Archive for May, 2010

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Protected: May 26, 2010 – Why the Average Employer Will Drop Health Insurance in 2014

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Protected: May 21, 2010 A Long Way from Normal: Housing Prices Remain Well Out of Sync With Historical Notions of Affordability; The Square (Footage) Piece of the Pricing Puzzle

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May 18, 2010 The FCC “Gets It” – Competition, Not Market Power, Drives Innovation and Investment

The FCC’s plan to reclassify wired broadband as a regulated telecommunications service, combined with its published National Broadband Plan and numerous public comments, makes clear its intention to press a policy of “net neutrality”, heightened competition, low rates and universal

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Protected: May 10, 2010 – The Bigger Truth About Medicaid Drug Price Effects; PBM Price Competition; and Why Insurers Are Still a Buy

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May 3, 2010 The Big Future of E-Learning: Beyond a Countercyclical Bump and a Student Loan Scare

Education stocks have had a strong run YTD, as continued high unemployment is sparking accelerating enrollment at post-secondary institutions. Of late, the sector has been volatile, as fears of tighter thresholds on government sponsored student lending for occupational training ebb

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