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Top links: Health-care profits ‘on the cusp of an oil rush’

A roundup of what The Globe and Mail's market strategist Scott Barlow is reading this morning on the World Wide Web.

Global health-care stocks have been on fire in the past year and the sector is the main driver behind a post-crisis record for U.S. merger and acquisition activity.

The Atlantic’s James Hamblin reports that the profit revolution in health care has only just begun, “’I believe we are on the cusp of an oil rush – a fabulous revolution of profit-making and cost-saving in health care,’ Jonathan Bush told a rapt audience at the Aspen Ideas Festival last week.”