And the winner is ....

Healthcare. A lot of confusion about what will and will not do.

Socialized medicine. Possibly. The government is likely to gain more power. It is getting bigger and bigger. Is it good or bad for business?

Time will tell. Time and the markets have a knack for uncovering the wrongs and the rights of government decisions. See what happened to the housing sector, Ginnie Mae and Freddie Mac.

What is interesting, I think, is that in spite of all this talk about socialized medicine, the insurance companies (ETF: KIE) have been one of the strongest sectors since February (click on the chart to enlarge it).

Are they the real winners?

George Dagnino, PhD
Editor, The Peter Dag Portfolio. Since 1977
Ranked Top Market Timer in 2009 and 2010 by Timer Digest

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