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 | 2024-25 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....
by Rod Raynovich | Aug 26, 2010 | 2024-25 Life Science Portfolios, Macro
Sequel to our Aug 11 post on “End of Summer Rally” If you hedged or exited stock positions on August 11 or a couple of days earlier you would have saved 5% and much more on tech and smaller cap stocks.Since John Chambers of Cisco came on with his...
by Rod Raynovich | Aug 11, 2010 | BIOgraph, Macro
Be thankful for the July rally that brought you 8-10% gains.It is time to protect your portfolio and play defense as market seasonality favors the bears from mid-August through mid-October. September can be the worse month so be patient for the year-end rally.To make...
by Rod Raynovich | Jul 8, 2010 | BIOgraph, Macro
The story below published in the June 25 NYT merits further development. We are compiling data on other successful University start-ups and incubators such as the M.I.T deals in the article. The boom in campus incubators with a focus on commercializing inventions and...
