Mike Shedlock of Global Economic Trend Analysis was the first to pick up several problems with the details ofthe report and his analysis is worth a read.
The biggest-selling diabetes drug in the world dramatically increases the risk of heart attacks and death from heart problems, according to an analysis by a top cardiologist published online in The New England Journal of Medicine.
At the very best, the first hints of these problems came from a re-analysis of data--an unreliable technique--two years after the drug had been on the market.
As many ofthe world problems resolve over the next year, the markets should return to more rational analysis and will reward idiosyncratic company risk when appropriate.
Empirical investigation as posited by Morphological Analysis and more generally by others is currently the most effective means of testing complex or wicked problems such as cyber security.