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RVB's Market MusingsFrom engineer to Investment Management MBA student...generally my stream of conscious thoughts. Hope it's useful! |
Quick Updates
Posted on Saturday Mar 24, 2007 10:25AM | Link | Post Comment
The blogroll on the right has changed a bit. Someone noticed I had yet to move Bill Rempel's link. I also added Wallstrip, Andy Swan, and Howard Lindzon...while removing some others that I have stopped reading....
Quick Hit Thoughts
Posted on Monday Mar 12, 2007 08:50PM | Link | Post Comment
Sierra is getting bought by UNH? This morning, I wondered if UNH was the culprit sending Sierra bad business? Alas, the wonderful people at The Health Care Blog are all over it and it was not UNH, but 'one of United's big competitors' (of which the...
Unit Labor Costs
Posted on Tuesday Mar 06, 2007 07:53AM | Link | Post Comment
One of the things that I do not have the luxury of is years and years of experience. My adult memory only remembers one recession along with a major market selloff during that time. Even 1995's mid-cycle slowdown is a bit out of my memory - I was in ...
Are We In A Bear?
Posted on Monday Mar 05, 2007 09:45PM | Link | Post Comment
This thought has briefly entered my brain in the past week, but I don't think we're in a bear...the data doesn't conclusively say anything's changed. We're just entiering a long overdue correction. The Wright Model (from Jonathan Wright at the Fed)...
Healthcare It Survey Just Released By Aha
Posted on Thursday Mar 01, 2007 10:18AM | Link | Post Comment
The American Hospital Assocation just released an absolute GEM of a report on Healthcare IT usage by U.S. hospitals. It really sheds light on how much growth is left for vendors of these systems. It also clearly points out that bigger hospitals have ...
- Quick Updates
- Quick Hit Thoughts
- Unit Labor Costs
- Are We In A Bear?
- Healthcare It Survey Just Released By Aha
Examples
Don't Mess With Taxes - Tue May 06, 2008 05:24PM
The IRS apparently got tired of folks calling its main 800 n [read more]
The IRS apparently got tired of folks calling its main 800 n [read more]
Morpheus Trading - Wed May 07, 2008 04:17AM
NOTE: Please click on the charts below to enlarge them [read more]
NOTE: Please click on the charts below to enlarge them [read more]
Morpheus Trading - Thu May 08, 2008 04:33AM
NOTE: Please click on the charts below to enlarge them if [read more]
NOTE: Please click on the charts below to enlarge them if [read more]