The Blame Game

"Unfortunately, blaming a lack of global growth for our woes is not factually accurate (alternative facts is what Kellyanne Conway calls them, I call them inaccuracies, others may call them lies). There are few countries currently in recession, it is definitely not global. What it may be is a combination of lower commodity prices and … Continue reading The Blame Game


"Stryker has bought a small business called NOVADAQ, paying a massive premium, almost double the share price from Friday last. From the all time highs of 22.81 Dollars a share in March of 2014 however, it is half, the share price was 6.23 on Friday at the close. Of course, it is all relative. Still, … Continue reading StrykerNova

OPEC Oil Slick

"To finish off, OPEC or any such cartel will lose to human innovation. US rigs continue to rise, OPEC members due to budgetary pressures cannot stick to the weak and loose production cuts agreed upon. As we said back in March: 'Funny that, a cartel can work until real competition sends them packing. By that … Continue reading OPEC Oil Slick

Value my Drug

"Whilst I believe that regulators are trying to do their best to protect consumers, sometimes they discount the huge shareholder funds that are spent on looking for the next blockbusters. Statista has the number, total global spend is around 150 odd billion Dollars a year, from the pharma industry. Each business, amongst the majors that … Continue reading Value my Drug