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,...
by Rod Raynovich | Oct 2, 2009 | Macro
The dollar traded down 0.38% after a fierce rally yesterday that coincided with a weak stock market. Crude fell 1.5% today to $69.77 a barrel with weak employment number and assumption that energy demand will take a long time to rebound. Unemployment rose to a 26 year...
by Rod Raynovich | Oct 1, 2009 | Energy, Macro
The market took a thrashing today with the biggest one day slide since July 2; major indices were down 2-3% but materials and financials were down 4%. The Dollar Index DXY was up 0.7% to 77.2% just off its one year low of 75. Equities have been tracking the dollar and...
by Rod Raynovich | Sep 2, 2009 | Macro
Gold futures shot up today at 10:30 am NY triggered by a weak jobs report as it broke through 60 day highs of 960. The six month high was 980 in May 2009. Gold investments have made money over 8 years starting at $300 in 2001. Gold hit a high in the $1000 area in...
