Relevant and even prescient commentary on news, politics and the economy.

Still signs that a bottoming process might be taking place

New home sales adjusted for cancellations: still signs that a bottoming process might be taking place by NewDeal democrat I had a correspondent question me about whether new home sales might actually be in the process of bottoming, due to the big increase in the percentage of cancellations, as shown below (via Bill McBride): This […]

From the frontiers of viral immunology

Ever since the COVID mRNA vaccines (Moderna and Pfizer) proved themselves, I became convinced they are the future of viral vaccines. Looks like a polyvalent flu vaccine is in the works that may obviate annual strain-specific vaccines. “In this work, we developed a nucleoside-modified messenger RNA (mRNA)–lipid nanoparticle vaccine encoding hemagglutinin antigens from all 20 […]

Medicare Advantage Healthcare and FFS Medicare

Medicare Advantage Over Payments In the conclusive summation of the latest KFF report on Medicare Advantage Healthcare plans which KFF also has in place, is this: Historically, one goal of the Medicare Advantage program was to leverage the efficiencies of managed care to reduce Medicare spending. However, the program has never generated savings relative to traditional Medicare. […]

“Slouching Towards Utopia”

Book Review: “Slouching Towards Utopia,” J. Bradford DeLong, (foreignaffairs.com), Liaquat Ahamed I am not going to put all of the review of Brad’s book Slouching Towards Utopia here. I thought I would alert AB readers to it and point to the freebie (for me at least and I believe you too) review at Foreign Affairs. […]

Poor Healthcare Outcomes Resulting from Discrimination

Introduction to a Real World Issue: Taken from the National Institute of Allergy and Infectious Diseases Health (NIAID) headed by Dr. Anthony S. Fauci. Health disparities are gaps in the quality of health and health care mirroring differences in socioeconomic status, racial and ethnic background, and education level. These disparities may stem from many factors, […]

Five Stats making ASC Healthcare execs nervous

As I have said before, I get many things in my In-Box. Beckers Healthcare ASC News Review is one of them. If you do not know what an ASC is, I have included a definition. U of M Hospital has a few of the around Ann Arbor. Ambulatory Surgery Center = modern health care facilities […]

Have new home sales made a bottom?

Have new home sales made a bottom?  – by New Deal democrat Hopefully you are recovering from your turkey coma today. Here’s a little late commentary on Wednesday’s new home sales report. New home sales are noisy, and heavily revised, which is why I prefer housing permits, and especially single family housing permits, as a […]

Jobless claims have a poor week, rising to multi-month highs

Jobless claims have a poor week, rising to multi-month highs  – by New Deal democrat Initial claims for jobless benefits rose 17,000 this week to 240,000, a 3 month high. The 4 week average also rose by 5,500 to 226,750. Continuing claims one week ago rose 48,000 to 1,551,000, the highest number since March: While […]

Arizona Election is Over Except for Maricopa County

I expect the issues in the Republican led Maricopa County will take a while to resolve as there will be an election recount. AG candidate Abraham Hamadeh will require answering. His wish for the state to declare him the winner before a recount will need answering too. Doubt it. In Don’t Cry for Arizona Yet, […]