Poll: What will be the next catalyst?

Health care has some plausibility. Lets say you get a run up in insurance company equities. Everyone says nothing but blue skies ahead because everyone needs healthcare (Just like how everyone needs a place to live). Government will play an even more significant role in healthcare for the foreseeable future because that is the way the political winds are blowing these days. There seems to be a danger that no major insurer, provider, or instrument manufacturer will be allowed to fail because a hypothetical public health crises could ensue and/or millions of jobs will be lost, either reinforcing a run up in healthcare investment or dragging out the contraction and recovery process.

Health care is the archetypal 80/20 rule. 20% of the population = 80% of the problem