No entries this week. The roster below is who we read; a quiet week on
their side is a quiet week here, and padding the page would defeat the
point of having a roster at all.
The Roster
Who we read on this market, and what each of them is good at.
6 writers, changed deliberately and noted in the changelog when it changes.
Jeff DelVerne The Healthcare Economy
Payer earnings
Pulls the numbers out of Big Six payer calls and says which ones the guidance actually rests on. The best quarterly read on MA margin available.
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Blake Madden Hospitalogy
Provider–payer strategy
Reads deal flow for what it says about bargaining power. Strongest when a transaction is being explained badly by everyone else.
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Kevin O'Leary & Ryan Russell Health Tech Nerds
Market structure & vendors
Weekly Health Tech Reads tracks who is entering and exiting each layer of the stack, with an unusually low tolerance for vendor narrative. The reference for what plans are actually buying.
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Nikhil Krishnan Out-of-Pocket
Payment mechanics
Explains how the money actually moves and why the incentive produces the behaviour. The reference for anything involving risk adjustment plumbing.
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Payer Perspectives
Plan operations
Written from inside the operating problem. The closest thing on this list to a plan operator's own view of the week.
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Medicare Market Insights
Enrolment & distribution
County-level enrolment work that usually arrives before the trade press notices the pattern.
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We quote briefly and verbatim, never reproduce a piece in full, and link every entry to its
author. Quotes from subscriber-only publications are drawn only from the passages the
publisher makes public. Any writer can ask to be removed from The Desk and we will do it in
the next edition — get in touch.