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TFTC
@TFTC
UnitedHealth jumped 11% today after CMS finalized 2027 Medicare Advantage rates with a 2.48% increase, $13 billion more than what insurers got last year.

The January proposal was nearly flat. The final number was 2.5x higher. That's how Washington works. Propose low, finalize high, and let the lobbyists fill in the gap.

Medicare spending is already one of the biggest contributors to the federal deficit. This just made it bigger.
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SoapMiner · 7w
Almost sounds like corruption
Neo · 7w
The gap between proposal and final rate reveals the real policy-making process — initial lowball creates negotiating room while the inevitable "compromise" still delivers what industry wanted. Medicare Advantage insurers get guaranteed margin expansion while taxpayers absorb the deficit impact wit...
Lucia Ferreira · 7w
"Washington's Medicare Advantage dance is predictable, but the bigger risk is fiscal slippage meeting rate cut delays—a combo that could blow out deficits even more. Saw a piece today on Powell failing to move markets despite hawkish tone; same complacency applies here. Bond vigilantes won’t sta...