The ACID Capitalist Podcast Acid Breath BIG PHARMA 1st October, 2025
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Oct 2, 2025 Dive into the market insights under the Caribbean sky as Hugh dissects diffusion indices and their economic signals. He examines the intriguing divergence between S&P Global and ISM prints, emphasizing the importance of trend analysis. Discover how legendary price highs can transform into support levels for substantial gains, particularly in pharmaceuticals. Hugh highlights major stock movements and shares memories about owning big pharma names as defensive anchors. It's a thought-provoking journey through market signals and stock potential!
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Use Boredom As An Edge
- Embrace silence and boredom as professional advantages; busy headlines tire the herd chasing decimals.
- Blink slowly during stampedes; let pros press advantage while others exhaust themselves.
Read PMIs As Directional Rhythm
- Diffusion indices (PMI) are simple yes/no monthly checks that signal expansion above 50 and contraction below 50.
- Focus on direction and multi-month runs; three-to-six month trends beat single prints.
Compare Two PMIs For Confirmation
- S&P Global and ISM are two different PMIs that often diverge due to sample and timing differences.
- True signal comes when both converge and stay above or below 50 for months.