Healthcare: Haven In the Storm?

The COVID crisis is first and foremost a healthcare crisis, although it is having deep economic effects.  Predictably, in the market volatility caused by the pandemic, the healthcare sector has broadly outperformed; and within healthcare, biotechnology has performed even more strongly. Of course healthcare is a broad sector, comprising many Read more

April 01, 2016

When Too Much News Can Confuse 1.  GDP grew by 2.4 percent in 2015 — ignore flawed data, including GDPNow. Fourth-quarter 2015 GDP growth for the U.S. was just revised up to 1.4 percent annualized from an initial reading of 0.7 percent.  That brings growth for the year as a Read more