The equity markets seem to be overreacting to politics. The trade dustup is front and center and every news item sends prices flying or crashing. The tech companies that have much of their manufacturing operations, either directly or through contract manufacturing, are net-net getting hammered. But there is another sector that is in the political crosshairs of the ding-dongs in Washington and that is healthcare. The renewed push to nationalize healthcare has spooked investors once again and this is creating opportunities in this space.
