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...
Rayno BioBeat 2022 Looking For A Q4 Rally in Life Science Stocks…Update-2
Update-2 ...9/22...3P EDT--Healthcare stocks trying to hold up: XLV up 0.69% up from recent lows of $122. NASDAQ down 1.62%. Weak sectors Consumer Discretionary, Financials , Industrials, Large cap biopharma and HC strong: ABBV, BMY, JNJ, MRK,PFE, REGN, LLY. UNH up 1.24% at $518. Biotechs weak...
Healthcare Sector Still Looks Good But Lacks Momentum…Update-3 Nice Biotech Rally!
9/12/22...Bristol-Myers (BMY) up 5% on FDA approval of psoriasis drug.Large cap biopharmas rally: AZN, GILD, MRK, etc. Mid- caps green esp MDGL,MRTX. Morgan Stanley Healthcare conference was today could account for biotech strength. Biden Issues Executive Order on Advancing Biotechnology. Time...