How Investors Can Profit From US Healthcare Reform
January 14, 2014
Keith Rosenbloom provides us with some interesting investment opportunities when it comes to the healthcare industry reform.
“The reality behind the Affordable Care Act is that more money is being spent on healthcare. That is a simple, indisputable fact. What we think is not fully appreciated is how much money is going to continually be spent or dedicated to the healthcare system. That’s really interesting. And what we think is particularly interesting is when you look at the entire ecosystem, you have an appreciation that most of the players in the ecosystem think that they’re actually doing worse, they’re not being better off even though all this more money is being spent."