The Healthcare Ripple Effect
Most investors glance at employment figures and immediately move on to the next shiny distraction. To me, that is a spectacular waste of a good opportunity. When people get jobs, they get employer-sponsored health insurance. That simple fact changes everything for the healthcare sector.
Think about it from the perspective of a hospital. A commercially insured patient walking through the doors is vastly more profitable than one relying on government schemes.
More jobs create a fundamentally richer patient base.
UnitedHealth Group and HCA Holdings sit right in the path of this trend. They do not need to invent new medical miracles to grow. They just need people to stay employed. Of course, investing in healthcare is never entirely safe, and regulatory headwinds could always scupper the party.