(https://www.marketwatch.com/story/health-insurers-are-dumping-medicare-advantage-plans-heres-how-many-seniors-could-be-affected-646b4e99?mod=mw_rss_topstories) while the 10Y sits at 4.70%. This isn't a regulatory story—it's a margin story disguised as one. Medicare Advantage profitability got crushed by higher medical costs and capital requirements, but the *real* pressure is that healthcare debt gets refinanced into a 4.70% regime.

Research these companies