During periods of major market volatility, many investors turn to more “defensive” sectors, like healthcare.
That’s why I thought I should take a look at the top-selling drugs worldwide for 2024
As I can see , Bristol Myers Squibb , ranks 4th and 9th with Eliquis and Opdivo
Just these two drugs alone brought in over $22 billion in revenue last year
Bristol Myers Squibb continues its strong performance, showing growth in both revenue and free cash flow
It also pays us a solid quarterly dividend, which it increases every year and is easily covered by the company’s FCF
Just keep an eye on the Pharma sector.
THE BEGINNING OF THE END FOR DOGE?
According to sources very close to the White House, rumors have emerged that Elon Musk has allegedly decided—together with Donald Trump—that his era with DOGE is nearing its end. Not because he failed, but because, according to insiders, it’s time for him to return to his businesses.
But why would he leave? Initially, Musk was appointed as a special government employee, a position that by law has a duration of 130 days. And, well, that period is about to expire.
While Trump continues to voice his support, many members of the administration, as well as political allies of the president, have begun to grow frustrated with Musk’s unpredictable behavior. Quite a few believe he has become a political liability, especially after the defeat of the Supreme Court nominee he backed in Wisconsin.
On top of that, there’s been ongoing tension with ministers and senior officials, as Musk frequently announced policies publicly without any internal coordination. At the end of the day, no matter how charismatic he is, surprises like “slash the budgets now” don’t work well within such a bureaucratic environment.
TESLA’S STRUGGLES
Of course, the reason for his departure isn’t purely political. Musk himself stated that “this is a very expensive job,” referring to the time he dedicates to government work instead of his companies.
And he’s not wrong. Tesla ($TSLA) has just gone through one of its worst quarterly cycles in the last two years. It delivered only 336,681 vehicles in Q1 of 2025, compared to the 377,000 analysts were expecting.
All this adds to the pressure for Musk to return to the driver’s seat at Tesla . Institutional investors are already demanding legal action, saying that Musk had promised to be an active CEO but in reality has been in Washington pushing policies that directly harm Tesla—such as tariffs against countries that supply it.
Can Tesla rebound?
