Healthcare Sector Review : Q1 2026 Cutbacks in Government Spending are Taking its Toll…Update-3 biotech rally!
Update-3 Some Biotech rallies for second day this week as tech stocks lose momentum; SPY down 1.74% at 6477, QQQ down 2.39% at $573.79 , XBI flat at $123.90,, IBB down 0.49% at $165.26, .SMID biotech movers: AXSM up 1.54% at $164.27, CBIO up 14.6% at $13.50,CYTK p 1.74% at $63.48, DNTH up 3.57%...
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...
Wild Week of Rotation: Sector Performance 2026…Update-3… 2/12/26…the AI effect!
Update-3 2/15/26...More rotation ahead or waiting for Trump " State of the Nation?". Biotech stocks peaked on1/22 with the XBI at the $131 handle and now at $122.86. Here are current sector trends YTD: Leaders: Energy Materials Consumer Staples; Laggards: Financials, Information technology,...