Down Down Down Goes Biotech - But Insiders Are Optimistic and Buying

Biotech & Healthcare

Jonathan Poyer

Oct 17, 20232 min read

M&A Picking Up: Bristol Myers and Eli Lilly on the Offensive

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Oct 11, 20233 min read

M&A Continues - Eli Lilly Ponies Up $1.4B for Point Biopharma

Biotech & Healthcare

Jonathan Poyer

Oct 6, 20231 min read

The Highs and Lows of Biotech Investing Continue Apace - SLNO Up 500%+

Biotech & Healthcare

Jonathan Poyer

Oct 4, 20232 min read

What Happens to Stock and Bond Correlations During Inflationary Periods?

Macro Views

Jonathan Poyer

Sep 27, 20231 min read

Let's Look at Commercial and Residential Real Estate

Videos

Jonathan Poyer

Sep 26, 20231 min read

Who is LifeSci Partners

Videos

Jonathan Poyer

Sep 26, 20231 min read

Lots of Rough News but Not Time to Walk or Run Away

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Sep 26, 20233 min read

Doom Loop in Commercial Real Estate Does Not Mean Investors Should Stay Away...Or Does It???

Real Estate

Jonathan Poyer

Sep 21, 20231 min read

Residential Real Estate - Forecasting Housing Prices and Investing

Videos

Jonathan Poyer

Sep 21, 20231 min read

Continue to Keep an Eye on the VIX - A Spring Coil Loading

Volatility Investing and the VIX

Jonathan Poyer

Sep 20, 20231 min read

Is Biotech Dependent on M&A For Returns Now?

Biotech & Healthcare

Jonathan Poyer

Sep 19, 20232 min read

Biotech & MedTech Capital Markets Update - 120 Biotech Transactions YTD

Biotech & Healthcare

Jonathan Poyer

Sep 13, 20231 min read

Obesity Drugs are Going to Change the World - And That Includes the Investing World

Videos

Jonathan Poyer

Sep 13, 20231 min read

Record Biotech Financing Has Increased Competition but Not Necessarily Winners

Biotech & Healthcare

Jonathan Poyer

Sep 12, 20232 min read

A Hurricane Can Be Just a Press Release Away - When the FDA Comes, the Wind Blows

Biotech & Healthcare

Jonathan Poyer

Sep 6, 20232 min read

Is All-Weather a Reasonable Set-Up for a Portfolio? What Is All-Weather?

Volatility Investing and the VIX

Jonathan Poyer

Sep 6, 20232 min read

The Hidden Value of Municipal Bonds - Munis or Treasuries???

Macro Views

Jonathan Poyer

Aug 29, 20232 min read

Everyone is Looking for Good News - Can Biotech Deliver?

Biotech & Healthcare

Jonathan Poyer

Aug 29, 20232 min read

Is There a Case for Residential Real Estate?

Real Estate

Jonathan Poyer

Aug 25, 20232 min read