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If Biotech Is Near Rock Bottom, there is No Place to Go but Up

If Biotech Is Near Rock Bottom, there is No Place to Go but Up

If Biotech Is Near Rock Bottom, there is No Place to Go but Up

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Nov 21, 20233 min read

Fragile Risk Markets in October Show an Unstable Macro Environment

Fragile Risk Markets in October Show an Unstable Macro Environment

Fragile Risk Markets in October Show an Unstable Macro Environment

Jonathan Poyer

Nov 20, 20231 min read

Can We See the Bottom in Biotech Yet? Isn't It About Time?

Can We See the Bottom in Biotech Yet? Isn't It About Time?

Can We See the Bottom in Biotech Yet? Isn't It About Time?

Biotech & Healthcare

Jonathan Poyer

Nov 16, 20233 min read

Is the XBI Okay? Why Are We Seeing Record Lows?

Biotech & Healthcare

Jonathan Poyer

Nov 13, 20231 min read

November 2023 Riffin' on Real Estate

November 2023 Riffin' on Real Estate

November 2023 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Nov 10, 20231 min read

30% of the Biotech Universe Trading Below Cash Value - Have We Reached the Bottom Yet?

30% of the Biotech Universe Trading Below Cash Value - Have We Reached the Bottom Yet?

30% of the Biotech Universe Trading Below Cash Value - Have We Reached the Bottom Yet?

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Nov 8, 20233 min read

5 Scenarios to Consider for Real Estate Investing - Good, Bad, and Ugly

5 Scenarios to Consider for Real Estate Investing - Good, Bad, and Ugly

5 Scenarios to Consider for Real Estate Investing - Good, Bad, and Ugly

Jonathan Poyer

Nov 8, 20232 min read

Let's Review the Mortgage Market - Juicy Yields and Strong Fundamentals. But How to Invest?

Let's Review the Mortgage Market - Juicy Yields and Strong Fundamentals. But How to Invest?

Let's Review the Mortgage Market - Juicy Yields and Strong Fundamentals. But How to Invest?

Jonathan Poyer

Nov 3, 20232 min read

Equities/Bonds Historically Move in Tandem When Inflation Readings are Above 2.5%

Equities/Bonds Historically Move in Tandem When Inflation Readings are Above 2.5%

Equities/Bonds Historically Move in Tandem When Inflation Readings are Above 2.5%

Volatility Investing and the VIX

Jonathan Poyer

Nov 1, 20231 min read

The Global Oil Markets Update - Futures are Uncertain.

The Global Oil Markets Update - Futures are Uncertain.

The Global Oil Markets Update - Futures are Uncertain.

Jonathan Poyer

Nov 1, 20232 min read

Investing in Robotics & Automation - Don't Get Too Caught Up in AI

Investing in Robotics & Automation - Don't Get Too Caught Up in AI

Investing in Robotics & Automation - Don't Get Too Caught Up in AI

Robotics & Automation

Jonathan Poyer

Nov 1, 20232 min read

XBI Testing Covid-19 Lows - The End Has to Be in Sight...Right?

XBI Testing Covid-19 Lows - The End Has to Be in Sight...Right?

XBI Testing Covid-19 Lows - The End Has to Be in Sight...Right?

Biotech & Healthcare

Jonathan Poyer

Oct 31, 20232 min read

Health Sciences Regulatory Moves in Q3 - Reigning in the FTC But HSR Program Lingers

Health Sciences Regulatory Moves in Q3 - Reigning in the FTC But HSR Program Lingers

Health Sciences Regulatory Moves in Q3 - Reigning in the FTC But HSR Program Lingers

Biotech & Healthcare

Jonathan Poyer

Oct 31, 20232 min read

$15B+ in M&A Deals in the Past Two Weeks...Yet the XBI Pushing Lows. What Gives?

$15B+ in M&A Deals in the Past Two Weeks...Yet the XBI Pushing Lows. What Gives?

$15B+ in M&A Deals in the Past Two Weeks...Yet the XBI Pushing Lows. What Gives?

Biotech & Healthcare

Jonathan Poyer

Oct 27, 20231 min read

3rd Quarter Review of the Muni Markets - Munis Looking Juicy

3rd Quarter Review of the Muni Markets - Munis Looking Juicy

3rd Quarter Review of the Muni Markets - Munis Looking Juicy

Jonathan Poyer

Oct 26, 20231 min read

Testing the Bottom - Are We There Yet?

Testing the Bottom - Are We There Yet?

Testing the Bottom - Are We There Yet?

Biotech & Healthcare

Jonathan Poyer

Oct 26, 20232 min read

Can We Find Good News in Biotech Somewhere? YES! If You Know Where to Look

Can We Find Good News in Biotech Somewhere? YES! If You Know Where to Look

Can We Find Good News in Biotech Somewhere? YES! If You Know Where to Look

Biotech & Healthcare

Jonathan Poyer

Oct 24, 20233 min read

Biotech M&A Happenings - Roche Acquires Telavant for $7.1B; Bristol Acquires Mirati for $4.8B

Biotech M&A Happenings - Roche Acquires Telavant for $7.1B; Bristol Acquires Mirati for $4.8B

Biotech M&A Happenings - Roche Acquires Telavant for $7.1B; Bristol Acquires Mirati for $4.8B

Biotech & Healthcare

Jonathan Poyer

Oct 24, 20231 min read

Muni Investing - Even if Rates Stay Neutral, Muni Coupons Have Positive Yields. Attractive Indeed

Muni Investing - Even if Rates Stay Neutral, Muni Coupons Have Positive Yields. Attractive Indeed

Muni Investing - Even if Rates Stay Neutral, Muni Coupons Have Positive Yields. Attractive Indeed

Jonathan Poyer

Oct 24, 20231 min read

Uncertainty Rising. Volatility Falling. Markets Depressing. A Look at September.

Uncertainty Rising. Volatility Falling. Markets Depressing. A Look at September.

Uncertainty Rising. Volatility Falling. Markets Depressing. A Look at September.

Volatility Investing and the VIX

Jonathan Poyer

Oct 24, 20232 min read

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