## Why Medical Equipment Stocks Keep Defying the Odds: A Contrarian Play for 2026
Here's a paradox worth unpacking: Healthcare stocks rose 13% in 2025 despite facing the worst policy headwinds in decades. Federal spending cuts exceeding $1 trillion, potential 250% tariffs on imported drugs and devices—these should have crushed the sector. Yet it still outpaced most expectations.
**The reason?** Demographics don't lie. With 61 million Americans aged 65+, and the global 60+ population set to hit 2.1 billion by 2050, demand for medical equipment and treatment is simply inelastic. No government ca
Here's a paradox worth unpacking: Healthcare stocks rose 13% in 2025 despite facing the worst policy headwinds in decades. Federal spending cuts exceeding $1 trillion, potential 250% tariffs on imported drugs and devices—these should have crushed the sector. Yet it still outpaced most expectations.
**The reason?** Demographics don't lie. With 61 million Americans aged 65+, and the global 60+ population set to hit 2.1 billion by 2050, demand for medical equipment and treatment is simply inelastic. No government ca