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 September 9, 2011 – A Simple Formula for Drug (and Biotech and Spec Pharma) Stock Selection

 September 7, 2011 – TMT in 2Q11: Debt Crisis Aftermath Leaves Value Opportunities in Growth Themes

 August 24, 2011 – Mobile Platforms: Integrating Everything

 August 16, 2011 – Global Risk Management: What Should We Do If It’s Crisis Part 2?

 August 15, 2011 – Quick Thoughts: Hello Moto

 August 15, 2011 – The Market Appears to Misprice Risks to Healthcare Earnings from the Budget Control Act

 July 28, 2011 – Quick Thoughts: Wither Hulu?

 July 26, 2011 – 2010 US Non-Life Loss Reserve Analysis—Part 2: General Liability

 July 25, 2011 – ESRX, MHS, and the PBM Bear Case

 July 11, 2011 – Why Employers Are Likely to Drop Health Insurance – A Simplified View

 July 1, 2011 – Quick Thoughts: Dot Com – The Next Generation?

 June 27, 2011 – Introducing our Thematic Framework and Qualitative View for Global Insurance

 June 22, 2011 – Mobile Devices: Flying in the Clouds – Who Will Make it Through?

 June 10, 2011 – What Next for the MLR Cycle?

 June 7, 2011 – Cheap Tech: A Guide for Cautious Bottom Fishing

 May 24, 2011 – Can Shuffling the Deck Create Growth?

 May 23, 2011 – US Non-Life Loss Reserve Analysis Part 1: The Industry

 May 20, 2011 – TMT in 1Q11: The Curse of Great Expectations, Launching a Model Portfolio

 May 11, 2011 – Small Cap TMT: Time for a Three Month Check Up

 May 5, 2011 – The Thread Holding Generic Dispensing Margins

 April 29, 2011 – A First Look at Life Insurance: A Risk Business, Not a Growth Business

 April 27, 2011 – The (Unfortunate) Irrelevance of ACOs

 April 21, 2011 – Internet Everything: The Coming War for the Consumer

 April 7, 2011 – We Change Our Minds! Reinsurers Worth A Short-Term Trade; For the Longer-Term, Capital Raising is Key, and Bullish

 April 6, 2011 – CMS Says AMP is Coming; Acquisition Cost Data Reduce Generic Costs 37% in 'Bama; Why Ortho Demand May Slow in the Mid to Longer-Term

 March 30, 2011 – Quick Thoughts: Spectrum, Politics and Sprint

 March 23, 2011: Enterprise IT – Let’s Go to the Cloud

 March 22, 2011 – Medicaid Cost Pressures Intensify on States; Negative for Hospitals and the Drug Trades

 March 21, 2011 – Quick Thoughts: AT&T-Mobile

 March 14, 2011 – Quick Thoughts: Will the Tohoku Earthquake Harden the Market?

 March 9, 2011 – 4G: Faster, Cheaper, Better

 March 2, 2011 – Post-2014 Reform-Related Volume Gains are Modest

 February 24, 2011 – Mobile Advertising: Check In, Then, Check Out

 February 22, 2011 – With No Headfake in Sight, Beware the “Quality” Trade: Buybacks are Not Pricing

 February 18, 2011 – Quick Thoughts: More Mobile Cowbell

 February 11, 2011 – Quick Thoughts: Nokia and Microsoft

 February 11, 2011 – PFE decides to shrink; HHS ends AWP; Drug pricing hits a speedtrap

 February 8, 2011 – Small Cap TMT: The Idiosyncratic Method

 January 26, 2011 – Ranked Preferences across Healthcare, Sub-Sector by Sub-Sector

 January 25, 2011 – Monitoring a “Headfake”: Watch the Q4 Accident Year Loss Ratios

 January 24, 2011 – Storage: Disrupt This!

 January 10, 2011 – CES 2011: Tablets, Smart TVs, and 4G – Ready for Prime Time

 January 6, 2011 – On-line TV: A Cycle Ride to the Tipping Point

 January 5, 2010 – Co-Pay Cards and the Stalling of Drug Rebate Growth

 January 5, 2010 – Watching for a “Headfake”: Bullish Opportunities Amidst Bearish Fundamentals

 December 22, 2010 – Net Neutrality: The FCC Takes Over the Top Under its Wing

 December 10, 2010 – Setting Priorities: When Should You Care About the Insurance Industry?

 December 7, 2010 – Enterprise IT Spending: Worry About the Government

 December 1, 2010 – Demand Trend Improves Starting 4Q, Ortho & Commodity Suppliers Benefit Most; Why HDL-C Drugs May Be Bigger than You Think

 November 22, 2010 – 4G: The Cure for the Common Cord

 November 8, 2010 – Special Study: Is Workers' Compensation Telling Us Something About the Cycle?

 November 1, 2010 – Streaming On-line, On-Demand Video: Over-the-Top, On the Way

 October 29, 2010 – Why Generic Dispensing Margins (Eventually) Must Fall

 October 20, 2010 – Reinsurers: The 'Canary in the Coal Mine' of Quantumization

 October 18, 2010 – It's Not Just Advertising…It's New and Improved Advertising!

 October 12, 2010 – INITIATION – What's Wrong With Insurers These Days?

 October 4, 2010 – What a Republican House Means for Health Reform

 September 22, 2010 – The Skeptic's Guide to Drug Stock Selection

 September 11, 2010 – The Internet Core: We Can Rebuild It – We Have the Technology

 September 7, 2010 – Why US Healthcare Demand Appears to be Falling

 August 24, 2010 – Single Payor (read European) Governments and Your Healthcare Portfolio

 August 24, 2010 – Portable Devices: Smartphones, and Tablets and Netbooks, Oh My!

 August 12, 2010 – Internet TV: Extreme Make Over – Industry Edition

 July 30, 2010 – Potential Winners and Losers in the Age-Wage Migration

 July 29, 2010 – Consumers add Risk, Insurers add Power; Consequences for Providers and Suppliers

 July 28, 2010 – PCs: Raging at the Dying of the Light

 July 15, 2010 – Clouds: Who Will Get the Silver Lining?

 July 8, 2010 Big Pharmas Tenuous Grip on the Emerging Markets

 July 1, 2010 – Better With Age? Jobs – and Job Quality – Shifting to Older Workers

 June 30, 2010: Apple vs. Google – Handicapping the Coming Battle for TMT Supremacy

 June 15, 2010: The Coming LED Lighting Revolution

 June 15, 2010 – Why UNH and WLP Are Better Positioned for Reform than AET or CI

 June 11, 2010 – A Dream Deferred: Seniors Postpone Retirement in Response to Defined Contributions, Market Corrections

 June 2, 2010: Enterprise Software Giants on the Prowl – Sorting Out M&A Targets

 May 26, 2010 – Why the Average Employer Will Drop Health Insurance in 2014

 May 21, 2010 A Long Way from Normal: Housing Prices Remain Well Out of Sync With Historical Notions of Affordability; The Square (Footage) Piece of the Pricing Puzzle

 May 18, 2010 The FCC “Gets It” – Competition, Not Market Power, Drives Innovation and Investment

 May 10, 2010 – The Bigger Truth About Medicaid Drug Price Effects; PBM Price Competition; and Why Insurers Are Still a Buy

 May 3, 2010 The Big Future of E-Learning: Beyond a Countercyclical Bump and a Student Loan Scare

 April 26, 2010 The Practical Boundaries of Health Insurance Regulation

 April 22, 2010 Quick Thoughts: Lower Subsidies Will Delay Handset Recovery

 April 20, 2010 – A Thousand Paper Cuts: The Future of Cable TV

 April 19, 2010 Why the Market Assumes too Much Margin Pressure on Insurers, too Little on Innovators

 April 5, 2010 The National Broadband Plan: Windfall for Wireless, but Catastrophe for Carriers

 April 5, 2010 Why Insurers Work in a Recovery; Introducing our Model of Private Insurance Premiums and MLRs

 March 28, 2010 Three Reform Realities That Aren’t Priced In

 March 16, 2010 Initiating Coverage – TMT: The Only Constant is Change – Sector & Sovereign Research, LLC

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