The AI Trade Isn’t Over, but the Easy Gains Likely Are
The hot CPI report finally triggered the rotation. Breadth was the best in weeks as money moved toward the laggards.
The Hot CPI Report May Be the Medicine the Market Needed
A warm inflation number lets the market price in the worst case for the Fed, and biotech is already acting like it has washed out. Here’s my plan.
Will a Hot CPI Report Widen the Gap in This Two-Tier Market?
Bonds are improving, but the stocks that should benefit aren’t responding.
Amid the Biotech Madness, I Spotted an Opening in a Promising Small-Cap
Hedge funds dumped genomics plays like this one last week … but it was just as it announced a new AstraZeneca-linked deal.
Psst: These Two Biotech Plays Look Like Great Under-the-Radar Deals
Let’s check out two biopharma plays that scream ‘growth at a reasonable price.’
Odd Biotech Action Is Creating Opportunities for Deal Hunters
Let’s see how the best trades are often found by looking past the indexes and digging into what is going on inside a sector.
This Is a Good Time to Make a Stock-Picking List
As biotech is getting hit and we’re seeing ETF-driven selling, I smell opportunity for sharp traders.
How to Trade This $2 Billion Biotech Name Moving Quickly Toward Profit
Here’s our covered-call idea.
The Market Is a Mess — And the Indexes Are Hiding the Truth
The indexes are terrible timing devices, and this week proves it.
The Treasury Steps In, and I Ring the Register
I reduced three biotech winners, and not because I think they are going down.