MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
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Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act
Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...
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President Trump Taking America Back to the 1980s…
The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent...
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President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
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