by Raynovich Rod | Mar 9, 2012 | Macro, Weather//Ski Reports-Western US
All the Models Looking Better for PPT We should see a change by next weekend for one of the worst Sierra seasons in recent times. Mammoth has a good base due to excellent man made snow, but has received only 157 in. of snow season TD compared to an average of 342 in.,...
by Raynovich Rod | Feb 21, 2012 | Biopharmaceuticals, Macro
Have you read the book “Think Fast,Think Slow” by Daniel Kahneman? Well my System 1 (fast, intuitive and emotional) brain sees a lot of red on the screen telling me to take profits. If you want System 2 (slower, more deliberative, more logical) data to...
by Raynovich Rod | Feb 15, 2012 | Biopharmaceuticals, Macro
Market Reversal and a Light Sell-Off Technicals and a market reversal particularly a $20+ drop in AAPL gives us reason to take profits or hedge after a great start to 2012. The S&P is up 7% YTD, NAZ up 12% YTD, and the IBB biotech ETF up 16% YTD near its all...
by Raynovich Rod | Jan 13, 2012 | BIOgraph, Macro
Healthcare: Broad Trends and Business Concepts for 2012 Last year we published an overview of trends for the 2011 JPMorgan Conference. Here is a very brief review from this year’s Conference: The lagging Life Science Tools sector was ignited by new sequencing...
by Raynovich Rod | Dec 14, 2011 | BIOgraph, Biopharmaceuticals, Macro
January Rally on Schedule for Small Cap Biotech Stocks Three Picks we made on December 14: Albany Molecular (AMRI $2.89) Up 16% Astex Pharmaceuticals (ASTX $1.94) Up 19% SeraCare (SRLS $3.00) Up 1.7% Three healthcare conferences in San Francisco next week Jan. 9-13...
by Raynovich Rod | Dec 8, 2011 | BIOgraph, Macro
Rally Hits a Wall at S&P Q4 High of 1265, Down 2% to 1237 You have heard all the compelling reasons to jump into this market: Seasonality is strong from November through May Charts look good Lots of cash on the sidelines, everyone is underinvested Interest rates...
by Raynovich Rod | Nov 30, 2011 | BIOgraph, Macro
Rayno Life Science Portfolios Up 3.4% Two big up days this week were driven primarily by high expectations by Central Bank coordination to cut the cost of emergency dollar funding and news from the People’s Bank of China to cut the reserve ratio.US economic data...
by Raynovich Rod | Nov 7, 2011 | Macro
Volatile schizoid markets- Not a Good Time to Add Positions in the Life Sciences It is very hard to focus on biotech stocks with all the financial distress and chaos in the Eurozone dominating the news. Last week it was Greece today it is Italy and the PIIGS. As debt...
by Raynovich Rod | Nov 7, 2011 | Macro
Many of you read about the bankruptcy of MFGlobal last week. What you may not know is that customers still cannot access their cash.If they have open positions they have been transferred to R.J.O’Brien. See story below. We have talked to several individuals with major...
by Rod Raynovich | Oct 4, 2011 | BIOgraph, Macro
Market Turns Up at 3:18 EDT for 2.28% Gain in S&P: 1080 is the mark for a 2011 bottom After a roller coaster day where stocks were ready to break the scary 1080 level on the S&P, it abruptly reversed course for a 4.1% gain from the bottom. As usual the...
