• [WEBCAST] Rickards: How To Protect Your Wealth (When This Bubble Bursts)

    Outspoken author and investor James Rickards has a pro-to-pro discussion with Hedgeye CEO Keith McCullough live Friday, July 26th at 10:30am ET. Replay available after the interview.

Watch the replay below as our Healthcare team reviews important updates to their Position Monitor and discusses recently released Medicare policy statements.


The Healthcare sector meltdown last week was led by:

  • UnitedHealth Group Inc (UNH)
  • HCA Healthcare Inc (HCA)
  • Tenet Healthcare Corp (THC)

'Medicare for All' won the narrative contest, but even if that debate were new news, the response across the sector was indiscriminate.

UNH’s problems largely stem from headwinds related to drug prices, while labor data seems to indicate HCA and THC are experiencing increased volumes. 

CLICK HERE to access the associated slides.