Dave Halliday

MAGA is FURIOUS that Governor Gavin Newsom raised the minimum wage to $25 AN HOUR for all health care workers!

Who benefits from ACA subsidies? Hint: It’s not patients, physicians, or taxpayers. Every subsidy dollar moves through a predictable chain of custody and every stop on that chain earns yield before a single claim is paid. Let’s follow the money! 1️⃣ UnitedHealth Group (UNH) The largest beneficiary of all. ACA subsidies → premium payments → float → investment income → Optum integration. They profit on the insurance side, the PBM side, and the provider side. Result: $500B market cap. Sold by lawmakers. Funded by your taxes. 2️⃣ Centene (CNC) The Medicaid king. Over 70% of its revenue comes directly from government contracts. ACA subsidies expand Medicaid → Centene gets paid per member per month. Wall Street calls this “predictable cash flow.” You call it “government dependence.” 3️⃣ Elevance (ANTM) Formerly Anthem. Biggest player on the ACA exchanges. Premium subsidies guarantee growth with zero innovation. They raise premiums, Treasury covers it, and everyone claps. 4️⃣ Humana (HUM) Specializes in Medicare Advantage — the same model, different subsidy. Every “expansion” of coverage means more taxpayer dollars into their reserves. They turn seniors into cap tables. 5️⃣ CVS Health (CVS) Not just pharmacies — they own the PBM (Caremark) and insurer (Aetna). The ACA drives prescription volume. More subsidies = more scripts = more rebate spread. They sell your medicine back to you at a markup the government pays for. 6️⃣ Berkshire Hathaway (BRK.A) Warren Buffett’s insurance empire (GEICO, Gen Re, Berkshire Re) feasts on subsidized premiums. Every ACA dollar increases the pool of insurable risk and investable float. Berkshire doesn’t need your premium, they need your patience. 7️⃣ JP Morgan Chase (JPM) The invisible hand behind all of it. Where do you think insurers park reserves and float? Billions in premium dollars sit in treasuries and funds until claims clear. Wall Street earns the spread; you pay the bill. 8️⃣ BlackRock & Vanguard They own the float and the firms. BlackRock is the top shareholder in every insurer on this list. Subsidies don’t create access, they create assets. And those assets are securitized, indexed, and reinvested back into the same cartel. 9️⃣ Consulting & Actuarial Firms McKinsey, Milliman, Deloitte — the architects of the labyrinth. Every tweak in subsidy policy means new contracts, new spreadsheets, new fees. It’s the business model. 10️⃣ Congress (both parties) They call it “coverage expansion.” What it really means is: guaranteed cash flow for their donors. Subsidies buy loyalty. Loyalty buys elections. And you, the taxpayer, foot the bill. So who benefits from ACA subsidies? The same people who benefit from everything else: The insurers who collect premiums. The financiers who invest the float. The asset managers who own the insurers. The politicians who collect their donations. Everyone gets rich. Except the patient.

𝗩𝗗𝗛: 𝗧𝗛𝗘 𝗦𝗜𝗚𝗡𝗔𝗟𝗦 𝗔𝗥𝗘 𝗔𝗟𝗟 𝗣𝗢𝗜𝗡𝗧𝗜𝗡𝗚 𝗧𝗛𝗘 𝗦𝗔𝗠𝗘 𝗗𝗜𝗥𝗘𝗖𝗧𝗜𝗢𝗡. Victor Davis Hanson has spent fifty years studying how wars end. When he says the tide is turning, it's worth listening to why. His argument isn't based on what the Pentagon is saying. It's based on how everyone else is behaving. 𝗧𝗵𝗲 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻𝘀. VDH's rule: Europeans never agree to go anywhere near a conflict unless they think the winning side has already been determined. They didn't help in the early days. Now they're starting to move. That movement is not idealism. It's a calculation. They've looked at the battlefield and decided which way this ends. 𝗧𝗵𝗲 𝗚𝘂𝗹𝗳 𝗽𝗲𝘁𝗿𝗼-𝗻𝗮𝘁𝗶𝗼𝗻𝘀. The Saudis, the Emiratis, the Qataris — these governments have survived for generations by reading the regional climate with precision. When they expel Iranian military attachés, when they intercept Iranian missiles over their own capitals and say nothing about American strikes, when the UAE reaffirms its $1.4 trillion investment commitment to the United States mid-war — they are not making ideological statements. They are placing bets. And they are betting on the United States. 𝗔𝗹 𝗝𝗮𝘇𝗲𝗲𝗿𝗮. This is the one that should stop you cold. Al Jazeera — the Qatari state media network, historically critical of American military action, the network Tucker Carlson and the anti-war right love to cite against Israel — is now calling the U.S. bombing campaign brilliant and effective, and saying it has been underestimated. When the media outlet of a nation that hosts both the largest American air base in the Middle East and a Hamas political office starts praising American military effectiveness, the message is unmistakable: 𝘵𝘩𝘦𝘺 𝘵𝘩𝘪𝘯𝘬 𝘸𝘦'𝘳𝘦 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘸𝘪𝘯. 𝗧𝗵𝗲 𝗺𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝘀𝗶𝗴𝗻𝗮𝗹. A-10 Warthogs and Apache helicopter gunships are now flying strike missions in Iranian airspace at will. VDH's point: you only deploy those aircraft when there is effectively no air defense left to threaten them. They are slow, low-flying, close-support platforms. Their presence confirms what the Pentagon has been claiming — Iran has no meaningful air defense remaining. Iran's strategy now is rope-a-dope. Run out the clock. Wait for American public opinion to shift. Hope the midterms create political pressure on Trump to stop. It is the only play they have left. VDH's conclusion: if Trump sees it through — and he believes he will — the regime falls. Not in years. 𝗣𝗿𝗲𝘁𝘁𝘆 𝘀𝗼𝗼𝗻. 𝗪𝗮𝘁𝗰𝗵 𝘄𝗵𝗮𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗱𝗼, 𝗻𝗼𝘁 𝘄𝗵𝗮𝘁 𝘁𝗵𝗲𝘆 𝘀𝗮𝘆. 𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝘄𝗶𝘁𝗵 𝘀𝗸𝗶𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗴𝗮𝗺𝗲 𝗶𝘀 𝗯𝗲𝘁𝘁𝗶𝗻𝗴 𝗼𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮.

🚨 Bernie Sander is absolutely losing it on the senate floor!