To The Moon

Copycat drugs, tariffs, US competitors, and insurance coverage headaches are throwing off a once-thriving EU weight-loss market and its Danish crown jewel, Novo Nordisk. In early May, Novo Nordisk’s C

In 2023, Novo Nordisk was the most valuable company in Europe, surpassing LVMH on the back of soaring demand for Ozempic and Wegovy.Today, the Danish company has lost its grip on the anti-obesity market it carved out.The company has lost market share amid production missteps and a bungled rollout of Wegovy that led to shortages. Its U.S. rival Eli Lilly -- initially in the rearview mirror -- has been proven to have the more effective weight-loss drug and a more promising pipeline of next-generation treatments. Novo Nordisk's research-and-development machine has disappointed, and a key marketing strategy was slow to get off the ground.Novo Nordisk's ability to stay atop a market that analysts see growing to $150 billion in annual sales is now in doubt. Its controlling shareholder this month forced a surprise ouster of the company's chief executive, Lars Fruergaard Jrgensen. And while it is still generating multibillion-dollar sales for Ozempic and Wegovy, shares have tumbled more than 5

Yardeni: Inflation, tariffs, plus countries accumulating gold as a haven from U.S. sanctions.S&P 500 to reach 7,000 by year-end. Overweight the Information Technology, Communication Services, Industri

The so-called Magnificent Seven group of tech stocks have spent the past two years looking invincible, so it's ironic that the companies worth $18 trillion in total market value were undercut this past week by a Chinese start-up no one on Wall Street had heard of just days earlier.Such is the power -- and vulnerability -- of being on the cutting edge.The new R1 artificial-intelligence model from China's DeepSeek has comparable performance to some of the world's best models, and seemingly comes at a lower price to train and run in the cloud.There are many reasons to be skeptical of R1, beginning with the fact that the Chinese government may be subsidizing R1's creation and deployment. But DeepSeek has made the model open source and produced two white papers detailing its methods, and AI labs in the U.S. and allied countries are busy trying to replicate what DeepSeek did.It's the cloud, in fact, that looks most vulnerable from the DeepSeek development. The ability to run models on local

Warren Buffett has repeatedly stated that investing in the S&P 500 index fund is one of the best long-term investment strategies for ordinary investors. He believes that by investing in the S&P 500 index, investors can benefit from the long-term growth of the U.S. economy. S&P 500 index funds and ETFs are not only low-cost but also highly diversified, making them ideal tools for investors seeking stable returns.Recently, a Singaporean friend asked if there are any S&P 500 or NASDAQ 100 ETFs that do not pay dividends. This is because Singaporean investors face a 30% withholding tax on dividends but no capital gains tax. For Singaporean investors, choosing ETFs that do not pay dividends or pay minimal dividends is particularly important.To be honest,it might be relatively dif

Billionaire investors typically prefer simpler ways to make money, with a typical example being their use of Exchange-Traded Funds (ETFs) like Vanguard S&P 500 ETF.Warren Buffett and Ken Griffin are two of the world's most successful investors. Both have opted for the simple investment route of Vanguard S&P 500 ETF (VOO).$Berkshire Hathaway(BRK.A)$ Chairman Buffett even recommended this ETF in his will as part of his family's legacy. Similarly, Griffin's hedge fund Citadel not only invests in the same ETF but also holds significant options.Why is the S&P 500 ETF so favored?The S&P 500 ETF tracks the S&P 500 Index, considered a benchmark for the U.S. economy. It holds the 500 largest U.S. stocks across all sectors, including te

Gold gained 9% in Q1 2023, but see-sawed on bond market volatility. A surge in March to record the highest monthly inflows since 2019, reversed two weak months for global gold ETFs and futures investment. The recent surge in gold is impressive. Investing in gold has never been easier, with some gold ETFs providing a simple, cost-efficient way to add some gold exposure to your investment portfolio.Which gold ETF is best?1. $SPDR Gold Shares ETF(GLD)$ (GLD, 02840HK, O87SI)$SPDR Gold Shares ETF(02840)$ is one of the most popular ETFs available. The fund invests in physical gold, and its performance is highly correlated to gold spot prices.$SPDR Gold Shares ETF(O87.SI)

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