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Notes From the Fieldby Martin Weil

September 25, 2013

One Investor’s Take on Obamacare

With all the political noise, and now theatrics, around the upcoming implementation of the Affordable Care Act (ACA, aka Obamacare), there has been astonishingly little written about the investment implications of the substantial changes this law represents to health care finance. Into the breech strides Barry Ritholz with Investing Around Obamacare. Ritholz’s bottom line – mixing your politics with your investing is generally a losing strategy, and that healthcare, and hospitals in particular, are poised to outperform.

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