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26May, 2020
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The 21st Century Renaissance: A New Healthcare in the United States (Part 1)

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How does a COVID-19 United States Healthcare System Rebuild? A Bloomberg[1] headline recently read: “1.5 Million Unemployed Health-Care Workers Signal a Failed System.”  Like me, some are stunned; in 50 years, during several recessions, healthcare employment has not budged from its upward trajectory.  Through the last major U.S. recession in 2008-2009, the healthcare employment growth-rate remained unfazed.  The reality, as we have noted many times, is that the next 10 years will likely be the most stressful in modern history for the United States’ economy and healthcare (and in other […]
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5May, 2020
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The United States of Healthcare(SM) (Part 10)

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A Post COVID-19 United States – Hospitals and Providers In our last blog, we commented on the challenges hospitals, both large and small, public and private, are facing as a result of the COVID-19 crisis.  The news on hospitals has been getting worse by the day.  While we see that changing, it most likely will not be this year. Last week, we heard that the U.S. GDP had contracted 4.8% as of the end of April.  That is a huge drop in GDP in a period of just two months, […]
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28Apr, 2020
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The United States of Healthcare (SM) (Part 9)

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A Post COVID-19 United States – Hospitals In a recent blog, we noted that U.S.-based hospitals and hospital systems (HS) are being severely impacted by the COVID-19 pandemic.  This is counter-intuitive to what most people would assume.  Hospitals being paid by the government and insurance companies that suddenly have a huge demand for services would be making a great deal of money; however, that is not at all the case. These issues are somewhat complex, but the short answer is in the disparity between baseline cost, variable cost and most […]
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16Apr, 2020
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The United States of Healthcare (SM) (Part 8)

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A Post COVID-19 United States When we began our blog series, “Healthcare 2030” on September 24, 2019, we noted the importance of healthcare not only for the United States, but also for the entire world.  In recent blogs, we’ve noted the problem segments of healthcare and where opportunities lie going forward.  Who could have imagined in September of last year, the world would have changed so drastically in six (6) months?  We were noting what we saw as the cracks in the road ahead, but those cracks have widened into […]
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8Apr, 2020
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The United States of Healthcare (SM) (Part 7)

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A Post COVID-19 United States We have all been consumed by the COVID-19 virus, and in a macabre way, maybe we’re looking at the county, state, national and international statistics too much.  In a year or two from now, I am sure that sociologists will tell us how bad we all did and how it caused us more stress as a world, as a few billion people were under some form of shelter-in-place suggestion or mandate.  In our last blog, we took some time to discuss who are the likely […]
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2Apr, 2020
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The United States of Healthcare (SM) (Part 6)

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A Post COVID-19 United States Looking back on the previous blogs in this series, we, like almost everyone else, are quite simply stunned at the incredible crisis the world is facing.  For months, we have been pointing out that a large part of the U.S. economic stability comes from the strength and resilience of our healthcare sector, it represents 18% of GDP. We believe that the U.S. healthcare system will change materially; more so, we believe it will be transformed by the COVID-19 pandemic virus.  Each day, we are witnessing […]
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17Mar, 2020
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The United States of Healthcare (SM) (Part 5)

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As we move into Part 5 of this series, we want to discuss the current nationwide pandemic, COVID-19.  We have been trying to make the point that healthcare has become the business of America, both as the largest employer and the largest individual segment of the U.S. economy, measured by Gross Domestic Product (GDP).  We are 100% confident in the stability of healthcare in the United States, and we would highlight the fact that even during the recession of 2008 and 2009, employment in the U.S. healthcare sector continued to […]
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4Mar, 2020
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The United States of Healthcare (SM) (Part 4)

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The COVID-19 Virus In this series of blogs, we have been supporting our argument that the United States has been undergoing a historic migration in our economy between manufacturing products and goods versus services for several decades.  This is not a new argument, in fact, it is quite well established within the economic and financial systems.  However, one thing that is important to note is that healthcare is being overlooked by financial markets and by most investors; healthcare, a service industry, is quietly becoming a predominant part of the service […]
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13Feb, 2020
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The United States of HealthcareSM (Part 3)

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The United States of HealthcareSM (Part 3) Based on the last two blogs of this series, we believe many people who are dismissing the direction of our economy may have been looking at it through wrong-colored glasses.  The U.S. jobs report for January 2020 was just issued, and once again, healthcare services are a key driver of jobs growth. See the graph from CNBC below:   We can drill down on this combined “Education and Healthcare” number of 72,000 a little deeper by going directly to the Bureau of Labor […]
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30Jan, 2020
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The United States of HealthcareSM (Part 2)

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In part one of our blog series, The United States of Healthcare, we have effectively thrown down the gauntlet[1] that “healthcare is the business of America” today and possibly even more so for the next 10-20 years. Although I  did not plan to discuss this exact point this week, the news released by the U.S. on the growth in Gross Domestic Product (GDP) got my attention and proved hard to pass up. The release was that 4th quarter GDP in the U.S. economy grew by 2.1%. [2] CNBC reported: WASHINGTON — The […]
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