Bristol Myers Squibb: A Pharma Giant Trading Like Growth Is Over - It's Not

Group 1 - The article emphasizes that the market may be overlooking defensive healthcare stocks, particularly mentioning Bristol Myers Squibb (BMY) as having experienced a shift in trading momentum [1] - The author expresses a belief that macro trends significantly influence asset prices and investor behavior, highlighting the importance of understanding these dynamics for investment strategies [1] - The article aims to foster a community of investors who share insights and ideas to enhance long-term investment confidence [1] Group 2 - The author has a professional background in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The article discusses the author's experience navigating various market conditions over the past decade, indicating a deep understanding of market dynamics [1]