The markets point slightly up early today and are up substantially YTD. There is a love hate relationship and FOMO when the markets keep rising and you are a cautious investor. The S&P 500 is up 12% YTD. The Nasdaq is up 14.34%. Commentators are starting to say that some

Follow Becker’s Healthcare. Join us at our Fall Conferences. Jessica Cole and Virginia Egizio, CMP for information.

The improvement in solving chronic diseases in our country is stalling. Cancer and heart disease remain the biggest causes of death. Childhood vaccines, research, GLP1s and constant pharma improvements are very important.

More than half of Medicare is now through Medicare Advantage. Political power beats providers. The four largest payors are massive. These are United, CVS, Cigna and Elevance. Medicaid coverage will see some cuts. And this will impact providers.

60% of health systems have some margins. 40% do not. We recently reported on 73 health systems cutting jobs and 22 hospital closures. Becker’s Healthcare Every week we see reports of closures of units and facilities. The 5 largest tax exempt systems are Kaiser, CommonSpirit, Advocate, Providence and UPMC. The

We have a little more than 900000 practicing drs in the country that are directly providing patient care. Nearly 1.150 million drs in total. We produce nearly 25000 drs a year and around 185000 nurses a year. A substantial % of drs go part time by 40. A significant %

Private Equity. Start Ups and AI. Virtual Event is almost full.  Sept 25th Register here https://us02web.zoom.us/webinar/register/WN_qxM-3TfJTqSY8pN6x0Td8g

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Tesla (and Elon Musk) is on a tear and back to almost even year to date. It’s up today and down 3-% year to date. The focus there being robots and robotaxis.  https://www.barrons.com/articles/tesla-stock-price-today-buy-9f4c4d99

The release of the Apple IPhone air and the hope that this creates some excitement at Apple. Can Tim Cook get Apple thriving again. https://finance.yahoo.com/video/apple-stock-downgraded-iphone-17-140742152.html?contentType=VIDEO

The rise of Oracle. It’s on for fire and has propelled founder Larry Ellison to be neck and neck with Elon Musk as the richest man in the world. The stock is up nearly 80% year to date. Ellison is now worth close to $400 billion. https://www.investors.com/news/stock-market-highs-on-oracle-fed-rate-cut-hopes/

The increasing softness in the job market. Only 22000 jobs created in August and the increased filings for unemployment –263000 this past week. Also the lowest number of open jobs in years. https://finance.yahoo.com/news/jobs-now-matter-more-than-inflation–even-as-tariff-pressures-build-100038347.html

The murder assassination of Charlie Kirk. The most high profile political assassination in a long time here in the United States. https://finance.yahoo.com/news/fbi-releases-video-clip-suspect-081455983.html

Every successful founder I know has done a really good job in building teams of talented people and has found a way to serve customers really well. When picking a niche ask two key questions: Can we win in the niche. Is it worth winning in.

In the AI world, we are seeking one more panelist for an AI practical use cases panel on Sept 25th. Message Scott Becker re this panel. To register for the Sept 25th PE, Start Ups and AI register here no charge. https://lnkd.in/giU7pkKM