Sector Snapshot: Technology Stocks are lagging so Check Weighting for Energy and Healthcare
Sector Snapshot : Have you Allocated more Energy and Healthcare? This year you probably did not beat the market with an S&P 500 weighing as the market shifted to equal weight. As of yesterday your portfolio would have done better by adding Energy and healthcare to account for IRAN War and...
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...