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HomeMacro Trends

Posts in category: Macro Trends

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Why I’m Betting Against Berkshire

November 2, 2018
by Joe Andelin InvestingMacro Trends

In 2008 Warren Buffett made a bet against active investing, or more specifically the active-active, triple-fee side of investing, the hedge funds of funds. This group charges fees for placing money with hedge funds, who typically charge their own two type ...

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Averages are Overrated

October 26, 2018
by Joe Andelin EducationMacro Trends

I've always liked understanding the world through numbers, and markets are the beautiful impartial scorekeeper. When I was a teenager I used to compare the price of things to Wendy's cheeseburgers. "That's like 35 Jr. Bacon Cheeseburgers!" I would say in ...

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The $20,000 Price Tag: Insights into the 2018 Kaiser Family Foundation Employer Survey.

October 4, 2018
by Joe Andelin Industry TrendsMacro TrendsTelemedicineThought Leadership

Today the cost of healthcare landed on the front page of The Wall Street Journal, just below a story on bond yields, and next to the dancing UK Prime Minister, Teresa May. The angle of the story is how the cost of family healthcare premiums in the United ...

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Part 2: Is The Cheesecake Factory in The Healthcare Business?

August 22, 2018
by Joe Andelin InvestingMacro Trends

Now known in some circles for something beyond its array of cheesecakes, 2,000 calorie dishes, and cruise ship-meets-Las Vegas décor, The Cheesecake Factory (CAKE) added a second consecutive quarter of negative healthcare news, a cost that’s hidden in mos ...

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The Walmart Effect on Healthcare

August 1, 2018
by Joe Andelin InvestingMacro Trends

The 2006 book The Wal-Mart Effect describes the retailer's impact on communities and suppliers. Since it was written, a lot has changed. Amazon has outperformed Walmart in the stock market by 20x. Walmart has also dropped the hyphen from its name. Walmar ...

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