders are done. Hims copied NVO's patented pill and got DOJ-referred in a week. That's not disruption, that's just being terrible at crime 😂 $NVO $LLY duopoly restored. The $149 starter dose is bait, maintenance is $299 and alternatives are gone.

The US House just voted 219-211 to overturn Trump's tariffs on Canada. 6 Reps crossed the aisle. Nice to see there's still some common sense left in America. But as a Canadian, I can tell you, the damage is done.

Trust takes years to build and seconds to break.

AppLovin Q4: $1.7B (+66%), 84% margins. Great, but publishers follow revenue, not platforms.

CloudX=Jim Payne (MoPub exch) + Dan Sack (ex Mopub and Max founder)

They built AppLovin's mediation tech, then left to rebuild it with full transparency for publishers
When your own architects defect... 👀

YouTube video by Forbes Breaking News BREAKING NEWS: Massie And Bondi Have Shocking Fight As He Accuses Her Of Epstein Files 'Cover-Up'

Nothing says unmatched transparency quite like Pam Bondi Performance today....

When Massie pointed out that the DOJ leaked victim names while redacting names, she didnt let thise pesky facts get in the way. Instead she pivoted to the classic legal defense: "you have TDS". Truly inspiring cover up.

The two surveys in today's jobs report disagree by 400,000 jobs. Establishment says +130K. Household says +528K. The BLS confidence interval on payrolls is ±122K, meaning we can't statistically confirm jobs were even added. Benchmark revisions erased 898K jobs from prior years. Trust the data. Sure.

He sounds like a desperate man.

Do you prefer the bots here or the indian bots depicted as blond female MAGA on X?

Sanae Takaichi And The Yen Carry Trade Explore how Sanae Takaichi's election can impact Japan's economy and the carry trade with her decisive leadership.

August 2024: "The yen carry trade is unwinding, sell everything!"

September 2024: "Yen carry what?"

February 2026: Japan elects a nationalist PM with a supermajority, bond yields hit records, and the carry trade is bigger than ever.

The bomb is ticking..

January 2026 layoffs hit highest mark since start of 2009 - UPI.com January marked the worst start to a year for layoffs since 2009 as economic outlooks dim, Challenger, Gray and Christmas' job report said Thursday.

Everyone's watching the S&P. Nobody's watching the hiring manager. 108K layoffs in January. Lowest hiring plans since 2009. Job openings at Covid lows. Private payrolls added 22K. The economy looks great from the top floor. It looks different from the lobby where they're handing out boxes.

Did they forget that TrumpRx was launched on the same day that their failed marketing stunt?
They just too dumb to admit that they screw up big.

Great analysis on the Novo/HIMS patent issue. What's your probability assessment on this outcome actually happening? I doubt they will go that far but I do see some arrangement between the two companies that would for sure be beneficial for NVO.

HIMS pulled the Wegovy knockoff on Saturday thinking it was over.

Novo filed the lawsuit Monday morning anyway.

That's like apologizing to your ex and then getting served papers at brunch. Novo wants a permanent ban AND damages.

1.5M compounding customers about to need a new plug?

‘Quiet Quitting’ of US Assets Cautious diversification, geopolitical unease and better value elsewhere are nudging portfolios in new directions.

The dollar has lost 10%+ since Trump took office. Tariff chaos, Greenland threats, Fed independence questions, and a ballooning deficit.

Bloomberg coined it "quiet quitting America".

Gold at $5K is the receipt....

www.bloomberg.com/news/newslet...

If history rhymes, pharma names with real earnings and discounted valuations are where rotation capital lands. Some beaten-down names with strong balance sheets worth watching: NVO (11x P/E), PFE (6.7% yield), ABBV (Dividend King), JNJ, MRK.

NVO EPS: +31→+31→+15→+21→+11→+7%.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.

But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.