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'Someone else pay for my healthcare' is probably the worst idea ever
And other thoughts on the coming wave of healthcare GDP, and the bad stuff that happens when we don't pay for things
13 hrs ago
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Moses Sternstein
9
2
Of private cos and private credit
12 charts on the intersection between lending and the private markets
Sep 16
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Moses Sternstein
9
5
One narrow case for cuts
Fed life in the age of fiscal dominance
Sep 15
•
Moses Sternstein
8
14 charts riffing on themes
Healthcare angels; AI Capex; the real manufacturing boom; healthcare-foreign-born-job-maker 'in balance'; no immigrants, no blackjack; the last…
Sep 10
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Moses Sternstein
13
1
Fallen healthcare angels
A portfolio update; where OBBBA austerity hits hardest; managed care strikes back (against PE, the people's champ); China eats biotech; healthcare makes…
Sep 8
•
Moses Sternstein
17
3
Of profitability
13 charts on the hottest thing in capital markets: profits
Sep 5
•
Moses Sternstein
11
For VC, the song remains the same, which is why it's totally different now
17 Charts on the current and future states of VC, a multi-part series
Sep 2
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Moses Sternstein
19
2
Silver tsunami, reshoring, and the unbearable lightness of tariffs
Some charts on longer-running themes
Aug 26
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Moses Sternstein
15
From the archive: Canada's population skyrocketed, and so is (youth) unemployment (for now)
Canada took immigration to the max, and now entry-level jobs are scarcer than anyone would like . . . are we like Canada?
Aug 21
•
Moses Sternstein
7
1
10 charts on Doing More with Less
Riffing on the theme of getting more done with fewer people
Aug 16
•
Moses Sternstein
22
5
10+ Charts on Various AI Themes
Capex; gpt5 bullish disaster; death of middle market tech services; consumer AI revenues; and AI the job maker
Aug 14
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Moses Sternstein
20
Definitive take on the current state of the Somewhat Less Mighty Cautious Consumer
10+ charts on the Consoomer, then and now, and what to expect going-forward
Aug 11
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Moses Sternstein
22
2
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