Articles

  • 1 day ago | wsj.com | Jonathan Weil

    Two provisions stood out. The plan released by the House Energy and Commerce Committee includes a moratorium on new “provider taxes,” which are taxes in name only. Under this system, the states collect taxes from healthcare providers and use those amounts to qualify for higher federal matching funds. Then the states return the taxes to the providers, along with higher Medicaid payments made possible by the matching funds.

  • 1 day ago | finance.yahoo.com | Jonathan Weil

    Republican budget hawks blinked in their campaign to curtail Medicaid spending, and hospital chains led by Universal Health Services rallied on the news. House Republicans late Sunday released their plan to reduce Medicaid spending’s growth, and it wasn’t as punitive to hospital operators as some feared. The plan released by the House Energy and Commerce Committee includes a moratorium on new “provider taxes,” which are taxes in name only.

  • 1 week ago | cn.wsj.com | Jonathan Weil

    福特汽车周一晚间暂停发布2025年业绩预期,就在几天前,通用汽车刚刚下调了年度展望。福特汽车(Ford Motor)周一晚间暂停发布2025年业绩预期,就在几天前,通用汽车(General Motors)刚刚下调了年度展望。令人意外的并不是福特汽车没有发布预测,而是通用汽车认为自己还能够发布预测。福特汽车本可以在一个问题上做得更加透明,那就是该公司的股息派发前景。这个问题对福特汽车而言比对通用汽车更为重要,因为福特汽车的股息收益率要高得多,约为6%,而通用汽车仅为1%。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8立即订阅 热门文章热门视频

  • 1 week ago | wsj.com | Jonathan Weil

    Ford Motor late Monday suspended its 2025 guidance, just days after General Motors trimmed its annual outlook. The surprise isn’t Ford’s lack of a forecast, but that GM thought it could make one. One subject on which Ford could have been more transparent is the outlook for its dividend. The issue matters more at Ford than GM, because the dividend yield on its stock is much higher—about 6% at Ford, compared with 1% at GM.

  • 1 week ago | wsj.com | Jonathan Weil

    Triple-A ratings are far more common among America’s top colleges and universities than for-profit companies. Harvard in particular could become a test case of whether that is sustainable. There is no sign that S&P or Moody’s is about to downgrade Harvard. Regardless, spreads over Treasurys for Harvard’s 3.745% bond due in 2052 have widened this year. Lately the bond has been trading at spreads closer to those for AA-rated corporate bonds than AAA.

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Jonathan Weil
Jonathan Weil @JonathanWeil
3 May 25

Heard on the Street: Harvard’s brawl with Trump casts doubt on its pristine credit | My latest @wsj ⁦@WSJheard⁩ The credit-rating companies say ⁦@Harvard⁩ is triple-A. Its bonds aren’t trading like it. https://t.co/WFJFAy1Aqe

Jonathan Weil
Jonathan Weil @JonathanWeil
24 Apr 25

The price of $TRUMP soared after the token’s holders received an invite for a private dinner with the president. “It will be a night to remember!” | By ⁦@aosipovich⁩ ⁦@jdawsey1⁩ ⁦@AmrithRamkumar⁩ … Can’t wait to see the guest list. https://t.co/1rWkRD7uXA

Jonathan Weil
Jonathan Weil @JonathanWeil
22 Apr 25

Bets on Treasury Defaults Are Performing Nicely: Heard on the Street (Or: Making America's Short Sellers Grateful Again) | My latest @wsj @WSJheard https://t.co/xEQO02jHnd via @wsj