Avid Bioservices Inc (CDMO)

[shipbuilder]

Stocks are in the nose bleed zone. Not pphm but still. Dollar is strong, it's messing with exports, so let's reel in the market a bit, gently delay interest rates enough to ease the downturn, and weaken the dollar. Two places in the market I see where a lot of money can still be made on the long side: gold and oil. Strengthening gold also helps to suppress the dollar and will help drive oil prices up again around summertime. Nothing else left to weaken the dollar against but gold. I'm long miners, tankers for feb. and paradigm shifting undervalued immunotherapies for as long as it takes. Go PPHM!