Eden

Biotech Portfolio Manager, Options Strategist, Indie Films & Philosophy ~You cannot have truth in a way you catch it, but that it catches you ~ Kierkegaard

[BiotechTV @BiotechTV]

𝐄𝐇𝐀 𝟐𝟎𝟐𝟔: After presenting early in vivo CAR-T data showing promising results in 6 patients at #EHA2026, @LegendBiotech CEO Ying Huang discusses the future of these types of treatments. $LEGN

Watch the full interview: https://t.co/amNdj9rwnr

[Eden @EdenRahim]

@1nvestorGadget I remember high school fondly listening to the Jays playing the Angels in Anaheim and its 10.30 pm EST and Ryan struck out 19 Jays. He is gracious when I chatted with him. His mechanics are flawless and super human. Watch Facing Nolan doc on Netflix.

[Eden @EdenRahim]

The 10-day Equity Put-to-Call ratio at 0.46 has Phase Transitioned to a state last seen 5 years ago during the Meme Stock mania. Were already seeing rotation to more defensive healthcare today.

$SPY $QQQ $SMH $XLK $XLV $IBB $XBI

[BioCentury @BioCentury]

Legend’s ex vivo design expertise underpins in vivo CAR T efficacy. In conversation with BioCentury's Lauren Martz, CEO Ying Huang discusses Legend's first-in-human in vivo CAR T results. https://t.co/yT35b1s8XX

[Eden @EdenRahim]

At 92 and 82, the ‘My Dinner with Andre’ Men Are Somehow at the Peak of Their Careers https://t.co/UJ8ajSSzwz via @IndieWire

[Eden @EdenRahim]

The upper channel of the #SPX post-GFC 2009-2026 Bull market runs through 8,000. The 2018, 2020 & 2026 peaks topped at the lower channel where the SPX has returned to.

[Super 70s Sports @Super70sSports]

Today in 1991, 44-year-old Nolan Ryan fires his 7th career no-hitter. With over 5000 career innings pitched on his odometer, the Express strikes out 16 Blue Jays including Hall of Famer Roberto Alomar to end it.

[Patrick OShaughnessy @patrick_oshag]

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time.

He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha.

He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life."

He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett.

But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them.

Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does.

Enjoy!

Timestamps:
0:00 Intro
1:00 The Kindest Thing
13:19 Trading vs. Investing
17:33 Lessons from Warren Buffet
22:24 The Existential Risks of AI
29:54 The Nature of Trading
31:46 Bitcoin
35:55 Bubbles
42:08 A Day in the Life of PTJ
46:00 Information Overload
47:07 Passion for Markets
50:49 The Robin Hood Foundation
54:18 The Workless World
56:03 Journalism
1:00:00 Principal Components of a Great Life
1:05:06 Kill Them With Kindness

[Eden @EdenRahim]

The 2026 #alzheimers disease facts and figures 146 page report pdf link.
https://t.co/gSxfrxOynJ

[Alzheimer's Association @alzassociation]

These numbers underscore the importance of taking charge of our brain health today — no matter our age — to reduce our risk of cognitive decline, Alzheimer’s and other dementia.

Share the facts: https://t.co/NwLeITCGT3.

[Eden @EdenRahim]

@Roman_Baber @RosieBarton In what type of country does the media make excuses for the schemes of the governing party and take aim at the opposition party?

[Ezra Levant 🍁🚛 @ezralevant]

Hang on, you're getting a democracy award?

You imposed martial law on Canada because peaceful truckers were honking their horns at you.

You threw your critics in prison and seized their bank accounts without legal process.

Four judges in a row called it illegal, you crook.

[Eden @EdenRahim]

@saskatchewan_in Melanie, brilliantly eloquent. Disarming in your tone, undressing their subversive and disingenuous schemes, dishonest in the spirit of democracy. But such tactics are completely consistent with Mark Carnage, going back to his days at the BoC.

[Melanie In Saskatchewan @saskatchewan_in]

Majority By Override

(Five floor crossers gave Carney power Canadians never did. Now every failure lands squarely on him.)

Dear Carney Liberals,

Congratulations. Not for winning Canadians over. That part is still very much in dispute. No, congratulations on finding a way around them.

Canadians voted. They chose parties, platforms, and direction. They sent MPs to Ottawa to carry that forward. That was the deal. And then you broke it.

Five MPs, elected under one banner, crossed the floor and handed you the seats you could not win. Not after a new vote. Not after asking their constituents.

After.

The ballots were cast. The outcome was clear. You changed it anyway.
That is not a majority.
That is a retrofit.

And let’s be clear. Not ONE Canadian believes those five MPs had a sudden divine, moral epiphany and discovered Liberalism as the only righteous path. Anyone that says they do is lying.

No one believes that. Not in those ridings. Not anywhere.
That story isn’t just weak.
It’s insulting.

It takes a very specific kind of smug, insulated elitism to assume Canadians are dumb enough to accept it.

This wasn’t principle.
This was convenience.

Which brings us to the problem you created. What is the value of a vote if it can be nullified after the fact by the person elected to respect it?

You vote for Party A. Your MP defects to Party B. Your riding is now represented by the opposite of what you chose. No say. No recall. No consequence. Just a press conference and a new seat.

That is what you are calling a mandate.

You didn’t just gain five seats. You overrode five electorates. You replaced voter intent with political utility.

And now you have your majority. The one Canadians did not give you. Which means you now hold full legislative power without ever securing full public support.

So let’s drop the script.
You did not do this for routine governance. You know it. We know it.
You did it because you intend to use it.

Majorities exist to pass what would otherwise fail. That means what is coming cannot survive scrutiny, amendment, or resistance.

You didn’t assemble this to cooperate.
You assembled it to override.
And here is where your problem starts.

You didn’t just take power.
You took ownership of everything that follows.

Every decision is now yours. Every failure. Every misstep. There is no minority gridlock to hide behind. No opposition to blame. No excuses left.

You asked for full control.
Now you carry full weight.
That includes your own benches. Loyal backbenchers, sidelined while political imports take space and influence. That kind of resentment doesn’t disappear.

It waits. Sometimes very, very patiently.

And then there is the scrutiny. The kind that sharpens the moment you no longer need permission to act.

Every contradiction lands harder. Every ethical lapse lingers longer. Every double standard gets harder to explain.

Flying on taxpayer dollars while preaching restraint. Expanding spending while telling Canadians to tighten their belts. Selling sacrifice while living untouched by it.

Those gaps don’t close.
They widen.
Just ask the last Liberal government how long that holds.

It doesn��t.

Because the more power you take, the harder it is to carry without dropping something. And when things start to drop, they don’t fall one at a time.

They cascade.
And that is what you’ve set in motion.

You bypassed voters to get here. You concentrated power to stay here.
Now you get to absorb what comes next.

Because you can fool some of the people some of the time.
But not half the country forever.

Sincerely,

Melanie in Saskatchewan
And the voters you overruled.

👇🏻
https://t.co/cnHUYy1zA2?

👇🏻
https://t.co/UWfSttmG6C

[Eden @EdenRahim]

CARVYKTI $597 mil vs $582 consensus, remains the leading BCMA by a country mile, and has tripled in 2 years. $LEGN

[Madeleine Armstrong @ByMadeleineA]

$JNJ sales of Carvykti vs Tecvayli vs Talvey. Carvykti still well ahead

[Eden @EdenRahim]

How Kierkegaard’s philosophy influenced Niels Bohr’s physics. In his new book, “On the Equality of All Things: Physics and Philosophy,” the celebrated theoretical physicist Carlo Rovelli offers some tantalizing passages on how the ideas of Niels Bohr, a leading pioneer of quantum science, were likely influenced by a most unlikely source: the Christian existentialist philosopher Søren #Kierkegaard ". @GordonMarino https://t.co/MWsxvVO7sH https://t.co/HNDYnhBHJC

[Eden @EdenRahim]

Exactly a year ago, it was the culmination of multidecade carnage in #biotech . An update to the indicators posted then suggests that beneath the tape bios have endured a typical bull phase oversold condition.
1. Pct of bios above there 50-dma got to 20% then reversed up. At the abyss a year ago it got to 1%.
2. Pct above 200-dma pulled back 30 pts from 70% to 40% then exploded back up. A year ago it was 7%.
3. Pct within 5% of a 1-yr high peaked in Nov above 25%, then made progressively lower highs, sinking to 3% a week ago before impulsive reversal up to 16% over the past few days.
4. It was so dystopian a year ago that the pct within 5% of a 1-yr low only rose to 15% in this correction. A year ago it hit an otherworldly 60%.

All in, sector remains healthy, sentiment is ambivalent, unlike a year ago when good news was bad news; and bad news was a trainwreck.

[Eden @EdenRahim]

Despite significant #biotech outperformance & relative strength vs $QQQ , the 1-week & 1-month average daily Put-to-Call ratios of $IBB & $XBI remain elevated & sentiment cautious.
Out of 50 Index & Sector ETFs monitored, $XBI is 5th highest as traders fade biotech's persistent strength rather than embrace it. Wall-of-worry persists. No crowding here yet.

[Eden @EdenRahim]

Despite significant #biotech outperformance & relative strength vs $QQQ , the 1-week & 1-month average daily Put-to-Call ratios of $IBB & $XBI remain elevated & sentiment cautious.
Out of 50 Index & Sector ETFs monitored, $XBI is 5th highest as traders fade biotech's persistent strength rather than embrace it. Wall-of-worry persists. No crowding here yet.

[Eden @EdenRahim]

Pretty incredible 28-to-1 Upside/Downside breadth in the $XBI today. Will have to check my 34 years of data to find how many, if ever, there has been such sustain upside breadth thrust to the close.