Upcoming Medicare Drug-Price Negotiations: An Investment Perspective

Many countries, among them Canada, Japan, the United Kingdom, Germany, and France, negotiate directly with pharmaceutical companies to set prices of vital prescription medications on behalf of their respective residents. Although each country uses a different system and methodology to negotiate, for many years, all have successfully obtained lower prices...

Seeking a Silver Lining to Allergy Season

The temperature outside our offices in Midtown Manhattan is cooling down as of this writing. Labor Day has passed, summer is about to end, and autumn is around the corner – and for a growing number of us, that means allergy season. Seasonal allergies seem to have gotten more intense...

Stock Prices During Recent Labor Strikes

On Tuesday, August 22, 2023, UPS workers – specifically, members of the Teamsters union – formally voted to approve a new contract that would include significant pay raises, an end to forced overtime, and air conditioning or cooling gear installed in all trucks. (The last one was a major objective...

Railroads: Investment Prospects for the Modern Era

The last quarterly rebalancing (July 19, 2023) of Fundstrat’s closely watched Granny Shots list included the addition of Union Pacific Railroad ($UNP). Head of Research Tom Lee included the company in part due to a shifting seasonality that saw tactical tailwinds for the Railroads industry. $UNP entered the Granny Shots...