Wednesday, January 18, 2023

Investors -- January 18, 2023

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.    

mRNA: Moderna, surging today; up $14/share; up 7%

  • news yesterday: Moderna's mRNA RSV (not Covid-19) vaccine 84% effective
    • seasonal flu: maybe 45% effective; continues to be debated;
  • vaccinated folks are still better protected than folks relying on natural immunity; interesting.
  • if one thinks about that, one would understand why that makes sense
    • it's so obvious, it's like a light going on/off when it actually comes to you
    • think Prevnar 20 for "pneumococcal" illness 
      • why is Prevnar 20 so well accepted vs natural immunity?
      • "no one" argues that it's better to deter pneumococcal pneumonia by avoiding vaccination against pneumococcus and relying on natural immunity;

Covid-19:

Inflation:

  • December, PPI numbers out:
  • inflation numbers slightly better than expected:
  • November, PPI, also revised; better number
  • Dow moved up nicely when numbers released; but then fell into the red very quickly; then back to where were, green, Dow up 53 points;
  • December retail sales came in almost as expected; forecast down 1%; actual, 1.1%

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