Archive | May, 2009

Reflation trade picks up after Auction

Auction Goes Well The Treasury sold $35 B of 5 Year Bonds at 2.32% higher than the last auction of 2.19% so analysts felt this was a good sign because it was the second strong auction in a row after yesterday’s 2 Year auction. Foreign investors now own more than half of the $6.35T Treasuries […]

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Perfect Storm of Financial Distress from BIO

BIOblog for GEN BIO Super Session Weathering the Perfect Storm of Financial Distress Rod Raynovich 5/20/09 At the end of this session someone in the audience asked, ”You described the Perfect Storm but didn’t tell us how to weather it?” Vaughn Kailian answered, ”Wrap yourself in cash.” But 135 public companies have less than one […]

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Update on Biomarkers From BIO Conf

BIOblog for GEN Update on Biomarkers Rod Raynovich 5/19/09 In the October 1 issue of GEN I wrote a review of the impact of genomics in diagnostics and the potential of “companion diagnostics” or the synergy of diagnostics with therapeutics. Biomarkers will continue to be a hot topic. [pg] Recent scientific developments in genomics and […]

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Reflation trade kicks up

The reflation trade picked up the MO today with big winners among commodity and precious metal stocks. Dollar weakness,10 year treasuries hitting 3.2%, and China’s appetite for raw materials and energy are drawing investors to copper,silver,titanium and energy raw materials. Coal has been on a tear. Risk appetite has boosted the Euro and other currencies; […]

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