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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
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Examples
Underground Trading - Sat May 10, 2008 04:02PM
This is an update on my speculative long term position p [read more]
This is an update on my speculative long term position p [read more]
Morpheus Trading - Mon May 12, 2008 04:25AM
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]
Millionaire Now! by Larry Nusbaum - Mon May 12, 2008 04:54AM
MORNING MARKET COMMENTARYfor Monday, May 12, 2008Weak Financ [read more]
MORNING MARKET COMMENTARYfor Monday, May 12, 2008Weak Financ [read more]











