I am a Neonatologist, MBA, Yale and MIT trained. Investor Trader doing ad hoc analysis of firms in the Life Sciences. Tweets are not implied Investment Advice
Formerly serving as the medical director, I transitioned to a staff neonatologist role in 2023 to follow a passion for investing and business. Dr. Kenton is actively engaged in investing and trading, with a primary focus on biotech investments. Tweets are not investment advice
@SamanthaLaDuc
is the best. I pay for her top services and all I have done is make money since. No. She did not pay me to say this. I am a satisfied client who tried many services before hers. That is my plug for the weekend. Good Sunday Morning
Wouldn’t it be great to have some female traders do live trading on Twitter Spaces together? Tag your queens below of whom you think would be great to add 👇👇👇
Harvard is sending students to a school with deep terrorist ties this summer.
When I asked them to comment on partnering Birzeit University, which has barred Jews from campus and has a student government run by Hamas, Harvard defended the upcoming program.
THREAD:
Watching this market like a slow moving car crash. I know everyone at
@LaDucTrading
@SamanthaLaDuc
has been prepped and prepared by the team…if you are not and if you have not followed
@SamanthaLaDuc
then maybe consider following her and joining today
I closed majority of my shorts on $QQQ and $SMH but the bounce was pathetic. Will add back my shorts when direction is determined.
@SamanthaLaDuc
indicators showed us weeks ago that value is outperforming growth and that has given me and her other clients lots of alpha
$TGTX. This is one of my few value plays. Chart is not doing anything, but the therapy (Briumvi) for relapsing multiple sclerosis is best in class and orders are increasing. I have high conviction this is undervalued.
Nearly $270 billion of leveraged loans carry weak credit profiles and are potentially at risk of default: Fitch data. Excluding a 2020 spike, the default rate for the past 12 months is the highest since 2014.
BREAKING: Israeli airstrikes hit both Damascus and Aleppo airports in Syria.
The Iranian foreign minister was set to visit Damascus tomorrow after Saudi Arabia and Iran's leadership had a call this morning about the situation in Gaza.
$XBI hates higher rates, but $CADL viral engineering to attach solid tumors is doing great since its data report in pancreatic cancer. The science is amazing in my humble opinion.
🚨Private Equity - European Mid-Market update Q3 2023.
Data from the latest Argos Index (
@ArgosWityu
)
1. Transactions multiples are down 8% on the quarter to 9.1 x EV/EBITDA
@SamanthaLaDuc
and
@GraphFinancials
weeks ago said $SLV would take off and it was and is a swing trade. I put 2.5% allocation in and wish I had put in more. Now look at it.
This past week had:
The highest number of index put options ever bought to open (orange, top)
but also
the highest number of index put options ever SOLD to open (orange, bottom)
this is driven by 0DTE.
When you compare this data on a premium basis...
👇👀🧵
Based on this mornings action, I will likely book some more profits on my shorts. Usually I manage these pullbacks imperfectly but this was one of those few times I am quite pleased w how last week went. Thanks
@SamanthaLaDuc
Pop Up One Day Sale 🐣
Use coupon code:
🎉EASTEREGG for 20% off
I offer up some keen market analysis and share my trade set ups for clients, at the same time I have an entire trading desk of wonderful analysts!
Craig, Geoffrey, Archna, Rithika, Namita, Tiffany, Bob, Alex,…
$SAVA Has broken out. It is operating in the graveyard of biotech…Alzheimer’s. BUT it addresses a different protein and has data that suggests a decrease in cognitive decline. The trend is there, but the range of outcomes is quite high. Phase 3 trials should give clarity
$CADL. viral engineering to destroy solid tumors, good interim phase 2 results for pancreatic cancer..price moves now are crazy. Fluctuation 30% in either direction, and causing havoc in my price fluctuations of my portfolio…I remain long
@stckpkr7000
@SamanthaLaDuc
She sees the macro but can pivot when her technical analysis indicates, allowing clients like me to pivot as well&catch more of this bullish bent before many other PMs and other services, since switching 2 yr s ago, the alpha I generate with
@SamanthaLaDuc
&team are unmatched
The squad is no longer cool.
The squad is no longer some club I agree to disagree with.
The squad is no longer a group I find acceptable as a Jewish American.
$VKTX I remain long. Good,luck trading today everyone and watch those rates on tech and small caps.
I was green yesterday while the indices were red thanks to recs from the team at
@LaDucTrading
@SamanthaLaDuc
For those who are following me…here are my thoughts on trading. I definitely want a service to take advantage of bullish periods, but the real value I sought in a service, is protecting your hard earned cash in downturns,
@ces921
and
@SamanthaLaDuc
do this w Macro to Micro
$VKTX Another biotech doing well. Still anticipating an acquisition at some point. In meantime, there is still lots of excitement given the slow side effect profile for its GLP1 therapy for weight loss
1/ Walmart surprised a lot of people this year when the company said it didn’t need to do any seasonal hiring.
They also stunned people when they said they would lower the starting wage for new hires.
Walmart shocked people when they said retail job applications are far…
@SamanthaLaDuc
things are so fluid. On the one hand there are talks with Qatar for a cease fire and hostage /prisoner exchange. On the other hand, The IDF has found a Hamas headquarters under a hospital and now is saying it will strike the hospital. Who knows what happens next
$NERV looks like my gut was tight when I looked at the data on $NERV. I still, had a little left in this company as the FDA will sometimes approve a therapy even without strong data when no other treatment is available…not this time.
Well, since I was tagged by a follower/client I will share my client recommendations:
End of JUNE, I expected $SPX 4545-4660 as max for yr and even projected 4000 by Sept 30th. ⚠️
So far so good.😉
August 1st I said PROTECT NOW for pullback.💥
Again, so far so good. 💃
$FXY. The Yen is weakening at a brisk pace. Usually gold would fall with this btu and not.
@SamanthaLaDuc
teaches currency volatility can leak to equity volatility..my mantra today is careful
Wall Street Investors are beginning to sell their houses.
This listing in Phoenix was bought by a private equity fund in 2022 at the peak of the bubble.
Now they're listing at an 11% loss.
It's just the start.
The largest producer of fresh eggs in the U.S. said Tuesday it had temporarily halted production at a Texas plant after bird flu was found in chickens. Officials said the virus had also been detected at a poultry facility in Michigan.
Democrat Rep. Jamaal Bowman: "By me calling for a ceasefire with my colleagues and centering humanity, I am uplifting deeply what it actually means to be Jewish"
$NVO $LLY I remain in these two powers for the weight loss drugs, but earnings will be interesting given the lack of supply of the weight loss drugs. Forward guidance for me is key
CRSPR analysis. (Not investment advice) this is the kind of information you get at
@LaDucTrading
every day. Perfect for traders who have full time jobs like me. Lots of specialists for short, medium, and long term trades.
@WifeyAlpha
All my specialists who I follow called for a down day. A lot of people scratching their heads in this move. Lost some money today but not a lot. Did not put a lot in as this market has burned me too many times these past 6 weeks
@mehdirhasan
and
@Will_Bunch
promoted this video to promote their blood libel against Jews and against Israel. Now it is confirmed fake. These two are not legitimate journalists but they are promoters of hate propaganda and should be assessed in that context
A video that allegedly shows a Palestinian man with a white flag being shot in Gaza has gone viral in recent days. Many in the media and politics blamed Israel. Now it turns out that this incident was apparently staged.
Please listen to Chris Parry, an…
#OBESITY
$VKTX $LLY $NVO
GoldmanSachs—Obesity drugs are among the health breakthroughs expected to boost GDP. Obesity shaves about 3% from per capital output & see meaningful improvement in combatting cancers, fibrosis & age-related diseases 💥💥💥
My quick look ahead to the next few days of trading is as follows:
There is likely to be volatility selling today as folks believe this geopolitical stage of fighting is over for now but we still don't really know if/how Israel is going to respond. We also don't really know how…
BofA suggests that CTAs could begin liquidating S&P 500 long positioning this week, particularly in their neutral and bear momentum projections for stocks.
The bank suggests 5079 is the key level to watch for a potential broader unwinding of long positioning.
@elonmusk
that will end the usefulness of this platform for sure. I may have to close up shop at that point. It hurts Fintech as well as international news and discussion
@cnnbrk
@FoxNews
@SkyNews
so it’s a hospital that actively participated and helped Hamas with hostages.
@UN
why? Why did you turn a blind eyes to Jewish hostages?
Sources to AlJazeera: Negotiations between Hamas and Israel mediated by Qatar are advancing rapidly to agree on a ceasefire and finalize a prisoner exchange deal
I am usually not an alarmist, but I gotta say, I have never seen $GLD $PHYS do this…anyone else? Maybe in the 1970s? I was born then so obviously not trading…For me it’s a caution sign for longs
@SamanthaLaDuc
@ces921
will certainly confirm, that when defaults occur, the properties get handed back to the banks, but who will buy the properties? Banks still ultimately on the hook. In sum, I am they would would agree today’s equity bounce is not safe yet
This is why I joined. 👇Additional Important point…even with great trade alerts many traders will not beat SPY month to month unless they take big risks, but
@SamanthaLaDuc
can alert you to market tops & save your $. My strategy to best $SPY is be green when the $SPY is red.
⚠️Both governmental and security Israeli officials said to media that there is no truth to the many fake news that are being spewed by different propaganda agencies and that there was no breakthrough in the negotiations to free the kidnapped Israelis in
#Gaza
.
#Israel
@DanielMillerEsq
@HC_Richardson
Then I suggest progressive leaders in the left like BLM start doing some outreach and fix their antisemitism. We Jews are now very sensitive.
Good luck trading today everyone. Watch those rates.
@SamanthaLaDuc
and
@ces921
and
@GraphFinancials
have given the clients great levels to look out and we have been relatively protected from the downdraft this week in $SPY
8. wow i buried the lead. this piece is crazy
reported in WSJ, quoting unnamed iranians, hamas, and hezbollah officials:
* iran was directly involved in planning, at specific meetings
* so was hezbollah
* europe knew about those meetings
(cont'd)
Ch12 in Israel reports: the hostage talks seem to have fallen apart. Hamas was just trying to delay the IDF. Invasion is now imminent.
Ehud Yaari just said on Israeli television that — according to his Egyptian sources — Hamas offered 100 hostages for 4 days of ceasefire.…
🚨🚨BREAKING: IRAN DRAWS THEIR RED LINE IN APPARENT HISTORIC COMMUNICATION | SEEMINGLY ABANDON HAMAS
'Iran’s armed forces will not engage Israel provided it does “not dare to attack Iran, its interests, nationals' - Iran’s UN mission.
If true, this is the FIRST TIME IN HISTORY…
Important point when it comes to winners, like $vktx. Don’t get over excited and risk more than you are willing to lose on anything . Phase 1 and 2 are not designed like phase 3 for statistically significant outcomes. Their goals are different
I have seen companies with amazing Phase 1 and Phase 2 data completely fail in Phase 3. Remember that when you think you have the next big winner on some early trial. There is a reason 90% of drugs that enter the clinic fail to reach commercial. Forget the risk and you lose money
A small business in Philadelphia BE-U-TAY Brow Bar is refusing to service Israeli and Jewish clients who support Israel. Jewish clients who prepaid for services packages are being denied service and the Brow Bar is only refunding a portion of their money.
@StopAntisemites
.
This is a REAL call to Harvard admissions.
Harvard is losing reputation by the minute, and are currently doing great work positioning themselves as a joke.
@Harvard
@SamanthaLaDuc
does not need anyone to come to her defense, however, I have followed others and I have tried many a service…her service is the only one that has consistently made me money on the short and long side.
@permabearfader
is costing people money w trolling
U.S. FOOD AND DRUG ADMINISTRATION APPROVES OPDIVO® (NIVOLUMAB), IN COMBINATION WITH CISPLATIN AND GEMCITABINE, FOR FIRST-LINE TREATMENT OF ADULT PATIENTS WITH UNRESECTABLE OR METASTATIC UROTHELIAL CARCINOMA
A lot of selling today.
@SamanthaLaDuc
prepared us and were all shorting $SMH . The reason I join a trade from is nit jus5 for the trade but to protect my hard earned money. She prepared us well and I am actually green on the week.
@SIfill_
Framing is important, don’t you think. Please put yourself in the mindset of a Jewish person in the United States. This is how we see things..what do you think our conclusion is about these pro cease fire marches?
If you look back on pretty much every metric. Equity vol has been dismantled.
This is due to two main reasons.
1) The re-emergence of the short vol trade. This continues to be one of the largest factors we are watching right now as this continues to build in large size.
It’s…