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Another Perspective to Frame the Role of the “Big 3” Pharmacy Benefit Managers.

Contained within UnitedHealth Group (UNH-NYSE, $504.68), The Cigna Group (CI-NYSE, $352.38) and CVS Health Corporation (CVS-NYSE, $69.65) are three separate divisions poorly understood by retail, and to some extent, glossed over by institutional investors in terms of business upside. These

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Federal Reserve Governor Mentions the Unthinkable: That Fed Funding Rates may not Have Peaked.

What would the investment world do with their modeling, were the current interest rate environment to be designated, not as a “peak”, but rather, a “floor”? For the second time this week, both a present Federal reserve governor and a

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Gnostic Portfolio Return for the Quarter Ended 03/28/2024.

For Q1, 2024 the 3 US representative indexes posted the following returns. DJIA: 5.6%. S&P 500: 10.2% NASDAQ Composite: 9.1% For Q1, 2024, the Gnostic Global Portfolio started the year off with a valuation of $845.43 per share and closed

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Observations: Learned & Earned, on the 100-BAGGER Portfolio Return.

In a smallish western film titled Appaloosa, a US Marshall and his deputy are tasked with arresting and/or killing several criminals trying to facilitate a prison break. Preceding the battle is a typical build-up of tension, with the heroes and

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Eli Lilly and the “Oprahmercial”.

Oprahmercial: an infomercial designed specifically for the financial betterment of Oprah Winfrey. Monday’s one hour prime time special on GLP-1 weight loss drugs was a not-so-subtle attempt to put the thumb on the scale of the weight loss duopoly in

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