The Stable Genius Report

• Health insurer stock prices have soared significantly since the enactment of Obamacare in 2010 and its key provisions implementation in 2013.
• The weighted average of health insurer stock prices increased by 1,032% from 2010 and 448% from 2013.
• This surge in stock prices is attributed to 'Giant Obamacare Subsidies'.
• Individual major health insurance companies saw stock price increases ranging from 414% to 1177% from March 2010 to November 2025 (or 2018 for Aetna).
• The growth of health insurer stocks and the broader Health Care Select Sector SPDR Fund (XLV) has outpaced the S&P 500 ETF Trust (SPY) and the SPDR S&P Insurance ETF (KIE) since 2005, particularly after the Affordable Care Act became law and was implemented.

The post analyzes historical stock performance within the US health insurance sector in relation to a past government policy. While discussions around healthcare policy can influence market sentiment, this post presents historical data and does not introduce new policy proposals, company-specific news, or macroeconomic shifts likely to cause immediate and broad S&P 500 volatility. It could, however, contribute to ongoing policy debates that may influence the healthcare sector in the future.

The post focuses on domestic healthcare policy and financial performance, containing no references to international conflict, threats, ultimatums, or military actions.

• Commodities: No direct impact. The post does not discuss commodity supply, demand, inflation, or geopolitical events relevant to commodity prices.
• Currencies (Forex): No direct impact. The post does not address monetary policy, interest rates, trade balances, or risk appetite that would typically influence currency markets.
• Global Equities: Limited impact. The post's focus on historical performance of US health insurers is unlikely to trigger significant broad global equity moves. It might prompt some limited attention to the US healthcare sector (XLV, KIE) but without broader contagion.
• Fixed Income (Bonds): No direct impact. The post does not contain information related to interest rate expectations, inflation, or credit risk that would typically move bond markets.
• Volatility / Derivatives: No direct impact. The historical analysis presented is unlikely to cause an immediate spike or compression in the VIX or other volatility indices.
• Crypto / Digital Assets: No direct impact. The post is unrelated to regulatory developments, technological advancements, or liquidity shifts that influence cryptocurrency markets.
• Cross-Asset Correlations and Systemic Risk: No direct impact. The content does not suggest any stress in market plumbing or unusual correlation breakdowns that would indicate systemic risk.
• Retail Sentiment / Market Psychology: Limited impact. While the post provides data on specific companies, it is unlikely to trigger widespread retail speculation in meme stocks or altcoins. It may inform investors interested in the healthcare sector or the political discourse surrounding it.