Costs of health care are rising, lets face it if you watch the markets you see health care companies like HUM and AET posting good profits for many years means someone is paying them more and more each year and that cost is now making it to us in a new way.
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At mid day today we have the market relatively flat after soaring early from better than expected economic figures. 
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The market ended the week on a flat note, however Commodities and Ag stocks soared for the third day in a row as oil hit yet another new high. 
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The market is slightly to the downside today as consumer confidence and tech is a drag on the market.  Oil has hit yet another high today of 128 while GS raised their second half 08 oil estimate of 141$ per share.  The fact is that oil is here to stay, I seriously doubt that we ever see 100$ oil again, at least for a very long time.  There is just too much growth on the demand side.  This does create a fantastic opportunity to build positions in both RIG and NOV knowing that exploration and capital expenditure in this space is going to skyrocket.