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Huge Atmospheric River Storm from Pacific Will Bring Several Feet of Snow to Sierras 12/24/21
Another AR Storm Hits the Sierras Here is the Best Site for Weather Predictions The NOAA Climate Prediction Center is still calling for more PPT in the West and Southwest over the next two weeks....
Biotech Playbook 2021 Part II: Rotation Rally Brings Relief after FED Pivot…Update-1 …12/27 New highs!
Update-1 12/27 Strong rally day with record closes S&P up 1.38%, NAZ up 1.39%. Megacaps rule AAPL,FB,GOOG, MSFT. Strongest sectors energy and tech. Santa Claus rally is finally here. Retail...
Biotech Playbook 2021: No Help From Small Caps in Q4…Update-3
Update-3 12/17...10:51 EDT Good day for a pivot up? Nibbled on some IBB and XBI. Our top large cap pick VRTX continue to run. NAZ up now 0.22%.Volatility rules. Update-2...Powell transitions FED...
Finally Snow and Rain Hit all of California and a Wet Period Lies Ahead …Update-12/14
Update-12/14 Storm Update from Mammoth Snowman as storm winds down. High winds and ten foot drifts! Should be cleaned up for mountain action tomorrow Winter Storm Warning -Mono County...
How Did Healthcare Stocks Perform Over This Volatile Month?…Update-2
12/10/21Update-1 A good week with S&P At New Highs despite inflation at 40 year highs at 6.8%. Infotech leading way up. Small cap biotech still lagging near lows for the year. XBI at $110 could...
Covid is Back Disrupting Markets and Causing More Sector Uncertainty…Update-3 Jittery
Update=3 12/3...Another whipsaw day if you are in Tech stocks (Docusign?) or small cap growth. Blame profit taking ,omicron or tough taper talk. But large cap biopharma held up well: ABBV ABT BMY...
Biotech Stocks are Due for a Rally…Update-2 Vertex is stock to watch
Update-2 11/29 ...New Rule- after four downgrades at new lows a stock is a buy. VRTX up over 4% today to $191.5. Is an upgrade coming before or after JPMorgan Healthcare? Update-1 11/23/21... Large...
Looking for Growth in Small and Mid Cap Life Science Stocks…Update-1
11/18/21...UPDATE. 230p EDT Life Science Stocks Lag Techs and Semis.. Major Indices are flat. Small cap stocks have lost momentum in a market that favors big tech and new themes like digitalization...
Large Cap Biopharmaceuticals Metrics and Review: JNJ Splits Up…Update-1
Update-1... 11/17...Vertex (VRTX) rises on good volume.Added to small position. Good value on fwd PE; look for an upgrade or a deal. Strong CF franchise but needs R&D milestone hit. Large Cap...
Antiviral Breakthrough Drug Disrupts Biotech Stocks…Updates-2
11/9...at close..NASDAQ lower by 0.6% after 12 day win streak. IBB down 1.34% coinciding with Biden drug pricing proposal? Large caps mixed but no sell-off. Sold my ARKG and XBI trades at about 3%...