To market to market to buy a fat pig. Yesterday the S&P 500 hit another record. No not another record high but the most number of days without a 3% drawdown. The previous record was 241 days and was set in 1996. It is amazing how calm markets have been this year. In years … Continue reading

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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