Why Are Fixed Income Managers Staring at SOFR Rates and Why Does Their Coming Down Matter?

Illumnia Acquires Fluent Biosciences and CMS Rule Changes Ignite Lantheus Holdings Up +35% As Biotech Continues Its Summer Bump

July 2024 Riffin' on Real Estate

Eli Lilly Continues Its Run Acquiring Morphic Holdings for $3.2B As Its Stock Pushes +62% for the Year

Biotech Index Moves to Market Cap Weighted Style and Healthcare Report Forecasts Spending to 19.7% of GDP by 2032!

Argenx Receives FDA Approval Causing Stock to Jump and Alnylam Shows Positive Results Boosting Its Price as the XBI Index Moves Above Its 50-Day Average

Abbvie Partners with FutureGen in $150M Upfront Deal with Additional $1.56B in Potential Additional Milestones

CPI Delivers and the Bond Market Takes Notice. Investors Likely to Follow

Solid CPI Bumps Biotech Index Up 1.47%. Can the Risk-On Mentality Move Beyond NVIDIA?

June 2024 Riffin' on Real Estate

Biotech M&A Continues Chugging Along. Five, Billion Dollar Plus Transactions in May. 2024 Outpacing 2023 Significantly

Impressive Data Sets from Big Pharma and Merck Spends $1.3B to Acquire Eyebiotech

Asahi Kasei announces the acquisition of Calliditas Therapeutics (CALT) for $1.1 billion. The M&A Train Never Stops!

May 2024 Follow-Up with the Doctor

Biotech Capital Market Environment Highlights - Earnings Season Wrapping Up with JNJ and Novartis Acquisitions

Biotech Index Hovers Around 50-Day Moving Average Despite Low Trade Volume. J&J Acquires Proteologix for $850M, Novartis Acquires MorphoSys

A Quarterly Deep Dive into Residential Real Estate - Charts, Charts, and More Charts!

Investing in Mortgage REITs and Residential Real Estate - Book Values are Growing and Credit Has Never Been Stronger

Mortgage-Backed Securities (MBS) in 2024 - What to Think and How to Respond

Residential Mortgage Market - A Good Place to Invest? A Safe Place? Let's Take a Look