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...
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...
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...
Rayno BioBeat #5: XBI Breaks Through on a Strong Week for Biotech
Biotech Stocks Break Through to 2017 Highs in a Broad Rally NASDAQ up 066%, IBB up 0.92%, XBI up 0.8% The XBI is up 3.17% this week, 46% YTD, compared to only 1.1% WTD for the IBB. The breakthrough gains for the XBI can be attributed to strong performance of top ten holdings that are primarily...
Rayno Diagnostics and Tools Revisited: Sector Outperformance That Tracks Biotech
Life Science Tools and Services Stocks Have Outperformed Biopharmaceuticals With Less Volatility Large Caps Are Winners in 2017 We have not covered the Life Science Tools and Diagnostics sector since early 2016 when life science stocks abruptly sold off. We have focused on biotech ETFs and...