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

Jonathan Poyer

Sep 23, 20242 min read

Macro Views

The Long and Short of Commodity Investing

Jonathan Poyer

Sep 20, 20243 min read

Volatility Investing and the VIX

Shifting Yields and Managed Futures

Jonathan Poyer

Sep 17, 20242 min read

Biotech & Healthcare

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

Jonathan Poyer

Sep 12, 20241 min read

September 2024 Riffin' on Real Estate

Jonathan Poyer

Sep 12, 20242 min read

Biotech & Healthcare

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

Jonathan Poyer

Sep 10, 20241 min read

Volatility Investing and the VIX

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

Jonathan Poyer

Sep 9, 20241 min read

Biotech & Healthcare

August M&A Activity and Details

Jonathan Poyer

Sep 4, 20243 min read

Biotech/Healthcare Weekly Updates

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

Jonathan Poyer

Aug 31, 20241 min read

Dr. is IN Monthly Call Recordings

August 2024 Follow-Up with the Doctor

Jonathan Poyer

Aug 29, 20241 min read

Biotech & Healthcare

Record Low Volumes but Biotech Catching a Tailwind with Expectations of Rate Cuts

Jonathan Poyer

Aug 23, 20242 min read

Biotech & Healthcare

Low Trading Volume Reflects Wait and See Approach to Rates, Market Volatility

Jonathan Poyer

Aug 20, 20241 min read

Biotech & Healthcare

Biotech Capital Markets Highlights: Transactions 2X Over 2023

Jonathan Poyer

Aug 19, 20241 min read

August 2024 Riffin' on Real Estate

Jonathan Poyer

Aug 16, 20241 min read

Biotech & Healthcare

Government Announces Drug Price Controls

Jonathan Poyer

Aug 15, 20242 min read

Biotech & Healthcare

Earnings Season Continues with Beats. Market Poised for a Breakout but Appears Waiting on Rates

Jonathan Poyer

Aug 15, 20242 min read

Biotech & Healthcare

Biotech Stays Above 50-Day Moving Average and Crown Therapeutics Acquires Revance for $924M

Jonathan Poyer

Aug 8, 20242 min read

Real Estate

Diving Into the Mortgage and Housing Market - Prices Remain High, Inventory Low, But the Future of Rates Has Investors, Borrowers, and Owners Engaged

Jonathan Poyer

Aug 7, 20242 min read

Biotech & Healthcare

A Look at Biotech Earnings Beats and Misses - Overall a Solid Quarter

Jonathan Poyer

Aug 7, 20242 min read

Biotech & Healthcare

The 10-year Yield Falls with S&P Biotech Index - Trends Breaking and Sector Optimistic