Jonathan PoyerNov 263 min readReal EstateReal Estate Chart Deep Dive - Spreads are Tight and Seasoned Housing is Strong
Jonathan PoyerNov 181 min readBiotech & HealthcareBioNTech the Lone Large Acquirer in November as Biotech Waits Clarity Post Election
Jonathan PoyerNov 82 min readMacro ViewsOctober Marked the 13th Time in the Past 34 Months That Bonds Declined Alongside Equities. We Need Another Solution to Bonds
Jonathan PoyerNov 11 min readBiotech & HealthcareOctober Sees $4B+ in M&A Deals as Health Stocks Enter Earnings Season and Wait on Election and Rate Moves. Longboard Acquistion Over $2.6B
Jonathan PoyerOct 302 min readBiotech & HealthcareAbbvie Deal Shoots Stock Up. Biotech Hugging the Moving Average as Bond Yields Interrupt Momentum.
Jonathan PoyerOct 292 min readReal EstateA Quarterly Look at Housing and the MREIT Sector - Residential Still a Bright Spot with Bond Outlook Improving
Jonathan PoyerOct 212 min readBiotech & HealthcareBiotech Testing 100-Day Moving Average Amidst Earnings and Election Seasons
Jonathan PoyerOct 152 min readLifeSci Weekly UpdatesXBI Rallies to 50-Day Moving Average as Markets Digest Hotter Than Expected CPI and Rate Cut Futures
Jonathan PoyerOct 151 min readVolatility Investing and the VIXThe VIX Spikes and Then Goes Right Back to Normal - That's Not Normal
Jonathan PoyerOct 91 min readBiotech & HealthcareBiotech Capital Markets Overview - Deal Action Slowing Down Waiting for Market Tailwinds
Jonathan PoyerOct 82 min readLifeSci Weekly UpdatesFed Rate Cut Expectations Dropping as 10-Year Goes Up. Biotech Indices Slide as Tailwinds Soften
Jonathan PoyerOct 23 min readLifeSci Weekly UpdatesBiotech Steady Amidst Rate Moves and Political Uncertainty
Jonathan PoyerSep 271 min readDr. is IN Monthly Call RecordingsSeptember 2024 Follow-Up with the Doctor
Jonathan PoyerSep 243 min readBiotech & HealthcareNovo Nordisk Meets with the Senate Under Pressure to Reduce Prices as Biotech Takes a Breather After Rate Cuts
Jonathan PoyerSep 231 min readBiotech & HealthcareBiotech M&A Activity through September 13th - Rate Cut the Tailwind Sector Has Been Waiting For