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...
by Rod Raynovich | Jul 8, 2010 | Macro
The trading mentality and derivatives debacle that infected our financial system has impacted the financial health of hospitals. Who knew hospital management could do interest- rate swaps? They got crushed and now they are suing Wall Street firms. See WSJ story...
by Rod Raynovich | Apr 16, 2010 | 2024-25 Life Science Portfolios, BIOgraph, Macro
Larger Cap Healthcare Stocks Holding Up Well The SEC charges against Goldman Sachs have taken the MO out of the market with speculative issues down considerably. As of midday trading the Dow is down 1.2%. NASDAQ down 1.5% and the S&P down 1.6%.Stocks are off their...
by Rod Raynovich | Mar 25, 2010 | BIOgraph, Energy, Macro
The market reversed today about 1:30p EDT as positive Bernanke chat yielded to Trichet and the Baklava Bailout. The NASDAQ Comp was up to the 2430 range then closed at 2397. The Rayno Life Science Index of 34 mid-cap biotechs was up 1.7% with 32 greens at 1:30p then...
by Rod Raynovich | Mar 9, 2010 | BIOgraph, Macro
There is a simple reason why healthcare reform is so hard to do-there has to be winners and losers. We have had many months of discussion on how to pay for healthcare reform such as cuts in Medicare, concessions from Big Pharma, more competition across state lines,...
