Trump’s Executive Drug Price Efforts May Face Legal Rebuff Partisan gridlock has made legislative progress on many issues difficult to achieve — particularly healthcare. Senate Finance Committee chair Chuck Grassley has been in negotiations with his Democratic counterpart, Ron Wyden, since early this year to advance a bipartisan bill that Read more…
Healthcare: Buying Opportunity or Trap? Taking Stock of Past Lessons The strong recovery of the U.S. stock market in 2019 year to date has not treated all sectors equally (rallies rarely do). Healthcare has been a particularly noteworthy laggard in spite of fairly consistent earnings growth, having gone sideways while Read more…
Executive Summary 1. There are attractive investment opportunities in 2015, but we expect more volatility. As we’ve said over the past several weeks, we see good momentum in economic fundamentals supporting corporate profit growth and stock price appreciation in 2015, especially in the U.S., and potentially in some other global Read more…
Two Key Themes That Are Not Widely Known —But Which Will Affect You and Your Life Substantially Key Theme #1: The Affordable Care Act (ACA) is going to change healthcare delivery in the U.S. in many ways… thus far, our research indicates that most of these changes are bad for the Read more…
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