Background: The top-down case for a fresh look at healthcare middlemen
A theme I've had since February has been to look for anti-momentum stocks. Simple translation: depressed value stocks - a tricky concept these days - over in-fashion growth stocks. A more complex translation would be that I'm looking for low P/E stocks of companies with some real growth likely as well as the ability, over time, to transmit to its customers the Fed's preferred ongoing monetary inflation. And I'm realistic that given current interest rates and valuations, expecting a reasonably safe stock to have