by Rod Raynovich | May 11, 2011 | BIOgraph, Macro, Reading List
Relative Safety in Healthcare Stocks Today’s sell-off in the energy complex with the back-drop of a U.S. slow growth scenario plus the Euro being vulnerable due to Greece and Ireland has spooked the overall market. All the major indices are down over 1% with the...
by Rod Raynovich | May 6, 2011 | 2023-24 Life Science Portfolios, BIOgraph, Macro
Biotechs Rally Unphased by Macro Concerns The market loved the jobs report after the nasty commodity meltdown yesterday but other news intervened and buyers left for the weekend. The Dow was up as much as 175 pts and is now trying to hold 12637 up 55 pts. The S&P...
by Rod Raynovich | May 4, 2011 | BIOgraph, Macro
An excellent perspective on the Medical Sciences in a panel by leading scientists was presented Monday at the Milken Institute Global Conference, “Shaping the Future” at the Beverly Hilton in Los Angeles May 2-4. Over 3000 people attended the Conference...
by Rod Raynovich | Mar 25, 2011 | Macro
Rick Santelli on CNBC answered the question today. Very few places to put your money: 1-In the mattress-cash. 2-In the ground-metals, energy. 3-In equities-earnings. With investors worried about interest rates rising and potentially no QE 3 , money could come out of...
by Rod Raynovich | Jan 5, 2011 | Macro, RAG
It was 2005, the peak of the housing bubble and housing stocks were running wild. Toll Brothers (TOL) and Lennar (LEN) stock were at 60. There was no end to housing with Wall Street buying up mortgages faster than brokers could sell them. One of the many creative...
by Rod Raynovich | Dec 6, 2010 | Energy, Macro, Weather//Ski Reports-Western US
Nat Gas Approaches Breakout at $4.50 Cold weather is forecasted for the NE and SE for the next 10 days giving a boost to nat gas prices reaching a five day high near $4.50 today. November price highs are in the $4.52 area which could spark a bull camp move to $4.92....
by Rod Raynovich | Nov 24, 2010 | Macro
The market overcame bad news for Ireland and European debt, insider trading investigations , Korean crisis and a weak housing market for an S&P rally of 1.49%. NASDAQ is doing even better up 1.93% boosted by Apple (AAPL $315) up 2% and Amazon(AMZN $177) up 5.5%....
by Rod Raynovich | Sep 24, 2010 | 2023-24 Life Science Portfolios, BIOgraph, Macro
Biotech stocks rallied with the general market today with many large caps beating the QQQQ which is up about 1.85% as of midday trading. Within the Rayno Life Science Portfolio today’s winners were: Large Caps-Biogen (BIIB) up 2.4%,Cephalon(CEPH) up 2.25%,...
by Rod Raynovich | Aug 31, 2010 | BIOgraph, Macro
See Part One of the August review regarding the “bondfest”. We’ll spare you the review of what happened in August but now you know what worked- bonds and gold. Gold ended the month up 5.61% as it survived a correction under 1200 and brought in...
by Rod Raynovich | Aug 31, 2010 | Macro, RAG
The gloom and doomers are still out in force today but facing a little headwind as the market is stable to up helped by home prices and consumer confidence. Apparently the bulls were on vacation this August or frozen from clicking on something to buy except bonds....
