Profit from Ocare?

[william the wie]

Subsidy insurance is available only through the exchanges.

Not all health insurance companies are in the exchanges.

So, it would seem that better coverage and care at lower prices will be seen off the exchanges.

So shorting the exchange carriers while going long non-exchange carriers looks like a good trade.

So what are the downsides of this trade?

 

[Vox]

so far the ones in the exchanges ( which counted on big bucks) are the ones on the losing side.
Because they are getting the sick and old and the poor.

All others are getting everybody else.

But the regulations of the crappy obamacare might eventually push all the companies to belong to the exchanges. That side of the possibility has not been yet explored( means I have not seen it discussed), but I do not think it is possible that the exchange companies won't revolt eventually if they end up only with ones on the subsidies.