Author archives: Jaimini Desai

Market conditions are changing. Concerns about recession are now more paramount than inflation. A winner of this changing dynamic is healthcare and biotech stocks. In today’s article, I want to…

In a not very surprising turn of events, the bear market bounce has failed as we’ve given up more than half of its gains. I, think it validates our decision…

Inflation may be peaking, while growth is certainly slowing. These conditions are tough for most stocks, but pharmaceuticals are an exception. One of the top companies in the space is…

With the economy slowing and oil prices down by about 20% over the last couple of weeks, odds are increasing that inflation could be turning lower. This could be a…

Biotech stocks are starting to move higher as longer-term rates decline. The sector is very cheap with strong long-term fundamentals. Amgen (AMGN), Biogen (BIIB), and Bio-Techne (TECH) are 3 top…

Rising rates are a headwind for most stocks. However, for a handful, they are leading to an earnings boom,. Here are 3 stocks benefitting from higher rates: Humana (HUM), Everest…

The bear market is creating a challenging environment for investors. One place to find outperformance could be high0-quality, healthcare stocks that are paying a dividend. Therefore, investors should consider dividend-paying…

Chinese stocks are outperforming after 2 years of underperformance. Regulatory crackdowns on tech companies seem to have abated, and the government is expected to pivot to economic concerns in the…

GARP is a strategy to blend the best parts of value and growth investing. It’s particularly apt as it will allow investors to identify the top growth stocks trading at…

In last week’s commentary, we noted that the S&P 500 (SPY) had been range-bound, but that “it may be prudent to pare back on risk and exposure” due to signs…