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May 2025

Trump's Most-Favored Nation (MFN) Prescription Drug Price Cap Executive Order: May Stall Up to 70 Novel Treatments
Trump correctly identified the problem: other countries leach off U.S. pharma IP & don't contribute... but the MFN + Trump tariffs + health cabinet …
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ASAP Drew
RFK Jr. & Trump 2.0: Projected $100B Cost of MAHA Health Populism
Projected ~$100+ billion in health-related damages if these crackpots pass their agendas.
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ASAP Drew
Will Trump Finish His Second Term? Forecast Model Odds (2025-2029)
Estimating the likelihood Trump finishes his second term...
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ASAP Drew
Uranium Investing 2025: URNM ETF's High Convexity Edge
Why a small URNM position (1-3%) could be reasonable for some investors...
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ASAP Drew
3 Best Value Software Stocks (May 2025): IDCC, ODD, YMM
Only 3 software stocks - IDCC, ODD, YMM - survived an ultra-strict value screen. Discover the metrics, risks, and upside in this May 2025 deep dive.
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ASAP Drew
Buffett’s Final CEO Meeting (2025): $348B Cash & Abel Succession
The Oracle of Omaha and one of the GOATs hangs it up at age 94...
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ASAP Drew
8 Big Cap Tech Stocks in a 6-Month Sell-Off: Buy Now Amid 2025 Tariffs?
Eying up big cap tech stocks that corrected over the last 6 months...
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ASAP Drew
ACM Research (ACMR) Stock Forecast 2025: Buy or Sell? Investment Analysis
Is ACM Research Inc. a decent AI hardware stock buy over the next 5 years?
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ASAP Drew
U.S. Aid to Israel 2025: Cost-Benefit ROI Analysis & Future Rebalancing
U.S. has long allied with Israel, but the benefits relative to contributions are outsized in favor of Israel
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ASAP Drew

April 2025

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