Archive for May, 2012

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Is There a Cyclical Rebound in US Healthcare Demand? Evidence to Date from 1Q12 Results

The link between quarterly reports and underlying healthcare demand is remarkably noisy and signals from 1Q12 results thus far are mixed; however on net we see convincing evidence of strengthening US healthcare demand   With a single exception (HUM) commercial

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Quick Thoughts: The Apple Tug of War Continues – Sorting the Arguments

  –          Bulls see Apple transforming television and broadening its product line.  Bears fear iPhone subsidy cuts, the absence of Steve Jobs and the law of large numbers –          The iTelevision faces more obstacles than bulls perceive, and an entry

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