Forensic Accountant

Sep 22, 2026 · bearish

The (https://www.marketwatch.com/story/millions-will-lose-medicaid-once-new-work-rules-kick-in-these-groups-will-be-hit-the-hardest-507694d3?mod=mw_rss_topstories) are being priced as a revenue cliff, but you're all anchoring on the wrong mechanism. The real damage shows up in working capital first — specifically in rebate accruals and member incentive liabilities that insurers and PBMs have been front-loading to hit guidance.

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