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AstraZeneca Enters the Race for the Next Plavix

Thu Nov 19th, 2009

Lisa LaMotta

The pharmaceutical landscape is rapidly changing as patents for some of the blockbuster drugs of the last decade near expiration and other players try to grab some of the remaining revenues before ge

The Other Side of the Dollar

Wed Nov 18th, 2009

Todd Harrison

Albert Einstein once said that the definition of insanity was doing the same thing over and over again and expecting different results. Through that lens, the current course of fiscal and monetary po

Five Things: The Economic Crisis Takes a Virulent Turn

Mon Nov 16th, 2009

Kevin Depew

1. The Economic Crisis Takes a Virulent TurnThe word credit comes from the Latin "credere" which means "to believe, or to trust." That's really all you need to know about the mode

For Big Pharma, Diabetes Means Big Business

Fri Nov 13th, 2009

Lisa LaMotta

Seeing shades of blue? On November 14, the whole globe will be seeing them, too. The International Diabetes Federation (IDF) is hosting World Diabetes Day and asking that monuments around the globe b

Big Pharma Scrambles for a Piece of the Vaccine Pie

Thu Nov 12th, 2009

Lisa LaMotta

It’s a small shot in the arm, but it could mean big money for pharmaceutical companies around the world. With flu season upon us and swine flu threatening to reach pandemic proportions, Big Pha

Randoms: Big Brother is Watching!

Tue Nov 10th, 2009

Todd Harrison

George Soros discusses an entirely different crossroads. I've been too cautious the last few months and I own that. I'm usually early, however, and while I certainly see both sides, my sen

Is McDonald’s Exporting Obesity?

Mon Nov 9th, 2009

Scott Reeves

The United States, long an exporter of popular culture, may be exporting obesity to Europe, Asia, and Africa thanks to strong fast-food sales led by McDonald’s (MCD).The World Health Organizati

All America's Possible Futures

Mon Nov 9th, 2009

John Mauldin

The present contains all possible futures. But not all futures are good ones. Some can be quite cruel. The one we actually get is dictated by the choices we make. For the last few months I’ve b

The Fannie Mae and Freddie Mac Farce

Fri Nov 6th, 2009

Daniel Englander

Last night Bloomberg printed an article about Fannie Mae (FNM) and Freddie Mac (FRE). Here are the lowlights:1. There were 2.6 million defaults on residential mortgages in the first nine months of 20

Has America Caught Argentinean Disease?

Mon Nov 2nd, 2009

John Mauldin

I’ve been in South America this week, speaking nine times in five days, interspersed with lots of meetings. The conversation kept coming back to the prospects for the dollar, but I was just as
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