Dec. 4 at 8:48 AM
$CNC
My experience tells me Centene and the rest of the Healthcare sector are about to get a massive boost from any Republican led effort to quickly dole out subsidies before 2026.
Likely, the House will have to improve, add or increase benefit packages to adjust for inflation, premium revamps etc. As per the history of government hand-outs, this will be rushed and rely heavily on what the industry (CNC,
$UNH,
$CVS etc) push for.
In other words, rather than a stripped out lean adjustments, we are likely to see poorly worded, loop-hole laden, word salad statements which do nothing but increase the cost to the taxpayer and offer more sweet government nectar to the companies.
While I abhor this, the result will positively impact my unrealized.
$SPY $DIA
