Auto from mac asahi - Tue 25 Nov 2025 09:00:59 AM EST

3 files changed, 36 insertions, 1 deletions

diff --git a/Finance/Tickers/CRMD.md b/Finance/Tickers/CRMD.md
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+# CorMedix inc. - NASDAQ:CRMD 
+
+Story parrallel to suganmadex introduction 
+
+Taurolock & Taurolidine 
+
+Solving CRBST (catherer blood stream infection)
+
+CRMD instead of using Citrate develloped their own solution.
+Pairing Taurolidine with heparin making DefenCath 
+DefenCath FDA approved in Nov 2023 
+Target: Hospitals & dyalisis clinics 
+
+Total Market potential more or less ~170,000 patient 
+now around ~3000 patient 
+already signed contracts for 70% TAM (?) 
+
+looking at end 2027$ 
+
+~250$ per vial 
+CRBST cost around 63,000$ per case, nothing compared to 250$ 
+
+NTAP end Nov 2026 
diff --git a/Finance/Tickers/index.md b/Finance/Tickers/index.md
index e1419a2..6d63531 100644
--- a/Finance/Tickers/index.md
+++ b/Finance/Tickers/index.md
@@ -26,6 +26,8 @@
 
 [[CRDO]]
 
+[[CRMD]]
+
 [[CSV]]
 
 [[CSX]]
diff --git a/Finance/index.md b/Finance/index.md
index f584e72..9ca3e56 100644
--- a/Finance/index.md
+++ b/Finance/index.md
@@ -6,7 +6,10 @@
 [[Effect of GLP-1's on investment landscape]]
 
 # Dynamics and logic
+ISM price paid leads inflation
 
+Fed rate below inflation fuels growth (how?, easieer to finance yourself?)
+Fed rate above inflation put downward pressure on growth
 
 probability = succesful outcomes / total outcomes
 
@@ -26,7 +29,12 @@ If started positon half of max position can cut stp loss by half
 
 Start by analysing Volatility ATR of the stock to set initial hard stp loss and soft target
 
+Jolts vs ADp vs NFP
+more jobs = more consomption
+every one who as a job is constently spending $ every M to fund their lifestyle
+one person income is one person consomption
 
+Labour mkt and consumer spending is both sides of the same coin
 
 Positive correlation between Nominal GDP growth rate & Nominal interest rates
 
@@ -40,7 +48,10 @@ then assume the growth of the total TAM fo the business lets say 3%
 8% growth is now the baseline, where you get the multiples, multiples the company should trade at
 8% * 2 = 16 should be at 16x times multiples
 
+When the price of money, interest rates, on Nominal and Real bais above or below where Nominal growth is, the surplus is one of the main driver of liquidity.
+ex: If inflation running at 3% and Interest rates below that lvl or you have nominal growth at 5% and Nominal Rates below that level then that create more money in the system because comp[anies are operating on a nominal basis. They can finance themselves cheaper.
 
+In past Dollar was backed by gold. Today secured by financial assets. Most important Financial assets are treasuries. Treasuries are secured by gov revenue. Gov revenues = Tax receipt.
 
 # COSTLY ERROR
 WTF WHY ARE THE CHART & BID NOT THE SAME AS MARKET PRICE IN ACCOUNT TAB ???
@@ -153,4 +164,3 @@ What not to do in EM
 
 
 https://www.wallstreetoasis.com/files/DEUTSCHEBANK-AGUIDETOTHEOIL%EF%BC%86GASINDUSTRY-130125.pdf
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