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Wednesday, October 1, 2025

Government Shutdown 2025, The Best Trade of The Week + A Contrarian Play

"Yesterday’s snoozefest (Tuesday, Sept 30): 
 
Stocks mixed, but $SPX notched a 4-day win streak, powered by NVIDIA $NVDA +2.6%. Media barely blinked!"
 

 
Funny—after weeks tracking NVIDIA, it breaks to new highs while I’m distracted, and the breakout is drowned out by leftist media’s bad news gloom. Ironic 😂
 
My 1 takeaway is that we must still be in a bull market; up on bad news.  

Healthcare & Biotech rallied, with US Manufacturing stonks (know your meme) The talking heads managed to glance over that good news, yet they continue to party like it's 1999 in Europe. 

US Pfizer deal lifts European health stocks as Trump policy haze eases