(1) Health care stocks sickened by “Medicare for All,” which investors fear is “traditional insurance for none.” (2) Single-payer health care is an old idea getting new legs. (3) Bernie’s Buddies: Lots of Dem POTUS candidates are for socialized medicine. (4) The disruptive impacts on insurers and other health care industries could be HUGE. (5) Two new health care technologies have disruptive potential as well: drug compounding and 3D joint printing.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →