BY ANDREW GIOVINAZZI
October 3rd, 2025
Yo Pit Crazies,
Day three of the shutdown begins.
And while that’ll keep the S&P 500 stuck in the mud, opportunities to make money haven’t vanished.
You won’t find that opportunity in the mega cap stocks. They already made big moves.
The key is asking yourself: what sectors will move tomorrow?
To answer that, click here as I detail three trends that are already starting to happen.
After the election last November, drug stocks took a big hit on the fear that RFK Jr., the Secretary of Health and Human Services, would come after drug companies, vaccines, and the drug review process.
Say what you will about RFK Jr., he’s really trying to Make America Healthy Again (MAHA).
And it’s leading to…
Three Big Trends
RFK Jr. met behind closed doors with big food producers and the Department of Health and Human Services and said let’s get this stuff out of the food.
Over the last few months companies like Kraft, General Mills, and Tyson (a stock I highlighted last week on our Ticker Highlight show every Monday) announced plans to remove preservatives, commercial dyes, and other unhealthy additives from their food.
Even Wal-Mart is getting in on it. A few days ago it announced a plan to eliminate dyes and other additives from its house brand products by 2027.
That’ll help Americans’ health.
Sales, earnings, and share prices will do better once they start advertising this healthy change.
Another emerging sector that’s trending from MAHA is biotech.
Check out what the iShares Nasdaq Biotechnology ETF (IBB) has done in the last year.
IBB is hitting 52-week highs.
The big biotech ETFs haven’t made highs since COVID and are still down a lot from those days.
The opportunity is definitely there.
And thanks to TrumpRX, people will find cheaper online brands and drug companies will charge less.
Both parties agree on this: everybody wants drug prices lower.
And it’s helping companies like Crisper Therapies (CRSP) power higher.
The third critical trend to watch is how small drug discovery companies leverage AI to speed up the development of new and more effective drugs.
I’m researching this area deeply and plan to share what I find.
I expect more announcements around this coming out of the administration.
These three trends are the next leg of a huge, profitable way forward for the fourth quarter of 2025 and beyond.
Join me live on State of the Market at 10:00 a.m. eastern as I dive into my MAHA strategy… and how you can take advantage.
Click here to add it to your calendar so you don’t miss it.
To your trading success,
AG