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The VIX Floor Keeps Moving from Under our Feet. Is That a Good Sign for Things to Come?

The VIX Floor Keeps Moving from Under our Feet. Is That a Good Sign for Things to Come?

The VIX Floor Keeps Moving from Under our Feet. Is That a Good Sign for Things to Come?

Volatility Investing and the VIX

Jonathan Poyer

Jan 29, 20241 min read

Sanofi Enters the M&A Game with a $1.7B Acquisition

Sanofi Enters the M&A Game with a $1.7B Acquisition

Sanofi Enters the M&A Game with a $1.7B Acquisition

Biotech & Healthcare

Jonathan Poyer

Jan 23, 20241 min read

Biotech M&A Off to the Races - Sun, GSK, J&J, Merck, and Novartis in on the Action

Biotech M&A Off to the Races - Sun, GSK, J&J, Merck, and Novartis in on the Action

Biotech M&A Off to the Races - Sun, GSK, J&J, Merck, and Novartis in on the Action

Biotech & Healthcare

Jonathan Poyer

Jan 19, 20241 min read

J.P. Morgan Health Conference - Day 3 Highlights

J.P. Morgan Health Conference - Day 3 Highlights

J.P. Morgan Health Conference - Day 3 Highlights

Biotech & Healthcare

Jonathan Poyer

Jan 11, 20241 min read

J.P. Morgan Healthcare Conference - Day 2 Highlights

J.P. Morgan Healthcare Conference - Day 2 Highlights

J.P. Morgan Healthcare Conference - Day 2 Highlights

Biotech & Healthcare

Jonathan Poyer

Jan 10, 20241 min read

J.P. Morgan Healthcare Conference - Day 1 Highlights

J.P. Morgan Healthcare Conference - Day 1 Highlights

J.P. Morgan Healthcare Conference - Day 1 Highlights

Biotech & Healthcare

Jonathan Poyer

Jan 9, 20241 min read

If Volatility Is So Low, Is There Really Only One Direction from Here?

If Volatility Is So Low, Is There Really Only One Direction from Here?

If Volatility Is So Low, Is There Really Only One Direction from Here?

Jonathan Poyer

Jan 5, 20241 min read

December 2023 Riffin' on Real Estate

December 2023 Riffin' on Real Estate

December 2023 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Dec 22, 20231 min read

AstraZeneca Gets Into the M&A Game - 3 Big Deals in December

AstraZeneca Gets Into the M&A Game - 3 Big Deals in December

AstraZeneca Gets Into the M&A Game - 3 Big Deals in December

Biotech & Healthcare

Jonathan Poyer

Dec 20, 20231 min read

Let's Hope the Biotech Grinch Had His Heart Grow Many Sizes Going Into 2024

Let's Hope the Biotech Grinch Had His Heart Grow Many Sizes Going Into 2024

Let's Hope the Biotech Grinch Had His Heart Grow Many Sizes Going Into 2024

Biotech & Healthcare

Jonathan Poyer

Dec 19, 20234 min read

The Robotics Sector Had a Fantastic November - Can You Stomach the Volatility to Invest?

The Robotics Sector Had a Fantastic November - Can You Stomach the Volatility to Invest?

The Robotics Sector Had a Fantastic November - Can You Stomach the Volatility to Invest?

Robotics & Automation

Jonathan Poyer

Dec 15, 20232 min read

AbbVie's Acquisition Spree Lifts the Market...For Now

AbbVie's Acquisition Spree Lifts the Market...For Now

AbbVie's Acquisition Spree Lifts the Market...For Now

Biotech & Healthcare

Jonathan Poyer

Dec 12, 20232 min read

AbbVie Acquisitions Targeting Oncology and Neuroscience

AbbVie Acquisitions Targeting Oncology and Neuroscience

AbbVie Acquisitions Targeting Oncology and Neuroscience

Biotech & Healthcare

Jonathan Poyer

Dec 7, 20231 min read

AbbVie On an Acquisition Tear

AbbVie On an Acquisition Tear

AbbVie On an Acquisition Tear

Biotech & Healthcare

Jonathan Poyer

Dec 7, 20231 min read

Biotech Rallying on M&A Activity

Biotech Rallying on M&A Activity

Biotech Rallying on M&A Activity

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Dec 6, 20233 min read

What if Inflation Causes Positive Correlation Between Stocks and Bonds?

What if Inflation Causes Positive Correlation Between Stocks and Bonds?

What if Inflation Causes Positive Correlation Between Stocks and Bonds?

Jonathan Poyer

Dec 1, 20232 min read

Biotech Value to Be Found Beyond What the Market Is Pricing - Just Ask the Buyers

Biotech Value to Be Found Beyond What the Market Is Pricing - Just Ask the Buyers

Biotech Value to Be Found Beyond What the Market Is Pricing - Just Ask the Buyers

Biotech & Healthcare

Jonathan Poyer

Nov 30, 20232 min read

The Residential Housing Debt Market - A Debt Play with Unique Characteristics

Jonathan Poyer

Nov 28, 20231 min read

Biotech Capital Markets Still Active - 3 Years in a Row of Negative Performance for the XBI in Play

Biotech Capital Markets Still Active - 3 Years in a Row of Negative Performance for the XBI in Play

Biotech Capital Markets Still Active - 3 Years in a Row of Negative Performance for the XBI in Play

Biotech & Healthcare

Jonathan Poyer

Nov 22, 20231 min read

Market Selloffs Do Not Imply Volatility

Market Selloffs Do Not Imply Volatility

Market Selloffs Do Not Imply Volatility

Volatility Investing and the VIX

Jonathan Poyer

Nov 22, 20231 min read

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