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10-Year and XBI Negative Correlation Continues in November. Obesity Drugs Remain in the Spotlight. No Rest for Biotech to End the Year

Jonathan Poyer

Dec 12, 20241 min read

Biotech & Healthcare

10-Year and XBI Negative Correlation Continues in November. Obesity Drugs Remain in the Spotlight. No Rest for Biotech to End the Year

Real Estate Chart Deep Dive - Spreads are Tight and Seasoned Housing is Strong

Jonathan Poyer

Nov 26, 20243 min read

Real Estate Chart Deep Dive - Spreads are Tight and Seasoned Housing is Strong

The Doctor is IN | November 2024

Jonathan Poyer

Nov 25, 20241 min read

Dr. is IN Monthly Call Recordings

The Doctor is IN | November 2024

BioNTech the Lone Large Acquirer in November as Biotech Waits Clarity Post Election

Jonathan Poyer

Nov 18, 20241 min read

Biotech & Healthcare

BioNTech the Lone Large Acquirer in November as Biotech Waits Clarity Post Election

November 2024 Riffin' on Real Estate

Jonathan Poyer

Nov 14, 20241 min read

Riffin' on Real Estate Recordings

November 2024 Riffin' on Real Estate

October Marked the 13th Time in the Past 34 Months That Bonds Declined Alongside Equities. We Need Another Solution to Bonds

Jonathan Poyer

Nov 8, 20242 min read

October Marked the 13th Time in the Past 34 Months That Bonds Declined Alongside Equities. We Need Another Solution to Bonds

What is Excess Interest and Why Could it Matter to You

Jonathan Poyer

Nov 7, 20241 min read

What is Excess Interest and Why Could it Matter to You

October Sees $4B+ in M&A Deals as Health Stocks Enter Earnings Season and Wait on Election and Rate Moves. Longboard Acquistion Over $2.6B

Jonathan Poyer

Nov 1, 20241 min read

Biotech & Healthcare

October Sees $4B+ in M&A Deals as Health Stocks Enter Earnings Season and Wait on Election and Rate Moves. Longboard Acquistion Over $2.6B

Abbvie Deal Shoots Stock Up. Biotech Hugging the Moving Average as Bond Yields Interrupt Momentum.

Jonathan Poyer

Oct 30, 20242 min read

Biotech & Healthcare

Abbvie Deal Shoots Stock Up. Biotech Hugging the Moving Average as Bond Yields Interrupt Momentum.

A Quarterly Look at Housing and the MREIT Sector - Residential Still a Bright Spot with Bond Outlook Improving

Jonathan Poyer

Oct 29, 20242 min read

A Quarterly Look at Housing and the MREIT Sector - Residential Still a Bright Spot with Bond Outlook Improving

Biotech Testing 100-Day Moving Average Amidst Earnings and Election Seasons

Jonathan Poyer

Oct 21, 20242 min read

Biotech & Healthcare

Biotech Testing 100-Day Moving Average Amidst Earnings and Election Seasons

XBI Rallies to 50-Day Moving Average as Markets Digest Hotter Than Expected CPI and Rate Cut Futures

Jonathan Poyer

Oct 15, 20242 min read

Biotech/Healthcare Weekly Updates

XBI Rallies to 50-Day Moving Average as Markets Digest Hotter Than Expected CPI and Rate Cut Futures

The VIX Spikes and Then Goes Right Back to Normal - That's Not Normal

Jonathan Poyer

Oct 15, 20241 min read

Volatility Investing and the VIX

The VIX Spikes and Then Goes Right Back to Normal - That's Not Normal

Biotech Capital Markets Overview - Deal Action Slowing Down Waiting for Market Tailwinds

Jonathan Poyer

Oct 9, 20241 min read

Biotech & Healthcare

Biotech Capital Markets Overview - Deal Action Slowing Down Waiting for Market Tailwinds

Fed Rate Cut Expectations Dropping as 10-Year Goes Up. Biotech Indices Slide as Tailwinds Soften

Jonathan Poyer

Oct 8, 20242 min read

Biotech/Healthcare Weekly Updates

Fed Rate Cut Expectations Dropping as 10-Year Goes Up. Biotech Indices Slide as Tailwinds Soften

Biotech Steady Amidst Rate Moves and Political Uncertainty

Jonathan Poyer

Oct 2, 20243 min read

Biotech/Healthcare Weekly Updates

Biotech Steady Amidst Rate Moves and Political Uncertainty

March 2024 Follow-Up with the Doctor

Jonathan Poyer

Sep 28, 20241 min read

Dr. is IN Monthly Call Recordings

March 2024 Follow-Up with the Doctor

September 2024 Follow-Up with the Doctor

Jonathan Poyer

Sep 27, 20241 min read

Dr. is IN Monthly Call Recordings

September 2024 Follow-Up with the Doctor

Novo Nordisk Meets with the Senate Under Pressure to Reduce Prices as Biotech Takes a Breather After Rate Cuts

Jonathan Poyer

Sep 24, 20243 min read

Biotech & Healthcare

Novo Nordisk Meets with the Senate Under Pressure to Reduce Prices as Biotech Takes a Breather After Rate Cuts

Biotech M&A Activity through September 13th - Rate Cut the Tailwind Sector Has Been Waiting For

Jonathan Poyer

Sep 23, 20241 min read

Biotech & Healthcare

Biotech M&A Activity through September 13th - Rate Cut the Tailwind Sector Has Been Waiting For

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