Macro Reflation/Deflation update Feb 11,2009

Precious metals and mining stocks were strong today.Gold is up $26 to $928 and Silver up 42 cents to $13.4. Money flowed back into treasuries with a successful 10 year auction yielding 2.75%. As a result TSY short(TBT) is down again 2% at $45.25.Watch corporate bonds for stability, doing well since mid-Dec. Reviewing again meltdown […]

Continue Reading 0

JPMorgan Healthcare Conference#2

JPMorgan Healthcare Conference Notes from January 13-14, 2009 Rod Raynovich Healthcare –“The Big Idea” for 2009? As the Conference winds down today the buzz has remained positive despite being buffeted this week by a nasty stock market, negative economic indicators and the ongoing dreary credit meltdown. Biotech has seen tough times before but the life […]

Continue Reading 0

2005 real estate post (from Patrick.net)

Rod Raynovich Says: July 21st, 2005 at 12:40 pm Are we at the TOP YET? Housing stocks and bonds weaker after Greenspan testimony and Chinese currency loosening. Uncertainty arrives. Three of our RAG advisers have called the top in real estate now. This is 3 weeks after two leading money managers gave the sell signal […]

Continue Reading 0

JPMorgan Healthcare Conference…2009

JPMorgan Healthcare Conference Monday briefing: Rod Raynovich Webcast at: https://events.jpmorgan.com Biotech Valuations at trough levels About 4000 attendees consisting of mutual and hedge fund investors,VC’s, Company executives and their PR legions registered the first day of the conference that eventually is expected to see 5500 by Thursday. With many markets weak and suffering from the […]

Continue Reading 0

Raygent Biopharmaceutical Stock Portfolio beats the market for 2008

My biotech picks were published in Genetic Engineering News (GEN) in February 2008. My strategy was to allocate 25% in one ETF (XBI), 50% in large caps and 25% in smaller cap biotechs. My proprietary system is based on technicals, core technology and company financials. Despite all the volatility in 2008 with declines of 34-40% for […]

Continue Reading 0