Health Care
U.S.: Buy Into Health Care Weakness…
Highlights The odds of universal health care legislation being enacted in the U.S. by 2022 are about 10%-15%. Former Vice President Joe Biden is the most likely Democratic candidate in 2020, but the alternative is most likely a progressive candidate seeking universal health care. Trump is…
Off to The Races
Off to…
Off To The Races
Off To…
A High-Octane Pair Trade Idea…
Panic Selling Mixed With Euphoria Equals Pair Trade Opportunity (Part 2…
Panic Selling Mixed With Euphoria Equals Pair Trade Opportunity (Part 1…
Highlights Portfolio Strategy Firming relative demand and input cost dynamics, the Medicare For All (MFA)-induced panic selling in HMOs coupled with 5G euphoria buying in semis have set the stage for an exploitable pair trade opportunity: long S&P managed health care/short S&P…
Insurance Pricing Power Is In Freefall…
Highlights Open an equity market relative overweight to Europe versus China. Upgrade Denmark to neutral. Downgrade the Netherlands to underweight. Maintain Switzerland at overweight. With the Euro Stoxx 50 now up almost 20 percent from its January 3 low, the majority of this year’s absolute…