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That Escalated Quickly

5 Idea Friday: Homehealthfraud; Perfect Inflationary Storm; Auto Supplychain Puzzle; Mobile FTW; GLP-1 Yimbyism

Moses Sternstein's avatar
Moses Sternstein
May 15, 2026
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  • home healthcare GDP [fraud] under a spotlight (maybe). there are rhinos involved

  • the perfect inflationary storm (and what not to do about it)

  • a mystery on the auto supply chain

  • mobile’s platform shift comes with some strange tidings

  • the housing YIMBY case is very weak, but the healthcare YIMBY case is strong

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