Finance Knuggets

Jan 24, 2026 Email 1: Review – Where Next in Second Eurasian Century Forecasting? – A new book, The Eurasian Century by Hal Brands, analyzes futures of the world’s supercontinent and major power competition in a second Eurasian century. – Eurasia connects Europe and Asia, covers over one-third of Earth’s

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Healthcare Knuggets

Jan 24, 2026 Email 1: Subject: 🏥 Key Themes from JPM 2026 Content: – Specialty businesses dominate healthcare margins; commodity businesses are fading. – Big players like McKesson, Cencora, and Cardinal focus on owning physician relationships through vertical integration. – Oncology adjacent specialties and multispecialty areas represent new growth frontiers.

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