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starwood (四大伍德) 于 (Sat May 17 22:44:03 2008) 提到:
三月被beat down之后就似乎稳定了,但是也没跟着s&p500彪。market
是不是over bearish了?负面新闻都有哪些?MRK一个药没过,还有
几个公司承认misprice价格?大选年算不算?
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theisland (theisland) 于 (Sat May 17 23:41:19 2008) 提到:
Of course the most significant perceived risk is healthcare reform proposed
by Democrats. People are afraid that universal healthcare is going to
severely damage the pricing power of healthcare compani