Bret Jensen

1 week ago | seekingalpha.com | Bret Jensen

May 28, 2025 1:24 PM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryMarkets have rebounded from their sharp decline in the first half of April, following reciprocal tariffs being announced on April 2nd. However, investors seem to be getting more complacent about several key risks to the economy and the markets.

1 week ago | pro.thestreet.com | Bret Jensen

The markets sold off around 2.5% last week as the yield on the 10-Year Treasury touched 4.6%, before pulling back. Meanwhile, the yield on the 30-Year Treasury moved to about the 5% level. Despite the tariff delay with the EU, outside a slew of new trading deals being announced, the news flow is likely to lean to the negative side in the coming weeks and months. Here are the issues that are causing me some sleepless nights as an investor.

1 week ago | seekingalpha.com | Bret Jensen

This article was written byBret Jensen has over 13 years as a market analyst, helping investors find big winners in the biotech sector. Bret specializes in high beta sectors with potentially large investor returns. Bret leads the investing group The Biotech Forum, in which he and his team offer a model portfolio with their favorite 12-20 high upside biotech stocks, live chat to discuss trade ideas, and weekly research and option trades.

1 week ago | pro.thestreet.com | Bret Jensen

We're heading back to the healthcare sector for the focus of a new covered call trade idea. This is a new name to my portfolio, but it has a lot in common with some recent selections such as CorMedix (CRMD) . This company has seen a recent product launch gain notable traction, which will enable the firm to rapidly move into profitability, and its balance sheet will allow it to do so without the need to raise additional capital.

2 weeks ago | pro.thestreet.com | Bret Jensen

The financial press, after years of largely ignoring the yawning fiscal deficit and massive federal debt, has suddenly rediscovered these existential issues and become intently focused on this topic. My regular readers know this is something I have railed against consistently throughout my over a decade as a TheStreet Pro columnist. This situation has grown much more dire since government spending blew out during Covid and the years after the pandemic.