Michael Brush Profile Banner
Michael Brush Profile
Michael Brush

@mbrushstocks

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610
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243
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MarketWatch columnist; Cabot Cannabis. Prior: NYT Biz, Economist Group, MSN, Columbia Biz Schl, Hopkins SAIS Italy.🚫 consensus. Stock letter: .

Manhattan
Joined April 2020
Don't wanna be here? Send us removal request.
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@mbrushstocks
Michael Brush
4 years
Subscriber feedback: I’ve been bombarded with subscription offers -- Zack’s, MarketWatch, Barron’s, SeekingAlpha, Cramer and on and on. To me they are a waste of time. Thank you for your clear concise suggestions. Your presentation is simple, to the point and understandable.
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@mbrushstocks
Michael Brush
4 years
@Jkylebass It gets worse. There are 43 million slaves in the world right now and 9 million in Africa. (UN stats) But the priorities are not on them. Why not?
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@mbrushstocks
Michael Brush
4 years
@jsmauro13 @Convertbond @FortniteGame @RobinhoodApp It's funny how 3 million Robinhood accounts with $300 each are supposedly "moving the market/airline stocks." A bear who missed a big rally will always grab at anything to avoid personal responsibility for his/her decision. Always the same story. Not aimed at you personally. : )
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@mbrushstocks
Michael Brush
2 years
@michaelmina_lab My second round of home tests arrived almost instantaneously. Weird. Either they have the supply chain really worked out now, or something else
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@mbrushstocks
Michael Brush
2 years
Cutting Russian banks off Swift “would have an immediate big impact that Russia would quickly mitigate with other messaging vehicles,” Richard Nephew, former U.S. State Dept sanctions official. “It would cause Russians headaches, but its value has been dramatically overstated.”
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@mbrushstocks
Michael Brush
3 years
@AlexBerenson @sciam I remember when coffee was good enough...
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@mbrushstocks
Michael Brush
4 years
"Bad companies are destroyed by crisis. Good companies survive them. Great companies are improved by them." - Andy Grove $INTC
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@mbrushstocks
Michael Brush
2 years
@AlbertBourla @CSIS Is AI responsible for the 4x vaccine price increase, too?
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@mbrushstocks
Michael Brush
3 years
@redditinvestors Worse yet, Sen. Warren is comping your way. You caught her attention. Is that a good thing?
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@mbrushstocks
Michael Brush
10 months
Productivity just bolted as I recently predicted in a column. Nonfarm productivity jumped 3.7% q/q (saar) This is a big deal and few ppl r paying attention. Hidden reason why inflation bears will be wrong. @jrogrow @fundstrat @saxena_puru @dougkass
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@mbrushstocks
Michael Brush
10 months
@fundstrat if you take out the “Nifty 50,” or the S&P 500’s 50 biggest stocks which includes the big performers like $NVDA $META $MSFT $TSLA $APPL the S&P 500 trades at a p/e 15. a standard deviation below the historical average multiple of 18
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@mbrushstocks
Michael Brush
1 month
@InvestRoiss $TSLA is such a buy here. Sentiment is way to negative. This is a great bullish signal.
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@mbrushstocks
Michael Brush
3 years
@jimcramer cites Eisenhower to support his call for the military to administer health care industry products. Actual Eisenhower: Beware of the military-industrial complex. @aarontask @Hedgeye
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@mbrushstocks
Michael Brush
4 months
FERC approves $TELL permit extension. @ira_joseph @GlobalLNGnews @SusanSakmar
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@mbrushstocks
Michael Brush
4 years
@Hipster_Trader How do you make a million dollars? Start with $3 million and invest in Wirecard.
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@mbrushstocks
Michael Brush
2 years
@SenSanders "Now, he's in Saudi Arabia to do business with a country partnering with Russia to damage our economy." Remind me, was Pres. Biden just doing the exact same thing?
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@mbrushstocks
Michael Brush
3 years
@seanrose Takes such a toll on the body and brain. We all know it cooks the liver, contributes to cancer. Dr Amed has looked at > 70k brain scans. Concludes > two drinks a week does brain damage.
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@mbrushstocks
Michael Brush
4 years
@Convertbond Debt is like alcohol. Makes the good times better, and the bad times worse. - Said a Columbia Business School finance professor...(Beim)
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@mbrushstocks
Michael Brush
4 years
@jimcramer There's no source on the data, and no citation of a scientifically valid control group study with statistical analysis supporting your contention. Can you cite those? Thanks!
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@mbrushstocks
Michael Brush
2 years
Them: Natural gas isn't clean enough to count as a climate change fuel. The real world: Pakistan scrapped its tender for LNG on high prices and agreed to secure coal from Afghanistan instead @ira_joseph
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@mbrushstocks
Michael Brush
11 months
@AlderLaneEggs Some shorts make it too easy and obvious to bet against them. (Look for clear signs of desperation, over reach and sloppy logic.) I wrote this before $TSLA went ballistic, in a 2,400% rise.
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@mbrushstocks
Michael Brush
4 years
Dr. Copper, PhD in economics, getting a demotion? Demand will surge, confounding this trusty economic indicator? "Renewable power systems are at least 5x more copper intensive than conventional power." - per Jefferies
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@mbrushstocks
Michael Brush
3 years
How to invest in $VRTX. Buy $ARWR
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@mbrushstocks
Michael Brush
1 year
@AndreaSJames @BillAckman @SVB_Financial @BillAckman is saying they will pull uninsured portion of deposits to put them in money market funds. This makes no sense b/c mm funds are also uninsured. Also, the very same regional banks offer mm funds.
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@mbrushstocks
Michael Brush
10 months
@fundstrat As I point out here, pe's deceptively high because of earnings weakness. This is always the case in slowdowns. The current 21 p/e on the S&P 500 looks high, but multiples were higher during the GFC (28) and the Covid recession sell off (23).
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@mbrushstocks
Michael Brush
4 years
@jimcramer Europe is doing a lot better. They did better testing and contact tracing, and distancing, and took the virus more seriously, per WSJ article today. This is not a political statement since governors on both sides have "managed" this. I am aggressively neutral politically.
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@mbrushstocks
Michael Brush
20 days
If $RILY is such a fraud as shorts allege, why have there been only 8 insider sales since 2010 compared to 144 insider purchases? $2.7 mn in sales vs $140.2 mn in insider purchases? And only 1 sale since 5.22 value $1.2 mn? You'd think they'd be jumping ship like rats.
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@mbrushstocks
Michael Brush
2 years
@EricTopol Very aggressive inflammation, part of the immune system response to Covid, has been causing a lot of long-lasting health issues because of the damage it can do. We are probably not finished understanding this
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@mbrushstocks
Michael Brush
9 months
@AdamSinger Nicotine is vasoconstrictive. I think you can understand the implications for brain health, and overall health.
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@mbrushstocks
Michael Brush
2 months
The trifecta of pain. $ENVX down 4%. $BYON down 4%. $RILY up 5%.
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@mbrushstocks
Michael Brush
2 years
@EricTopol Why no mention of comorbidities like obesity and it's related ailments hypertension, diabetes and cardiovascular disease, all of which worsen the consequences of Covid? Canadian obesity 26.6% US obesity 42.4%
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@mbrushstocks
Michael Brush
2 months
Remember when @JrAbbate posted @MarcumLLP resigned as $RILY auditor? I challenged him for proof, but never saw it. I am still waiting for proof that Marcum resigned (they signed off on the K filed today). Good research is awesome. But lies and distortions? Is that fair play?
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@mbrushstocks
Michael Brush
2 months
My Cabot Cannabis portfolio up 48% YTD. New Cannabis Ventures Index up 29.3%. SPX up 10.66%. Thnx to @todd_harrison @DougKass @Boris_Jordan @stock_mj @donmurphy12a @AdvisorShares @JasonGWild @TheDalesReport @admindotlaw @jesseredmond 4 helping me understand the sector $MSOS $MJ
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@mbrushstocks
Michael Brush
1 month
@wookinasuit The core of the short thesis was that $RILY was "so corrupt" it would never file a K ever again. And they are still trying?
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@mbrushstocks
Michael Brush
4 years
@jimcramer I've been very bullish in my stock letter. August 21, 2019 @ $21: "It's time to be overweight $FSLY. Very overweight." June 25, 2019 @ $17.81: "Tactics: Buy now, as a multiyear hold." Reiterated: October 24, 2019 @ $21 March 18, 2020 @ 14.38 April 22, 2020 @ 23.60 Now $108 I own
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@mbrushstocks
Michael Brush
1 year
@InvestRoiss Cook sold $117mn worth at $2.84 in 2006. $AAPL now up 5,674%. He sold $95.5mn worth at $45.52 2008-12, stock now up 260%. A lot of people do not understand insider analysis. Good luck with your short position.
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@mbrushstocks
Michael Brush
2 months
The $RILY countdown. RILY says it will file its K before April 29. Short thesis is RILY is so corrupt it will never file a K again. A K filing would substantially undermine the bear thesis and probably spark a rally. T minus 20 days, and counting. Better than the eclipse.
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@mbrushstocks
Michael Brush
4 months
How do shorts lose a lot of money. First slowly. Then all at once. $RILY
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@mbrushstocks
Michael Brush
1 year
@JonathanWeil "SVB’s chief financial officer Dan Beck said in an email, 'There are no implications for SVB because, as we said in our Q3 earnings call, we do not intend to sell our HTM [held to maturity] securities.' Sometimes, though, bondholders have to sell in ways unforeseen." Good call
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@mbrushstocks
Michael Brush
3 years
Goldman Sachs today predicts $7 mmBtu JKM in 2021-22 and higher after 2022, citing tighter markets as demand grows and LNG capacity adds slow in the next few years. I wonder what the implications are for your favorite suppliers...
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@mbrushstocks
Michael Brush
1 year
“I have been investing for 80 years—more than one-third of our country’s lifetime. Despite our citizens’ penchant for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America,” - Buffett @jrogrow @saxena_puru
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@mbrushstocks
Michael Brush
4 years
@CNBC Over 50% of people own stocks and even more if you include company and union pension plans. Higher stock prices = companies raise more cash and create more jobs and innovation. Probably, you do benefit, whoever you are.
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@mbrushstocks
Michael Brush
2 months
@wookinasuit $RILY shorts are posting like pez dispensers on crack. But it is not helping them. That's gotta be causing defections and covering. What bullets do they have left... Cover now or cover higher seems to be the $RILY short dilemma.
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@mbrushstocks
Michael Brush
25 days
@Barchart Is this a sign of the top for gold? I suspect it might be.
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@mbrushstocks
Michael Brush
1 month
@michaelmina_lab The virus is learning how to get comfortable in cows. A lot of them. Not a long leap from humans... It's warming up, and taking shots on goal.
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@mbrushstocks
Michael Brush
1 year
@saxena_puru "Getting tired of posting bearish/negative data and charts...." Agreed. You have been getting repetitive. And the market keeps going up. Time for a new game plan..
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@mbrushstocks
Michael Brush
24 days
OLC says U.N. Single Convention on Narcotics doesn't force cannabis into Sched I as long as countries use regs to meet the spirit of the rule Big implications for Europe! @jesseredmond @stock_mj @admindotlaw @JasonGWild @Boris_Jordan @HammanShares @AdvisorShares @todd_harrison
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@mbrushstocks
Michael Brush
2 months
$RILY short squeeze kicking in?
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@mbrushstocks
Michael Brush
3 years
@SpacGuru @chamath @marketsinsider @S3Partners @ihors3 I do not know the veracity of those numbers, but I do know shorts play games all the time and naked shorting happens a lot even though it is supposedly prohibited.
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@mbrushstocks
Michael Brush
1 year
Jamie Dimon predicts recession. Does this even matter? One of my favorite Charlie Munger quotes: "You don't want your banker to be an optimist." @JRogrow
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@mbrushstocks
Michael Brush
2 years
Natural immunity got completely brushed aside by the vaccine propaganda machine. But it's what will save us. Science does the blocking, nature the tackling. I can cite 25 studies proving out natural immunity. Now this... @bradloncar @michaelmina_lab
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@mbrushstocks
Michael Brush
4 years
@michaelmina_lab He’s got a good strategy in mind...The cornerstone of Mina’s approach is the distribution of lots of cheap but effective paper-strip rapid tests that people use at home. If infected, they can self-quarantine to prevent the spread.
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@mbrushstocks
Michael Brush
2 years
White House said Nord Stream 2 is "dead at the bottom of the sea." German Econ Minister Habeck has a different take. NS2 is not going into operation "in the medium term." @ira_joseph
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@mbrushstocks
Michael Brush
2 months
@AspirationsFat Do you have a screenshot of the @JRAbbate post where he stated $RILY auditor resigned? (not true) May be of use some day to @SECGov @FINRA @NasdaqExchange which have an interest in investigating the use of false info to manipulate markets. He was not the only short to post this
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@mbrushstocks
Michael Brush
3 years
@bradloncar $AMRN, can of tuna
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@mbrushstocks
Michael Brush
1 month
@michaelmina_lab Is it possible that attenuated fragments of the virus in milk act as a vaccine, arousing the immune system, since that is exactly how vaccines work? (barring the experimental MRNA type)
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@mbrushstocks
Michael Brush
2 years
@AlexBerenson @JeromeAdamsMD Isn't time to admit that the for profit lean and mean model is a big part of the problem? We've heard "hospitals at capacity" so often in the past few years, it should be obvious to everyone we need more capacity.
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@mbrushstocks
Michael Brush
4 months
$RILY shorts seem to be breaking ranks and scrambling to cover. Ring ring is Marge In? This could be one heck of a short covering rally. Short covering rallies are a phenomenon of nature that are a wonder to watch.
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@mbrushstocks
Michael Brush
2 years
There's a reason you don't go to a doctor for advice on Democracy and Constitutional Law. @michaelmina_lab @emilymicheleL
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@mbrushstocks
Michael Brush
1 year
$NVDA is up 1,300% since I suggested it in February 2017 at $28. Valuation complaints all the way up. @xiipercent @InvestRoiss @Convertbond
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@mbrushstocks
Michael Brush
1 year
Buffett in 2002: "Derivatives are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal." Buffett in 2023: Berkshire posted $22.82 billion loss, stung by $67.9 billion in investment and derivative contract losses @jrogrow
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@mbrushstocks
Michael Brush
9 months
$TRSSF $TER board chair Jason Wild buys his co's stock. Fairly decent size too at $219K. If cannabis really is at a turning point wld be nice to see this verified by more insider buys like this.
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@mbrushstocks
Michael Brush
3 years
@AdamSinger I took the other side of that trade here and in my stock letter. I agree tho it wasn't "easy" but it worked out.
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@mbrushstocks
Michael Brush
3 years
@BrentBeshore Related...
Tweet media one
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@mbrushstocks
Michael Brush
4 years
@Hipster_Trader It's all about buying what everyone is afraid of at the moment. A portfolio of eight public gathering place stocks I suggested in my stock letter on March 17, 2020 was up 70.7% by June 15, compared to 26.3% for the S&P 500 $SPY. My portfolio includes $CHDN $RCL $CCL $PLNT $FUN.
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@mbrushstocks
Michael Brush
1 year
MIT scientists make big breakthrough in Alzheimer’s disease. “Dramatic reductions” in neurodegeneration Therapy targets overactive enzyme CDK5 with a peptide. Early tests conducted on mice.
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@mbrushstocks
Michael Brush
1 month
@stone_maison_ @greggtheegg104 @JrAbbate You mean his prevarication that $RILY "auditor quit" to try to manipulate the stock down with false information, when in fact nothing of the sort happened, was a tip off to credibility? Who'd have thought...
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@mbrushstocks
Michael Brush
3 years
Housing sector outlook. Housing outlook is key to the economy, and these stocks which are mentioned. $FNMA $LEN $PHM $DHI $KBH $FOR $JPM $MDC $TOL $LEN $MAS $AWI $JELD $HHC $PFSI
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@mbrushstocks
Michael Brush
3 years
Goldman Sachs and JPMorgan Chase have stuck to their plans of requiring employees to come back most of the time. But where is rapid testing in all of this? @michaelmina_lab
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@mbrushstocks
Michael Brush
2 months
The results of the independent investigation confirmed that the Company and its executives had no involvement with, or knowledge of, any of the alleged misconduct concerning Mr. Kahn or any of his affiliates. - $RILY
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@mbrushstocks
Michael Brush
3 years
NYT seems more agenda oriented than when I worked there but even discounting for that.. @michaelmina_lab Rapid Covid tests widely available in Britain, France and Germany. But in U.S., they’re not — and shortage may be contributing to the virus spread @DLeonhardt writes.
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@mbrushstocks
Michael Brush
1 year
@Jkylebass @RealVision It cracks me up when people say the yuan is going to replace the dollar. Given the unpredictable nature of leadership there, which can do whatever it wants whenever it wants, what person would ever put a lot of wealth into that currency...
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@mbrushstocks
Michael Brush
4 years
@AVLRON @jsmauro13 @Convertbond @FortniteGame @RobinhoodApp To round out the analogy, what is today's equivalent of internet stocks in 1999?
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@mbrushstocks
Michael Brush
1 year
Short sellers trash $UEC insiders buy the dip. @Convertbond
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@mbrushstocks
Michael Brush
2 years
@michaelmina_lab @ashishkjha Multiply the reported BA.5 numbers by at least 5 to get closer to the real #, due to home testing + pause on free govt testing. But hospitalization and ICU numbers are hard data and they are not yet alarming for the general population, tho terrible for anyone affected of course.
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@mbrushstocks
Michael Brush
4 years
Sanofi $SNY raises $13 billion in the $REGN sale. Implications for the rest of us: This raises the M&A profile of smid-cap biotech as takeover targets. Do you own the right ones? Gene therapy. Cell therapy.
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@mbrushstocks
Michael Brush
4 years
@CNBC And his ex wife has a $50,000 a month Amex card allowance from De Niro. Guess who is paying for it...
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@mbrushstocks
Michael Brush
3 years
Inflation? High prices tend to fix high prices, as they tend to encourage a supply response. Inflationary pressure will be temporary as supply chains untangle, and logistics gradually recuperate. - Art Hogan
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@mbrushstocks
Michael Brush
1 year
At the risk of getting banned, shadow or otherwise, will point out it is not a good day when Europe has to come to the support of free speech in the U.S. But all support welcome
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@mbrushstocks
Michael Brush
4 months
Dear customers of PMs who are short $RILY: You are down 13% in the position YTD. How much more pain do you want to take? Where is your PM's yacht? Where is your yacht?
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@mbrushstocks
Michael Brush
4 years
@AdamSinger Alcohol increases cancer risk, cooks your liver, makes you gain weight and is otherwise terrible for the body. And > 3 drinks a week causes brain damage. (Dr. Amen conclusion after seeing > 70,000 brain scans.) That's all you need to know. If that won't motivate you nothing will.
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@mbrushstocks
Michael Brush
2 months
The $RILY countdown. RILY says it will file its K before April 29. Short thesis is RILY is so corrupt it will never file a K again. A K filing would substantially undermine the bear thesis and probably spark a rally. T minus 19 days, and counting.
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@mbrushstocks
Michael Brush
1 year
@lisaabramowicz1 His clients are way short. They are going to lose big. Just like the last time they listened to him.
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@mbrushstocks
Michael Brush
4 years
By 2022, most households will have as many as 50 Wi-Fi connected devices, more than double the 2017 average: $CSCO VNI. Amazing. Is your stock portfolio positioned for this? Researching a play on this now.
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@mbrushstocks
Michael Brush
3 years
@HedgehogTrader Gold continues to go nowhere. Joey Asset. Stuck in second gear.
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@mbrushstocks
Michael Brush
2 months
What happens if $RILY publishes its 10K before April 29, as it said it would in a filing yesterday? Given that the short thesis here is that it is such a fraud, it will never file a 10K again. And that 76% of the float is short. 4th of July in April short covering rally?
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@mbrushstocks
Michael Brush
3 months
@Tendiezbarron "They've no ammo" I continue to get no response when I ask for some sort of proof or corroboration re: their allegations. I'd love to be the one to break that story, alas... no response from the shorts. $RILY
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@mbrushstocks
Michael Brush
25 days
"Overall, we had a solid quarter from an operating perspective despite the unusual events our firm has experienced over the last several months." - Bryant Riley, $RILY CEO. Maintains dividend. 5.8% yield.
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@mbrushstocks
Michael Brush
2 years
Some little-noticed U.S.-China relations news will be good for U.S. listed China stocks, as the story continues to unfold, including $YUM $BABA and $BGNE. Thanks to @bradloncar for help with this.
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