Don’t Believe the Health Insurance Stocks Euphoria

Published by clickbroker.blogspot.com.

Aetna (AET), Cigna (CI), Humana (HUM), UnitedHealth Group (UNH) and WellPoint (WLP) have been the talk of the town lately. With the public option and the Medicare buy-in now dead in the Senate these private health insurers are in full recovery mode.

The liberal media is screaming that the insurance mandate without a public option is nothing more than corporate welfare, and the conservative media says we should be free to be uninsured. Both sides insist that our rights are being trampled upon.

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Bernanke Protecting Fed’s Regulatory Hammer

Published by clickbroker.blogspot.com.

Bernanke’s public argument for the Federal Reserve retaining regulatory authority in the face of failure hit a sandbar during this week’s Senate confirmation hearing. Bernanke only grudgingly conceded some misjudgments, but not any failures and certainly no change in policy from Greenspan’s bubble now and cleanup later theory of monetary policy. With virtually all of the regional Fed presidents and the money center banks backing him up, Bernanke was loath to give up any ground to Senators of either party.

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Intel’s Confusing Consumer Portfolio

Published by clickbroker.blogspot.com.

Intel (INTC) presents consumers with a dizzying array of processor choices: Atom for netbooks; Celeron, Pentium, Centrino, Core 2 and Core i5/i7 for laptops and desktops. One, two and four cores are available, with one or two threads per core. The Core i7 brings integrated memory management, choice of two or three memory channels and the ability to boost the speed of one core at the expense of shutting down other cores.

I am puzzled about Intel’s consumer strategy. First, why are the 15 year old Celeron and Pentium architectures retained in any form? Second, why has the pickup of the Core i7 been so slow?

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