Archive | October, 2017

Risks Rising for Rally: Political Rhetoric Tempers Bulls

Risks Rising for Healthcare Sector As Harsh Political Rhetoric Returns Trump returns to drug pricing attacks. Healthcare sector lags. Opioid crisis blames drug distribution companies for easy access. Sector on hold awaiting Q3 earnings: XLV down 0.44% today near its 52 week high. The early rally in biotech and drug stocks reversed on the 10 […]

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Small Cap Biotech Stocks Soar: How Long Will Rotation Last?

Speculation in Small Cap Biotech Picks Up-A Boon for Diligent Traders ETF Buying Is Driving All Small Cap and MicroCap Stocks Higher A Healthy Small Cap Rotation for Now: Reflation Trade ? Biotech stocks are rallying ahead of the expected strong seasonality in the November-January time frame. A rotation into smaller caps is leading the […]

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Rayno Biopharmaceuticals Portfolio Performance 9/30/17 YTD

Rayno Biopharmaceuticals Portfolio: Performance 9/30/17 YTD Objective: Develop a medium term biotech portfolio that assumes a bull market  for 2017 with positions in two core  ETFs, large cap dividend plays and speculative picks in breakthrough technologies: CAR-T and pharmacogenomics. Most positions were added in 2016 but XBI was added in January 2017. Top winners:  BLUE […]

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