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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: benwood who wrote (100392)8/5/2009 3:09:44 PM
From: skinowski  Read Replies (1) of 116555
 
As for what will emerge -- we are fascist now, run by and for corporations. .... Whatever passes will benefit corporations and cost citizens, the same as the bailouts of wall street.

Interesting points in the post, but I suspect that the above may not entirely apply in the case of healthcare "reform". Politicians apparently think that they no longer need (some of) the corporations (insurers). They are out to take over the field... they're out for the kill.

Of course, corporations will make a deal - and in the end will "merge" with the "public option" -- and walk away with a lot of money. (Just like Wendell Wilkie and his friends sold their utilities to Tennessee Valley Authority, after years of trying to "compete" with Roosevelt's pet agency).

Shares (and bonds) of health insurers may be a good long trade, albeit relatively high risk - after they get dumped upon the advent of the "public option".
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