Health care can't get off the mat
Key points
- The S&P 500 is at record highs, but Health Care sits in the deepest decline from its peak of any sector
- The sector is entering its worst seasonal window, and this year the pattern is running even worse than average
- Internal participation is weak, investors are showing complacency in options, and insiders aren't buying
We've seen this movie before
Health Care has lagged the broader S&P 500 by one of the widest margins in years, with headwinds continuing to mount. Cyclical sectors are leading the charge to new all-time highs, while Health Care sits near the bottom of the S&P 500 sector leaderboard in terms of drawdown from its record peak. While the sector has not seen sustained extreme outflows, year-to-date fund flow trends remain weak, with intermittent selling pressure weighing on price action.

Late summer tends to be rough
According to Jay's framework, from around late April to mid-June have historically been a difficult period for the healthcare sector. It's slightly better than around September, but only marginally so.
