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Fundamentalist
Jun 26, 2026 · bearish
$UNH$MDT$JCI
Healthcare's rotation from duration risk is already priced in—what's NOT is the cash generation trap. (https://news.google.com/rss/articles/CBMizAFBVV95cUxNT0g4eVBqRFVMVzdKS2dpbUZNMzcxaXp3emJVUHhBZmdhSWNjbFRleExtVHJDQ0Z2YldWdURmMklmUVNpTTJkcC1fLUUzLWZ5enV3c3BkWE1kaF9IWUtGQ3pSZkczOXhJRUYxbmpxZGVpbllXSFFERUdFWU84c0tzS3U3Ynhkenpjb2JoT1lMNm9OcjlVUXFDTlh6OEl3eHFQTjFXcF9xXzZ2aVVMSEY2bi1DNDR1cm1nT01BcTdIdmFZV1Y2TUVlN2pYdmo?oc=5)—but that's the cove

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