Finance Knuggets

Jan 15, 2026 Subject: Joseph Politano and Andrew Lokenauth posted new notes Content Summary: Joseph Politano highlights sluggish US labor market flows in November 2025, including data showing 9 states plus DC lost jobs since 2024, with Missouri showing the fastest growth. Andrew Lokenauth discusses inflation by example, noting a

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Healthcare Knuggets

Jan 15, 2026 Email 1: Subject: 🏥 Good Intentions, Broken Systems Content: – Integration of behavioral health with primary care is widely accepted as necessary but faces operational and financial challenges. – Key issues include workforce shortages, misaligned reimbursement structures, and fragmented data systems. – Behavioral health data is often

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Finance Knuggets

Dec 29, 2025 I recently heard some insights about investment strategies as we approach 2026, emphasizing the importance of asking yourself three critical questions before deciding how to allocate your portfolio. Many market outlooks tend to be influenced by firms promoting their own views or making predictions that don’t always

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