#1

Investors look like they will not be heavily investing in healthcare and pharmaceuticals during the Trump presidency. This quote from one of my favourite financial analysts sums it up nicely.

I have to add Robert F Kennedy Jr’s confirmation to the growing evidence that this Congress will act to rubber-stamp anything coming out of the White House. And now I’m trying to decide exactly how much chaos the new Secretary of Health and Human Services will unleash on healthcare stocks. My preliminary answer is A LOT. and that the effects of Kennedy’s tenure as head of the Department–added to the capricious decision-making of President Donald Trump and “break-things" czar Elon Musk–are just about impossible to predict. Which leaves investors with a nearly impossible challenge of assessing how much risk there is in any stock or ETF position in the sector. When you are unable to quantify risk, selling–at least some selling–is the best strategic choice for an investor.

Investors are going to avoid the sector as there is too much unquantifiable risk. Low investment = slow progress.

Of course, there will be exceptions if a big breakthrough (think GLP-1s) is apparent.

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#2

RFK’s mandated raw carnivore diet program will fix all health issues anyway.

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#4

Relax, and please don’t insult the admins, as they have the power after all! :wink:

Also as a high functioning Asperger’s autist, a good motto to keep in mind “When in rome, do as the romans do”, calling people out on their political biases doesn’t help at all. Just enjoy the show (on both sides).

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#5

Finance doesn’t usually care about politics. Investors make money following conservatives or liberals. Investors care about risk and stability. Those that don’t aren’t investors. They’re gamblers.

Also - calling me a libtard kindergartner is crossing a line here especially after my last warning.

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#6

He wasn’t calling you, he was calling the thread (indirectly it includes you and virilius).

#7

I find the political discussion really lame on this forum. Always ignore it. That being said… I’ve largely liquidated my stock portfolio except blue chip stocks. Too much unquantifiable risk. Got out of NVIDIA in the nick of time and am sitting on my cash hoard. Expecting shitshow meltdown any moment. Doesn’t mean it’s coming. I mean it wouldn’t surprise me at all if it came so gotta take my eggs out of shaky baskets. It’s not just health care.

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#8

To your point, my friend runs an alternative energy company, and due to lack of funding, they might have to close their doors next month because their European investors are nervous to invest money here right now.

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#9

Yes. Unfortunately alternative energy is being shunned by investors because there isn’t any governmental support anymore. It’s a horrible shame. Many good renewable energy companies are going out of business.

However, I did buy shares of an alternative energy company that should do just fine since they were on a fire sale.

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#10

They did go for a hail mary last week, as reported here… maybe because big oil supports it?? But then again, could this be future competition for Musk? I would not bet against what is in Musk’s best interest.

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