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Taliban open to 10-day ceasefire with US troops in Afghanistan
Today's Headlines
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Page 4: Opinion
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7 21:14 Besoeker [248] 
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Page 6: Politix
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Economy
Healthcare stocks: Paul MacDonald's Top Picks (video)
[Bloomberg Market Call] MARKET OUTLOOK

The healthcare sector is a direct beneficiary of one of the only secular, non-cyclical and permanent investment themes: the global aging population. Moreover, as wealth increases in developing economies, there’s a disproportionate increase in the amount of spending on healthcare which will likely result in significantly increased demand for healthcare products and services over time. Finally, technological innovations coupled with regulatory advancements pave the way forward for catalysts across healthcare subsectors.

Political discussions on how to deal with the rising healthcare costs over recent years have caused volatility in the sector to increase and valuation multiples to contract. This was on display during the first nine months of 2019 as investor sentiment towards the sector worsened. Ahead of third-quarter earnings, however, there was an apparent tone shift. More positive commentary and overall sentiment towards the sector also coincided with a softening of extreme political rhetoric. This caused the sector to regain strength through the end of the year. This is poised to continue through 2020.

Still, healthcare is expected to be a key topic during the 2020 U.S. presidential election. Even intra-party views on potential policies are divergent, resulting in the advancement of even basic healthcare proposals proving to be difficult. We view any further volatility as an opportunity, as fundamentals for the underlying businesses remain intact. We continue to advocate diversity across subsectors to minimize individual binary risks.

Lastly, the increase in the implied volatility levels has resulted in attractive income derived from covered call strategies such as the one used in the Healthcare Leaders Income Fund.
Posted by: Besoeker || 01/18/2020 06:41 || Comments || Link || E-Mail|| [120 views] Top|| File under:

#1  Healthcare profits will stop rising when the market cannot pay for them. The only way the market can pay for them now is by massive government intervention - wealth transfer. So far the people who get more than they pay for can continue to get it by voting for it, but 'sooner or later, you run out of other people's money.' Then the whole thing collapses.
Posted by: Glenmore || 01/18/2020 9:46 Comments || Top||

#2  Healthcare stocks as a group have underperformed the SP500 since mid 2015 and they aren’t in a mode to likely outperform as of now either.
Posted by: Uleck Spererong9442 || 01/18/2020 16:04 Comments || Top||


Home Front: Culture Wars
Power And Wealth
[Sarah Hoyt] - The problem with power and wealth.... yes, yes, is that I don’t have any. Right. The jokes write themselves. Don’t forget to buy your waitress (she’s a robot) and tip the fish (he bets on the ponies and is always looking for a tip.)

Now being serious, for a moment, the problem with power and wealth is that they’re inseparable. And no, not just as our Marxist brethren have been taught, in "a capitalist society." Actually if there’s any hope of separating them it’s a true free market society. Not that we have that.

Even under monarchies, those who financed the king usually got power in return (also placed themselves in danger. If my research is correct some ancestors were that bloody stupid. Ah, well.) And at any rate, people with money (or other exchange. After all money is a proxy for goods and services you can’t just carry around in your wallet, right?) can by definition buy the allegiance, obedience or labor of others. In any society. Which means if you have money, you’ll soon have power.
Continued on Page 49
Posted by: g(r)omgoru || 01/18/2020 07:08 || Comments || Link || E-Mail|| [162 views] Top|| File under:

#1  All true, but if you would acquire wealth sadly some amount of stroke becomes necessary because the woods are full of individuals looking to take your toys away.
Posted by: Cesare || 01/18/2020 10:49 Comments || Top||


Home Front: Politix
Pelosi Releases Limited-Edition Replica Of Dentures Worn During Trump Impeachment
[Babylon Bee] WASHINGTON, D.C.‐Nancy Pelosi has announced a new creative fundraiser for Dems in 2020: auctioning off limited-edition replicas of the dentures she wore during Trump's impeachment.

The dentures have Pelosi's signature emblazoned in gold across the gums. Only 300 sets were made, so you'll need to jump on this opportunity to get this coveted souvenir from Trump's somber impeachment ceremony.

The bidding starts at $1,000.00 per pair, with all proceeds going to help Dems campaign on impeachment. Excited Democrats began bidding on the dentures, driving the price up into the tens of thousands of dollars immediately.

"This is a once-in-a-lifetime opportunity to get a historic relic from this somber, very serious impeachment trial," Pelosi said in a speech, pulling back her lips to show the emblazoning on her official, original pair of historic dentures. "The plating on the signatures are authentic, 24K gold." You can even customize your dentures with "bling" like gold or silver teeth with messages like "ORANGE MAN BAD" or "IMPEACH 45."

The Speaker of the House also said that if you act fast, you'll get a collector's edition plate and coin absolutely free. You're also able to "buy it now" with financing options of just 30% of your income for the rest of your life.

Pelosi is also auctioning off a limited number of empty vodka bottles, the contents of which were consumed during the impeachment proceedings.
Posted by: Frank G || 01/18/2020 00:00 || Comments || Link || E-Mail|| [248 views] Top|| File under:

#1  Pelosi appeared on the Bill Maher show recently where she said:

"You are impeached forever," Pelosi said with a smile on HBO's "Real Time with Bill Maher." "No matter what the Senate does, it can never be erased."

Trump is probably thinking: "No matter what you do Nancy, you will always be a bitch."
Posted by: JohnQC || 01/18/2020 15:26 Comments || Top||

#2  She wanted her name in the history books no doubt about it.
Posted by: jpal || 01/18/2020 17:27 Comments || Top||

#3  Right up their with Newt Gingrich.
Posted by: jpal || 01/18/2020 17:28 Comments || Top||

#4  "there"

Preview is your friend.
Posted by: jpal || 01/18/2020 17:29 Comments || Top||

#5  Shitshow. To the max.
Requirements: 1) complete absurdity 2) gross incompetence 3) ostentatious virtue-signaling
Posted by: Lex || 01/18/2020 18:02 Comments || Top||

#6  Every future democrat president should be impeached. For the crime of being an enemy of Humanity and the United States ie, a democrat.
Posted by: Silentbrick || 01/18/2020 19:13 Comments || Top||

#7  /\ Is there any way we could make it retroactive, back to say... Harry Truman, and begin anew ?
Posted by: Besoeker || 01/18/2020 21:14 Comments || Top||



Who's in the News
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A multi-volume chronology and reference guide set detailing three years of the Mexican Drug War between 2010 and 2012.

Rantburg.com and borderlandbeat.com correspondent and author Chris Covert presents his first non-fiction work detailing the drug and gang related violence in Mexico.

Chris gives us Mexican press dispatches of drug and gang war violence over three years, presented in a multi volume set intended to chronicle the death, violence and mayhem which has dominated Mexico for six years.
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Two weeks of WOT
Sat 2020-01-18
  Taliban open to 10-day ceasefire with US troops in Afghanistan
Fri 2020-01-17
  Iraqi police arrest ISIS religious official in eastern Mosul
Thu 2020-01-16
  Five killed as Sudan crushes revolt by security agents
Wed 2020-01-15
  Pelosi Names Impeachment Managers
Tue 2020-01-14
  Project Veritas #Expose2020 Part 1: Bernie Sanders Field Organizer Suggests Gulags to Help ‘Nazified’ Trump Voters
Mon 2020-01-13
  Corey Booker Throws In The Towel
Sun 2020-01-12
  Detention of UK's ambassador to Tehran (released an hour later)
Sat 2020-01-11
  Iran fesses up, admits they shot down airliner
Fri 2020-01-10
  Iran invites American investigators to take part in the probe into PS752 plane incident that killed 176 people on board
Thu 2020-01-09
  U.S. Officials Confirm Iran Shot Down Ukrainian Airliner
Wed 2020-01-08
  Iran informs the United Nations and #UNSC that they ''do not seek war and warn of any military adventures"
Tue 2020-01-07
  Iraq Under Missile Attack From Iran
Mon 2020-01-06
  3 Americans Dead, 6 Aircraft Destroyed Or Damaged, Including A Rare Spy Plane, In #Kenya Attack
Sun 2020-01-05
  Iran Puts $80M Bounty on Trump's Head for Soleimani Hit
Sat 2020-01-04
  6 More Iran-Backed Leaders Zapped, incl. Shibl al-Zaidi, commander of Kataib Imam Ali

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