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One Ring to rule them all, One Ring to find them, One Ring to bring them all and In the Brightness bind them (with apologies to JRRT) The world appears fixated on the fiscal cliff. And indeed, I have been shooting a video here in NYC all day with my friends (the usual brilliant suspects, et al.) on how...
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By Chris Wood, Casey Research As an analyst who spends a great deal of time researching biotech and pharma companies, I'm well aware of the challenges facing the drug industry in the US today. From onerous regulation and an approval process that has made drug development prohibitively costly and...
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New readers to my musings often find it interesting, when they meet me in person, to find me quite an optimistic person, given the nature of my current predictions about the economy. And regarding the short term, defined as less than five years, my writing is admittedly less than sanguine. We do have...
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Today we turn away from Europe and QE2 and talk about something I find far more interesting, if not as immediate. I have been talking and emailing with Pat Cox of Breakthrough Technology Alerts a lot lately. There is just so much happening in the biotech space and, as long-time readers know, that is...
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This week’s Outside the Box is again a little unusual. Some of you will think, “There goes Mauldin again, dreaming of a brave new world of biotech.” Except this time the brave new world is here. My friend Pat Cox of Breakthrough Technology Alert has written a piece for me on what he...
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This week we have a really counter-intuitive Outside the Box. I was talking with the editor of Breakthrough Technology Alert, Patrick Cox about health care costs and he made some very interesting observations from new research about health care. It seems healthy people pay more for health care than sick...
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I, Robot The Mauldin Test Who Stole My Nanotech? Water, Water Everywhere, Nor Any Drop to Drink The Promise of Biotech DIY-Bio Random Takeaways Home Again, Cambridge, and Cincinnati We are in an era of accelerating change, moving toward a future that will be profoundly different from the past we grew...
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The Statistical Recovery has Arrived This Time Is Different A Crisis of Confidence Greeks Bearing Gifts Biotech, Conversations and Babies "Our immersion in the details of crises that have arisen over the past eight centuries and in data on them has led us to conclude that the most commonly repeated...
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In last Friday's letter, I said that I had not bought any single stocks in the last decade, preferring funds and managers, and in general I still do. However, I am now going to start buying a specific asset class this month and currently plan to add to those holdings at least every quarter for several...
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HTML clipboard Your Daily Profit March 11, 2009 *****Global Markets Up… *****Oil Down? *****Recovery Portfolio Fellow investor, Finally, early strength for stocks yesterday didn’t turn to weakness. And in fact, stocks finished the day with a flourish to close at the highs. Textbook. Maybe...
Posted to
Daily Profit
by
Ian Wyatt
on
03-11-2009
Filed under:
Filed under: CitiGroup, SXCI, biotech, GHM, EBS, BEAT, GE, X, USO, Vikram Pandit, C, ARNA, VVUS, OREX
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****Obama and Stocks ****SXC Health Systems (SXCI) ****Anecdotal Evidence Fellow Investor, Stocks finished lower yesterday after Obama's speech. The lows were hit early in the day and stocks managed rally to positive territory before finishing slightly in the red. What to make of this? Not much,...