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...
by Raynovich Rod | Jul 27, 2012 | BIOgraph, Macro
Vague talk about Monetary Actions in Europe Sparks Broad Three Day Rally It started yesterday with Draghi saying that ECB actions are being proposed that would reduce bond yields in Italy and Spain. Draghi will hold talks with Bundesbank President Jens Weidmann in...
by Raynovich Rod | Jun 28, 2012 | BIOgraph, Biopharmaceuticals, Macro
Update 1 Mid-day Trading -June 29 Bulls Back in Charge on EU Bank Bailout The market has forgotten about Obamacare and reverted to the number one market issue-Euro debt resolution. Here is a healthcare sector update from today’s trading and our take:...
by Raynovich Rod | Jun 22, 2012 | Biopharmaceuticals, Macro, Reading List
BioBuzz Rolls On After a bad day on NASDAQ yesterday with some profit taking in biotech there is a lot of green screen today. The sector is up 1% today and we are near all time highs like the XBI ($86.92). But to many investors, biotechnology is relatively unknown or...
by Raynovich Rod | Jun 21, 2012 | BIOgraph, Biopharmaceuticals, Energy, Macro
Sell-off gets worse with S&P down 2%. Moody’s downgrade of banks expected by end of day. Bear market for commodities? ———– We have been at BIO 2012 in Boston over the past week and will provide interesting trends and data from the...
by Raynovich Rod | Jun 1, 2012 | BIOgraph, Macro
Jobs Number Spooks Traders-Dow Erases Gains for the Year Large cap biotechnology and MO growth stocks are taking a big hit today as hedgies take profits. Many of these stocks are still up YTD but profits are quickly eroding. Stocks to watch in technology, retail and...
