john_bresnahanSep 21, 20233 minStoping, not stopping..While equities have basically infinite duration there is an air of lower duration to this idea..
john_bresnahan20 hours ago1 minTwo halves, a whole or leaving a hole?Beginning with 2023's annual reports companies hammered home one near universal point, "expect a soggy start to 2024 with a strong second...
john_bresnahan4 days ago2 minPositioningQuite the 'push me pull you' way about things today, as we see geopolitics battle rates and the weekend positions unwind, etc.. The want...
john_bresnahanMar 181 minHaleon - Proposed Secondary Global Offering by Pfizer - UpdatedRough math shows this cleaning up the working capital situation in the near-term..
john_bresnahanJan 307 minPfizer - "a year of execution" UPDATEDTake all the exciting bits that make up Seagen and now sprinkle in the best of Pfizer's oncology pipeline and portfolio; call it Seagen+..