In 2017, McCamant's model portfolio rose 65%, while his trader's portfolio rose 98%.
Theranos, once a Silicon Valley unicorn promising investors and partners like Walgreens a simple blood-testing solution, is a cautionary tale for biotech investors.
It may be tempting to try, but fading strong Monday's hasn't been a good strategy lately.
With the resurgent market, traders are moving back into the big tech names such as Apple and Facebook.
These names are moving up or down in a big way ahead of releasing drug-trial results.
Bonds and the dollar constrain big-market moves.
This underperformance is being caused by pockets of weakness in bigger-cap names.
As interest rate fears ease slightly, indexes rebound.
Worries about interest rates are unlikely to go away easily.
The key for the overall market now is that it hold above today's early lows.

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