The Good Stuff: Reports and News Articles you May Have Missed This Week

Takeaway: The best of the best : our favorite reading material from the week of May 16 and a tribute to the King of the Texas Troubadours.

 

Happy Friday! In case your attention was turned toward, say The Fed for example, and you missed some of the more interesting health care articles/videos/podcasts, we have listed our favorites here:

 

Health Care Services

Fighting for Assisted Living Centers, The Hill, May 17, 2016 (Includes discussion of Nursing Homes) - <KND> <GEN> <DVCR>

You Mean I Don't Have to Show Up? The Promise of Telemedicine. NYT, May 16, 2016 <TDOC>

Mental Disorders Top The List Of The Most Costly Conditions In The United States: $201 Billion, Health Affairs, May 2016 <AAC> <ACHC>

 

Clinical Labs

Theranos Plans Bold expansion Even as it Reels From New Setbacks, Stat News, May 19, 2016

 

Health Insurance Coverage

Health Insurance Coverage: Early Release of Estimates From the National Health Interview Survey, 2015, Centers for Disease Control, May 17, 2016 <All Health Insurers>

 

Durable Medical Equipment

Providing Quality, Affordable Durable Medical Equipment for Beneficiaries, The CMS Blog, May 17, 2016 (with links to recent accessibility data) <IVC> <MDT> and others

 

HCIT

Health care data as a public utility: how do we get there? Brookings, May 18, 2016 <CERN> <ATHN>

 

Pharma

When Drugs Don't Work, The Economist, May 21, 2016 <All Pharma>

Growth in Specialty Drug Spending from 2013 to 2014, Blue Cross and Blue Shield Association, May 2016 See esp Hep C treatments <GILD>

Columbia's Battle with a Cancer Drug Company Could Set A Global Precedent for Generic Meds, Vice News, May, 19, 2016 <NVS>

Actions by Congress on Opioids Haven't Included Limiting Them, New York Times, May 18, 2016

How Big Pharma Uses Charity Programs to Cover for Drug Price Hikes, Bloomberg, May 19, 2016 <All Pharma>

 

 

Shameless Self-promotion -Hedgeye Health Care Notes/Calls/Musings:

 CY 2017 End Stage Renal Disease Annual Reimbursement Update Sent to White House for Approval, May 19, 2016

REPLAY Q & A (HCA, AHS, ILMN, MDRX) | #ACATAPER, EARNINGS RECAP AND TRACKER UPDATES, May 19, 2016

ILMN | PLAYING   ALONG AT HOME | HDM DATA DOWNLOAD AND FORECAST TOOL FOR CLINICAL SEQUENCING   ADOPTION, May 19, 2016

CY2017 Home Health Annual Payment Update & Changes to Medicare CoP Sent to White House, May 18, 2016

The Hospital Lobby Making Progress on Site Neutral Payment Fix but it is Still Early, May 18, 2016

 

 

Lastly and having nothing to do with health care policy, regulation or legislation, the King of the Texas Troubadours, Guy Clark died this week. It is Friday, So Let Him Roll...

 

 Follow me on Twitter for more throughout the week


Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

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McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

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Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

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Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

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Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

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6 Charts: The French Election, Nasdaq All-Time Highs & An Earnings Scorecard

We've been telling investors for some time that global growth is picking up, get long stocks.

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Another French Revolution?

"Don't be complacent," writes Hedgeye Managing Director Neil Howe. "Tectonic shifts are underway in France. Is there the prospect of the new Sixth Republic? C'est vraiment possible."

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Cartoon of the Day: The Trend is Your Friend

"All of the key trending macro data suggests the U.S. economy is accelerating," Hedgeye CEO Keith McCullough says.

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A Sneak Peek At Hedgeye's 2017 GDP Estimates

Here's an inside look at our GDP estimates versus Wall Street consensus.

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Cartoon of the Day: Green Thumb

So far, 64 of 498 companies in the S&P 500 have reported aggregate sales and earnings growth of 6.1% and 16.8% respectively.

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Europe's Battles Against Apple, Google, Innovation & Jobs

"“I am very concerned the E.U. maintains a battle against the American giants while doing everything possible to sustain so-called national champions," writes economist Daniel Lacalle. "Attacking innovation doesn’t create jobs.”

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An Open Letter to Pandora Management...

"Please stop leaking information to the press," writes Hedgeye Internet & Media analyst Hesham Shaaban. "You are getting in your own way, and blowing up your shareholders in the process."

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