Vacation Week Aug 3-7 but we will do updates on Biotech and Sectors
AUGUST 1, 2026 XBI at $147 need to hold here or risk off. IWM at $291 trades with XBI. S&P up 0.48% but TECHS come back in a volatile week with a leaders shift to Consumers, Material , Financials. and...
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? Update-2… 7/28/26
7/29/26...Earnings: GE Healthcare (GEHC) up 11.46% on a beat with EPS $1.13 on $5.3B revenue and record orders. 7/28/26…Rotation out of Tech and Chip stocks brings in buyers to the healthcare sector including depressed MedTechs. For example , Abbott Labs (ABT) at $107.27, which we...
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...