Bear of the Day: Novo Nordisk (NVO)
Novo Nordisk (NVO) is a global healthcare company and a prominent player in the diabetes market with a full portfolio of glucagon-like peptide 1 (GLP-1) receptor agonists, modern insulins and human insulins. Based in Bagsværd, Denmark the company is also a key player in hemophilia care, growth hormone therapy, hormone replacement therapy and obesity. Wegovy, […]
2 Top Growth Themes Beyond AI and How to Invest in Them
Quick Read The iShares Biotechnology ETF is up 30% year to date versus 17% for the S&P 500. IBM trades at 36.1x trailing P/E with a $283B market cap despite quantum computing advances. Market sentiment on AI stocks has shifted from overheated to doubtful as AI excitement fades. It sounds nuts, but SoFi is giving new […]
Should You Invest in Ozempic Maker Novo Nordisk in 2026?
Is there a more popular health trend right now than GLP-1 agonist obesity drugs such as Ozempic? Probably not. Ironically, though, investing in Ozempic, or rather in its manufacturer, Novo Nordisk (NYSE: NVO), hasn’t gone very well this year. Shares have fallen by 40% in 2025. Competition from Eli Lilly‘s similar drug, Zepbound, and from […]
Want to live longer? Here are 4 anti-aging approaches that may boost longevity
Research from this year shows vitamin D, meditation, GLP-1 drugs and social connections could slow aging
GLP-1s and Obesity Cancers; Cannabis’ New Legal Status; Celebrity Cancer Diagnoses
(MedPage Today) — GLP-1 agonists may have little impact on risk of obesity-related cancers, according to a systematic review and meta-analysis of randomized studies. (Annals of Internal Medicine) The FDA granted accelerated approval for the subcutaneous…
Year Ender 2025 Special: From ‘Japanese Walking’ to ‘Oatzempic’, fitness and diet trends that broke the internet
In 2025, fitness and eating habits shifted towards long-term health. Japanese walking, Hyrox-style races, and power training became widely popular. AI trainers and fitness festivals began to replace traditional gym routines. Diet trends focused on fibre, gut health, and GLP-1 companion eating, while “swicy” flavours and fermented foods ruled kitchen trends. Overall, the year marked […]
How weight loss drugs are changing what Americans buy
New research from Cornell University reveals that GLP-1 weight-loss medications are significantly altering American shopping habits. Within six months of starting these drugs, individuals reduced grocery spending by an average of 5.3%, with higher-income households seeing over an 8% drop. Spending at fast-food and coffee shops also fell by approximately 8%.
Is ISRG’s 20% Procedure Growth the New Normal or a Peak?
Intuitive Surgical’s ISRG third-quarter results reignited the long-running debate around the durability of its growth engine. Combined da Vinci and Ion procedures rose 20% year over year in the third quarter of 2025, accelerating from roughly 18% growth in the first half. The top-line number is impressive — but the key investor question is whether […]
Weekend reading: How GLP-1 drugs are affecting food companies
Alert to readers: Amazon.com displays listings for several more workbooks, study guides, and cookbooks purportedly based on my book, What to Eat Now (see previous post on this). I did not write any of them. Caveat emptor! ___________________________ I’ve been collecting items on the effects of GLP-1 drugs on the food industry. Recall my mantra: Eating […]
GLP-1 weight loss meds lead to changes in consumer food demand – study
