XLV

The Correction: Markets Collapse! Ebola Fears!

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This is why you pay us to do our job. We put you way ahead of the market, while others sat back and did nothing. This is what we talk about when we try to feed your mental model with the right information: “We’re not after a ‘two-second advantage’ on widely disseminated market-moving information. We’re trying to get you the right information…even before it becomes information.” We take our job seriously, and we sincerely care about you and your wealth. You now know that beyond a shadow of a doubt. The Dow Jones Industrial Average is down 300+ points at the time of this writing.   Please consider cancelling your free research provider or your higher-paid investment service provider because … Read more

Oncology News a Key Driver of Big Pharma

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Image Source: Images Money By Kris Rosemann There’s no shortage of excitement in the pharmaceutical (XLV, IBB) sector as of late. It’s almost on a weekly basis that we hear of some pharma giant involved in a merger, attempted acquisition, or buyout rumor, but it makes sense that ongoing consolidation will be an theme across the group, particularly when considering the outlook for top-line growth across the biotech/pharma space, which remains weighed down by pricing pressures. More recently, for example, diabetes giant Novo Nordisk (NVO) noted that it expects average drug prices in 2017 to be down in the low- to mid-single digit range from 2016 levels after the completion of the majority of its negotiations with pharmacy benefits managers … Read more

January 5-9: The Week That Was – Drowning in Crude

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By Brian Nelson, CFA The first full week of 2015 was a wild one! Monday and Tuesday brought some hefty losses to the indices, but the middle of the week helped recover most of the ground, only to give some of it back Friday. When all was said and done, however, the S&P 500 still closed comfortably above 2040, a huge leap from just 5-6 years ago. We’re still enjoying the good times, with economic data still coming in relatively sanguine. Like a frog in water, the markets are just waiting for the next shoe to drop, and the Federal Reserve is doing all that it can to assure investors that the Yellen-put is there to prop up the markets should … Read more