EXTENDED Equity Strategies

Posted on January 13, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

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Extended equity strategies attempt to provide better returns than possible with long-only investments.

An example of an extended equity strategy is a 130/30 portfolio, which gets its designation from taking a 130% long position and a 30% short position. In practice, this would mean $100mm invested in stocks that are viewed as attractive. Next, the manager would borrow and sell short $30mm of unattractive stocks. Then the manager uses the proceeds from the short sale to buy an additional $30mm of attractive stocks. This results in a portfolio that has 130% long and 30% short exposure to stocks, or “extended” exposure to equities relative to a long-only, 100% stock portfolio.

Nevertheless, it’s important to point out that here is the risk of theoretical unlimited amount of loss with short selling, (i.e. the price of the short-sold stocks increases; the long position can only go down to $0).

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HOSPITAL Revenue Metrics Review

Posted on January 13, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

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The emphasis on hospital revenue metrics at hospitals may be a sign of misplaced prioritization away from patients and their well-being. For example:

  • Orthopedic Surgeons Generated the $2.75 Million in Hospital Revenue Per Orthopedist Per Year.
  • Interventional Cardiologists Generated $2.45 Million in Hospital Revenue Per Cardiologist Per Year.
  • General Surgeons Generated $2.17 Million in Hospital Revenue Per Surgeon Per Year.
  • Family Practice Doctors Generated $1.5 Million in Hospital Revenue Per Doctor Per Year.

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DAILY UPDATE: HSA Reform & BoA Paper Bond Losses as Wall Street Tanks!

Posted on January 13, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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 Healthcare insurance plans could undergo major changes under the incoming Trump administration thanks to a new bill being introduced this week seeking to reform health savings accounts. Rep. Chip Roy (R-TX) introduced the Healthcare Freedom Act on Thursday seeking to reform the healthcare system by expanding health savings accounts to broaden coverage for U.S. taxpayers and “give Americans the quality of care they deserve.”

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Barron’s estimates that Bank of America’s paper losses on a portfolio of $568 billion of bonds, mostly U.S. agency mortgage securities, could widen to $111 billion or more, compared with $86 billion at the end of September.

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US stocks plunged Friday as investors digested a better-than-expected jobs report that soured expectations of future rate cuts from the Federal Reserve. The Dow dropped by 697 points, closing at 41,938, while the S&P 500 fell by 1.5% and the tech-heavy NASDAQ index was lower by 1.6%. The three indices all finished the week in the red as Friday’s selloff erased the week’s previous gains.

The selloff comes as the economy added 256,000 jobs in December, far outpacing expectations of around 153,000 jobs. While strong job growth signals a healthy economy, it raises the question of how soon the central bank needs to cut interest rates again. Traders now expect just a 2.7% chance the Fed will cut rates at its policy meeting later this month, according to the CME FedWatch Tool.

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Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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