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Tinka Resources Production Moving Forward at Ayawilca (TSXV:TK) (OTCMKTS:TKRFF)
Is it wiser to hedge downside risk with put options on an ETF, or Leveraged ETF, of the same index?
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I do institutional sales for a very large AM and private debt is a core focus, particularly direct lending and infrastructure debt. Most of the conversations I have are with sophisticated investors, typically insurance companies, who usually already have an existing exposure as part of their SAA. In my opinion the vast majority of retail investors should stay away from those capabilities, primarily due to liquidity constraints, complex valuation, fees, manager selection, etc. That being said, they do indeed offer attractive returns and are great diversifiers (especially infra debt). Private debt has been hot for quite a while now so you also have to wonder what the future entails for this asset class as a whole. I think manager selection is key in that space, ideally one with a strong track record and bank-originated assets. Given your portfolio size you potentially have enough to dip your toes in private debt, but be very conscious of the risks (refinancing risk, credit stress, etc.). And, in all fairness, I haven't reviewed in detail the link you provided so I can't comment on that.
Phase 1 trials are to make sure that a drug is safe and shows target engagement. Phase 2 trials test efficacy in a controlled setting, and when phase 2 trials fail, it is usually because: * there is insufficient CNS exposure * the target turns out not to be central to the actual disease biology, * they don’t have the right patients. The drug may work for a particular subset of patients, but the trial has been diluted by too many patients who have a different disease biology. Parkinson’s Disease is often called Parkinson’s Disease**s** because there are multiple different points of initial failure which ultimately turns into Parkinson’s. Different genetic mutations, and some might start with lysosomal dysfunction, while others might start with mitochondrial dysfunction. Or maybe neuroinflammation. This is still being researched. * they are measuring the wrong endpoints, * they don’t have the timing right (i.e., trial not long enough to show efficacy, or the initial benefits don’t sustain for the length of the trial). * the biomarkers move, but they don’t translate to clinical benefits Gain’s 1b trial, along with the extension, gives them a lot of valuable information which goes a long way towards derisking the phase 2. Many phase 1 trials do not go nearly as far as Gain went since the 1b measured many biomarkers, along with clinical symptoms. This is unusual. The first major hurdle towards proving efficacy was reducing GluSph, since it is both a direct measure of lysosomal dysfunction and also a driver of further dysfunction and cellular stress. By reducing it in such a short time period (90 days) means not only that there was sufficient CNS exposure. It also strongly suggests that the lysosme has regained lost functionality and that the cellular stress burden has been reduced. And based on what we know about Gaucher’s disease, this GluSph reduction is a central marker for disease control, and the parallel lysosomal recovery is the key driver for disease-modification. So the most important biomarker for efficacy is already there. And the UPDRS score improvements that they’ve already released suddenly look more credible. We should know more about further scores and biomarkers shortly, but it follows that if GluSph was reduced so thoroughly in such a short time, other important biomarkers which take longer to affect should show signs of improvement even by 90 days, and if there is broad biomarker improvement, this reliably predicts clinical improvements since they are so well-correlated. The other big advantage of the data they know have is that they can use that to inform the phase 2 set-up. They’ve already narrowed the focus for their phase 2, tightening inclusionary and exclusionary criteria for enrolling patients, and they can further adjust as data comes in from the extension. Same with outcome measures. [Here is their current phase 2 registration](https://clinicaltrials.gov/study/NCT07280299?tab=table) (which can be updated). One inclusionary criteria that stands out is “Positive SAA in CSF at Baseline” and another exclusionary criteria is “PD-associated LRRK2 pathogenic variant or other PD-associated genetic mutations other than GBA1.” They now know that GT-02287 is more likely to move the needle from a biomarker perspective by screening this way, so this increases the likelihood of success. So to answer your question, based on what we now know, I think the chances for success in phase 2 are high. And if we get more biomarkers (like Complex I, Miro1, aggregated a-Syn, NFL) that are beginning to show improvements, and if the UPDRS scores that are not worsening-- and I think Gain will show this data between the KOL and the AD/PD conference in March-- then I think the chances for phase 2 success will be extremely high.
Career advice - I also work at a Tier 1 asset manager but work with clients on portfolio construction (SAA/TAA development, portfolio optimization, risk modelling of asset classes and portfolios) and worked previously with covering ETFs. I am trying to get to the research or investment side of the business. I have a recently published paper on stat arb that I will use as a personal market material. But I am curious on your thoughts in getting into an investment team/research role/'touching the money' when you are on the outside looking in at a big firm? Am I f'd since I didn't start in one of these teams? What would a senior team member look for in someone trying to break in?
MM algos in a nutshell: [https://www.youtube.com/watch?v=kTROMPq1SAA](https://www.youtube.com/watch?v=kTROMPq1SAA)
SAA is still respectable thing to have, doesnt mean Azure is no longer an option. i dont understand the "loss"
Signed up weeks ago to take the AWS SAA exam. Shoulda went with Azure. 🤦🏾♂️
Just a reminder that LGBTQQIP2SAA is now just LG. Do what you want with this info.
Terminator 1: https://youtu.be/kTROMPq1SAA?si=CDxnvgPpTG3Ksb08
Whatever you do, don't make SAA decisions based on trailing 5 years which is anything would tell you the inverse of what you want.
What’s your long term SAA look like? What assets did you come out of and where are you going to end up? If you plan to buy equities in 3 weeks then why not buy them now even if you have to sell them to transition over?
Is the certified SAA worth anything?
I have been getting great returns from SAA last couple months
2x leveraged ETFS like QLD and SAA are more sensible than 3x
I invested in SAA (leveraged small cap ETF) and I am up big.
Dear Community, I'd like to build a portfolio with the ProShares ETF SAA Ultra SmallCap600. As a European/German private investor, what possibilities do I have to buy this ETF, since, due to those extremely annoying EU regulations, I can't at my usual German online brokers? I'd appreciate your help on this. Best, Alexander
First at all, you have to Understand that **ACTIVE INVESTING** is *More Risky* than **PASSIVE INVESINTG.** **Active Investing (MAA & TAA):** Buy & Sell Stocks every Month or every Quarter (*Rebalancing ur Portfolio*) always implies more RISK. An if you gonna use Leverage, like in Options, this will add ALOT MORE RISK (*u will have more Realized losses if goes wrong*) to your Portfolio **Passive Investing (SAA):** Buy & Hold Good Business (*Stocks*) through more than 1 **Business Cycle** (*4 to 8 years*) wil give you more Profitability than any Active Investing strategy. PATIENCE PAY MORE in the Long-Term. ​ So you can combine PASSIVE INVESTING with ACTIVE INVESTING, understanding that **Asset Allocation** will be your "**Main tool"** to confronts the **Systematic Risk** (*Market Risk*📉) **Example Idea:** *Is not an Advice, you have to do your own DD* ​ * You can do a **SAA Portfolio** of **Value Stocks** (*Blue Ships, x example*) with Good Dividend Yield Payment, in this Portfolio you can have a **Monthly Fix Income** (*Div. Payment*) if you Pick a Good Stocks (*Good Fundamentals: Earnings, EPS, Div. Payment Growing*) * You can use this **Dividend Fix Income** to try to Enhance your RETURNS with Options, by an ACTIVE INVESTING STRATEGY (*MAA & TAA*) on them [THE ACTIVE INVESTING FUNDS, MOST OF THEM UNDERPERFORM THE BENCHMARK (SPX)](https://www.spglobal.com/spdji/en/research-insights/spiva/) And this People are Professionals. *Passive Investing in the Long-Term is always more Profitable. But dont Missunderstood here, this have Risk, Stocks always have Risk. This why is IMPORTANT have a good Wealth Invesment Plan, by understand concepts like Diversification = is not buy everything! xD* Cya, mate. https://preview.redd.it/6bkgzc4ihvdb1.jpeg?width=871&format=pjpg&auto=webp&s=ec97f3d2977c6e4b2e04edd50f53738ae83d1dde
Ohhh you're a moderator, so even less of a life than someone who actually banned 🤣🤣💀 you got that one right I was wrong, but yeah definitely go and reread your own rules bc my post was very clearly covered 🤷 which is why I have a helpful comment that you(once again breaking yet another rule, weird ass fucking mod) that you're taking my attention away from by being the literal most immature being I've ever had the misfortune of having to deal with and I spent a lot of time teaching CHILDREN swimming. Learn how to behave like an adult or find yourself some kind of AA, GA, SAA whatever it is thats causing this much stress that you cant even remember your own rules or to have common courtesy. Or what's probably best would be getting your virgin ass outta your momma's basement and getting laid, fixed my toxic masculinity when I was 13 might do the trick for you too
A little different perspective. She is from UK sensing there is a recession that *we expect later this year, you can start building equity portfolios, the risky part of your portfolios, already. Currently, we prefer* ***emerging markets*** *over developed markets over the tactical horizon, but over the longer term, we prefer developed-market equities. We’re already overweight developed-market equities. The TAA \[tactical asset allocation\] is 6 to 12 months. The SAA \[strategic asset allocation\] officially is 5 to 10 years. That’s the definition as we think about constructing portfolios.*
America, home of the LGBTQQIP2+SAA
What do you say to people who don’t care about the LGBTQQIP2SAA community? It seems you just can’t win with bigots
Please get with the times people. LGBTQIA is out of date. It’s now LGBTQQIP2SAA. For any bigots out there, I googled it for you. LGBTQQIP2SAA. The term stands for lesbian, gay, bisexual, transgender, queer, questioning, intersex, pansexual, two-spirit, asexual, and ally. “P” stands for pansexual: A term that describes a person who may have a physical, emotional, or romantic attraction to people of any gender.
Glock and Colt, but 90% because I inherited an absurd Colt SAA with a 7.5" barrel. It's just fucking cool.
Idk I can’t keep up with all the LGBTQQIP2SAA RGB LCBO LQDT acroynyms anymore
What about the latest LGBTQQIP2SAA issue? I am outraged that you say “bitch” with such a misogynist tone. Literally shaking.
I followed the Syrian war since like 2014, and I've been catching plenth of videos of Ukraine as well, I have a good understanding of the tactics they employ. A lot of the civilians being shot or shot at are done by the Ukrainian side, not just evidenced by video analysis, but also from testimonials from civilians themselves. This isn't to say the Russians haven't accidentally shot at civilians, but as a rule the only time they do shoot at apartments is when the AFU or various militias are using them as sniper nests. Those reports you heard about Russians shooting schools was because the Azov Battalion holed up in a gymnasium, and some dumbass posted a photo on social media, causing the Russians to target all the closed school gyms in the area... and it appears they got em. There are similar reports of Russians shooting hospitals, but again either it was the Ukrainians using it as a base, or it was the Ukrainians doing the shelling as reported by the victims. It's not just fog of war, there's a disinformation war going on, and it's identical to the shit they were saying in Syria. It was laughable, every 2 days they were claimng the SAA bombed a hospital or some such, by the end of it you'd be left scratching your head how come there's 7943 hospitals operating in the terrorist held areas.
Sorry are you able to expand I am new and do not understand SAA and TAA
> There’s asset classes beyond equities, which any serious PM would use for SAA and TAA to adjust for OP’s personal situation. And, again, why do I need a PM to invest in things beyond equities? > How do you not seem to understand that, if OP is perhaps near retirement, he’s not looking to invest 100% in equities? It seems like you are trying to make the argument that the average person (me?) doesn’t understand investing, and needs a PM to guide their investments. But you’re missing the point, yeah? It turns out investing is dead simple, and you’re not really making a compelling case for paying a PM to do what is, again, dead simple.
There's asset classes beyond equities, which any serious PM would use for SAA and TAA to adjust for OP's personal situation. How do you not seem to understand that, if OP is perhaps near retirement, he's not looking to invest 100% in equities?
SAA or TNA if yield curve control materialises actually?
Obviously they weren't in a 747, what's wrong with you? You think SAA just lets their pilots take 747's out for a spin with their kid at the controls?
A friend of mine's dad is a 747 pilot for SAA and once tested him on an engine-failure-after-takeoff scenario. My friend's answer was "just push the stick down and get it over with in a hurry." His dad did not object to this answer.
The have been in business rescue for a couple of months now and have been grounded due to them locking pilots out since late November. They even tried to blame the Pilots for the company being broke. Dudu Myeni board Members (ANC cadre) was recently charged as a Delinquent Executive for life. SAA technical is now so bad their subsidiary flights are sometimes delayed up to 5hrs and recently one of their planes experienced a cabin decompression incident. 10/10 do not recommend
I really hope Qantas start servicing flights from Perth to Johannesburg. I really don't like having to fly SAA, but its the only direct flight. I've never had problems flying them before (except for the $3300 I spent on cancelled flights earlier in covid times...got flight credit but I think there's a reasonably good chance SAA goes out of business before I can use it), but I always wonder what the maintenance on their reasonably old fleet is like.