Bullish(Nuanced)2/27/2026
Makary hasn’t yet called-out or conflated anything with $RCKT so we rally?
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Support https://t.co/TGSam331QD | Long-Term, Long-Only Biopharma Investor | Not financial or medical advice | COI = Likely invested in names I discuss
Makary hasn’t yet called-out or conflated anything with $RCKT so we rally?
View original →The new consensus definition of long-term investing is now simply holding over night $XBI
View original →Early stage market rotation to healthcare ongoing $XBI
View original →Reason behind this week’s >60% move on high volume for $INZY? $XBI
View original →No way of knowing until hindsight but volatility typically most extreme around floors, imo sector indices will bounce on the floor for a couple Qs, although select names will lead earlier, if we enter recession (or already there), think biotech will be a leading sector out $XBI
View original →N of 68 polls don’t lie, use these “doomy” times to prepare your best list and take your best shots sometime over the next year $XBI https://t.co/8cw5cDB0Ty
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