Jonathan PoyerOct 24, 20231 min readBiotech & HealthcareBiotech M&A Happenings - Roche Acquires Telavant for $7.1B; Bristol Acquires Mirati for $4.8B
Jonathan PoyerOct 24, 20231 min readMunicipal BondsMuni Investing - Even if Rates Stay Neutral, Muni Coupons Have Positive Yields. Attractive Indeed
Jonathan PoyerOct 24, 20232 min readVolatility Investing and the VIXUncertainty Rising. Volatility Falling. Markets Depressing. A Look at September.
Jonathan PoyerOct 17, 20232 min readBiotech & HealthcareDown Down Down Goes Biotech - But Insiders Are Optimistic and Buying
Jonathan PoyerOct 11, 20233 min readLifeSci Weekly UpdatesM&A Picking Up: Bristol Myers and Eli Lilly on the Offensive
Jonathan PoyerOct 6, 20231 min readBiotech & HealthcareM&A Continues - Eli Lilly Ponies Up $1.4B for Point Biopharma
Jonathan PoyerOct 3, 20232 min readBiotech & HealthcareThe Highs and Lows of Biotech Investing Continue Apace - SLNO Up 500%+
Jonathan PoyerSep 27, 20231 min readMacro ViewsWhat Happens to Stock and Bond Correlations During Inflationary Periods?
Jonathan PoyerSep 26, 20233 min readLifeSci Weekly UpdatesLots of Rough News but Not Time to Walk or Run Away
Jonathan PoyerSep 21, 20231 min readReal EstateDoom Loop in Commercial Real Estate Does Not Mean Investors Should Stay Away...Or Does It???
Jonathan PoyerSep 21, 20231 min readVideosResidential Real Estate - Forecasting Housing Prices and Investing
Jonathan PoyerSep 20, 20231 min readVolatility Investing and the VIXContinue to Keep an Eye on the VIX - A Spring Coil Loading
Jonathan PoyerSep 13, 20231 min readBiotech & HealthcareBiotech & MedTech Capital Markets Update - 120 Biotech Transactions YTD
Jonathan PoyerSep 13, 20231 min readVideosObesity Drugs are Going to Change the World - And That Includes the Investing World
Jonathan PoyerSep 12, 20232 min readBiotech & HealthcareRecord Biotech Financing Has Increased Competition but Not Necessarily Winners
Jonathan PoyerSep 6, 20232 min readBiotech & HealthcareA Hurricane Can Be Just a Press Release Away - When the FDA Comes, the Wind Blows
Jonathan PoyerSep 6, 20232 min readVolatility Investing and the VIXIs All-Weather a Reasonable Set-Up for a Portfolio? What Is All-Weather?