Green Room Technologies Ideas

In election years healthcare (XLV) tends to perform slightly worse than the overall market (SPY) one supposes because of the political nature of the US healthcare system that creates elevated policy uncertainty. One can argue this year that this effect is more acute and pronounced than many other election years. Equipment has outperformed for many months…

The healthcare part of the market has been flat and largely performing either “at market” or underperforming. Of course, there are individual stocks that are exceptions. Despite demand for critical services and Covid related products and services, some parts of healthcare have fared less well. Next time we’ll look in more detail digital health and some changes there. Can the “new healthcare” persist?

There has been perhaps no more interesting time to be building and growing a healthcare company as it is right now. The public market is robust. Market acceptance of innovation and new therapeutics and process automation as well as advance computing and analytics including AI/ML is unprecedented. Join us every week for a quick overview of these markets to help you plan the growth and success of your company.