Allscripts Healthcare Solutions Inc. (MDRX)
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- General Discussion on MDRX
- The Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
- Hedge Fund Tracking: Tremblant Capital [view article]
- Zix Launches E-Prescribing Business [view article]
- Google Preparing Health Portal; Pitching WebMD and Intuit as Partners (GOOG, INTU, MDRX, WBMD) [view article]
- Agriculture Is Still Growing - Fast Money Recap (5/15/08) [view article]
- 25 Good Short Candidates [view article]
- Allscripts Positioned Well For Growth [view article]
loading ...Recent MDRX Articles
- Hedge Fund Tracking: Tremblant Capital
- Earnings Preview: Allscripts Healthcare
- In Search of Health(y) Returns
- Earnings Winners and Losers (Week Ending 2/15)
- Allscripts Posts Soft Quarter, But Clinical Software Bookings Strong
- 25 Good Short Candidates
- Zix Launches E-Prescribing Business
- How Will GE Spend Its Plastics Units Proceeds?
- Allscripts Positioned Well For Growth
- Medical Software Company Picis Files for IPO
- Full List of Articles »
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The Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
let me explain the markets.......1) little thought given to underlying fundamentals;
2) too much pressure on boosting stock prices;
3) mathematical theory is king.
the markets will take off again too early and fall like a rock. Reply
The Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
This just in:CNBC reports the Schumer IndyMac closing cost FDIC not $8 B as previously reported, but $32 B, leaving FDIC reserves below legal mandates. A CNBC commentator claims FDIC funds are less than 1% of Federally Guaranteed deposits, that FDIC will raise premium assessments on surviving banks. What insurance company would insure highly leveraged financial institutions today? Berkshire Hathaway and Korea apparently passed on Lehman, and Merrill investments trashed Singapore's Retirement Funds. In 1933 FDR, a one-time banker, and leading bankers opposed FDIC for fear of moral hazard.
plus ça change, plus c'est la même chose! Reply
The Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
Let's get real here folks.Cramer an amnesiac manic depressive misanthropic hyper psychopathic promoter whose hidden complete track record trails passive index fund performance. JC erroneously called bottoms since at least January of this year. JC calls himself the best trader on Wall Street. Wonder what Buffett, Heebner, Rogers, Soros, the late Templeton and others would say?
Re Pelosi and CLNE, let us not forget Feinstein and PCR, Rumsfeld and GILD, Cheney and HAL, Bush and oil, Chuck Schumer causing a run on IndyMac with his hedge fund buddies short IMB, and Harry Reid with his tribal gaming money and land deals benefited by legislation.
The Pickens Plan includes further picking the taxpayer pocket to leverage his windpower and natural gas deals. Meanwhile his investments, along with CHK, are heading south.
Am I the only one who finds something curious about FNM and FRE GSE equities going higher while their balance sheets head south? How many times can Merrill come to the trough? Are $560 T in derivative leveraged institutions too big to fail, or too big to rescue?
Most bankruptcy bailouts wipe out common shareholders.
Is it possible the 6 Trillion dollar scale of just the FNM and FRE GSEs is beyond taxpayer revenues and the $10 T Treasury market to rescue?
How many CDOs and other falling assets can the private Federal Reserve put on its balance sheet before insolvency or hyperinflation?
FDIC went from $50 B available for $6 T deposits to $42 B after the IndyMac closing. FSLIC and RTC cost taxpayers $150 B, with the choicest properties going to cronies.
And what about all the other unfunded liabilities with social security, the Iraq War and other GSEs? Can we paper them over too, or will we raise taxes to 89% and default on government IOUs?
Interesting times indeed.
Maybe it's time we return to the Constitutional definition of money or write in Ron Paul for President.
Reply
The Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
It looks to me like Cramer can no longer be trusted as he is in tank for for the Democrats... Everytime Jim goes political, it's so shallow and superficial, I doubt that he fools anyone?Jim apparently sees no conflict of interest with speaker Pelosi holding up all voting on drilling projects while at the same time investing her money in competing products.
Pelosi should be impeached! Reply
The Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
Pelosi recently stated on national television that we needed to move away from fossil fuels and move toward alternative energy like natural gas. I am not sure that I would want to follow the lead on energy of anyone who is so ignorant about energythat theydo not know that natural gas is a fossil fuel. It certinaly make clear why we do not have an intelligent enrgy policy if the leader of the majority party is that ignorant about energy. ReplyThe Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
Hmmmm.I thought Jim's bottom call on July 15th had "no reservations". Now, it seems that only the Fed and Treasury can save the market. Let me see--- Fan and Fred have somewhere in the range of 5 trillion on their balance sheets. The Fed/Treasury step in. Now that 5 trillion is onthe taxpayers' balance sheet. How did all that action help the homeowner pay his mortgage, insurance and property taxes.
Also, please explain how the Fan-Fred problem weighs on the "4 horsemen". Or is it now the "2 housemen"?
Jim, we don't need lower interest rates. We need higher incomes and/or lower house prices. Which do you think we'll see first? Reply
guson
The Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
Good ol Nancy count on her to be on the wrong side of the issue. $4.00 gasoline = rising costs for everything else. Minimum wage hike with no increase in productivity = higher costs for everything else. No increase in domestic energy production (drilling the OCS) with increased demand abroad resulting in $250 per barrel oil = higher costs of everything else. Leads to Nancys' departure sooner rather than later. ReplyThe Pelosi Factor - Cramer's Mad Money (8/25/08) [view article]
Pelosi won't control the house forever (if much longer). ReplyHedge Fund Tracking: Tremblant Capital [view article]
ALERT: USER 172125 is V WINNER ReplyJacome
Hedge Fund Tracking: Tremblant Capital [view article]
keep up the good work ReplyHedge Fund Tracking: Tremblant Capital [view article]
dfjldjfl ReplyHedge Fund Tracking: Tremblant Capital [view article]
edward lord clarendon.hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.
kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs. Reply
Hedge Fund Tracking: Tremblant Capital [view article]
Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. ReplyHedge Fund Tracking: Tremblant Capital [view article]
I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.
Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.
Interesting posts- and great link setup.......
Reply
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Zix Launches E-Prescribing Business [view article]
CVS/Caremark also has an Erx tool but they are in the same boat as Zix insofar as they do not have a specific field support team to help when technical issues arise. The Sales Reps do it all. (sales, enrollment, field tech support, utilization) They should have separate groups to support each area. Reply