Anthony Alfidi

Wall Street Breakfast: Must-Know News

JPM's dealmaking would be impossible without TARP backing. Consolidation and control are on the bailout's hidden agenda.

GE's China deal is the handwriting on the wall for the U.S.'s last truly competitive industries: aviation and defense. GE may be trying to get secure access to markets for its big goods, not to mention the resources (rare earths?) needed to feed them.

UBS' turnaround plan will have to include a sale of its PaineWebber unit, as its clientele are too downmarket for Swiss tastes.

4 Dividend Stocks to Hedge Against Social Security Failure

Drug makers like $ABT should have a bright future if the future is much like the present, where Medicare (the other national Ponzi scheme besides Social Security) encourages drug consumption with subsidies. A default of these Ponzi programs would make that future less viable.

Time to Get Conservative? 50 Ideas for a Summer Sell-Off

Good analysis. Buy/writing is a safer bet after a rally that has no justification in fundamentals. The biggest difficulty IMHO is picking a strike price far enough away from the stock's likely closing price at options expiration that the position won't be called away.

2009 Outlook for Medical Device Stocks

Don't forget the huge premium that Eli Lilly paid for Imclone last year. M&A activity in health care is healthier (pun intended) than many other sectors.