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September 9, 2011 – A Simple Formula for Drug (and Biotech and Spec Pharma) Stock Selection
September 7, 2011 – TMT in 2Q11: Debt Crisis Aftermath Leaves Value Opportunities in Growth Themes
August 24, 2011 – Mobile Platforms: Integrating Everything
August 16, 2011 - Global Risk Management: What Should We Do If It’s Crisis Part 2?
August 15, 2011 - Quick Thoughts: Hello Moto
August 15, 2011 - The Market Appears to Misprice Risks to Healthcare Earnings from the Budget Control Act
July 28, 2011 - Quick Thoughts: Wither Hulu?
July 26, 2011 - 2010 US Non-Life Loss Reserve Analysis—Part 2: General Liability
July 25, 2011 - ESRX, MHS, and the PBM Bear Case
July 11, 2011 - Why Employers Are Likely to Drop Health Insurance – A Simplified View
July 1, 2011 - Quick Thoughts: Dot Com – The Next Generation?
June 27, 2011 - Introducing our Thematic Framework and Qualitative View for Global Insurance
June 22, 2011 - Mobile Devices: Flying in the Clouds – Who Will Make it Through?
June 10, 2011 - What Next for the MLR Cycle?
June 7, 2011 - Cheap Tech: A Guide for Cautious Bottom Fishing
May 24, 2011 - Can Shuffling the Deck Create Growth?
May 23, 2011 - US Non-Life Loss Reserve Analysis Part 1: The Industry
May 20, 2011 - TMT in 1Q11: The Curse of Great Expectations, Launching a Model Portfolio
May 11, 2011 - Small Cap TMT: Time for a Three Month Check Up
May 5, 2011 - The Thread Holding Generic Dispensing Margins
April 29, 2011 - A First Look at Life Insurance: A Risk Business, Not a Growth Business
April 27, 2011 - The (Unfortunate) Irrelevance of ACOs
April 21, 2011 - Internet Everything: The Coming War for the Consumer
April 7, 2011 - We Change Our Minds! Reinsurers Worth A Short-Term Trade; For the Longer-Term, Capital Raising is Key, and Bullish
April 6, 2011 - CMS Says AMP is Coming; Acquisition Cost Data Reduce Generic Costs 37% in 'Bama; Why Ortho Demand May Slow in the Mid to Longer-Term
March 30, 2011 - Quick Thoughts: Spectrum, Politics and Sprint
March 23, 2011: Enterprise IT - Let’s Go to the Cloud
March 22, 2011 - Medicaid Cost Pressures Intensify on States; Negative for Hospitals and the Drug Trades
March 21, 2011 - Quick Thoughts: AT&T-Mobile
March 14, 2011 - Quick Thoughts: Will the Tohoku Earthquake Harden the Market?
March 9, 2011 – 4G: Faster, Cheaper, Better
March 2, 2011 - Post-2014 Reform-Related Volume Gains are Modest
February 24, 2011 – Mobile Advertising: Check In, Then, Check Out
February 22, 2011 – With No Headfake in Sight, Beware the “Quality” Trade: Buybacks are Not Pricing
February 18, 2011 – Quick Thoughts: More Mobile Cowbell
February 11, 2011 – Quick Thoughts: Nokia and Microsoft
February 11, 2011 – PFE decides to shrink; HHS ends AWP; Drug pricing hits a speedtrap
February 8, 2011 – Small Cap TMT: The Idiosyncratic Method
January 26, 2011 – Ranked Preferences across Healthcare, Sub-Sector by Sub-Sector
January 25, 2011 - Monitoring a “Headfake”: Watch the Q4 Accident Year Loss Ratios
January 24, 2011 - Storage: Disrupt This!
January 10, 2011 - CES 2011: Tablets, Smart TVs, and 4G – Ready for Prime Time
January 6, 2011 - On-line TV: A Cycle Ride to the Tipping Point
January 5, 2010 - Co-Pay Cards and the Stalling of Drug Rebate Growth
January 5, 2010 - Watching for a “Headfake”: Bullish Opportunities Amidst Bearish Fundamentals
December 22, 2010 - Net Neutrality: The FCC Takes Over the Top Under its Wing
December 10, 2010 - Setting Priorities: When Should You Care About the Insurance Industry?
December 7, 2010 - Enterprise IT Spending: Worry About the Government
December 1, 2010 - Demand Trend Improves Starting 4Q, Ortho & Commodity Suppliers Benefit Most; Why HDL-C Drugs May Be Bigger than You Think
November 22, 2010 - 4G: The Cure for the Common Cord
November 8, 2010 - Special Study: Is Workers' Compensation Telling Us Something About the Cycle?
November 1, 2010 - Streaming On-line, On-Demand Video: Over-the-Top, On the Way
October 29, 2010 - Why Generic Dispensing Margins (Eventually) Must Fall
October 20, 2010 - Reinsurers: The 'Canary in the Coal Mine' of Quantumization
October 18, 2010 - It's Not Just Advertising...It's New and Improved Advertising!
October 12, 2010 - INITIATION - What's Wrong With Insurers These Days?
October 4, 2010 - What a Republican House Means for Health Reform
September 22, 2010 - The Skeptic's Guide to Drug Stock Selection
September 11, 2010 - The Internet Core: We Can Rebuild It - We Have the Technology
September 7, 2010 - Why US Healthcare Demand Appears to be Falling
August 24, 2010 - Single Payor (read European) Governments and Your Healthcare Portfolio
August 24, 2010 - Portable Devices: Smartphones, and Tablets and Netbooks, Oh My!
August 12, 2010 - Internet TV: Extreme Make Over - Industry Edition
July 30, 2010 - Potential Winners and Losers in the Age-Wage Migration
July 29, 2010 - Consumers add Risk, Insurers add Power; Consequences for Providers and Suppliers
July 28, 2010 - PCs: Raging at the Dying of the Light
July 15, 2010 - Clouds: Who Will Get the Silver Lining?
July 8, 2010 Big Pharmas Tenuous Grip on the Emerging Markets
July 1, 2010 - Better With Age? Jobs – and Job Quality – Shifting to Older Workers
June 30, 2010: Apple vs. Google - Handicapping the Coming Battle for TMT Supremacy
June 15, 2010: The Coming LED Lighting Revolution
June 15, 2010 - Why UNH and WLP Are Better Positioned for Reform than AET or CI
June 11, 2010 - A Dream Deferred: Seniors Postpone Retirement in Response to Defined Contributions, Market Corrections
June 2, 2010: Enterprise Software Giants on the Prowl – Sorting Out M&A Targets
May 26, 2010 - Why the Average Employer Will Drop Health Insurance in 2014
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
May 18, 2010 The FCC “Gets It” – Competition, Not Market Power, Drives Innovation and Investment
May 10, 2010 - The Bigger Truth About Medicaid Drug Price Effects; PBM Price Competition; and Why Insurers Are Still a Buy
May 3, 2010 The Big Future of E-Learning: Beyond a Countercyclical Bump and a Student Loan Scare
April 26, 2010 The Practical Boundaries of Health Insurance Regulation
April 22, 2010 Quick Thoughts: Lower Subsidies Will Delay Handset Recovery
April 20, 2010 - A Thousand Paper Cuts: The Future of Cable TV
April 19, 2010 Why the Market Assumes too Much Margin Pressure on Insurers, too Little on Innovators
April 5, 2010 The National Broadband Plan: Windfall for Wireless, but Catastrophe for Carriers
April 5, 2010 Why Insurers Work in a Recovery; Introducing our Model of Private Insurance Premiums and MLRs
March 28, 2010 Three Reform Realities That Aren’t Priced In
March 16, 2010 Initiating Coverage - TMT: The Only Constant is Change - Sector & Sovereign Research, LLC