Healthcare Sector Watch after a Bad Week, but Biotech is still Tradeable
Sector Watch: Healthcare holds up But Small Caps Take a Hit Healthcare losses abating but damage is most severe in SMIDs biotech.with RSI's dropping. When XBI shows upside momentum individual biotechs are tradeable. Large cap biotechs are still best for a core healthcare portfolio. but are off...
Healthcare Sector Review : Q1 2026 Cutbacks in Government Spending are Taking its Toll…Update-4
Update-4 The market continued in its sell-off to the Fifth Week as the WAR in Iran pervades all thinking.If crude is up then stocks will be down. The latest timeline for the War with Iran for any sort of clarity of outcome is around six weeks.In the meantime that period can generate a lot of...
Follow Sector Rotation This Week in Midst of War with Iran…Update-5…MedTech
What is your portfolio allocation by sector?
Large Cap Biopharmaceuticals: Still a Core Position for Your Portfolio…Update-2
Update-2 3/6/26... After the close learned that UBS upgraded biopharma stocks. Will review the sector over the weekend. XBI turned green and flat not down at the close. The IBB found buyers at $167. XNCR was up 1.35 at $11. Update-1 3/5/26 8:45A...Biotech stocks weak Royalty issues with XENCOR!...
Late February Doldrums: A Week for Trading SMID Caps and Rebalancing…Update-3…sector watch biotech!
Update 3/1/26: Get ready to rebalance your portfolio with War in Iran. Precious metals, energy, materials and Aerospace/ Defense stocks can be an initial focus. Check futures at 6P PST Sunday evening. Update-2 2/24/26,,,Fears of AI disruption continues to dominate technology shares as traders...