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,People mistake Seeking Alpha for a group of wannabe analysts, or amateurs.But it's simply not the case.Some of the most brilliant people in the world share their ideas here, and as such, I think this specific article is not only one of the most underappreciated article on this website, it also speaks to the direction in which Seeking Alpha could go.- Alex Cho, SA's opinion leader in long ideas What article have you written on SA that best exemplifies the depth of your research and your ability to uncover information that is not already in the press/in the price? I'm not sure how "deep" my research was, but I thought this idea was unique compared to most things I had read about how DGIs weight their portfolios.
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,Finally, in 2005, Temodar came out, adding 2.6 months median overall survival to that, bringing the median life expectancy up to 14.6 months from diagnosis.Then there is label extension, beginning with pseudo-progressive GBM patients, then rGBM, and then lesser gliomas, which I think the trial itself will have enough data (in addition to Hospital Exemption open-label data) to garner at least Accelerate Approval for - then on to trials for label extension for other indications entirely.In the US and EU, the addressable glioma market alone would make up for over 60,000 treatments/yr.at $70K/tx (conservative), or $4.2B in sales.
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,Any further delays in the approval of junket licenses by the CRA could also hamper the growth of the overall market.There has been speculation junkets may be prohibited from operating in Singapore by the enforcement of strict licensing requirements aimed at preventing money laundering.The VIP gaming market depends largely on the presence of junket operators, a third party that offers credit and brings high roller gamblers to a casino in return for commission.In the absence of junkets, the casinos' gaming revenues could be constrained as they are unable to hand out infinite credit.However, both Fischer and Hung believe that junkets will eventually get licensed given the very significant business opportunity.
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,Unfortunately, the Fed has the power to lift asset prices to previously unimaginable heights through its policy actions, even if these gains are in total contradiction to the underlying economic realities.This, after all, has been the primary reason why stocks have rallied so sharply from their lows several years ago.If Fed stimulus has brought stocks this far, they likely still have the ability to elevate prices that much further with even more stimulus.An allocation to stocks (NYSEARCA:SPY) is certainly warranted, but should be considered as part of a broader hedged strategy.And an allocation to higher beta positions that stand to benefit most from Fed stimulus such as the S Mid-Cap 400 (NYSEARCA:MDY) and Emerging Markets (NYSEARCA:EEM) such as China (NYSEARCA:FXI) and Brazil (NYSEARCA:EWZ) are warranted.
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,But what is the cause of all this skin cancer? Is it all due to our thinning ozone layer, as most of us commonly believe? Could it be that the chemicals in sunscreens themselves have contributed somehow?When I first heard the theory that sunscreens cause skin cancer, I, like so many, was so indoctrinated in the 'sunscreen as protection' camp that the idea seemed almost heretical.The gentleman who told me about it, however, was a very thoughtful, intelligent and well-read doctor whose word I trusted.He was a curious and voracious reader, and he cited the situation in Australia as evidence and suggested I read further myself (a good sign in my books).
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