We’ve been shaping our investments around companies that can historically hold up in tough environments, and using downturns to buy high-quality tech.
Source
How we’re positioning our portfolio heading into the worst month of the year
Health
Speaker Mike Johnson says some Medicaid recipients will ‘choose’ whether to lose healthcare under House spending bill
Speaker Mike Johnson, R-La., on Sunday defended cuts to Medicaid in the budget bill House Republicans passed last month from allegations that millions of Americans could lose their access to the program, saying that “4.8 million people will not lose their Medicaid unless they choose to do so.” Johnson told NBC News’ “Meet the Press” that the […]
Read More
Health
Healthy Returns: RFK Jr.’s Covid vaccine recommendation change could threaten health, access
A version of this article first appeared in CNBC’s Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions. A wave of outrage is sweeping the scientific and medical world after Health and Human Services Secretary Robert F. Kennedy Jr.’s decision to stop recommending routine Covid-19 […]
Read More
Health
CDC ends Covid vaccine recommendation for healthy kids and pregnant women
U.S. Health and Human Services (HHS) Secretary Robert F. Kennedy Jr. and Secretary of Education Linda McMahon attend a Make America Healthy Again (MAHA) Commission event, in the East Room of the White House in Washington, D.C., U.S., May 22, 2025. Evelyn Hockstein | Reuters The Centers for Disease Control and Prevention will no longer […]
Read More