Phew! What a couple weeks it has been. Yet for all the testimony and fanfare, Democrats seem to have little to show for their impeachment effort (all at the taxpayer’s expense, no less). At best, there have been witnesses that gave merely their own perceptions that there was a quid pro quo (or “bribe”). At…
Warren’s Fantasyland
Having been goaded by her democratic opponents for long enough, Democratic candidate Elizabeth Warren has finally released the “math” for her Medicare-for-All health plan. I use quotes here because the plan seems largely a fantasy, unlikely to compute in the end. For the candidate who has been the poll favorite, and who is perhaps best…
MACM Q3 2019 Newsletter
For our recent take on the market and economic landscape, take a read of the 3rd Quarter 2019 newsletter from Mitchell Anthony Capital Management here.
Pulse Check on the Healthcare Sector
With the 2020 election right around the corner, the MACM research team and I recently spent time conducting a pulse check on the healthcare sector for our “Beat the Bogey” YouTube series. Indeed, healthcare is usually at the forefront of debate during any election cycle. In fact, a recent Wall Street Journal poll had nearly…