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J.P.Morgan Healthcare Conference #JPM23: Biotech Rally Favors Smaller caps
Biotech Stocks Rally During #JPM23 Favors Smaller Caps Bolt-On acquisitions expected to bolster product pipelines. Macro headwinds lessened with moderating inflation. Small and mid-cap biotechs...
Nice gains During #JPM23 Week: Benign CPI Report Brings Hope for a “soft landing” …Updates-1
Update-1 1/13/23 Bank stocks beat with BAC and JPM trading higher. Bearish sentiment eroding as " risk-on " mentality takes hold before earnings. Continuing with #JPM Week Notes: 6. Continuing...
Volatility Emerges After Brief Rally, Choppiness Continues…Update-1 Broad Rally
1/11/23...Update-1...Broad Rally favors large cap growth AAPL AMZN GOOGL MSFT but CPI data coming tomorrow. Healthcare stocks (XLV) lag after outperformance last year so a bit of rotation out of...
Healthcare Portfolio Is Doing Well But Biotech Stocks Are Mired in Macro…Update-4…rally in spec biotechs!
Update-4...1/6/23...Broad rally sparked by latest economic data anticipating weaker economy and slowing wage growth . Bond yields are down. A '"soft landing '"scenario? We are at the JPMorgan...
Biotech Momentum Wanes in Choppy Trading..Update-2…After FED
Update-2 Powell Reiterates Need To Fight Inflation The FED raised rates 50 bpts and Powell said more rate increases are coming, ( but aren't we getting close to the top?). Stocks ended lower,NAZ...
Uncertainty Grips Markets-On A Clear Day, Maybe You Can See a Week Ahead
Uncertainty Grips Markets- But December Still Looks Good Major Indices are down as of 11 am trading amid protest in China.Apple (AAPL) is down over 2% on potential production shortfall from...
Large Cap Biopharmaceuticals 2022: Market Performance and Metrics…Update-1 rally time
Update-1 11/22 Broad Market Rally with all major indices up over 1%. Small cap spec stocks gain momentum, XBI up 1.38%. Energy materials and tech strong. IBB up 0.79% to $134. Bears acknowledge...
Healthcare Sectors Update-Time to Review Your Portfolio…Update-1
Update-1 11/18...Healthcare stocks had a good week with the XLV up almost 1% to $134 despite choppiness. We are still facing MACRO headwinds and the FED so stay cautious. There was good tape action...
We are Back Online, Updates Coming 11/15
Raygent is back online. We'll try to get updates to you in coming days. Both the IBB and XBI are up about 5% over the past five days. The XLV is weaker due to weakness in UNH.
Epic Pacific Storms of 2022-24 Season. Update- BOMB CYCLONE NOV 2024
Bomb Cyclone hits Northwest Coast CA and OR Record-setting bomb cyclone, intense as a hurricane, lashes Northwest...