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Deja Vu  

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  • Wall Street Breakfast: Anthem To Buy Cigna For $54.2B [View article]

    Yes the health insurance companies will be gone soon. But not for the reasons you think. There is the Orwellian named "Accountable Care Organization" model. That is the model where the doctor gets paid a flat fee each year to take care of you.

    If s/he spends more than the flat fee on your care s/he will eat the cost. If s/he spends less, it will go into his or her pocket. So effectively the doctor gets paid only if s/he denies you care. Talk about giving perverse incentives to kill the patient.

    For all the criticism of the "pay for service" model by all the geniuses who haven't considered the alternative, just wait until you receive the "pay for non service model"

    Anyway, bottom line, once the flat fees are the norm, there are no claims, no insurance companies needed to process the claims, no insurance policies, nothing. The doctors assume the risk of the patient, not the insurance companies. The risk bearing intermediary (insurance company) and the service provider (doctor) become one.

    It's going to be structural extinction for the insurance companies since the very purpose for their existence will be shifted on to the provider (to ensure the provider provides as less care as possible and subtly but efficiently kills off the patient since the patient is burning a hole in the doctor's pocket as long as they live).

    The insurance companies are like supernova, putting out a last burst of brilliance before being extinguished.
    Jul 24, 2015. 09:05 AM | 10 Likes Like |Link to Comment
  • Chicago Bridge & Iron beats by $0.14, misses on revenue [View news story]
    Hmmm... they say rev miss is due to strong some weeklies calls as lottery...
    Jul 23, 2015. 04:22 PM | 1 Like Like |Link to Comment
  • WSJ: CFO Thompson out at Bank of America [View news story]
    I'm, pant, huff, gasp, running!
    Jul 23, 2015. 09:35 AM | 1 Like Like |Link to Comment
  • WSJ: CFO Thompson out at Bank of America [View news story]
    Got spooked, exited my 4000 shares bought @ 17.04 at a buck thirty profit (18.35-36) in premarket. Perhaps a bad move when stock seems to have broken out, but better safe than sorry. Who knows maybe BAC got some bad feedback on the resubmitted stress tests and that is why the CFO got canned.
    Jul 23, 2015. 08:28 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Greek Crisis Winds Down - Parliament Passes Reforms [View article]
    Tsipras looking at a snowy German wood -

    "Whose money is this I do well know
    The taxpayers are in Germany though
    These promises made I will not keep
    Spend German money as they weep"
    Jul 23, 2015. 08:20 AM | 15 Likes Like |Link to Comment
  • Apple's (AAPL) CEO Tim Cook on Q3 2015 Results - Earnings Call Transcript [View article]

    So let me get this straight, you sold your stock @131, when you are bullish it would go to $250, because you thought it would drop and you wanted to "have dry powder"? Why not sell all the stock then if you thought it would drop? And if it is going up in the long term then why sell any if you have such contempt for "short-term"?

    Perhaps you wanted to think "short-term" and make a trade or two then, the same trade you express so much contempt for then? Sorry but your posts just dont add up...
    Jul 22, 2015. 09:08 AM | 1 Like Like |Link to Comment
  • Apple's (AAPL) CEO Tim Cook on Q3 2015 Results - Earnings Call Transcript [View article]

    I already did. At $131. I covered the short yesterday in AH at the 200 DMA when it didn't break through. Thanks for buying @131. The profits more than 10X paid for the hedging calls I bought.

    I'll be glad to sell you the almost worthless calls I hold since you are so bullish.


    Deja Vu
    Jul 22, 2015. 07:53 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Corporate Earnings Weigh On Investor Sentiment [View article]
    Just waiting for the China stock market crash to show up in next quarter's sales for AAPL. Stock price is pressing the elevator button and pacing up and down...

    Timmy's strategy for innovation is to copy hardware design from Samsung's next phone and software features from Android and then sue Google and Samsung in Cupertino claiming Apple invented everything....
    Jul 22, 2015. 07:36 AM | 13 Likes Like |Link to Comment
  • Apple's (AAPL) CEO Tim Cook on Q3 2015 Results - Earnings Call Transcript [View article]
    The guy who buys the supplies and keeps the restaurant well stocked can't replace the dead chef. Timmy is just a supply chain guy. He has exactly zero creative genius.
    Jul 21, 2015. 10:31 PM | 5 Likes Like |Link to Comment
  • WSJ: FCC ready to OK $49B AT&T/DirecTV deal [View news story]
    Obviously unlike Comcast, AT&T made their 24 payments on their 2 year contract to OfA.
    Jul 21, 2015. 10:15 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy drops to 52-week lows after scrapping dividend [View news story]
    iCon probably about to beg Timmy to do more buybacks...
    Jul 21, 2015. 01:34 PM | Likes Like |Link to Comment
  • Greece begins payment to ECB, IMF; banks reopen [View news story]
    Greece repays IMF and ECB?!

    I'm calling the FBI to report an attempt to kill me....with laughter...
    Jul 20, 2015. 08:23 AM | Likes Like |Link to Comment
  • FB, LNKD, PCLN up strongly after Google's earnings; Facebook tops $95 [View news story]
    What could possibly go wrong? Because this time it is different...
    Jul 17, 2015. 11:29 AM | 12 Likes Like |Link to Comment
  • Netflix Is Still Undervalued - Cramer's Mad Money (7/16/15) [View article]
    Listening to Cramer is like listening to Tokyo Rose or Lord Haw Haw or Baghdad Bob.

    A combination of pure entertainment, laughter and "what does the other side want me to believe?"

    If you want to know what Wall Street wants the muppets to believe this week, listen to Kramer.
    Jul 17, 2015. 08:38 AM | 3 Likes Like |Link to Comment
  • Greek parliament approves bailout plan [View news story]
    They came, they saw, they concurred....meekly...
    Jul 16, 2015. 12:01 AM | 1 Like Like |Link to Comment