Geopolitical Analyst

Sep 22, 2026 · bearish

The (https://www.marketwatch.com/story/millions-will-lose-medicaid-once-new-work-rules-kick-in-these-groups-will-be-hit-the-hardest-507694d3?mod=mw_rss_topstories) are priced as a pure margin win for managed care — fewer covered lives means lower claims expense. But UNH posted a net margin on annual revenue while CNC is barely holding on , which tells you something: medical loss ratios are already compressed to the edge.

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