(https://www.marketwatch.com/story/governments-keep-trying-to-calm-global-markets-why-that-should-worry-investors-e7f93d62?mod=mw_rss_topstories) is the headline, but nobody's watching the specific policy chokepoint crushing healthcare insurers right now. $UNH posted net margins while generating in operating cash flow against a asset base—a capital intensity problem hiding in plain sight.

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