Luther Wolf

[Luther Wolf @AJ_Schaefer85]

@AndyTFE I am going to be in SF in September and want to get a morning round in somewhere. What public course would you recommend?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 @OldMan23951672 @polaris97 @biotechfan20 Mike, unless there is something major that we don’t know, it seems like this is the most undervalued the stock has been. Still waiting for more large orders, plant update, and Thailand financing, but much progress has been made over the last 2 years and we are sitting at $6.

[Luther Wolf @AJ_Schaefer85]

@profplum99 Mike, would love to get some commentary on today's market action in this week's YIGAF

[Luther Wolf @AJ_Schaefer85]

@profplum99 People are in often in a hurry and more on edge in an airport, which leads them to go with the known entity out of comfort. This is an added barrier for CafeX to get first time users in an airport setting.

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 Any opinion on Hantavirus cases and potential for wider spread? Sounds like it's low probability, but would appreciate your take.

[Luther Wolf @AJ_Schaefer85]

@fried_egg_golf A few off the top of my head

1) Ernie 6 putt
2) Louis dub eagle
10) Bubba hook wedge in playoff
12) Speith dunks it in water
13) Phil from right trees onto green…Rory wedge in creek
15) Rory to 5 ft
16) Tiger chip in
18) Phil putt to win first masters…jacks putt to win 86

[Luther Wolf @AJ_Schaefer85]

@KylePorterNS Top contenders: Aberg, Fleetwood, and Rose. The first two would be immediately elevated and Rose would put a punctuation on HF career.

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 Specific sectors or everything? What is driver?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 You didn’t seem bearish in the Hedgeye interview last month. Has anything changed over the past couple of weeks?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 Haven't heard your thoughts on markets in a public forum lately. Heading on Hedgeye or any other platform soon? Curious to get you take on market conditions, govt/Fed policy, your 6-12 mo outlook, and of course PCT.

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 What is your take on the Tylenol / autism link. Is this the crusade you spoke of a few months ago that was not rooted in science?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 I am in biotech/pharma adjacent industry. Do you have a view on when biotech will attract capital again and being its recovery? It seems like the clearing process (BKs) is still underway and we are still searching for a bottom. What else needs to happen?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 What is your outlook on UNH? Sounds like you think it has lots of issues to resolve, but PINK relative holdings has gone up a bit in the past month, which tells me you like it at the current price?

[Luther Wolf @AJ_Schaefer85]

@TaraBull808 Looks like a roll up garage door

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 @PaulHaberek @biancoresearch When you put all these ingredients in a bottle and shake them up are you still as bearish on equities as you were in January? Do you think change to banking regulation to increase BS capacity will make any dent on long end?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 @jdanielcook @voxtexian @DiMartinoBooth Can you elaborate a little bit? I thought the treasury had exhausted the liquidity from borrowing on the short end of the curve and TGA?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 Mike, what sector/basket of equities do you think declines the most from here?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 So US prevails, but lots of pain
in short run. Does prevails mean we break them down and then attempt to re-industrialize?

[Luther Wolf @AJ_Schaefer85]

@Mike_Taylor1972 @The_Huntsman23 Mike, do you expect the 10 yr to come back down after this settles, or did we see the bottom on Friday?