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--- diary:2024-05:2024-05-01 [2024/05/01 14:24] – created raju
+++ diary:2024-05:2024-05-01 [2024/05/01 14:51] (current) – raju
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     * full-year guidance for earnings per share to at least \$7
   * Medicare Advantage is the privately managed, government-funded insurance plan
+Notes from https://www.barrons.com/amp/articles/joe-rosenberg-dies-loews-strategist-9d033987
+  * Joe Rosenberg
+    * CIO at Loews
+    * chief investment strategist at Lowes
+    * advisor to the Tisch family
+    * was hired by Laurence Tisch
+    * proficient in investing in commodities, fixed income, currencies, or stocks
+    * home in Maplewood, N.J.
+    * was prickly and intimidating, but once someone gained his confidence, he was generous with his time and insights
+    * he worked on a kibbutz in Israel
+  * Loews
+    * the conglomerate controlled by the Tisch family
+    * CEO James Tisch
+  * Trans World Airlines
+  * CNA Financial
+    * the property and casualty insurer controlled by Loews
+  * the ’21’ Club in Manhattan
+  * investment luminaries, including Leon Cooperman, David Tepper, Dan Och, Robert Rubin, and Stan Druckenmiller
+  * In 2011 the market had been depressed by worries over sovereign debt in Europe
+  * look at companies whose stocks are down a lot this year
+  * Pfizer CEO Albert Bourla ... was spending too much on acquisitions to bolster the pipeline