Yesterday, the Live Nation CEO said a breakup would be an unlikely result of the potential DOJ lawsuit because the DOJ is looking at sector-specific conduct, not conduct that results from its overall structure.

If I were an investor, this wouldn't make me feel very confident.

Masimo revealed in its latest 10-K that it delayed recalling its Rad-G pulse oximeter by 6 months during which time we counted dozens of adverse events reported to the FDA. Plus many devices built outside the timeframe they said should be returned. DOJ has issued them a subpoena.

UnitedHealth Group is the biggest employer of doctors and the largest health insurer. Its holdings are vast. Know what else United owns? A bank. It’s called Optum Bank. And it's had problems. 🧵

New American Economic Liberties Project white paper, featured to today’s WaPo UnitedHealth story.

I address health care’s new frontier of consolidation: insurance companies gobbling up medical practices, pharmacies, & much more—fueled by tidal shifts in financing and regulatory policy.

Wonky 🧵👇

Today, the FTC finalized a rule restricting companies from imposing non-compete clauses in worker contracts. This is a major step that will help millions of people enjoy greater liberty in their professional lives. ftc.gov/news-events/ne…

This is not 1938. What an insult.

thank you for reading Breaking Defense congressman

here’s the story he was referencing:

breakingdefense.com/2023/09/only-5…

Reporters The Capitol Forum wrote about the MLM “bro culture” at #GlobeLife $GL See for yourself. Videos by self-proclaimed AdversityKings, “We were crowned #1 in our category in Globe Life within the year 2021.” adversitykings.com

Moderator says @ ABA Antitrust Conference that private attorneys are having a harder job trying to warn their clients pursuing transactions of antitrust risks after stricter merger guidelines. AAG Jonathan Kanter’s response? “Our client is the public.”

Finally got around to reading moe tkacik's Suicide Mission on Boeing whistleblower John 'Swampy' Barnett. At this point if the Senate's gonna do hearings on the breakdown at that company, she's gotta be on the witness panel. prospect.org/infrastructure…

New video on GoodRx's partnerships with PBMs and how they're taking $ from local pharmacies --> youtube.com/watch?v=NWJ9Zq…

News from Michael Marrow : The first test of the new Sentinel ICBM has slipped by more than two years to 2026.

breakingdefense.com/2024/03/sentin…

Shahid does such a thorough job analyzing the factors that regulators may consider when reviewing the Capital One-Discover merger. I was especially intrigued by this section questioning whether the 'merge to compete' defense will succeed post JetBlue-Spirit.