Drug stocks get de-risked after Trump’s plan shows no teeth

President Donald Trump speech last week on drug prices, what he billed as “the most sweeping action in history to lower the price of prescription drugs for the American people,” didn’t deliver any of the ghosts and goblins that drug makers feared. Drug stocks by and large climbed on the proposals. Which turns stocks in the drug sector into one of the most interesting places to stash money for the next six months for investors looking for decent upside and above average safety.

Notes You Need for September 15: Coffee, lithium, SQM, wind power, retail sales, U.S. oil production, DVN, biotech, Acadia Pharmaceuticals, rig count

Notes You Need for September 15: Coffee, lithium, SQM, wind power, retail sales, U.S. oil production, DVN, biotech, Acadia Pharmaceuticals, rig count

In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. I launched this new feature on JubakAM.com on December 1. It runs only on JAM and won’t appear anywhere else. For example, 10:20 a.m.: Coffee-fanatic favorite Blue Bottle has been acquired by Nestle.

A constructive day–more testing to come, though

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