You are receiving this email because you signed up to receive our free e-letter, or you purchased a product or service from its publisher, The Oxford Club. If you are having trouble viewing this email, click here to view it in your browser. | | Wednesday, August 31, 2016 | Issue #2879 |
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A Tale of Two Sectors Alexander Moschina, Managing Editor, Investment U
At first glance, the performance of healthcare and commodities could not seem more different. One's gotten crushed in 2016... And the other's been crushing. Here's the year-to-date performance of healthcare as tracked by the Healthcare Select Sector SPDR ETF (NYSE: XLV) vs. the SPDR Gold Shares ETF (NYSE: GLD), the SPDR Global Natural Resources ETF (NYSE: GNR) and the S&P 500.
As you can see, healthcare stocks - on the whole - have just barely made it into the black this year. Meanwhile, commodities are up more than 20%. And even the broad market is beating healthcare by fivefold. Still, as with most things in life, there's a whole lot more to this story... Longtime readers know that we're true contrarians at heart. (Matthew Carr reaffirmed this status in his column yesterday.) So when a sector takes a dive, that's when we pick up the magnifying glass. Today's issue is a tale of two sectors. First, find out why we're still crazy (yes, even after all this volatility) about biotech... And later, hear what Sean Brodrick, Resource Strategist at The Oxford Club, has to say about the near-term future of gold and oil prices. Good investing, Alexander
There's Good News in Biotech Stocks... If You Know Where to Look Samuel Taube, Investment U Research Team
It's been a bumpy year for biotech stocks. Industry index funds are down by double digits. The main culprit? A rash of bad PR. 2016 has seen a number of scandals and botched clinical trials from big names like Theranos and Valeant (NYSE: VRX). Most recently, Mylan (Nasdaq: MYL) made headlines when it hiked EpiPen prices by 400%... while at the same time raising salaries for top executives. These negative stories have put the healthcare market in a sour mood. But believe it or not, there's still plenty of upside in the sector. You just have to know where to look. In truth, biotechnology isn't a single industry. It's made up of several distinct fields of medical research and development. Most of the pessimism is centered on the field of treatment drugs. But many other areas, like genomics, surgical tech and vaccines, have been doing just fine. We're going to look at some biotech stocks that aren't focused on the more volatile pill-making industry. These three companies have actually seen double-digit gains over the course of this year... Oxford Club Radio: The Current State of Commodities (With Sean Brodrick) Investment U Research Team
On this week's episode of Oxford Club Radio, Marc interviews gold and commodities expert Sean Brodrick. The two discuss current trends in precious metals, oil and more. Also in the spotlight this week? Two notoriously opaque organizations - the Federal Reserve and OPEC.
Click "play" above to watch the first half of Marc's chat with Sean - or read on for our brief recap of what's happening in commodities markets... | |
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Will You Buy Any "Big-Ticket Items" in 2016?
A new car... big vacation... engagement ring... fishing boat... college tuition payments... repairs to your home? If so, the government may owe you money. A new law signed at the end of 2015 offers "cash rebates" to 119 million eligible Americans for purchases made in 2016. This is a chance to collect anywhere from $1,230 up to $12,900 and perhaps beyond. But you must prepare now to maximize your payout. Details "here. | |
| | Last week was eventful for macro-savvy investors. Learn why in this week's Global Markets and Currency Trends Briefing. Read On... | |
| | In recent years, we've entered a new era in terms of how the market performs. Here's a simple way to adapt and achieve true success as an investor. Read On... | |
| | The gloom-and-doomers are warning of the coming "Robot Revolution." Here's why investors shouldn't be quaking in their boots. Read On... | |
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