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Can Healthcare Savings Move Stocks?

The proverbial healthcare industry graveyards and nursing homes are full of companies with good intentions and lots of data. Promises to track our steps and make us healthy have done little. Predictive models tell us that we're 10% more likely to have an adverse healthcare outcome in 5 years. Yawn. Healthcare exchanges and defined contributions were supposed to unleash choice, consumerism--as were high deductibles. Stale broker relationships mean business as usual. I've written how The Chees ...

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May’s Index

This month's index covers housing inflation in San Francisco, airline costs, tulip prices relative to wages, and a potpourri of numbers on healthcare. Housing units in San Francisco in 1980: 316,608 Housing units in 2014: 386,610 Relative growth per year: <1% Median monthly rent in San Francisco for a one bedroom apartment: $3,700 Monthly rent for a one bedroom apartment in 1980 based on 2015 prices: $1,376 Dollars spent in 2018 by Southwest Airlines on jet fuel: $4.6B Dollars spent in ...

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Lawson’s Laws

We're in the season of reading and quoting executives. There's Amazon's letter from Jeff Bezos on customer-centricity, Jamie Dimon's on employees, customers, and better regulations, Buffett's on the tailwinds of America's economic machine. Jeff Lawson, CEO and co-founder of Twilio, has his own words to add. His company "enables developers to build, scale and operate real-time communications within their software applications via our simple-to-use Application Programming Interfaces ("APIs")" It's ...