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Healthcare Investing Made Simple-Getting Worn Out From Trading?…Update-1
Update-1 12/21...a good day despite flat indices with the XBI up 1.68% to $150, IBB flattish at $156. Momentum still favors small cap speculation. Gene therapy stocks are running hard but I own EDIT...
Rayno BioBeat December 2020: Frothy Days Are Here Again-Momentum Traders Rule-Update 1
Update-1. 12/15...With Biden being declared a winner the focus of macro turns to stimulus talks and the FED Meeting tomorrow. The market ebullience returned today with all major indices up over 1%....
Healthcare Stocks Perk Up Amidst the Speculative Fervor-Risk On…Update-4…EDIT,SGMO.
Update-4 12/10....Nice snapback rally in NASDAQ up 0.54% with many nice moves in gene therapy from ASH. XBI up 3.69% ASH gives us two big wins : EDIT up 32% on IND application for sickle disease;...
November Rally In Biotech with Small Caps Taking Off
November Rally in Biotech and with Broadening to Other Sectors Small caps taking off including XBI up 12%, IWM up 16.5% (11.2% YTD). Healthcare lagging a bit with the XLV up only 3.35% vs SPY up...
Large Cap Biopharma Performance and Metrics Q3 2020; ETFs Are Winners-Update-3
Update-3 11/27 12p EST....Biotech rally underway with XBI at $130. Momentum market.IBB at 142.94.Small caps outpacing large caps. Vaccine stocks continue to run: BNTX, MRNA, NVAX. Gene editing...
Re-Opening Trade is On Despite a Backdrop of COVID Cases Surging…Update-1
Update-1 11/20...a bit of a sell-off at the end of the day probably on Mnuchin "war of words" with FED on $500B. "Re-opening type" trades in XLF and XLI both down 0.9%;XLK down 1%. Materials doing...
Healthcare Portfolio Performance: Small Stocks Perk Up !…Update-1
Update-1 11/16 ...Healthcare Stocks Underperform-Rotation or Head- Fake? Many of our picks are up over 10% in two weeks so it is not surprising that momentum has eased.However the market has pivoted...
Vaccine News Upends “Stay At Home” Trades…Update-2…Stay the Course in Healthcare
Update-2 11/11...Reversal of reversal..Chips are strong, Techs are back..Biotechs holding (XBI) up 1%, (IBB) up 1%. Coronavirus stocks show gains:testing- ABT, CODX, GNMK,HOLX, OSUR, QDEL;...
Healthcare Stocks Rally Huge through Election Whipsaw
Healthcare Stocks Rally Huge-Over 5% in One Week Uncertainty over election whipsaws healthcare stocks. Market Likes Gridlock from election? Legislative action on drug pricing unlikely. Focus should...
Healthcare stocks To Buy After a Nasty Week: ABT, ABBV, MRK. Update-2…Huge Rally !
Update-2 11/4/20...Huge rally in Biotech and Healthcare -Call it the gridlock rally. Biotech Green Wave? As we picked them on Sunday evening the large cap biotech and healthcare stocks soared. Looks...