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Away from the Macro As Healthcare Stocks Outperform in the Bear Market…Update-1 rally!
Update-1 10/28... Broad rally after Megacaps sell-off -AMZN, META and MSFT. it almost look like the BIG tech money got spread around to energy, financials, and healthcare. In the meantime the DOW is...
Steady As She Goes With Healthcare Stocks…Update-2
Update-2 10/21 ... Market up on softer FED perception, who knows? But if treasury yields go down stocks usually go up. A strong biotech tape today with many movers. Added to life science positions...
Large Cap Biopharmaceuticals: Core Holdings for Your Portfolio…Update-1 Drop in Treasury Yields Sparks a Broad Rally
10/4 Update-1 Treasury Yields Drop Sparking Broad rally Check SMID biotech stocks for year-end rally as tape looks much better. Taking heads warn "its another bear market rally." 5 Yr Treasury Yield...
Can Healthcare Stocks Continue to Outperform?…Update-2 Recap Q3 and September
Update-2 Healthcare and Biotech Recap September Our strategic focus has been large cap biopharmaceuticals and healthcare (mainly UNH). Smaller caps have been a disappointment except for traders.The...
Rayno BioBeat 2022 Looking For A Q4 Rally in Life Science Stocks…Update-2
Update-2 ...9/22...3P EDT--Healthcare stocks trying to hold up: XLV up 0.69% up from recent lows of $122. NASDAQ down 1.62%. Weak sectors Consumer Discretionary, Financials , Industrials, Large cap...
Healthcare Sector Still Looks Good But Lacks Momentum…Update-3 Nice Biotech Rally!
9/12/22...Bristol-Myers (BMY) up 5% on FDA approval of psoriasis drug.Large cap biopharmas rally: AZN, GILD, MRK, etc. Mid- caps green esp MDGL,MRTX. Morgan Stanley Healthcare conference was today...
Whither Small Caps after FED’s Tough Talk? Update-1…Aug 31
Update-1 Third Day this week of flailing around in the red, even AAPL down 1%. Small cap winners: EVH,MRTX, QDEL speculative ETFs: ARKG up 1.31%, XBI up 0.72% at $83.70 IBB flat at $121.46, XLV...
Large Cap Biopharmaceutical Metrics as of Q2 earnings 2022…Update-2 9/1…Biopharmas rally
9/1/22. Biopharmaceuticals rally...another choppy session with aa last hour rally bringing Dow and S&P in the green. Strength in ABBV, REGN,PFE, LLY, VRTX. check them out vs chart below; AZN...
Check your Portfolio for Small Cap Weighting: Growth , Innovation or Speculation? Update-1
8/25/22 Small caps are rallying. XBI is flat at the $89 handle but many of the picks below are up nicely:CRSP CYRX EVH VCYT. Market coming to Powell with speech tomorrow. Bears are wary of volatile...