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Reflation trade: print print print to fight deflation
Another $1.1 Trillion to be thrown out by the FED with $300M to buy treasury securities and more purchases of mortgage backed securities and agency debt. Big rally in Treasury bonds.FED is market...
Big Rally in Biopharm coming off technical bottoms
Biotech and large cap pharmaceutical stocks rallied today overcoming fears of the Obama administration healthcare initiatives that created a bearish pall on the industry. The mood is reminiscent of...
Blockbuster mergers fail to lift Biotech stocks
Roche boosted its price to $95 to buy Genentech as expected and Merck will buy Schering Plough for a cash and stock deal valued at $41B including $10.50 in cash. M&A was one of the themes expected...
Risk appetite fades-reflation ebbing–Feb.25,2009
The treasury sold $32 Billion in Five Year Notes today to yield 1.985%.On Thursday the FED will sell 7 year notes for the first time since 1993. There is plenty of demand out there for "safe"...
Macro Reflation Trade-Update from Dec. 16, 2008
In December 2008 after the FED action to open money spigots we offered trading ideas primarily the following:precious metals, short treasury bonds,long industrial metals and long high yield...
Macro Reflation/Deflation update Feb 11,2009
Precious metals and mining stocks were strong today.Gold is up $26 to $928 and Silver up 42 cents to $13.4. Money flowed back into treasuries with a successful 10 year auction yielding 2.75%. As a...
JPMorgan Healthcare Conference#2
JPMorgan Healthcare Conference Notes from January 13-14, 2009 Rod Raynovich Healthcare –“The Big Idea” for 2009? As the Conference winds down today the buzz has remained positive despite being...
2005 real estate post (from Patrick.net)
Rod Raynovich Says: July 21st, 2005 at 12:40 pm Are we at the TOP YET? Housing stocks and bonds weaker after Greenspan testimony and Chinese currency loosening. Uncertainty arrives. Three of our RAG...
JPMorgan Healthcare Conference…2009
JPMorgan Healthcare Conference Monday briefing: Rod Raynovich Webcast at: https://events.jpmorgan.com Biotech Valuations at trough levels About 4000 attendees consisting of mutual and hedge fund...
Raygent Biopharmaceutical Stock Portfolio beats the market for 2008
My biotech picks were published in Genetic Engineering News (GEN) in February 2008. My strategy was to allocate 25% in one ETF (XBI), 50% in large caps and 25% in smaller cap biotechs. My...