by Raynovich Rod | Mar 5, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, Macro
FED Fuel Fans Feuer The monetized momentum market rolled on today despite the backdrop of bearish commentary from celebrity pundits and strategists. With the DOW hitting new highs at 14,263 (and forgetting about the 2001 NASDAQ 5000 high which is still 2000 points...
by Raynovich Rod | Mar 1, 2013 | Macro
High Beta Technicals-Resiliency Rules With NAZ, Dow and S&P up about 0.24%. Lots of volatility today with MO stocks as BIG money trolls along: CLDX ($10.34) up 54.8% YTD, $640M Market Cap. IBB ($149) ETF up 1% at new highs should hit $150. INFI ($43.95) up 6.5%...
by Raynovich Rod | Feb 15, 2013 | BIOgraph, Macro
The Stock Market Realty Shows In case you missed it stocks lately are being driven by hedge funds and celebrity billionaires who tout their positions. The Icahn vs Ackman drama is the latest high profile realty show featured mainly by CNBC-TV. Biotechnology stocks...
by Raynovich Rod | Feb 7, 2013 | 2023-24 Life Science Portfolios, BIOgraph, Macro
Raise a Little Cash as Macro Focus Brings Choppy Action Life Science stocks took a hit today underperforming NASDAQ which was down only 3.35 pts. The biotech sector has been pretty much on a tear since the November bottom as they re-accelerated in mid-December. The...
by Raynovich Rod | Feb 1, 2013 | Biopharmaceuticals, Clinical Diagnostics and Tools, Macro
Dow 14,000 and General Market Euphoria Lifts All Stocks: Has the Bond Bubble Burst? Life Science stocks ran with the general market today and with all the green screens you’d think it was St. Paddy’s Day. The concern now is that everybody is bullish and...
by Raynovich Rod | Nov 16, 2012 | BIOgraph, Macro
Politicians Offer Hope Of Deal and Are Looking For Common Ground Boehner puts revenue on the table passing off next move to DEMS for cuts. Reid says he will not wait till end of the year to cut a deal. S&P goes from down 10 to up 4. NASDAQ up 7. AAPL rallies from...
by Raynovich Rod | Nov 7, 2012 | BIOgraph, Macro
Draghi Comments Trigger Sell-Off of 2% with Bottom Holding-Euro Down, Bonds Up Mario Draghi sparked the current 2012 rally in July saying he would support the Euro no matter what. Today reality set in as a weak German economy and riots in Greece remind us that little...
by Raynovich Rod | Oct 16, 2012 | BIOgraph, Macro
Notes from the BioInvestor Forum October 9-12–Biotech Investing The BioInvestor Forum held every year at this time in San Francisco is one of the premier events for emerging companies. Over 500 investors and companies attended with 7 major sessions on investing...
by Raynovich Rod | Sep 14, 2012 | BIOgraph, Clinical Diagnostics and Tools, Macro
FED Policy Boosts Risk Assets -QQQs Should Outperform IBB We expect the biotech sector to slightly underperform NASDAQ (QQQ $70.22) in light of “QE Forever” yesterday and the shift to financials, materials, tech and other risk assets. Prior to yesterday...
by Raynovich Rod | Sep 13, 2012 | BIOgraph, Macro
Gold, financials, energy and materials soar-Gold up $34 to $1767 You have been hearing about the FED and QE for weeks now and today announced a $40B/month purchase of mortgage securities and after a slight delay the bull market roared ahead. Interest rates will be...
