Mad Hedge Biotech and Healthcare Letter February 5, 2026 Fiat Lux Featured Trade: (LEANING ON THE KNOBS) (HUM), (UNH), (ELV)
Tag Archives: (UNH)
I still remember sitting in a conference room in D.C. years ago, listening to a CMS official explain – with a perfectly straight face – that a 0.5% rate increase was “quite generous given the fiscal environment.” The insurers in the room did a great job of not laughing. Fast-forward to today, and Humana (HUM) […]
Mad Hedge Biotech and Healthcare Letter December 4, 2025 Fiat Lux Featured Trade: (THIS BIOPHARMA IS CLEARED FOR A LONG-TERM CLIMB) (UNH)
UnitedHealth (UNH) is like a Boeing 747 in a thunderstorm: big, complicated, a little bumpy right now but still very much airborne, with the engines humming stronger than most investors realize. The recent clobbering of UNH shares has more to do with short-term panic than long-term fundamentals. If you’re in this game for quick thrills, […]
Mad Hedge Biotech and Healthcare Letter September 18, 2025 Fiat Lux Featured Trade: (THE ORCHARD STRATEGY) (UNH), (AMZN)
Last month, I was in my doctor’s waiting room, watching the receptionist wrestle with three different computer systems just to book my checkup. She clicked through windows that looked like they belonged on a floppy disk. “This is why healthcare costs so much,” I thought. What I didn’t realize then was that I was watching […]
Mad Hedge Biotech and Healthcare Letter August 26, 2025 Fiat Lux Featured Trade: (ENJOYING THIS HEALTHCARE GIANT’S TERRIBLE, HORRIBLE, NO GOOD, VERY BAD YEAR) (UNH)
Listen, I’ve been around this market long enough to remember when healthcare stocks were boring dividend plays that our parents owned for the steady income. Well, times have changed, and so has UnitedHealthcare (UNH), but sometimes the old investing wisdom still applies: buy when there’s blood in the streets, especially when it’s someone else’s blood. […]
Mad Hedge Biotech and Healthcare Letter July 22, 2025 Fiat Lux Featured Trade: (WHEN HEALTHCARE’S HEAVYWEIGHT TAKES A HAYMAKER) (UNH)
You’ve spent decades building a sensible portfolio, weathered the dot-com crash, survived 2008, and now you’re eyeing healthcare stocks like UnitedHealth (UNH) because, well, people always need healthcare, right? Then suddenly this $300 billion giant hits a pothole so hard it rattles every healthcare investment from here to Boca Raton. Welcome to the new reality, […]
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