A few weeks ago, when the M&A frenzy in Biotech was demonstrating toppy behavior we posted a Name That Trade in the S&P biotech etf XBI. At the time it was up 37% on the …
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It’s fairly indisputable, there is a sort of rolling sell-off going on in prior bull market leaders. All you need to do is look at the recent 15% declines in stocks like Apple (AAPL) and …
Continue readingHere is a quick recap of trades that we initiated, closed, or debated in the week that was May 4th to May 8th:
Continue readingBiotech stocks have in focus of late, as they appear to be ground zero for concerns of an equity bubble as a result of strong performance, non-stop m&a activity, recent volatility and valuation concerns among …
Continue readingEarlier today we entered in a new trade in the IWM (read here) based on a few factors, most notably the pattern of increased downward volatility in the first few weeks of a new quarter …
Continue readingThe volatility in the Biotech sector over the last week (like the iShares Nasdaq Biotech Index (IBB) down 7% and at one point down 10% yesterday!) has raised some eyebrows as it marks one of …
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