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Feb 17
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WATCH
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Sarah London
CEO of Centene Corporation
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She calls 2025 "an incredibly challenging year for the industry as policy shifts and cost pressures reshape the American health care system." While the long-term thesis for efficiency is strong, the immediate macro environment for managed care is hostile due to government policy changes (likely referring to Medicaid redeterminations and Medicare Advantage rate pressures). This suggests near-term volatility for the broader sector before the efficiency gains materialize. WATCH. Wait for policy clarity before aggressive sector-wide allocation, though individual turnaround stories (like CNC) may outperform. adverse government rate setting, higher-than-expected medical utilization trends. |
CNBC
She's the youngest woman to have led a Fortun...
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Feb 12
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LONG
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Raj Subramaniam
CEO and President of FedEx
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"We are now heavily focused in on high value industry verticals... whether it is healthcare... whether it's the data center business... can you imagine you know when all this investments that is happening in data center there's a lot of supply chain elements involved in moving those goods." FedEx possesses real-time data on the physical economy. If they are aggressively pivoting resources to service Data Centers and Healthcare, it confirms that the AI capex cycle (moving GPUs, servers, cooling units) and medical logistics are not just digital narratives but are generating sustained physical volumes. This validates the "picks and shovels" thesis for these sectors. LONG. Follow the logistics capital; physical volume confirms the digital trend. AI capex spending slowdown; regulatory changes in healthcare logistics. |
CNBC
FedEx CEO Raj Subramaniam: We are undergoing ...
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