Chat Highlights – Make Money from this Non-Opioid Pain Reliever

Summary

  • Heron Therapeutics is a big deal-time to load up.
  • How Kirk sees the broad market.
  • Aemetis to receive $200 million in foreign direct investment through the EB-5 program.

Each week we publish a summary of a few of the articles, topics and ideas found in the MoSI chat. We encourage you to visit chat to read about updates to our investments, share ideas, and ask questions. What follows are a few of the conversation threads from this past week and links to some videos and articles. Join us in the chat.

Out with Opioids and In with ZynRelef?

this is why Heron Therapeutics (HRTX) is a really big deal, even if it is a couple years behind schedule. I strongly suggest a full position for those who are looking for growth in (HRTX).

Bloomberg Fentanyl Crisis at Center of US 2024 Presidential Race

shutko mark March 22

Hi! U think price will correct?

Kirk Spano March 22

yeah, should correct up about triple

shutko mark March 22

lol. Just doubled my position.

Long term market outlook

Kirk Spano March 21

I think this is how I see the broad market. I’ve been thinking about it a while. Since about 2016.

#SPY Monthly Chart

That yellow box is about where a correction will head to someday after a top. The question is does it head to the bottom orange lines. It might.

 Theresa May March 21

Just keep whispering in our ears. I won’t like getting unduly caught up in a trip down to that yellow or orange line.

Kirk Spano March 21

If SPY tops somewhere in low $600s and taxes change tapping down corporate profits and energy gets a bit more expensive and fiscal policy response to Boomer retirement is slow, then, we could get a 1-2 year macro trade to short the market that makes 10x or more. Think that through. Do you know what that means? It jest might mean Kirky can buy the Brewers someday.

Theresa May March 21

Theoretically, just so I can get my head around it and start ruminations, how can a short 1-2 year macro trade look and what does it involve? VIX? Bitcoin? I want to say buying puts, but that seems contrary to what you do? Buy energy (we’re already doing that with (AMTX). Curious… Again, just a theoretical discussion here for learning purposes.

Kirk Spano March 21

So, think about the Financial Crisis. Market peaked in Q4 2007, then started drifting down in 2008, til it fell off a cliff and finally bottomed in March 2009. I think we can see a similar thing in 2026-8, or maybe a bit later. The first play would be selling almost everything and finding safer assets and cash, aka, preservation. Probably can buy TLT on idea they lower rates to close to zero again for a while to get through Boomer retirement funding crisis.

The second play would be buying puts on SPY and select stocks and/or sectors. Those will be real time trades we want to try to be within 4-6 months on. It won’t be easy. And, it might require rolling positions once or twice versus throwing up hands and saying I quit just before being right. It’s a multimillionaire making trade if it happens

Foreign Direct Investment in Aemetis (AMTX)

Kirk Spano March 21

folks, do you understand [this] new headline? 

Aemetis Approved by USCIS for $200 million of EB-5 Investment in Biogas, SAF and Carbon Sequestration Projects

That’s $200 MILLION in foreign direct investment in Aemetis (AMTX).

“According to the determinations made by the USCIS, the Regional Center presented evidence asserting that 245 qualified investors will invest $200 million in EB-5 capital into Advanced Bioenergy II, the new commercial enterprise (NCE).”

mmskimber March 21

What is the EB-5 Visa? The EB-5 Immigrant Investor visa program provides a path for foreign nationals to achieve permanent residence (a green card) in the United States. The program requires a minimum investment of $800,000 to qualify. CMB Regional Centers provides investment opportunities designed to meet the requirements of the EB-5 program. –American Immigration Lawyers Association

LesRob March 21

Eight investors have already invested $500,000 per investor (a total of $4.0 million) and 245 additional future investors have now been approved at $800,000 per investor (for an additional $196.0 million) for a total of $200 million under the EB-5 program.

Link to Kirk’s recent interview with Aemetis CEO Eric McAfee

Kirk’s Interview with Aemetis CEO Eric McAfee

Links to Kirk’s webinars this past week

Links to some articles posted this past week in the chat

Spire Global to Enhance AI-Driven Weather Prediction in Collaboration with NVIDIA

Shell to close 1,000 gas stations to focus on EV charging deployment

Bloomberg NYCB Diversification is a Long-Term Project

https://www.tradingview.com/news/reuters.com,2024-03-21:newsml_GNX8q440D:0-aemetis-approved-by-uscis-for-200-million-of-eb-5-investment-in-biogas-saf-and-carbon-sequestration-projects/

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