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Started by James O'Byrne
The discussion examines the recent underperformance of the healthcare sector relative to other S&P 500 industries since the start of 2025. It explores whether this decline is driven by regulatory pressures on pharmaceuticals and Medicaid costs or if the current market sentiment presents a strategic opportunity for long-term investment in undervalued assets.
The SP 500 so far has been doing very well. Um part of the April 8th tariffs implemented by President Trump. Every industry has been performing fairly well. But there is one industry in particular that has slipped through the cracks, and that is health care, the healthcare industry. The healthcare industry has lagged by about 5% since the start of 2025. And this is mainly due to regulation over products, over you know, drugs, um, and mainly for that uh the pharmaceutical companies, but for for the healthcare administrators like United Healthcare and Um Blue Cross Blue Shield, there have been…