Wild Week of Rotation: Sector Performance 2026
Wild Week of Rotation: Review your portfolio for re-balancing. Healthcare stocks show less volatility and better performance because of large cap biopharma. Rebalance your portfolio weekly to account for sector strength. Small caps are poised to rally in 2026; IWM and XBI. The volatility of...
Large Cap Biopharmaceuticals: A Core Position for a Healthcare Portfolio…Update-4…early rally
Update-4 11 a EST...PPH at $109.89 breakout confirms strength of large cap biopharma. Broad rally in overall market especially IWM offers hope for bulls.XBI up over 2% and IBBup 1.78% stops slide, but at a lower volume. Green screen developing in SMID cap trading list but look for volume on...
Healthcare Sector Review: Biopharma and Genomics are Strong
Healthcare Sector Review January 2026 This should be a good time to set markers in anticipation of earnings and after a sell-off in health insurance stocks as well as severe re-balancing in Technology and Precious metals trade. So with technology stocks hit by Microsoft the IGV is down 12.7%...
Update to our Trading Model for SMID Biotech Stocks 2026…Update-5 UNH down on 2026 outlook and Medicare Plans
Update-5 1/27/27...The XLV was down 1.68% today primarily because UNH took \about a 20% hit on their 2026 outlook and proposed Medicare reimbursement from CMMS. Given the Administration's posture to cut healthcare costs this should not be a surprise. Moreover the XLV currently has only about a...
Influenza Update-Influenza A (H3N2): How Bad is this Season?
FLU Season 2026-Declining but Widespread We saw several news updates on the 2025-26 Flu season and here is some of the latest information. This article from VOX is useful but if you are not a subscriber try a search mode.Why is this flu season so bad? If this cold and flu season seem especially...