Every Bull Market Feels Like a Bubble

During every Bull Market we see a parade of analysts, portfolio managers and talking heads trying to call the top. Screams that the market is a bubble and the end of the world is just around the corner are heard daily. If I look back over my career, I’m sure I’m guilty as well. The […]

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Twitter – The Biotech Alternative

The launch of the Twitter (TWTR) IPO is still a month away but already bulls and bears are out in full force. It’s rare for me to comment on new issues but I’m making an exception believing this is truly a unique property. Before you start sending the hate Tweets and emails that make me […]

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