December 2024 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Dec 12, 20241 min read

10-Year and XBI Negative Correlation Continues in November. Obesity Drugs Remain in the Spotlight. No Rest for Biotech to End the Year

Biotech & Healthcare

Jonathan Poyer

Dec 12, 20241 min read

Real Estate Chart Deep Dive - Spreads are Tight and Seasoned Housing is Strong

Real Estate

Jonathan Poyer

Nov 26, 20243 min read

The Doctor is IN | November 2024

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Nov 25, 20241 min read

BioNTech the Lone Large Acquirer in November as Biotech Waits Clarity Post Election

Biotech & Healthcare

Jonathan Poyer

Nov 18, 20241 min read

November 2024 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Nov 14, 20241 min read

October Marked the 13th Time in the Past 34 Months That Bonds Declined Alongside Equities. We Need Another Solution to Bonds

Macro Views

Jonathan Poyer

Nov 8, 20242 min read

What is Excess Interest and Why Could it Matter to You

Videos

Jonathan Poyer

Nov 7, 20241 min read

October Sees $4B+ in M&A Deals as Health Stocks Enter Earnings Season and Wait on Election and Rate Moves. Longboard Acquistion Over $2.6B

Biotech & Healthcare

Jonathan Poyer

Nov 1, 20241 min read

Abbvie Deal Shoots Stock Up. Biotech Hugging the Moving Average as Bond Yields Interrupt Momentum.

Biotech & Healthcare

Jonathan Poyer

Oct 30, 20242 min read

A Quarterly Look at Housing and the MREIT Sector - Residential Still a Bright Spot with Bond Outlook Improving

Real Estate

Jonathan Poyer

Oct 29, 20242 min read

Biotech Testing 100-Day Moving Average Amidst Earnings and Election Seasons

Biotech & Healthcare

Jonathan Poyer

Oct 21, 20242 min read

XBI Rallies to 50-Day Moving Average as Markets Digest Hotter Than Expected CPI and Rate Cut Futures

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Oct 15, 20242 min read

The VIX Spikes and Then Goes Right Back to Normal - That's Not Normal

Volatility Investing and the VIX

Jonathan Poyer

Oct 15, 20241 min read

Biotech Capital Markets Overview - Deal Action Slowing Down Waiting for Market Tailwinds

Biotech & Healthcare

Jonathan Poyer

Oct 9, 20241 min read

Fed Rate Cut Expectations Dropping as 10-Year Goes Up. Biotech Indices Slide as Tailwinds Soften

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Oct 8, 20242 min read

Biotech Steady Amidst Rate Moves and Political Uncertainty

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Oct 2, 20243 min read

March 2024 Follow-Up with the Doctor

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Sep 28, 20241 min read

September 2024 Follow-Up with the Doctor

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Sep 27, 20241 min read

Novo Nordisk Meets with the Senate Under Pressure to Reduce Prices as Biotech Takes a Breather After Rate Cuts

Biotech & Healthcare

Jonathan Poyer

Sep 24, 20243 min read