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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

LifeSci 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

LifeSci 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

LifeSci 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

The Long and Short of Commodity Investing

Jonathan Poyer

Sep 23, 20242 min read

The Long and Short of Commodity Investing

Shifting Yields and Managed Futures

Jonathan Poyer

Sep 20, 20243 min read

Volatility Investing and the VIX

Shifting Yields and Managed Futures

Waiting for the September FOMC Meeting, Biotech Continues to Inch Positive

Jonathan Poyer

Sep 17, 20242 min read

Biotech & Healthcare

Waiting for the September FOMC Meeting, Biotech Continues to Inch Positive

September 2024 Riffin' on Real Estate

Jonathan Poyer

Sep 12, 20241 min read

September 2024 Riffin' on Real Estate

Pre-Commercial Biotech Stocks Starting to Gain Favor. Big Tech Rotation Around the Corner?

Jonathan Poyer

Sep 12, 20242 min read

Biotech & Healthcare

Pre-Commercial Biotech Stocks Starting to Gain Favor. Big Tech Rotation Around the Corner?

August's VIX Wild Ride - A Trading Blip and Apparently Nothing More

Jonathan Poyer

Sep 10, 20241 min read

Volatility Investing and the VIX

August's VIX Wild Ride - A Trading Blip and Apparently Nothing More

August M&A Activity and Details

Jonathan Poyer

Sep 9, 20241 min read

Biotech & Healthcare

August M&A Activity and Details

Biotech Markets Pricing in Rate Cuts as Index Stays Above 50-Day Average.

Jonathan Poyer

Sep 4, 20243 min read

LifeSci Weekly Updates

Biotech Markets Pricing in Rate Cuts as Index Stays Above 50-Day Average.

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