Feb 1, 2026
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26 min read
A musing on the ripple effects of 2027 Advance Notice, Q4 earnings season kicks off, digital health M&A heats up, and more
Jan 30, 2026
8 min read
HCA Healthcare continues to be a story of fundamentals well-executed upon and impressive growth. While there are headwinds for the industry going into 2026, HCA seems well-positioned going into 2026.
9 min read
Elevance stock rebounds as it highlights 2026 as a year of "execution and repositioning" amidst insurance membership declines while prioritizing margin recovery
Jan 29, 2026
12 min read
Advance rate notice, ACA enrollment, and the latest salvo in the what costs more, original Medicare or Medicare Advantage debate
Jan 28, 2026
Edition #119
