Merck & Co., Inc. (MRK)

Walgreens Boots Alliance should benefit from an ageing population and increased demand for medications.

Ardelyx Inc. and Rigel Pharmaceuticals look good as stand-alone companies but also could attract suitors.

Just like you have to know how to read a room, you have to know how to read a tape and this tape screams 'I'm not done yet.'

The differences in approach between the two most basic strategies for how to grow an economy are as stark as the division they cause among economists.

Stand aside for now.

Among other things, the president works to align Democratic senators to support his massive Covid relief bill.

Only 7% of Texas is vaccinated, or two million people. I don't want to mess with Texas or Texans until that number is higher.

Dynavax Technologies has inked a supply deal related to a Covid-19 vaccine that could greatly increase its revenue stream.

We could have some real pain ahead for some stocks. Five different kinds.

Cryptos and cash are both headed for a real fight. For their own existence.

This is my fifth worst performing position in a book that contains 62 open positions.

There is a point where if longer-dated yields move high enough, defensive-minded investors will be drawn from equities to debt securities.

The revenue and earnings beats are nice but that's not what really got me fired up.

In 2021, let's support each other as we fight our way out of this mess. Let's learn how to love, and forget how to hate.

While there are certainly some things to like about AZN, I don't think this vaccine, nor the UK emergency authorization, make it investable.

I am staying away from this name for now, despite the Alexion acquisition and vaccine promise.

Equity markets have run wild since Oct. 30, and it is the more economically sensitive indices that have really taken flight.

What happens when everyone hunkers down, creating their own de facto stay-in-place lockdown?

Right now, the market is furiously trying to price in a Blue Wave, and the health care sector is getting clobbered. But here's how I think things play out.

This is a major earnings week, electoral risk is real, the virus is already slowing velocity, and the cavalry (fiscal policy) is not coming. Sometimes, circling the wagons is not the worst idea.

Investors are not positioned for an upside move.

BMY's announced acquisition of MyoKardia for $13B comes less than a year after its purchase of Celgene.

I see no reason to flee this name, therefore, I am not.

RedHill Biopharma has adopted 'Veeva Vault CDMS', Veeva's modern cloud platform.

The recent market leaders appear to be running out of steam, while stalwart stocks are grinding higher, with Verizon notable among them.

The euphoria in biotech stocks Monday was a nice change of pace. It also brought to the forefront some lessons about M&A in this industry.

Electoral risk remains the monster under the bed, and it only grows as our legislators intentionally choose the blame game over honest cooperation.