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March 8, 2017

Very hard sell from Agora / Palm Beach

I recently signed up to Palm Beach Confidential (which does actually seem quite good). Had a phone call today from an Agora salesman who explained that ”by mistake” they had signed me up for their top end Palm Beach Infinity package, which includes their other newsletters (more or less worthless to me). Wouldn’t take no […]

Recent Author Comments

On COVID-19: What Now?
Posted on December 10, 2021

There is heavy publication bias; Merck's own trial on hospitalized (late-stage) patients was abandoned and the results have not been published. Orders for the expensive drug were placed based on Merck's interim press release![...]

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On COVID-19: What Now?
Posted on December 10, 2021

"Note: getting Covid + the vaccine appears to be the most effective immunity so far." This is may have been exaggerated and comes with a much higher risk of adverse events from the vaccine. The case is typically made on biomarkers (in this case antibody co[...]

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On COVID 19: What Are Prospects for the Duration?
Posted on November 2, 2020

What's the source for HCQ on its own not working? Here's a long list of studies https://c19study.com/ many of them using HCQ alone, where early use has been found very effective, together with an estimate of the number of deaths (570,000 at the time of wri[...]

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On COVID 19: What Are Prospects for the Duration?
Posted on October 26, 2020

"When Italy instituted containment measures, both the infection and fatality rate dropped dramatically" - which is what flu viruses do on their own with no lockdown, and what COVID did in the non-lockdown countries (Sweden, Belarus, Nicaragua, Tanzania, ef[...]

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On COVID 19: What Are Prospects for the Duration?
Posted on October 26, 2020

At low incidence rates (which is where we are now in most parts of the world) even a small false positive rate on the test becomes very important; at zero incidence, 100% of the positive tests are false . Here is a paper from a lab at Addenbrookes' Hospita[...]

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On COVID 19: What Are Prospects for the Duration?
Posted on October 25, 2020

"there is no evidence for lasting protective immunity to SARS-CoV-2 following natural infection" while technically true (it's a novel virus, so we've not had time to demonstrate lasting immunity) is misleading if people interpret that as meaning "it's unli[...]

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On "This Tiny Tech Stock Just WON the World War Against COVID-19"
Posted on October 2, 2020

I would be wary of any solutions to a "crisis" which the recent Spanish randomised controlled trial has suggested can largely be eliminated by a stiff dose of a vitamin D metabolite on admission to hospital: https://www.sciencedirect.com/science/article/pi[...]

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On Microblog: What is James Altucher's pitch on a pre-IPO that's going to return unbelievable returns
Posted on June 1, 2018

He might be promoting a supplier to Uber's self-driving project. There are many reviews of his services on Stock Gumshoe, worth doing a search.[...]

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On Microblog: What is James Altucher's pitch on a pre-IPO that's going to return unbelievable returns
Posted on May 31, 2018

Uber is a private company and it announced plans to have an IPO in the next year or so. It ran a self-driving car pilot project in Pittsburgh.[...]

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On Microblog: What is Dou Casey's 3 Canadian pot Millionaire Master Plan
Posted on February 24, 2018

This was covered recently by Travis in one of his articles.[...]

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On The 2017 - 2018 Flu Outbreak: How Bad Is It Really, and What to Do?
Posted on February 22, 2018

The anti-vax campaigners do tend to be selective about their statistics, talking about death rates like that rather than incidence rates. Sanitation and improved medicine were of course doing a lot to reduce death rates, although vaccination is as much abo[...]

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On Microblog: Crypto Currency Advisory Services - Which ones live up to the hype?
Posted on February 21, 2018

Specifically on whether the newsletters measure up to the hype, well they happen to have been benefiting from a wild bull market, but apart from that, they measure up to the hype about as much as the stock newsletters that Travis discusses. Most investment[...]

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On Microblog: Crypto Currency Advisory Services - Which ones live up to the hype?
Posted on February 21, 2018

It depends on your situation and how much you know about investing and cryptos. If you're looking for tips, an issue is that a lot of these markets are quite illiquid so when somebody publishes a recommendation there can be a spike, although it's usually t[...]

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On Microblog: 20k Alternative Investment plan
Posted on February 4, 2018

There's not a lot of context (Is this your life savings? Do you have an insight into Ripple that most people don't?) but my guess based on what's presented is that this sort of portfolio is most likely going to lose its owner most of the money they put int[...]

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On Mampilly's "Bigger than Amazon and Google combined" Stock Tease
Posted on January 26, 2018

Things have moved on a lot in the last 10 years. According to Tony Seba, the cost of solar+battery storage will very soon (next few years) be not only cheaper in most markets than conventional generation, it will be cheaper than electricity distribution co[...]

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On Microblog: #Technology > A Wide Angle Discussion of The Big Picture & It's Players
Posted on January 25, 2018

Maybe Patriot One $PAT.V $PTOTF https://patriot1tech.com .[...]

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On Exponential Tech Investor
Posted on November 28, 2017

Happy with the analysis and the performance has been good. Having said that, personally I don't find growth investing easy (I gave the dotcom bubble a miss for example) so I've closed out most of my positions, too early of course :)[...]

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On Is Aurinia's Supremacy in Lupus Nephritis Threatened by Glaxo's Benlysta?
Posted on September 15, 2017

Avita Medical (which I hold) seems ahead of Renova in this area, and Avita has a far smaller market cap.[...]

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On What's that "August 28 ICO" pitch from Martin Hutchinson about?
Posted on August 29, 2017

Goldstockbull you should charge $3000 ;)[...]

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On What's that "August 28 ICO" pitch from Martin Hutchinson about?
Posted on August 26, 2017

I took a quick look at farad and as far as I can tell it's a manufacturer forward selling their widgets to whoever is desperate enough to buy anything crypto-related :)[...]

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