Archive for September, 2013

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Quick Thoughts: The PayPal Rabbit is not Slowing Down for the Tortoises

  –          Ebay’s deal for Braintree fills a hole for PayPal, giving it a well-regarded one-touch payments API solution for apps that has been adopted by trend setters Uber, AirBnB and Open Table. –          Braintree also enables “auto-fill” of payment

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A Simple Yardstick for HIE Enrollment: CBO’s Revised Estimate Looks Like an Outer Boun

CBO* estimates that roughly 20 million subsidy-eligible persons will enroll on the individual health insurance exchanges (HIEs) by 2017, and that this level of enrollment will remain roughly stable over the forecast period (2023)   We believe the 20 million

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Quick Thoughts: The Surface strikes back!

The Surface 2 boosts performance, battery life and display vs. the disappointing Surface RT. $449 is pricey, but free Office, SkyDrive storage and Skype calls sweeten the deal. Surface Pro 2 moves to “Haswell” and gets faster processing and 75%

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We’ve Talked Houses, How About Households?

The Census Bureau defines household very simply – “all the people who occupy a housing unit.”  To many people, household is synonymous with “family”, but that isn’t necessarily the case – the Census Bureau tracks both family and non-family households. 

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SSR Index of Current-Quarter Healthcare Demand Growth, Interim 3Q13 Estimate

We expect 3.6% (nominal) y/y growth in US health services demand during 3Q13, the product of 2.1% growth in unit demand, and 1.4% price growth. The 2.1% unit growth forecast is a 30bp retreat from our initial 3Q13 estimate; the

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Update on Generic Dispensing Margins: Even Ahead of the CMS Final Rule, AWP is no Longer the Prevailing Medicaid Standard

HHS OIG* on August 30 published a survey of the benchmarks states use to determine ingredient-cost reimbursement for Medicaid prescriptions. Of the 43 states identifying their benchmarks, 30 are using the newer Average Acquisition Cost (AAC) reference; only 11 are

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Quick Thoughts: For Payments, Bluetooth Puts a Beat Down on NFC and WiFi

–          Bluetooth Low Energy (BLE) has big advantages for mobile payments – 160 ft range, low power, 1Mbps speed, device ubiquity, low cost, no SIM requirement – beating NFC on every spec. –          While Samsung and other Android licensees have

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MOS Trims Expectations as Near Term Weakness Abounds

This morning, in conjunction with a sell-side conference, MOS updated its outlook for the balance of ’13, taking the opportunity to overlay what are clearly very weak industry fundamentals (both potash and phosphates) near-term with a re-affirmation of the company’s

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HUN/ROC Consolidation in Part In Response to China – The First of Many?

We have written recently about the need for developed market producers of many different commodity products to take pro-active steps to address the significant build up of capacity in China.  Today we see such a move from Huntsman and Rockwood,

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China Part 2: A Rational China? It Depends on Where You are Standing

In a recent interview with the China Daily, the CEO of Alcoa talked about the unprofitable nature of almost half of the China based Aluminum producers.  We have no doubt that this is at least approximately accurate if not exact. 

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