Tigerong
12-07 13:50

AI is clearly a structural trend, and with so much capital and attention concentrated there, it makes sense to keep an eye on it.

But here’s the thing: the market doesn’t only move where everyone’s looking.Over the past month, healthcare was the best-performing sector, up 8.39%, while the S&P 500 and Information Technology sector were down 0.53% and 5.21% respectively.

Most investors and media headlines have been obsessing over AI stocks—wondering whether we’re in a bubble, debating valuations, and nervously watching every move in the Magnificent Seven.

Stretch it to three months, and healthcare still leads with a 15.55% return. Healthcare stocks are gaining serious momentum—and most people didn’t even notice.When Trump appointed Robert Kennedy Jr. as Health Secretary—known for his anti-vaccine stance—investors panicked. There were fears he’d push unfavorable policies or dismantle Obamacare, ending healthcare subsidies.

But the reality turned out different. Finally ,Kennedy promised not to disrupt current vaccine protocols without overwhelming scientific evidence and agreed not to establish parallel safety systems outside the FDA/CDC. Subsidies have been extended too.

Top-Down vs. Bottom-Up Investing: Which One Suits You?
This week the market delivered a full-blown roller coaster: consecutive selloffs, extreme fear, a sharp rally followed by a crash on Thursday, and a weak open with a shaky rebound on Friday that barely closed in the green. Amid the waves of panic, tech stocks finally showed a bit of stabilization. But the reality is simple: most investors ended this week in the red. Whenever the market enters a violent correction, an old question always comes back: Are you better suited for top-down investing or bottom-up investing?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment