Southeast healthcare, treading water, may soon struggle

By: Robert Slavin

Excerpt from the article:

(October 22, 2026) "Rural hospitals in the Southeast often serve as the safety net hospitals and they almost always have the thinnest margins – because of the most uninsured patients," said John Mousseau, executive vice president and chief investment officer at Cumberland Advisors. "Their financial status is almost directly correlated to the wealth demographics of the area. The cuts from the OBBBA put limits on provider taxes and state direct payments. We think a lot of hospitals are scrambling to get federal matching funds before cuts take effect."

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John R. Mousseau, CFA
Chief Investment Officer
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