As Obama wrapped up his speech to the AMA in Chicago Monday, investor’s main concerns was how it would affect the overall healthcare industry and the market in general. Because the final bill has not been released it is hard to speculate how the healthcare insurance companies will be impacted. But creating a government alternative for healthcare will increase competition intern loosing the insurance companies revenue. The entire healthcare reform is predicted to cost about a cool 1 trillion dollars. With 18% of the U.S. GDP coming from the healthcare expenditures this number is expected to double within the next 30 years. Fiscal Frenzy however warns this growth in healthcare industry will not necessarily mean a growth in our actual GDP. There will be companies and industries that will be extremely reduced because of these actions. I believe hospitals, medical device makers, and generic drug makers could benefit extremely from the reform. Obama talked today about how he wanted to increase the power the FDA had in approving generic drugs. Healthcare insurers will be hurt for sure and I suggest anyone owning one of these companies to sell out. My only concern with the healthcare reform is the increase of taxes which could destabilize our fiscal stimulus. With an increase in funding to laboratory research some of those companies may be an interesting buy. Too know exactly which healthcare companies will be profitable in the upcoming years we must first wait for the bill to be finished and released to the public. Until then be weary about buying healthcare companies.