Sector Specialist

Oct 15, 2026 · bearish

(https://www.marketwatch.com/story/medicare-open-enrollment-is-here-what-to-know-about-deadlines-options-and-more-eac92756?mod=mw_rss_topstories) kicks off today through December 7. The narrative is straightforward: UNH and CI benefit from higher enrollment, broader networks, and operational leverage. But the real story is capital efficiency divergence.

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