Healthcare: The Next Bear Victim

Why Are mRNA Therapy Deaths Concentrated in Certain Lots?

I don't have a position on, but in the back of my mind, I'm wondering if Pfizer and Moderna, and maybe J&J too, eventually go to zero. I always get the same pushback when I say this, that it'll never happen because Congress serves the corporations. I'm thinking past the now to what's commonly referred to as the "Fourth Turning." It's possible the U.S. descends into a totalitarian dystopia if nothing changes or if those already in power accrue more power. Then sure, more of the same. If instead there is a shift in who rules, the privileged and the oppressed will invert. At the very least, companies such as Pfizer could see their liability shield retroactively lifted, allowing plaintiffs lawyers to zero-out the company's equity and maybe its bond holders too. The banks are going to meet a financial crisis where instead of being bailed out, they are taken under by nationalization (socialist if one side wins, capitalist restructuring if the other). Everyone who thinks what is happening now is what will happen always should take a step back and ask themselves what is right and what is wrong, because if they are choosing what to say and how to behave based on who is in power today, they might find themselves having to answer why they aligned with the enemy regime. This goes for all the media and tech companies opting for censorship of one side of the political debate too. It goes for companies violating privacy rights, coming dangerously close (investigations will happen) to election interference. There will be penalties for bad behavior in the future, count on that, and many companies are acting in ways which will result in their equity going to zero and land their executives and directors in prison. Uh, That's Not A Conspiracy Theory

What the actual fuck is going on here? You're going to try to tell me that the CDC, NIH and FDA don't know about this? I can suck this data into a database, run 30 seconds of queries against it and instantly identify a wildly-elevated death and hazard rate associated with certain lot numbers when the distribution of those associations should be normal, or at least something close to it, across all the lots produced and used? Then I look to try to find the obvious potential "clean" explanation (the higher death rate lot could have gone into older people) it's simply not there when one looks at all adverse event reports. I have Moderna lots with the same average age of persons who died but ten times times the number of associated deaths.

Then I look at reported date of death and.... its reasonably close to a normal distribution. So no, it wasn't all those old people getting killed at once in the first month. So much for that attempted explanation.

Oh if you're interested the nastiest lot was literally everywhere in terms of states reporting adverse events against it; no, they didn't concentrate them in one state or region either.

The outcome distribution isn't "sort of close" when most of the lots have a single-digit number of associated deaths.

Isn't it also interesting that when one removes the "dead" flag the same sort of correlation shows up? That is, there are plenty of lots with nearly nothing reported against them. For Moderna within the first page of results (~85 lots) there is more than a three times difference in total adverse events. The worst lot, 039K20A with 87 deaths, is not only worst for deaths; it also has more than 4,000 total adverse event reports against it. For context if you drill down a couple hundred entries in that report the number of total adverse events against another lot, 025C21A number 417 with five deaths.

Are you really going to try to tell me that a mass-produced and distributed jab has a roughly ten times adverse event rate between two lots and seventeen times the death rate between the same two, you can't explain it by "older people getting one lot and not the other" and this is not a screaming indication that something that cannot be explained as random chance has occurred?

Here, in pictures, since some of you need to be hit upside the head with a fucking railroad tie before you wake up:

These are different companies!

Want even worse news?

JANSSEN, which is an entirely different technology, has the same curve.

What do we have here folks?

...Something is very wrong here folks and the people running VAERS either aren't looking on purpose, know damn well its happening and are saying nothing about it on purpose -- never mind segregating the data in such a fashion that casual perusal of their downloads won't find it -- or saw it immediately and suppressed reporting on purpose.

If these firms were not immune from civil and even criminal prosecution as a result of what Biden and Trump did the plaintiff's bar would have been crawling up assholes months ago.

This ought to be rammed up every politician's ass along with every single person at the CDC, NIH and FDA. They know this is going on; it took me minutes to analyze and find this.

What the HELL is going on here?

THESE SHOTS MUST BE WITHDRAWN NOW until what has happened is fully explained and, if applicable, accountability is obtained for those injured or killed as a result. If embargoing of reports is proved, and its entirely possible that is the case, everyone involved must go to prison now and the entire program must be permanently scrapped.

More at the link.

HIV Drugs Used to Fight Coronoavirus

UAE: Doctors 'cure' coronavirus patient using HIV wonder drugs

Three Beijing hospitals began administering lopinavir/itonavir – two antiretroviral drugs used in combination to treat HIV – to patients suffering from the coronavirus, according to a statement published by Chinese media.

The drugs work by blocking HIV's ability to reproduce by binding to healthy cells.

The medication was used to “substantial clinical benefit” on patients suffering from Sars, another coronavirus which swept through China in 2002 and 2003.

AbbVie (ABBV) makes a version of these drugs, but stock price hasn't moved much yet.

WSJ: U.S. Drugmakers Ship Therapies to China, Seeking to Treat CoronavirusAbbVie, JNJ, Gilead are the companies named.

January Fund Performance

Here's the January performance of my Marketocracy funds. The orange line is my fund, the purple line is the M100, the Marketocracy mutual fund, green is the S&P 500 Index, brown is the DJIA, and blue is the Nasdaq.

First up is my short fund. I've loaded up on financials, newspapers and solar. A surprise winner was FXP. The double short China fund from ProShares, even though the Chinese market has fallen, the inverse ETF went down as well. It's easy to make money shorting in this market though, and if you look at the chart since inception, the performance was bad during the bull market.












Next is my Entertainment fund, which is mostly consumer discretionary. I haven't traded this hardly at all in the past year. A chart from inception shows the gains from holding Marvel Comics (MVL) was slowly bled away over time. Now that this is one of the worst sectors in the market, the fund continues to underperform. Also, I haven't sold losers, with several holdings down 80- and even 90-plus percent.












Here's my Software Security fund. The turnover in this fund has never been much due to the limitation of the sector. Even then, I've had to branch into Indian outsourcing, Chinese gaming, and defense contractors.












Next is the Pharma & Dogs. I've maintained the pharmaceutical allocation, with about 50% in healthcare. My Dow stocks aren't Dogs though, I have Caterpillar and Johnson & Johnson. One holding that delivered big gains is Tesoro (TSO), which I have in several funds. It's up 127% since purchase on December 5.












This is my high-yield fund. This portfolio also has Tesoro, which is up almost 100%. It yields 2.3% now, but was over 4% at the time of purchase. The biggest loser in the portfolio is HTE, down 44% and yielding 33% (although I don't expect that to last).












Next up is the Green Dragon. If I read about a stock in someplace such as Barron's and I think it looks good, I'll add it to this fund. Thus, this is my "gut check" fund. Little portfolio management. At the moment, over 50% of the fund is in U.S. dollars (cash) and Japanese yen (FXY).












This is my Best of Funds. It has also performed the best of all my long funds. I trade this fund heavily (turnover was 31% in January) because I move in and out of double short stock and commodity funds.












Finally, the fund that fits with this blog's title, the China fund. Over 60% of the fund is defensively positioned in currency positions and gold. The largest Chinese equity position is currently Netease (NTES). The fund lost 4.06% last month, compared to more than 13% for iShares FTSE/Xinhua China 25 (FXI).