Sector Snapshot: Technology Stocks are lagging so Check Weighting for Energy and Healthcare
Update -1 7/25/26 Baseline for Portfolio allocation: DOW 51947, DIA Up 7.95% YTD S&P 500 7411.98, SPY Up 8.36% YTD NASDAQ 24975.8 QQQ Up 11.38% YTD XLV 162.57, Up 5.02% YTD IBB 188.14, Up 11.48% YTD ARKG 37.81, Up 30.51% YTD XBI 150.63, Up 23.42% YTD XLE 59.62, Up 33.35% YTD XLK 175.88...
MedTech Sector is near its lows-what is going on?
MedTech Sector is Near its Multi-Year Lows But M and A Offers a Way Leading MedTech Companies Abbott and Johnson and Johnson find Innovative Ways to improve results. IHI a US Medical Device ETF is still near the bottom at $50.58. High hopes for intuitive Surgical with Q2 revenues up 19% and...
SMID Biotech Stocks were Cruising to New Highs until Friday’s Speed Bump…Update-6…ARKG, PSNL,XNCR!
7/21/26…An unexpected SMID rally with the ARKG up 3.34%, XBI up 2.31% to $154.32. Crazy! Here are some of the 3% movers: from our focus list ARKG, ADPT, AMRX, AXSM, COGT, CRMD, CYRX, DNLI, DNTH, EYPT, ILMN, LGND, NBIX, PTGX,RCUS, VCYT, and of course XNCR. It looks like a buy on the dip...
Innovation Drives Gains in Biotech Stocks…Update -4 Sell-Off in biotech SMIDs!
Update-4 7/10/26 11:45a Watch out for Friday afternoons. A sell-off is developing in SMID biotechs with the XBI down 4.35% to the $157 level and a red screen day in my model. 7/10/26 After the close: some whale decided to unload a bunch of XBI at the top after being up about 30% YTD. Nice...
Biotech Stocks Gain Momentum with Prospects for a Good Week…Update-4 Rotation Week into Biotech
6/29/26….We will update SMID cap biotechs tomorrow but you should review our January summary post after the JPMorgan Healthcare Conference. 6/27/26 ,,,Update-4: A Big Week for Biotech and Healthcare in a down market with the XLK down 5.4%. XBI up 10.4%, IBB up 7.6%, XLV up 7.3%, ARKG up...