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HomeMacro Trends

Posts in category: Macro Trends

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Trends, Big Numbers, and Risks: Lessons from UHC’s Earnings

July 25, 2018
by Joe Andelin Macro Trends

It's July and that means earnings season. We get a view of the workings of UnitedHealth Group ("UHC"), the "diversified health care company dedicated to helping people live healthier lives and helping make the health system work better for everyone." We'v ...

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Why Employer-Provided Healthcare is Here to Stay

July 17, 2018
by Joe Andelin Macro TrendsThought Leadership

No economist, junior high student, employee, or small business owner* in the United States thinks healthcare should be tied to employment. Ask around. It's equally unpopular across the political spectrum. But we have it, and it's not by accident, but rath ...

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AJMC Article on Health Risk Assessments

May 1, 2018
by Joe Andelin AJMCMacro Trends

My article today in the American Journal of Managed Care: Kaiser Survey Data Offer More Reasons to Rethink Health Risk Assessments   Photo by Loic Leray on Unsplash

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The Power of Inversion, or What to Avoid.

April 10, 2018
by Joe Andelin Macro TrendsThought Leadership

Charlie Munger reminds us that inversion helps us solve problems we may not be able to solve in other ways. As an example, he says if you want to help India it's helpful to first ask "what's doing the worst damage in India....and how do I avoid it?" What ...

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Journey and Experience Inflation

April 3, 2018
by Joe Andelin Macro TrendsThought Leadership

The best companies lean towards the subtle and simple. Nike says to "Just Do It", not that their shoes will help you on your "journeys" or that they'll lower your cholesterol. Apple had the "Think different" campaign. Now the iPhone X welcomes you to: " ...

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