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Archive for the Healthcare Category

Fareed Zakaria GPS – CNN 09-06-15

Salient to Investors: Fareed Zakaria said: ITER says there is enough hydrogen in the ocean to power humanity with fusion for millions of years, with zero carbon emissions. China is making super conducting magnet cables, the US is building ITER’s largest magnet, India is making the steel structure that will surround the magnets.

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Aberdeen Asset Sells Health-Care to Buy Industrial Stocks – Bloomberg 09-09-14

Salient to Investors: Martin Connaghan at Aberdeen Asset Mgmt said: Buying industrial stocks with stable revenue and selling health-care stocks as uncertainty about the global economy has caused cyclicals to lag pharma and other defensive stocks by a margin that is too wide to ignore. The outlook for cyclical stocks

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Federal Debt to Reach 106% of Economy in 2039, CBO Says – Bloomberg 07-15-14

Salient to Investors: The CBO predicted: Current federal tax and spending policies are unsustainable. US debt held by the public will rise 74 percent of GDP in 2014 to 78 percent in 2024, and to 106 percent in 2039. Social Security and federal health-care programs would account for 14 percent

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Jim Rogers: Biggest Event of Next 10-20 Years Just Happened in China – Moneybeat 11-18-13

Salient to Investors: Jim Rogers said: The most important economic event of the next 10 to 20 years is what happened in Beijing, though largely ignored, particularly by the Western media. Current efforts to reform, if followed through, could take a generation to really bear fruit but Chinese agriculture, railroads,

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GE to IBM Ending Retiree Health Plans in Historic Shift – Bloomberg 09-09-13

Salient to Investors: America’s biggest employers are increasingly moving retirees to insurance exchanges where they select their own health plans, a historic shift that could push more costs onto US taxpayers. Towers Watson said 44% of companies plan to stop administering health plans for their former workers over the next

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Obamacare Insurance Costs Affordable, Kaiser Survey Finds – Bloomberg 09-04-13

Salient to Investors: Larry Levitt at the Kaiser Family Foundation said for the most part insurers are finding the market for Obamacare attractive and are pricing accordingly. Levitt said it is surprising how inexpensive some of the Bronze plans will be: they carry high deductibles and significant out-of-pocket costs, but for

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Baum’s View on Money – Bloomberg 08-16-13

Salient to Investors: Caroline Baum writes: Private foreign investors sold a net $67 billion of Treasuries in June, a record and the second consecutive monthly outflow, and sold agency securities, corporate bonds and equities. The US Treasury is looking at much higher borrowing costs as 41 percent of the debt has

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Baum’s Views on Money – Bloomberg 08-08-13

Salient to Investors: Caroline Baum  writes: Health-care spending has collapsed in most developed nations, not just the US. But as more people get health insurance, the demand for medical care will go up, and with it the price. If Fed talk of tapering was enough to send 10-yr Treasury yields

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Heart Surgery in India for $1,583 Costs $106,385 in U.S. – Bloomberg 07-28-13

Salient to Investors: Indian heart surgeon Devi Shetty has cut the price of artery-clearing coronary bypass surgery to $1,583, half of what it was 20 years ago, and versus $106,385 at the Cleveland Clinic in Ohio. Shetty said the current price of everything in health care is predominantly opportunistic pricing and the outcome of

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Gary Shilling position update 2013 – Gary Shilling blog 07-15-13

Salient to Investors: Gary Shilling writes: The fog remains thick, so reducing long positions in Treasury bonds and Japanese stocks and cut yen shorts, euro shorts and dollar long positions. Maintaining long positions in US defensive stocks like utilities and health care. Increased short position in junk bonds and initiated

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