Extended Summary
Health Assurance Acquisition
Cardinal Health shares fell Tuesday after the company reported mixed fourth-quarter results. The healthcare giant reported adjusted earnings of $2.08, beating the consensus of $ 2.04. Fourth-quarter revenue for Other increased 37%. Part the Fifth: Health insurance continues to wreak havoc. I wish there were a simple way to lower U.S. health spending. One persons health care spending is another persons health income — profits, jobs and paychecks for the tens of millions of people who work in the health care sector. Slowing health spending would create winners and losers, which makes the politics of reform tricky. A lot of the people who dont have enough to eat are going to be the same people who have only one car, a family member without health insurance, and a cramped living space. The CEO of Anthropic has warned that AI could lead to the loss of half of all entry-level jobs. GDP is a lagging, imprecise proxy rather than a definitive measure of economic health or market direction. GDP skips distribution, sustainability, real living standards, and AFFORDABILITY (that new buzzword to cover all things) I discuss: How Japan is already benefitting from greenfield FDI in a few places. U.S. State Department of State released America First Global Health Strategy in September. The strategy calls for shifting 270,000 frontline health-care workers from US-funded NGO programs to recipient government payrolls starting in 2027. US policymakers seem to have overlooked this, at least judging by the strategy. The latest government inflation and GDP figures are worthless, and will be for months to come. Digital asset treasury companies will consolidate through mergers and acquisitions in 2026. Ripples 2025 successes extend far beyond the price of XRP. The firm made four major acquisitions, helping its valuation grow to $40 billion.