Jonathan PoyerNov 28, 20231 min readReal EstateThe Residential Housing Debt Market - A Debt Play with Unique Characteristics
Jonathan PoyerNov 22, 20231 min readBiotech & HealthcareBiotech Capital Markets Still Active - 3 Years in a Row of Negative Performance for the XBI in Play
Jonathan PoyerNov 22, 20231 min readVolatility Investing and the VIXMarket Selloffs Do Not Imply Volatility
Jonathan PoyerNov 21, 20233 min readLifeSci Weekly UpdatesIf Biotech Is Near Rock Bottom, there is No Place to Go but Up
Jonathan PoyerNov 20, 20231 min readMacro ViewsFragile Risk Markets in October Show an Unstable Macro Environment
Jonathan PoyerNov 16, 20233 min readBiotech & HealthcareCan We See the Bottom in Biotech Yet? Isn't It About Time?
Jonathan PoyerNov 13, 20231 min readBiotech & HealthcareIs the XBI Okay? Why Are We Seeing Record Lows?
Jonathan PoyerNov 10, 20231 min readRiffin' on Real Estate RecordingsNovember 2023 Riffin' on Real Estate
Jonathan PoyerNov 8, 20233 min readLifeSci Weekly Updates30% of the Biotech Universe Trading Below Cash Value - Have We Reached the Bottom Yet?
Jonathan PoyerNov 8, 20232 min read5 Scenarios to Consider for Real Estate Investing - Good, Bad, and Ugly
Jonathan PoyerNov 3, 20232 min readReal EstateLet's Review the Mortgage Market - Juicy Yields and Strong Fundamentals. But How to Invest?
Jonathan PoyerNov 1, 20231 min readVolatility Investing and the VIXEquities/Bonds Historically Move in Tandem When Inflation Readings are Above 2.5%
Jonathan PoyerNov 1, 20232 min readRobotics & AutomationInvesting in Robotics & Automation - Don't Get Too Caught Up in AI
Jonathan PoyerOct 31, 20232 min readBiotech & HealthcareXBI Testing Covid-19 Lows - The End Has to Be in Sight...Right?
Jonathan PoyerOct 31, 20232 min readBiotech & HealthcareHealth Sciences Regulatory Moves in Q3 - Reigning in the FTC But HSR Program Lingers
Jonathan PoyerOct 27, 20231 min readBiotech & Healthcare$15B+ in M&A Deals in the Past Two Weeks...Yet the XBI Pushing Lows. What Gives?
Jonathan PoyerOct 26, 20231 min readMunicipal Bonds3rd Quarter Review of the Muni Markets - Munis Looking Juicy
Jonathan PoyerOct 24, 20233 min readBiotech & HealthcareCan We Find Good News in Biotech Somewhere? YES! If You Know Where to Look