Sector Strategy

A -post collection

Health is the next Boom

We are seeing history repeat itself...and you do NOT want to miss this one! So, just as we saw the FinTech boom created from the crisis of the banking crisis, we are now witnessing a Boom in Health created from the Covid-19 crisis.

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Tax policy, growth & the next two years

What are the possible outcomes from the expected and stated tax policies of the new Trump administration? Pragmatism v. Idealogy: What are the likely economic impacts? Two years without gridlock? Given that the deck is now stacked for conservatives in that they control the White House, House of representatives and the Senate ...and likely soon the Supreme Court, expect a whirlwind first two years. Here are some of our thoughts with assists from a few of our sell side coverage friends at some

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Buffet strikes again

As has been his unique habit, Warren Buffet's Berkshire Hathaway has taken an aggressive stake in an industry. Berkshire has filed their Q3 2016 13F filing today and among them was a particularly outstanding item. He has acquired large stakes in an airline, no make that "ALL" four major airline companies, or, the entire industry. Warren Buffet has acquired stakes ranging from $300mm to $1bb in value in each of the legacy carriers, American Air, Delta and United Continental. He also took a stake

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