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I talked to many health CEOs out West and see big things for drug stocks

January 18, 2026 by Admin
I talked to many health CEOs out West and see big things for drug stocks

We get so caught up in the buzz and the sizzle that we forget about the steak, especially in this era of GLP-1s, which have revolutionized the treatment of diabetes and obesity and are being studied for so many more diseases and conditions. That’s my chief takeaway from meeting with …

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Here’s my Monday playbook after the stock market’s Fed-driven rip higher

August 24, 2025 by Admin
Here’s my Monday playbook after the stock market’s Fed-driven rip higher

The conundrum of the stock market going down ahead of Jackson Hole confounded me. With a market that had been headed down every day, except for deep cyclicals and housing-related stocks, the setup seemed extreme. By the end of the week, the bet was one way: Federal Reserve Chairman Jerome …

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