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How the Best-Performing Hedge Fund in the World Became a Fire Sale
What the collapse of Situational Awareness tells us about leverage, conviction, and the difference between being right and surviving long enough to prove it.
2 days ago4 min read


The Glenmark Settlement and the Broken Promise of Generic Drugs
Why can the price of a generic drug suddenly skyrocket if multiple companies make the same medicine?
Aug 104 min read


Artificial Intelligence is Widening the Gap Between Capital and Labour - And the Layoffs Prove It
Meta cut down 8,000 jobs the same week it raised AI spending to $145 billion.
Aug 53 min read


A Dual Engine; a Demand Deficiency
How China's innovative excellence and dominance in exports and AI overshadows internal economic struggles.
Jul 275 min read


The OhioHealth Settlement and the Hidden Power of Hospital Contracting
How much control should hospitals have over how medical insurance plans are designed?
Jul 264 min read


Private Insurance Can't Price Climate Disaster
Climate risk isn't just an environmental problem. It's threatening the future of private insurance and housing affordability.
Jul 203 min read


Incidence: who pays to hold Germany's health surcharge
Germany's health reform freezes a payroll charge by capping hospital payment growth below rising costs.
Jul 124 min read


Why OpenAI is Scared to Go Public
OpenAI was supposed to go public this year. Now it's not. Here's what that actually means.
Jul 84 min read


The Visa-Mastercard Settlement and the Hidden Cost of Paying by Card
If businesses pay swipe fees, why do consumers end up dealing with the cost?
Jul 74 min read


The Economics of Food Stamps: Why Cutting SNAP is a Costly Mistake
Recent cuts to SNAP threaten more than food security for low-income Americans. What are the long-term consequences for individuals and the economy?
Jun 184 min read
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