I have a B.A. in Economics from Amherst College and a Ph.D. in Economics from Washington University in St. Louis. I was born and raised in St. Louis, Missouri. I now live in North Monterey County, California.
My writings are at the intersection of economics, accounting, financial analysis, and high tech. I like to write about companies and industries that few follow. This includes 15 years writing about the PBM business model, explaining drug price inflation using economic theory, antitrust of exclusive dealing formulary contracts, and the $10 Billion unicorn Machine Zone (MZ).
At the bottom of each piece I write, I will disclose any position in stock mentioned. I will also disclose any remuneration from companies mentioned.
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