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Author: Ned Douthat

Healthcare Speech: No News is Good News

Healthcare stocks are rallying on Thursday in the wake of the President’s address to the joint sessions of Congress on healthcare reform. The lack of additional information in the President’s speech prompted Leerink...

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Taping Profits of Swine Flu with Tamiflu

Flu season is approaching quickly and fresh fears over a possible H1N1 epidemic have taken hold. Hospitals and pharmacies are stocking up on medications to counter such an outbreak, and the most popular drug to treat flu is...

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Consumer-less Recovery?

Six months ago today the S&P 500 hit its lowest point in twelve years. Since that point, in just half a year, the market has rallied back about 50% from that low point with remarkable breadth and consistency. The...

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Cadbury Tells Kraft to Sweeten the Deal

“$16.7 billion, hard to believe that’s hostile but the Cadbury’s board saying it’s more like an offer of chocolate-covered liver which is not very palatable. Sweeten the deal and we mean more cash. What...

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Costco Boosted By Essentials and Food

“Shopping at Costco, food and sundries selling. Costco is the barometer now of how the retailers are faring. Remember, Walmart stopped reporting the monthly sales figures, so with Coscto we look to see what people are...

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