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8 49 Q3 2017
by martyc
Oct 14, 2017 11:57:28 GMT -6
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2 17 Lipper Weekly US Fund Flows
by martyc
Aug 23, 2016 16:24:41 GMT -6
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Sub-boards: The Next Platform, Bio-IT World, Black Box Intelligence, FT Partners, MIT Technology Review, REIT.com, ScienceDaily

18 29 Sector money flows
by martyc
Jun 27, 2017 5:29:08 GMT -6
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6 50 Industrial Capital Expenditures
by martyc
Sept 18, 2017 15:22:56 GMT -6

Macro Trends

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NEWBookmarkLockedFalling Interesting interview with Jeremy Levin on Biotech innovatio
martyc 0 116 by martyc
Aug 31, 2016 8:21:41 GMT -6
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NEWBookmarkLockedFalling Weighing The Week Ahead
martyc 4 141 by martyc
Sept 18, 2016 9:36:50 GMT -6
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NEWBookmarkLockedFalling Misc Reports
Under 8 84 by Under
Aug 8, 2016 16:42:54 GMT -6
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NEWBookmarkLockedFalling #macrotrends
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martyc 255 6,011 by martyc
Oct 6, 2017 11:51:41 GMT -6
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NEWBookmarkLockedFalling Tax Policy Proposal
martyc 1 104 by martyc
Sept 30, 2017 14:30:56 GMT -6
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NEWBookmarkLockedFalling U.S. Charges in Generic-Drug Probe to Be Filed by Year-End
martyc 0 73 by martyc
Nov 4, 2016 7:12:07 GMT -6
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NEWBookmarkLockedFalling Federal Reserve
martyc 0 110 by martyc
Sept 12, 2016 14:13:19 GMT -6
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NEWBookmarkLockedFalling Energy related reports/articles
martyc 0 94 by martyc
Sept 5, 2016 17:35:14 GMT -6
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NEWBookmarkLockedFalling REITs are moving into Real Estate Aug 31st
martyc 0 84 by martyc
Aug 29, 2016 13:05:30 GMT -6
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NEWBookmarkLockedFalling Im hearing more talk recently about inevitability of a crash
Gene Editing 0 78 by Gene Editing
Aug 24, 2016 11:38:48 GMT -6
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NEWBookmarkLockedFalling 2016 Full of Surprises
martyc 0 139 by martyc
Feb 2, 2016 9:00:41 GMT -6
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NEWBookmarkLockedFalling SEC research note
martyc 0 156 by martyc
Dec 31, 2015 13:20:53 GMT -6
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NEWBookmarkLockedFalling CNBC Macro Update
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martyc 11 359 by martyc
Sept 30, 2015 5:44:30 GMT -6
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NEWBookmarkLockedFalling IBB Morningstar
Under 0 142 by Under
Sept 24, 2015 9:40:19 GMT -6
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NEWBookmarkLockedFalling 8 things you need to know about bear markets
martyc 0 167 by martyc
Sept 2, 2015 10:15:52 GMT -6
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NEWBookmarkLockedFalling Market Edge 6/1-On the edge-Steady As She Goes
Under 0 238 by Under
Jun 4, 2015 6:12:18 GMT -6
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NEWBookmarkLockedFalling Moody's reports
Under 8 233 by Under
Oct 4, 2014 18:46:19 GMT -6
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NEWBookmarkLockedFalling Dreyfus Economic update
Under 1 188 by Under
Oct 4, 2014 18:38:36 GMT -6

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Macro Trends
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Under: $HAS takeover bid for $MAT? Nov 10, 2017 16:16:07 GMT -6 *
martyc: Not looking like the market will provide any discounted opp for SGMO. Call was just too professional and all signs indicate they are on a great path for commercialization. Happy with core but wish I had some trading shs Nov 10, 2017 9:04:05 GMT -6
martyc: For anyone looking to find an entry point into SGMO, I'm almost hoping is sells off in next few days so I can add more. They are really clicking but the fact they haven't signed new deals might cause some to exit. Watching as I have room for trading shs Nov 9, 2017 18:28:09 GMT -6
martyc: Been an interesting ride so far. I figured the Bears would be about this good but hoped the O wouldn't look so lame. Another building yr but still possible to get to 8-8 IMO Nov 9, 2017 18:26:08 GMT -6
Under: whats up with your Bears this year Marty? Nov 9, 2017 17:35:25 GMT -6
martyc: Hope you were long ROKU. I wanted to see Q first so missed out Nov 9, 2017 7:08:53 GMT -6
Under: $ROKU pops AH Nov 8, 2017 17:07:56 GMT -6
martyc: seekingalpha.com/instablog/400846-marty-chilberg/5067522-cloud-tracks-alphabet-q3-2017 Nov 7, 2017 12:32:02 GMT -6
martyc: I can't figure out how best to play this. QCOM back to where I sold Friday. NXPI I still own and rallying cause it may break up? Nov 6, 2017 10:57:48 GMT -6
martyc: Sure looks like it will be interesting to watch. $70 hostile Nov 6, 2017 7:34:45 GMT -6
Under: Offer on the table for QCOM. 60 in cash 10 in shares seems low. Would be willing to sell at 80. Nov 6, 2017 6:50:15 GMT -6
martyc: I decided to sell before close tho it sure looks like a real offer is coming Nov 3, 2017 18:48:39 GMT -6
Under: $QCOM up nice on rumor! Nov 3, 2017 15:07:54 GMT -6
martyc: Market is brutal these days with poor guides. Just have to pick the right ones to ride. Nov 2, 2017 20:54:41 GMT -6
Under: Beat and in-lines with poor guidance is bringing some opportunities. Nov 2, 2017 14:48:53 GMT -6
martyc: They must not have liked article so I put it in my blog seekingalpha.com/instablog/400846-marty-chilberg/5060931-microsoft-riding-trillion-dollar-cloud-wave Oct 27, 2017 16:22:49 GMT -6
martyc: Bios in trouble again today with CELG report. AMGN as well had some soft numbers. Good that ECB is dovish for overall market Oct 26, 2017 6:43:33 GMT -6
Under: Big rotation today. Still tough to find bargains. Oct 25, 2017 15:29:14 GMT -6
martyc: Adobe is one of the better cloud front runner plays. They are unsurpassed in marketing which is why Microsoft partnered instead of trying to go it alone. I sold mine this week after the runup though on my watch list again. Oct 21, 2017 11:03:35 GMT -6
Under: Been in MSFT since the run from 45. Plan on staying put. I do have a position in ADBE that was not intended to be a cloud play but I will roll with it. Been watching CRM since you posted long ago but never pulled the trigger. Kicking myself. Oct 20, 2017 19:14:52 GMT -6
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