Some interesting moves and data coming out of the ASCO abstracts. There are some questions answered with these abstracts, although more questions remain unanswered. I suspect that many of the.
Drug pricing will not go away and I think that is going to be true going forward. We should not expect it to go away and at this point, one.
The sector rallied yesterday and the market in general seems to be shrugging off the escalation in Syria last night. I am a little surprised in that we saw the.
It continues to be a slow news week, which is not completely unexpected given the series of large cap earnings. Today might very well be a macro day with Trump.
We end the week on an OK set of news. It could certainly have been worse but nothing that is likely to fundamentally revalue the sector or reverse the chop..
It does not seem like today is going to be a good day for the sector but we have to see how it all plays out. There is some important.
I have a lot to catch up on this week but wanted to start this morning with a couple of points. We are going to be getting a lot of.
Sort of a quite start to the week but it is Monday of the first week of earnings, so it is not completely surprising to see a slow start. Obviously.
We are starting to enter into earnings season, which will pick up next week. This will obviously be driving price action and there is usually a little more risk/volatility in.
We had the Syrian strikes over the weekend and for all intents and purposes it was typically political theater, which makes it enough for all sides to declare victory and.
I am still convinced that the biggest macro risk for the market remains Syria. While there remains a chance that there is ultimately no attack, it seems that the past.
I am rushed this morning but I wanted to put out a quick note. The market is still volatile with the Cohen search yesterday sending the market down and the.
The sector finally got its bounce and took some of the beaten down large caps with it. The sector (and market more generally) needs to follow through on this move.
Thursday was not a bad follow through for the sector. I am still not convinced that we are out of the forest quite yet but we are at least further.
We seemingly got our bounce yesterday. It was touch and go a little in the afternoon but the market ended strong. While the trading might simply be a reflection of.
It seems like the market does not like 19th century economic policies, although I think it is likely more than simply the tariffs. The market has risen despite numerous political.