As the newly passed healthcare bill incrementally becomes policy, we will see different sectors of the market impacted at different times. This is becoming apparent already, with the realization that Medicare Advantage plans are going to face “significant cuts” as soon as 2012.
It’s no news that we at Election Stocks have had a good [...]

Here at Election Stocks, we not only work to form our own analysis but also pay attention to what other experts have to say about the link between public policy and the stock market. We get consistently excited by work from James Altucher or Dan Clifton, but we do not feel quite as enthusiastic about [...]

Closing more than a year or serious debate, President Obama quickly moved to sign the healthcare reform bill passed by the House late Sunday night. CNBC flashed several healthcare stocks and sectors next to the president’s head as he gave the ceremonial speech, reflecting several results that we predicted.

The first important thing to note is [...]

One of the most principled and dedicated liberals in the House, Congressman Kucinich, announced today after much pressure that he would vote for the Senate healthcare plan.
This greatly improves the odds of healthcare reform being passed by the House. Since Kucinich carries so much clout among congressional liberals, it is quite likely that this [...]

Even under pressure from the Obama Administration and Nancy Pelosi, there are at least 25 House members who will almost certainly vote no on the Senate bill. However, this article from The Hill makes an important distinction:
The Hill has not yet put Democrats who are insisting on Rep. Bart Stupak’s (D-Mich.) language on abortion in [...]

It’s no secret that here at Election Stocks we have been monitoring the progress of healthcare reform since its very beginnings. Our official prediction is that it will pass (making this a good idea to buy insurance companies), but we acknowledge the great uncertainty surrounding the politics of this issue.
That’s why we would like to [...]

President Obama made an official statement today urging Democrats in the House to pass the Senate bill and then smooth out the differences during budget reconciliation. This is a tactic that many Democrats, like Barney Frank, have strongly supported for quite some time. As it draws closer to November Speaker of the House Nancy Pelosi [...]

President Obama’s healthcare proposal, based heavily off of the already passed Senate bill, has a few very specific market implications. An article in Bloomberg claims:
To help pay for the overhaul, he’s proposing the first Medicare tax on unearned income such as capital gains, and higher fees on drugmakers such as New York-based Pfizer Inc. and [...]

There is a very good article in Time regarding the recent GOP (gridlock, obstruction, paralysis) politics.
Rhetorically, they derided Washington as ineffective and conflict-ridden, and through their actions they guaranteed it. Their greatest weapon was the filibuster, which forced Democrats to muster 60 votes to get legislation through the Senate.

In light of this recent Republican strategy, [...]

We haven’t heard an awful lot about healthcare in a while, especially since the election of Scott Brown in Massachusetts, but policymakers on The Hill are still fairly confident reform will pass. A recent Washington Post article on the bipartisan summit notes:
…when it comes down to it, the question of process is really going to [...]