A few weeks ago, I had the pleasure of running into Jon Najarian, his beautiful wife Bridget, and their daughter on…
Given that the last day of June fell over the weekend, we won’t get the July “forward 4-quarter” estimate for…
SCOTUS rules on ObamaCare within the next hour or two. We are only long pharma, and some AMGN. Google needs…
Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice…
The headlines are unrelenting negative: 1.) Europe and the fear of a Lehman-type moment as worries over bank runs captivate…