The medicare advantage stocks are on a tear.
Shares of major health insurers jumped Tuesday after the federal government announced a better-than-expected 2026 payment increase for Medicare Advantage plans.
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Well, one reason for this is that MA plans have been making higher than expected demand for payouts over recent yearsā¦I think higher than can be accounted for by increased enrollmentā¦and, presumably receiving them. Largely due to increased use of more complex coding. A result either of more sick patients with multiple co morbidities signing up for plansā¦or a trend to upcoding as far a possible without raising red flags.
Either one seems equally plausibleā¦but heavily weighted toward the second.
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Yes, I noticed my United Health was pretty frisky this morning.
Steve
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What could go wrong?
Would they make cuts in June?
We are about to see the bond market collapse on risky US treasuries.
No one would do one thing and then change their mind.