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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...
Biotech Stocks Ruffled During FedSpeak Week..Update-1
Update-1 Nov. 8..Volatile election day favors the bulls. IBB and XBI both up over 1%. TSY yields down and dollar down. UNH up 1.48%, Junior metals are hot with gold and silver. Crypto spat rattles...
Can Biotech Stocks Continue Rallying in this Bear Market?…Update-2
Update 2..-11/3...Powell curbs enthusiasm for stocks with harsh rhetoric. Get whipsawed? We get it, rates are going up Recent trades: bought HOLX, sold MRNA, bought more IHI. Biotech movers: BMY up...
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...