Tarun Chandra, CFA | TalkMarkets | Page 1
Analyst
Contributor's Links: Graycell Advisors Prudent Biotech
Besides being an Analyst on both the Buyside and Sellside, the author has worked in Corporate Strategy and Finance roles for technology services companies and has now been publishing risk-adjusted, return-driven, quantitative model portfolios for many years at Graycell Advisors. More can be ...more

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The Stock Market’s Big Question
Stock earnings yield, bond yields, and cash yields have converged for the first time, posing competition for stocks.
Second Quarter Outlook For Biotech Stocks
Biotech stocks have been consolidating recently but may be ready to rally higher due to factors such as a declining 10-year yield and growing M&A activity.
The Market Waits
The market can drift higher from its oversold condition, but it will closely watch the banking crisis which will dictate market action for the coming weeks.
Market’s Biggest Week This Year As The Fed Meets
March has been a tumultuous month with the unfolding banking crisis enveloping more financial institutions and shaking the financial markets.
Biotech Bonanza: 2023 Biotech Outlook As The Fed Remains Hawkish
2023 can be the year of biotechs after two consecutive years of negative or barely positive returns.
Stocks Get Closer To A Surge
More Federal Reserve officials are focused on the risks of sharply rising rates. Inflation can fall rapidly next year due to the lagging effects of rate hikes, concurrent global tightening, and healing supply chains.
Biotech Stocks Well-Positioned For The Fourth Quarter
The path of interest rates is clearer for 2022 and the FED is closer to a pause early next year as it calibrates its response from a hammer approach so far.
What’s Next For Biotech And Healthcare
Biotechs have sold off this year along with the broader market. Declines have been more pronounced than prior pullbacks. However, healthcare continues to outperform.
Biotechs Ready To Roar
The recent FDA decision will reverberate across the industry and the healthcare sector for many reasons.
Healthcare Is Ready To Lead In 2021
Healthcare lagged the broader market last year, but that can change this year.
The Resurgence Of Small Caps – 2021 Outlook
The Russell 2000 small cap index has underperformed the larger caps materially over the last two years. It may come as a surprise, but small cap stocks made their all-time high in September 2018.
The Market Is Biding Time
The market is recognizing the high-probability outcome. A contested election, on the other hand, can perhaps take 5 to 10 percent off the market.
Biotechs Feel The Bern
The market doesn't like uncertainty.
4 Biotech Stocks In Neurology, As Biotechs March On
In a space of 2-months, biotechs have gone from recording yearly lows in early October, to recording 2019 highs.
Healthcare & Biotechs Struggle, But Opportunity Ahead
Improving risk appetite is nudging markets higher, and biotechs will participate as well, although gains will have a ceiling.
The Trade War Has An Upside
The trade friction is helpful if it nudges the Federal Reserve to adopt a more accommodative policy.
1 to 16 of 38 Posts