Groupthink 101: What All Goldman Clients Believe Will Happen

At the beginning of the year, all – as in all – of the smart money expected a rising yield environment and a recovering economy. They were all wrong. Oddly enough, they still believe pretty much the same, using seasonal scapegoats to explain away their mistakes. As for what the most selective subset of the smart money believes, here is Goldman’s David Kostin with the summary: “Almost all clients have the same outlook: 3% economic growth, rising earnings, rising bond yields, and a rising equity market.” Goldman’s own view doesn’t stray much: “Our S&P 500 targets of 1900/2100/2200 for end-2014/2015/2016 are slightly more conservative but generally in line with consensus views.” And of course, when everyone expects the same, the opposite happens… even if this is one of those financial cliches we wrote about yesterday.

More observations on Groupthink 101 from Goldman:

This week we met with a large cross section of our institutional clients and everyone agrees with the following consensus outlook: (1) the US economy will reaccelerate to a 3%+ GDP growth rate beginning in the current quarter; (2) S&P 500 earnings per share will rise by roughly 8% to $116; and (3) the US equity market currently trades around fair value.

S&P 500 has advanced 4% YTD and stands at an all-time high of 1920. Our multi-year S&P 500 targets remain 1900 at year-end 2014 (-1% versus
today), 2100 at the end of 2015 (+9%), and 2200 at the end of 2016 (+15%). Most clients agree with our outlook of rising US equity markets but expect the targets will be reached sooner than we anticipate, in many cases by about 12 months. If S&P 500 climbs to 2100 by the end of this year and bottom-up earnings converge to our top-down forecast, the market will have a bottom-up forward P/E of 16.8x vs. 15.7x today.

Clients also have a consensus outlook for the bond market. Although interest rates have confounded most fund managers this year with 10-year Treasury yields falling from 3.0% to 2.4%, investors uniformly expect rates will rise by year-end 2014. Most cite a target of 3.0% to 3.25%. According to Consensus Economics, disagreement about rates is low relative to postcrisis history. The mean 12-month expectation for 10-year Treasury yields equals 3.5%, with a standard deviation of 27 bp. With the exception of a few outliers, almost all estimates fall between 3.4% and 3.8%.

Ten-year US Treasury yields are at the lowest level in nearly a year. Debate exists whether the 2.4% yield reflects (1) weak 1Q GDP, (2) shortage of AAA-rated assets, or (3) a deteriorating long-term economic outlook. Regardless of the reason, measures of implied interest rate volatility suggest low uncertainty and dispersion about current interest rate levels. Our bond strategists continue to forecast a 3.25% yield by year-end 2014.

The ultimate reason for the fall in yields does have implications for our medium-term equity outlook. If rates are lower due to a growth soft-patch or thanks to supply/demand imbalances there is a benign, and perhaps even positive, impact on the stock market as growth improves. However, risks to long-term growth would outweigh any short-term benefit from lower yields. In terms of the economic outlook, minimal difference exists between Goldman Sachs US Economics GDP forecast and consensus. We forecast 2Q annualized GDP growth rate will surge to 3.7%, up from -1.0% in 1Q, and growth will exceed 3% during the balance of 2014 and in 2015. Consensus expects 2Q growth of 3.5% and growth of 2.5% in 2014 and 3.0% in 2015.

In terms of profit growth, our forecasts of sales, margins, and earnings are close to bottom-up consensus estimates. Our top-down model forecasts 2014 year/year revenue growth of 6% compared with consensus of 5%. We anticipate flat margins of 8.9% this year while analysts expect margins will climb to 9.3%. However, from an EPS perspective, our top-down 2014 forecast of $116 per share is nearly in line with the bottom-up consensus of $117. Our 2015 forecast of $125 is slightly below consensus of $130. That difference stems from a nearly 100 bp gap in margin views (we expect 9.0% vs. consensus of 9.9%). Information Technology is the key sector to watch.

In terms of valuation, most of the metrics we use suggest the S&P 500 trades around, if not slightly above, fair value. In aggregate, S&P 500 trades at 15.7x forward 12-month EPS, above the 35-year average, and at 17.7x trailing EPS, about one turn above the average trailing P/E since 1921. The median stock trades at 16.9x forward earnings which is more than one standard deviation above the long-term average.

Other valuation metrics such as the Shiller cyclically-adjusted P/E ratio suggest the market is 30%-45% overvalued while our Normalized EPS framework suggests a more modest 10% premium to fair value. Valuation approaches based on interest rates (both real and nominal) lead us to the similar conclusion using either Treasury or corporate bond yields.

The constructive consensus outlook for the equity market masks the fact that 2014 has been an extremely difficult stock picking environment. As noted previously, dispersion of returns across the S&P 500 and within sectors ranks in the first percentile relative to the past 30 years. In addition weak performance in Consumer Discretionary and strong returns in Utilities run counter to the positioning of mutual funds and hedge funds. Both sector performance and dispersion have improved very modestly over the past two weeks, offering some hope.




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The Death of Money: Q&A With James Rickards

Original release date was December 18, 2010 and original writeup
is below.

“Everything that was ‘too big to fail’ in 2008 is bigger and
more dangerous today,” says New York Times bestselling author James
Rickards. Rickards predicts the crash of the global currency market
and insolvency of the U.S. dollar in his latest book, The Death of
Money: The Coming Collapse of the International Monetary System.
“We’re waiting for the catalyst that will cause this catastrophe to
come tumbling down.” 

Reason Managing Editor Katherine Mangu-Ward sat down with
Rickards to discuss the future of money and a return to the
financial stability of the gold standard in an event co-hosted by
the Charles Koch Institute.

About 30 minutes.

Cameras by Amanda Winkler and Joshua Swain. Edited by Swain.

Scroll down for downloadable versions and subscribe to
ReasonTV’s YouTube Channel to receive notification when new
material goes live.

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Britain’s Next Credit Crunch on the Books Already

 

Let’s imagine that you’re a thirty-something, just bought the first house and now it’s 2016. The elections in the UK will have taken place, leaving the country in disarray because there will be a hung parliament yet again and the Conservatives will have probably tied the noose with UKIP and Mr. Farrage. Europe will be teetering on implosion because even the French will be wanting to get out of it after voting for Marine Le Pen and the anti-European Front National (always surprising how you can be against something and yet work in it). But, there are worse things happening. That thirty-something will be experiencing the second credit-crunch in their so-far short life. They’ll be suffering from the consequences of yet an over-inflated real-estate market that will have fuelled nothing but the bank accounts of the richest.

Crunch Time

Crunch time will hit in Spring 2016 according to some economists in the UK. That’s the time when the British will suffer the consequences of the rising annual house-price rate in the country standing at 17% per year. Oh, the people are rejoicing that their houses are worth hundreds of thousands and increasing every year. They are rejoicing that the Cameron government has got the unemployment rate to below 7%. But what about the part-time workers, Mr. Cameron? That was the point that the Governor of the Bank of England, MarkCarney stated that he would raise interest rates. Raising interest rates might be a recipe for disaster some will say, but Carney’s not there to take political decisions; he should be taking and implementing policies that are independent of politics. If only it were true, however! The people are rejoicing but they will be the ones that end up with egg on their faces.

When the key rate of the Bank of England reaches 3%, which according to the Deputy Governor of the BankCharlie Bean will take place in about 2018 (after rising in small increments over the next few years), then one in every three borrowers in the UK will be at breaking point in their finances.

The Resolution Foundation in the UK has calculated that there will be 770, 000 households in the country that will find it impossible to remortgage and to renegotiate their loans for property because they will be low-income or self-employed people. Perhaps the difference this time round will be the mere fact that the governments around the world have done everything in their means to shore up the banks and make them money rich. It’s not the banks that will stop lending this time because they won’t have the money. It’s simply the banks that won’t lend because they won’t trust your solvability. The second credit crunch in the UK will be just the one that gets felt by the ordinary person. What will ensue will be red-letters, final warnings, repossession, forced sale and the collapse yet again of the market. The politicians, including populist scare-mongering UKIP will be standing around saying “oh, my, my, whatever happened this time?”. They will never learn.

• The UK’s Financial Stability report in November 2016 showed that 16% of mortgage debt was owned by households that are cash-strapped with only £200 at the end of the month after paying out all bills. 
• Those very same households have a mortgage to the tune of £100, 000 and they have a borrowing rate of3.6% (variable, of course).

But, it won’t just be the mortgage-borrowers that won’t be able to pay; it will be the entire country. The British borrowed all over the country in the great years prior to the 2007 crash. They were earning so much that the good times were supposed to never end. Borrow today and keep borrowing a I’ll always have the money to pay it back was the order of the day back then. But, it wasn’t like that. Then, even when the credit-crunch came the lenders (loan sharks) were granting just under 50% of all loans for property to people without even asking them to prove their income. But, even David Cameron has confused debt and deficit of the UK, telling people that he is “paying down Britain’s debts”. His administration is making an attempt to down just the deficit; British debt will continue to rise and will explode with the 2016 credit crunch.

• National Debt stood at £1,185 billion in 2012/2013.
• That’s £18,606 per person in the UK. 
• In 2013, the UK coalition government borrowed £91.5 billion, but it only invested £23.7 billion in big projects to boost the economy.

The last on out needs to turn out the lights, please.

Originally posted: Britain’s Next Credit Crunch on the Books Already

Day Trading Data Sheets Futures and Forex




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Come to the Free State Project’s PorcFest with Nick Gillespie! LAST DAY FOR BARGAIN REGISTRATION!

I’m excited to say that I’ll be
attending and speaking at this year’s PorcFest, the annual
celebration of the beautiful mad dreamers of the Free State Project
up in New Hampshire. Among the other keynote speakers will be the
the great
Patrick Byrne
of Overstock.com (who wrote a Ph.D. philosophy
dissertation on Robert Nozick!) and Joel Salatin, the
self-described “Christian-conservative-libertarian-environmentalist
lunatic” who wants to create sustainable
agriculture without government subsidies
.

Here’s how the organizers talk about PorcFest:

The Porcupine Freedom Festival is the flagship annual event
of the Free State Project. It is a week long celebration of liberty
at Roger’s Campground in Northern New Hampshire. Over 1,500 people
are expected to attend this unique camping event which includes
activities for all ages. Camp fires, panel discussions,
presentations, movies, live talk shows, dancing, singing, music,
food, parties, all around liberty-loving good times, and more are
to be found at the most exciting liberty event of the year.
PorcFest is a showcase of some of New Hampshire’s finest in the
scenic view of the White Mountains.

Check out the schedule here for
a sense of the wide-ranging and sounds-great events, panels,
discussions, and speakers.

PorcFest runs from June 22
through June 29 and a special discount on tickets runs ends on
Saturday, May 31st.

TODAY IS THE LAST DAY YOU CAN REGISTER FOR $75 RATHER THAN
$100!

Go here for more
info.

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Peter Suderman on South Park Edited, Again

South Park Cover“We never set out to do a
libertarian show,” South Park co-creator Matt Stone told
Reason‘s Nick Gillespie and Jesse Walker at a 2006
conference in Amsterdam. But intentionally or not, the show became
known as much for its libertarian-leaning politics as for its
outrageous humor. The interview with Stone and his co-creator Trey
Parker was printed in the December 2006 issue
of Reason as “South Park Libertarians.” Much of the
discussion centered on the show’s multiple political
controversies-particularly episodes that had been edited or pulled
from air as a result of outside pressure.

This year, writes Reason Senior Editor Peter Suderman, Parker
and Stone branched out into interactive media with a raunchy and
well-reviewed video game, South Park: The Stick of Truth.
And once again, the pair found their work edited so as not to cause
offense.

View this article.

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Baylen Linnekin on the School Lunch Fight

School lunchThe ongoing fight over the USDA’s controversial
National School Lunch Program reached new depths this week, as
Republicans in Congress and First Lady Michelle Obama argued openly
over the direction the trouble program should take.

But like so many food fights in Washington, writes Baylen
Linnekin, this latest series of political volleys is really just
another battle over the proper role of big government.
Conservatives and others who oppose the current school lunch
program and who want to roll back the program to what it looked
like several years ago are simply supporting a government program
that failed years ago, while Mrs. Obama wants to expand the program
that’s failing right now.

View this article.

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Has The Next Recession Already Begun For America’s Middle Class?

Submitted by Michael Snyder of The Economic Collapse blog,

Has the next major economic downturn already started?  The way that you would answer that question would probably depend on where you live.  If you live in New York City, or the suburbs of Washington D.C., or you work for one of the big tech firms in the San Francisco area, you would probably respond to such a question by saying of course not.  In those areas, the economy is doing great and prices for high end homes are still booming.  But in most of the rest of the nation, evidence continues to mount that the next recession has already begun for the poor and the middle class.  As you will read about below, major retailers had an absolutely dreadful start to 2014 and home sales are declining just as they did back in 2007 before the last financial crisis.  Meanwhile, the U.S. economy continues to lose more good jobs and 20 percent of all U.S. families do not have a single member that is employed at this point.  2014 is turning out to be eerily similar to 2007 in so many ways, but most people are not paying attention.

During the first quarter of 2014, earnings by major U.S. retailers missed estimates by the biggest margin in 13 years The "retail apocalypse" continues to escalate, and the biggest reason for this is the fact that middle class consumers in the U.S. are tapped out.  And this is not just happening to a few retailers – this is something that is happening across the board.  The following is a summary of how major U.S. retailers performed in the first quarter of 2014 that was put together by Jim Quinn

Wal-Mart Profit Plunges By $220 Million as US Store Traffic Declines by 1.4%

 

Target Profit Plunges by $80 Million, 16% Lower Than 2013, as Store Traffic Declines by 2.3%

 

Sears Loses $358 Million in First Quarter as Comparable Store Sales at Sears Plunge by 7.8% and Sales at Kmart Plunge by 5.1%

 

JC Penney Thrilled With Loss of Only $358 Million For the Quarter

 

Kohl’s Operating Income Plunges by 17% as Comparable Sales Decline by 3.4%

 

Costco Profit Declines by $84 Million as Comp Store Sales Only Increase by 2%

 

Staples Profit Plunges by 44% as Sales Collapse and Closing Hundreds of Stores

 

Gap Income Drops 22% as Same Store Sales Fall

 

American Eagle Profits Tumble 86%, Will Close 150 Stores

 

Aeropostale Losses $77 Million as Sales Collapse by 12%

 

Best Buy Sales Decline by $300 Million as Margins Decline and Comparable Store Sales Decline by 1.3%

 

Macy’s Profit Flat as Comparable Store Sales decline by 1.4%

 

Dollar General Profit Plummets by 40% as Comp Store Sales Decline by 3.8%

 

Urban Outfitters Earnings Collapse by 20% as Sales Stagnate

 

McDonalds Earnings Fall by $66 Million as US Comp Sales Fall by 1.7%

 

Darden Profit Collapses by 30% as Same Restaurant Sales Plunge by 5.6% and Company Selling Red Lobster

 

TJX Misses Earnings Expectations as Sales & Earnings Flat

 

Dick’s Misses Earnings Expectations as Golf Store Sales Plummet

 

Home Depot Misses Earnings Expectations as Customer Traffic Only Rises by 2.2%

 

Lowes Misses Earnings Expectations as Customer Traffic was Flat

That is quite a startling list.

But plummeting retail sales are not the only sign that the U.S. middle class is really struggling right now.  Home sales have also been extremely disappointing for quite a few months.  This is how Wolf Richter described what we have been witnessing…

This is precisely what shouldn’t have happened but was destined to happen: Sales of existing homes have gotten clobbered since last fall. At first, the Fiscal Cliff and the threat of a US government default – remember those zany times? – were blamed, then polar vortices were blamed even while home sales in California, where the weather had been gorgeous all winter, plunged more than elsewhere.

 

Then it spread to new-home sales: in April, they dropped 4.7% from a year ago, after March's year-over-year decline of 4.9%, and February's 2.8%. Not a good sign: the April hit was worse than February's, when it was the weather’s fault. Yet April should be the busiest month of the year (excellent brief video by Lee Adler on this debacle).

 

We have already seen that in some markets, in California for example, sales have collapsed at the lower two-thirds of the price range, with the upper third thriving. People who earn median incomes are increasingly priced out of the market, and many potential first-time buyers have little chance of getting in. In San Diego, for example, sales of homes below $200,000 plunged 46% while the upper end is doing just fine.

As Richter noted, sales of upper end homes are still doing fine in many areas.

But how long will that be able to continue if things continue to get even worse for the poor and the middle class?  Traditionally, the U.S. economy has greatly depended upon consumer spending by the middle class.  If that continues to dry up, how long can we avoid falling into a recession?  For even more numbers that seem to indicate economic trouble for the middle class, please see my previous article entitled "27 Huge Red Flags For The U.S. Economy".

Other analysts are expressing similar concerns.  For example, check out what John Williams of shadowstats.com had to say during one recent interview

We’re turning down anew. The first quarter should revise into negative territory… and I believe the second quarter will report negative as well.

That will all happen by July 30 when you have the annual revisions to the GDP. In reality the economy is much weaker than that. Economic growth is overstated with the GDP because they understate inflation, which is used in deflating the number…

 

What we’re seeing now is just… we’ve been barely stagnant and bottomed out… but we’re turning down again.

 

The reason for this is that the consumer is strapped… doesn’t have the liquidity to fuel the growth in consumption.

 

Income… the median household income, net of inflation, is as low as it was in 1967. The average guy is not staying ahead of inflation…

This has been a problem now for decades… You were able to buy consumption from the future by borrowing more money, expanding your debt. Greenspan saw the problem was income, so he encouraged debt expansion.

 

That all blew apart in 2007/2008… the income problems have continued, but now you don’t have the ability to borrow money the way you used to. Without that and the income problems remaining, there’s no way that consumption can grow faster than inflation if income isn’t.

 

As a result – personal consumption is more than two thirds of the economy – there’s no way you can have positive sustainable growth in the U.S. economy without the consumer being healthy.

The key to the health of the middle class is having plenty of good jobs.

But the U.S. economy continues to lose more good paying jobs.

For example, Hewlett-Packard has just announced that it plans to eliminate 16,000 more jobs in addition to the 34,000 job cuts that have already been announced.

Today, there are 27 million more working age Americans that do not have a job than there were in 2000, and the quality of our jobs continues to decline.

This is absolutely destroying the middle class.  Unless the employment situation in this country starts to turn around, there does not seem to be much hope that the middle class will recover any time soon.

Meanwhile, there are emerging signs of trouble for the wealthy as well.

For instance, just like we witnessed back in 2007, things are starting to look a bit shaky at the "too big to fail" banks.  The following is an excerpt from a recent CNBC report

Citigroup has joined the ranks of those with trading troubles, as a high-ranking official told the Deutsche Bank 2014 Global Financial Services Investor Conference Tuesday that adjusted trading revenue probably will decline 20 percent to 25 percent in the second quarter on an annualized basis.

 

"People are uncertain," Chief Financial Officer John Gerspach said of investor behavior, according to an account from the Wall Street Journal. "There just isn't a lot of movement."

 

In recent weeks, officials at JPMorgan Chase and Barclays also both reported likely drops in trading revenue. JPMorgan said it expected a decline of 20 percent of the quarter, while Barclays anticipates a 41 percent drop, prompting it to announce mass layoffs that will pare 19,000 jobs by the end of 2016.

Remember, very few people expected a recession the last time around either.  In fact, Federal Reserve Chairman Ben Bernanke repeatedly promised us that we would not have a recession and then we went on to experience the worst economic downturn since the Great Depression.

It will be the same this time as well.  Just like in 2007, we will continue to get an endless supply of "hopetimism" from our politicians and the mainstream media, and they will continue to fill our heads with visions of rainbows, unicorns and economic prosperity for as far as the eyes can see.

But then the next recession will strike and most Americans will be completely blindsided by it.




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Insider Trading Bombshell: FBI/SEC Investigating Carl Icahn & Phil Mickelson

Did you hear the one about the Vegas gambler, the Pro golfer, and the Wall Street insider? Straight off the pages of some Hollywood script, the Wall Street Journal reports that Federal investigators are pursuing a major insider-trading probe involving finance, gambling and sports, examining the trading of investor Carl Icahn, golfer Phil Mickelson and Las Vegas bettor William “Billy” Walters. All three men have denied any investigations or “no comment”-ed about “well timed” stock trades in Clorox in 2011 – around the time Icahn made a $10.2bn bid for the company. Mr. Walters and Mr. Mickelson, 43, play golf together; and rather comedically, Mr. Icahn said he didn’t know who Mr. Mickelson was…?

 

 

Via The Wall Street Journal,

The Federal Bureau of Investigation and the Securities and Exchange Commission are examining whether Mr. Mickelson and Mr. Walters traded illicitly on nonpublic information from Mr. Icahn about his investments in public companies, people briefed on the probe said.

 

Investigators are examining whether over the past three years Mr. Icahn tipped Mr. Walters—famous in Las Vegas for his sports-betting acumen—about potentially market-moving investments by Mr. Icahn’s company.

 

The FBI and SEC are examining whether Mr. Walters on at least one occasion passed a tip on to Mr. Mickelson, these people said, and are studying the two men’s trading patterns.

The denials were quick to come…

“We do not know of any investigation,” Mr. Icahn said on Friday. “We are always very careful to observe all legal requirements in all of our activities.” The suggestion that he was involved in improper trading, he said, was “inflammatory and speculative.”

 

 

“Phil is not the target of any investigation. Period,” said a lawyer for Mr. Mickelson,

 

 

When asked to comment about the investigation, Mr. Walters, reached by phone on Friday, said, “I don’t have any comment about anything,” and then hung up.

They kinda sorta know each other… kinda…

Mr. Icahn met Mr. Walters, 67, through a mutual acquaintance when Mr. Icahn’s company owned the Stratosphere Hotel in Las Vegas. Mr. Icahn bought the Stratosphere in 1998 and sold it along with several other properties for $1.2 billion in 2008.

 

The two struck up a friendship. Mr. Icahn was once an avid poker player and enjoys betting on football games. The two have spoken about stocks.

 

Mr. Walters and Mr. Mickelson, 43, play golf together, said people familiar with their relationship. Sometimes Mr. Walters has suggested stocks for Mr. Mickelson to consider buying, one of the people said.

 

Mr. Mickelson, who has one of the most loyal followings of top professional golfers, has won the prestigious Masters three times.

 

Mr. Icahn said he didn’t know who Mr. Mickelson was.

It seems the trades in question are focused on Clorox in 2011… (and also Dean Foods)

The government investigation began three years ago after Mr. Icahn accumulated a 9.1% stake in Clorox in February 2011, said the people briefed on the probe. On July 15, 2011, he made a $10.2 billion offer for Clorox that caused the stock to jump.

 

Well-timed trading around the time of his bid caught the attention of investigators, who began digging into the suspicious trading in Clorox stock, the people familiar with the probe said.

 

 

 

The investigators expanded their probe to look at trading patterns by Mr. Walters and Mr. Mickelson relating to Dean Foods Co. , said the people briefed on the probe. The FBI, following its approach to Mr. Mickelson on Thursday, expressed an interest in his trading in Dean Foods, a person familiar with the situation said.

We are sure somewhere Bill Ackman is laughing his ass off…

Cue CNBC defense… and Icahn’s twitter feed seems awkwardly quiet on the matter




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The Path To Peak Water – The Infographic

Submitted by Visual Capitalist

The Path To Peak Water

Water is the lifeblood of humanity; it turns out it is in short supply. Like any other commodity high in demand, you should keep an eye on it for investment purposes as we get closer and closer to “peak water.”

The overwhelming majority of global fresh water is locked up as ice or permanent snow cover, making it inaccessible and severely limiting our readily available supply. The average American uses 65 to 78 gallons of water per day, while the average person in the Republic of Gambia, Africa, uses just 1.17 gallons, barely above the minimum amount needed to survive.

Not only do we consume a lot of water per day, we also use huge amounts of “virtual water.” Virtual water is defined as water we consume indirectly from goods we use, food we eat, etc. Look down at your shirt, did you know that it took 650 gallons of water to make it? If you love beef, we have some bad news for you. It takes 2,036 gallons of water to produce just one pound of beef!




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The 8 Biggest Myths Of Obamacare

Submitted by John Graham via The National Center for Policy Analysis,

Four years after its passage, Obamacare has now been largely implemented, and millions have had their coverage disrupted. For years, the administration has propagated a number of myths about Obamacare. Some have already crumbled, and others will fall as Obamacare continues to change the American health system.

Myth No. 1: If you like your health plan, you can keep it. Despite President Obama’s promise that “If you like your plan, you can keep it,” about 6 million people have already been notified by insurance companies that their policies are being canceled. That number will grow. Currently, about 19 million people have health coverage that they purchased in the individual market. Most of those plans do not comply with the requirements of the Affordable Care Act. One expert estimates that the law will cause more than 15 million people to lose their individual insurance by the end of 2014. Most of these people have to get coverage from the deeply troubled Obamacare exchanges.

Businesses were supposed to be allowed to keep their employee coverage.The term the government uses for this is “grandfathered.” The truth is that few small business health plans will be “grandfathered.” For example, even small changes in deductibles and copayments or switching to another plan offered by the same carrier means losing this protection. Small firms keep premiums down primarily by changing insurers, but doing so will likely cause them to lose grandfathered status. The employer will have to find insurance that complies with dozens of costly new mandates, such as paying for so-called “preventive care” with no out-of-pocket cost to the employees.

Under a mid-range estimate, two-thirds of small business employees will not be able to keep the plan they now have.

Under the worst-case scenario, as many as 80 percent will lose their plans.

By contrast, a self-insured, large company plan or union plan is free to change its third-party administrator (the firm hired to administer the benefits on behalf of the employer) as often as it likes and still keep its grandfathered status.

However, a government memorandum predicts that more than half of all employees — and up to as many as two-thirds — with employer-provided health insurance will have to switch to more expensive, more regulated plans.  A survey of employers by a leading benefits consultant found that 90 percent of employers expect to lose their grandfathered status. A majority expect to do so before the employer mandate takes effect. The memorandum suggests that eventually all plans will lose grandfathered status.

Myth No. 2: If you like your doctor, you can keep your doctor. Many health plans sold in the exchanges offer very narrow networks with a limited choice of doctors. For example, 70 percent of California physicians are not in CoveredCalifornia exchange plan networks If government estimates are correct, about 26 million uninsured people will eventually acquire health insurance. If economic studies are correct, the newly insured will try to double their consumption of health care. Yet, with no increase in the number of physicians, there is no realistic way to meet this demand.

The Association of American Medical Colleges predicts a shortfall of 21,000 primary care physicians by 2015. Before health care reform passed, the Health Resources and Services Administration estimated a shortage of 55,000 to 150,000 physicians by 2020. That number is undoubtedly higher today.12 Texas alone is predicting a shortage of 18,000 nurses by 2015.13

Myth No. 3: There is an “employer mandate” to offer affordable coverage. If an employer has fewer than 50 full-time workers, she is not required to offer health benefits. There is a mandate for larger employers to offer health benefits. However, they do not have to cover spouses or pay for dependents. Most importantly, they have an incentive to offer benefits that will be unaffordable to many workers.

One option is to refuse to provide health insurance and pay a $2,000 fine per employee. Because this is much less than what most companies spend on employee health benefits, many employers will stop offering health insurance and send their employees to the exchanges.

Furthermore, half of all employees work for an employer who is self-insured (meaning the company pays the medical bills and hires a third-party administrator to administer the plan). A self-insured company can avoid the fine with a health plan that only covers the cost of preventive care, with no annual or lifetime limit. However, because this insurance will not satisfy the full requirements of the law, employees may go to the exchange and get subsidized insurance. If they do, the employer will be liable for a $3,000 fine per employee. An employer could avoid the fine by offering to “top up” the limited benefits and requiring employees to pay up to 9.5 percent of their annual wages in premiums and the full cost for their spouses and children.

The table shows an example of a $50,000-a-year employee who is asked to pay 9.5 percent of his or her annual gross wage for individual coverage ($4,720) and the full cost of family coverage ($10,000). Under the law, this is deemed “affordable” and satisfies the employer mandate, even though few workers would willingly spend nearly one-third of their take-home pay on health insurance — unless they expect some whopping medical bills. If an employee turns down this offer, he will not be entitled to subsidies if he buys coverage in an Obamacare exchange.

Myth No. 4: Health reform will lower the cost of health insurance by $2,500 a year for the average family. Because of Obamacare’s mandates and regulations, coverage will be more expensive for everyone outside a small portion of older, low-income adults who can obtain highly subsidized coverage in the exchanges.

A new tax on health insurance is likely to cost the families of employees of small businesses more than $500 a year in higher premiums.

A 40 percent tax on the extra coverage provided by expensive “Cadillac” plans will apply to about one-third of all private health insurance plans by 2019, but, because the tax threshold is not indexed to medical inflation, it will eventually reach every health plan.

Scores of other items will be taxed, ranging from tanning salons to the sale of appreciated capital assets (including homes), in extreme cases.

Some benefits have hidden costs:

Health insurers are raising premiums for everyone in order to charge people with pre-existing conditions less than the expected cost of their care. Some young people, for example, have seen a doubling or tripling of their premiums.

Insurers are also trying to cover the higher costs of sicker enrollees with higher deductibles and narrow networks that cover only some of the doctors and hospitals in areas where people live.

In order for employers to provide health insurance (or more generous insurance) to their employees, they will have to reduce what they pay in wages and in other benefits.

The Congressional Budget Office estimates that 2 million fewer workers will be employed in 2017 and 2.5 million fewer in 2024 than would have been employed in the absence of Obamacare. Also, total compensation will be 1 percent lower.

Myth No. 5: There is an “individual mandate” that ensures everyone has health coverage. As originally written, the Affordable Care Act required most legal residents of the United States to have qualifying coverage or pay a fine. There were narrowly defined exemptions for some religious groups,prisoners, those whose incomes were so low that they did not have to file a tax return and those who would have to pay over 8 percent of household income to buy health insurance. For 2014, the fine was only supposed to be $95 per adult or $285 per family, or 1 percent of household income, whichever is greater. By 2016, the fine is scheduled to go up to $695 per adult or $2,085 per family, or 2.5 percent of income.

However, the individual mandate was effectively deferred until at least 2016 when the Obama administration’s Department of Health & Human Servicesallowed people to decide for themselves if they qualify for a “hardship exemption.” An individual can claim a hardship exemption if she attests that “you received a notice that your current health plan is being cancelled, and you consider the other options available unaffordable.”

Because this exemption was created to reduce the political liability of fining people before the November 2016 election, the individual mandate is highly unlikely ever to be imposed. After all, there is an election every two years. Thus, fewer healthy people and more sick people will continue to sign up for coverage, and premiums will continue to rise.

Myth No. 6: Individuals cannot be denied individual coverage due to pre-existing conditions. This was only true if they applied for Obamacare coverage before March 31, 2014. If they missed that deadline, they cannot get coverage at all until November 15, 2014, unless they experience a life-qualifying event, such as getting married or having a child. In the individual market, prior to Obamacare, people could apply whenever they wanted to.

Myth No. 7: Health insurers no longer can cancel a policy after an insured individual gets sick. This has been illegal for decades. If an insurer canceled a policy, it had to offer coverage under another policy without underwriting. Before Obamacare, a health insurer could only rescind a policy if the insured had misrepresented her health status on her application. If the insurer did so illegally, it was called “post-claims underwriting,” and insurers that did it were punished severely under state law. In 2008, for example, HealthNet announced an agreement with the California Insurance Commissioner to reinstate 926 policies, pay $3.6 million in penalties and reimburse $14 million in outstanding medical claims.

On the contrary, Obamacare has caused many cancellations. For example, as a contractual condition of selling health plans in the CoveredCalifornia exchange, insurers were required to cancel existing policies and force those already covered into the exchange.

On November 14, 2013, the U.S. Department of Health and Human Services sent a letter to state insurance commissioners giving them the discretion to allow individuals to keep their prior coverage for one more year. Nearly three-fourths of states agreed to allow insurers to reinstate canceled health plans. However, it appears that most insurers were not able to do so. Indeed, the practice has been specifically barred in a handful of states, including Washington, Indiana and the District of Columbia.

Myth No. 8: Medicare has been strengthened. Reduced Medicare spending, amounting to $715 billion over the next 10 years, will pay for more than half the cost of health reform:

Cuts to hospital services total $260 billion.

Cuts to Medicare Advantage Plans total $156 billion.

Cuts to skilled nursing, hospice, home health and other services add up to $155 billion.

Hospitals that treat a disproportionate share of indigent patients will lose $56 billion.

The elderly and disabled will incur significantly higher costs:

In general, the Medicare spending cuts exceed the new benefits by a factor of more than 10 to 1.

As a result, one of every two people expected to participate in Medicare Advantage over the next 10 years (7.5 million of 14 million) will lose their coverage entirely. According to Medicare’s chief actuary, they will be tossed back into Medicare, with the option to buy another Advantage plan or a supplement. Those who retain their Advantage coverage will face steep benefit cuts or hefty premium increases, or both.

Additionally, indirect costs, including new taxes on drugs and medical devices, will apply to items that are disproportionately used by seniors and the disabled.

To make matters worse, Medicare’s chief actuary believes the planned cuts in fees may cause some doctors to retire and force some hospitals out of business.   

Conclusion. Favorable media coverage of the 8 million people who have enrolled in health insurance via exchanges has allowed the administration and its allies to revive discredited claims about Obamacare’s benefits. The numbers touted by the administration disguise the fact that many of these people lost previous coverage in the period prior to open enrollment, and people are no longer free to acquire the health insurance they want. The real costs of Obamacare will continue to burden Americans, despite the apparent success of the first open enrollment. We need an alternative.




via Zero Hedge http://ift.tt/1wCr8p5 Tyler Durden