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Key Takeaways: With investors questioning RFK’s reported plans to restructure the medical coding system used by Medicare, Medicaid, and commercial health insurers , we remain highly skeptical of meaningful changes within the next 5-10 years,…

We believe the concerns over cuts/changes to the Supplemental Nutrition Assistance Program (SNAP)/food stamp program are overblown as a result of the Republican sweep, whether RFK Jr. is confirmed as Secretary of Health and Human…

President Trump’s surprise and unorthodox nomination of Dr. Mehmet Oz to be CMS administrator, whom we presume will likely be confirmed, affords somewhat of a blank slate for others in the administration to fill in…

With Congress in the second week of the lame duck session and as President-elect Trump continues to make headlines, there are several issues important to investors that we want to touch base on, including:   How…

With likelihood growing that Congress focuses on emergency spending and a short-term continuing resolution funding the government into Q1 next year during this lame duck period, we expect that translates to Congress punting on nearly-annual,…

If taken individually, we would expect Tulsi Gabbard, Matt Gaetz and Robert F. Kennedy Jr. all to lose their confirmation battles and either have their names withdrawn for consideration or lose a Senate floor vote….

Investors should keep an eye on whether Texas Lt. Gov. Dan Patrick (R-TX), an opponent of legalizing sports betting, is appointed to a position in the Trump administration, as some reports have speculated given his…

Key Takeaways: We are initially skeptical that Trump’s selection of Robert F. Kennedy Jr. (RFK) to lead HHS can survive Senate confirmation but, if we are wrong, would note that any HHS secretary is constrained…

Key Takeaways:  We still expect nursing homes and their post-acute care REIT landlords to secure a reprieve from the Biden CMS rule imposing minimum nurse staffing requirements on these long-term facilities. However, we see that…

Key Takeaways:   We see the ~60% China tariffs being implemented before the tax cuts are passed and likely within the first 100 days.   We believe there’s a very good chance tax cuts pass…