Away from the Macro As Healthcare Stocks Outperform in the Bear Market…Update-1 rally!
Update-1 10/28... Broad rally after Megacaps sell-off -AMZN, META and MSFT. it almost look like the BIG tech money got spread around to energy, financials, and healthcare. In the meantime the DOW is up 5.69% for the week and 10.73% for the month led by AAPL soaring today.Biotech innovation is...
Steady As She Goes With Healthcare Stocks…Update-2
Update-2 10/21 ... Market up on softer FED perception, who knows? But if treasury yields go down stocks usually go up. A strong biotech tape today with many movers. Added to life science positions in ILMN,MRNA (upgraded by SVB from Underperform to Market perform). XBI up 1.6% to $77 still...
Choppy Days Lie Ahead So Why Fight the FED?…Update 5
OCT 14...United Health (UNH) up 1% on beat and earnings outlook. UNH is one of our top picks in healthcare. OCT 13....Core US Inflation hits a 40 yr high with CPI up 6.6% climbing 0.6% for the second month,Shelter. food and medical care were all major factors in rise. Services are a big...
Large Cap Biopharmaceuticals: Core Holdings for Your Portfolio…Update-1 Drop in Treasury Yields Sparks a Broad Rally
10/4 Update-1 Treasury Yields Drop Sparking Broad rally Check SMID biotech stocks for year-end rally as tape looks much better. Taking heads warn "its another bear market rally." 5 Yr Treasury Yield drops 1.11% to 3.84%, 10 Yr to 3.617 %. Broad rally brings all indices up with S&P 500 up...
Can Healthcare Stocks Continue to Outperform?…Update-2 Recap Q3 and September
Update-2 Healthcare and Biotech Recap September Our strategic focus has been large cap biopharmaceuticals and healthcare (mainly UNH). Smaller caps have been a disappointment except for traders.The IWM is down 10% in one month! Some of our speculative picks are still in the green since JY 1...