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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...
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...
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,...
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...
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...
Market: After Frothy Friday Comes Manic Monday !…Update-3 New highs for SMID biotech
Update-3 ...7/19/26....A bit of a roller coaster week but ending on a positive note.Stocks come back strong after a brief Wednesday sell-off; market assumes worst is over with IRAN War and Crude is...
Tech Stock Momentum Wanes but SMID Biotech Has Momentum within a Rising Healthcare Sector…Update-2. rally time!
Update-2...6/11/26--11:25 AM...Green Screen Day in SMID Biotechs: XBI up over 2%, IWM up1.3%, ARKG up 0.8% ...bingo! Some 2%+ SMID movers: ADPT, AMRX, AXSM, CYTK, DNTH, INCY. XNCR. Large cap 2.5% +...
SMID Biotech Momentum Has Begun with Several Breakouts…Update-3 TECH Sell off!
Update-3 6/7/26....Update after massive NASDAQ and Information Technology sell-off: The XLK fell 6.66% on 6/5 to $180.30.Strong support at $172. Strongest holdings AAPL and NVDA. Down 5.61% for...
What’s Next for this Rolling Bull Market?…Update-2 Biotech Movers with ARKG and XBI
Update-2 5/30....Another big week for tech stocks wowee more FOMO. As the TV journalist saiid just buy anything related to Data Centers. Here is the sector performance for the past week from State...
Large Cap Biopharmaceuticals Are in Buying Range with Good Value…Update-2 Rally mode in healthcare
Update-2 5/23/26...Nice comeback for healthcare sector as the XLV is up 3.3% for the week but Technology continues to run with the XLK up 2.3%. But this was really a large cap rally with the PPH up...