Comments on: Swine Flu Strategy Update http://www.ritholtz.com/blog/2009/05/swine-flu-strategy-update/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 18:29:42 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: Investments in Healthcare - A Defensive Approach | ZachStocks http://www.ritholtz.com/blog/2009/05/swine-flu-strategy-update/comment-page-1/#comment-170417 Investments in Healthcare - A Defensive Approach | ZachStocks Mon, 11 May 2009 15:10:56 +0000 http://www.ritholtz.com/blog/?p=25458#comment-170417 [...] We’ve had quite a spring rally in the last two months.  It’s hard to believe that the S&P 500 has rallied as much as 40% since the panic levels in March, and many individual issues have given investors chances to double or triple their money in just a few short weeks.  We are now beginning to hear whispers of economic recovery and new bull markets.  (Actually, by definition, this latest rally constitutes a bull market because it exceeds a 20% gain - but don’t try to explain that to investors who are still 41% below the October 2007 high). Other Articles of Interest Obama’s Budget and Healthcare Amedisys Shrugging Off Obama Concerns Cost of Health Care Plan Soars Ritholtz: Swine Flu Strategy Update [...] [...] We’ve had quite a spring rally in the last two months.  It’s hard to believe that the S&P 500 has rallied as much as 40% since the panic levels in March, and many individual issues have given investors chances to double or triple their money in just a few short weeks.  We are now beginning to hear whispers of economic recovery and new bull markets.  (Actually, by definition, this latest rally constitutes a bull market because it exceeds a 20% gain – but don’t try to explain that to investors who are still 41% below the October 2007 high). Other Articles of Interest Obama’s Budget and Healthcare Amedisys Shrugging Off Obama Concerns Cost of Health Care Plan Soars Ritholtz: Swine Flu Strategy Update [...]

]]> By: JMH http://www.ritholtz.com/blog/2009/05/swine-flu-strategy-update/comment-page-1/#comment-167675 JMH Mon, 04 May 2009 15:14:35 +0000 http://www.ritholtz.com/blog/?p=25458#comment-167675 Mr. Kotok, First, I am not a virologist or epidemiologist or a medical professional of any sort. That said, I offer this thought to consider: What if being infected with what appears to be a relatively non-lethal form of the new H1N1 variant today immunizes an individual against a possibly more lethal variant in the future? I read that there is some speculation that individuals who were immunized against another strain of H1N1 in the 1950s seem to show lower infection rates of the new variant. Are the precautionary measures you are taking actually increasing your risk in the future? How does one model the alternative risks? Mr. Kotok,

First, I am not a virologist or epidemiologist or a medical professional of any sort. That said, I offer this thought to consider: What if being infected with what appears to be a relatively non-lethal form of the new H1N1 variant today immunizes an individual against a possibly more lethal variant in the future? I read that there is some speculation that individuals who were immunized against another strain of H1N1 in the 1950s seem to show lower infection rates of the new variant. Are the precautionary measures you are taking actually increasing your risk in the future?

How does one model the alternative risks?

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