I’ve never seen a setup this negative for health care job growth, says Bancreek's Pachman

Job Market Analysis - Private job ads showed an average of 127,000 jobs per month over the last two years [2] - Healthcare and social assistance accounted for 80,000 jobs per month, representing 63% of all job growth in the last two years [3] - Healthcare sector employs 17% of the workforce [3] - Healthcare job growth faces significant risks due to potential changes in Medicaid, Medicare, NIH funding cuts, and drug pricing reform [4][5] - It is challenging for healthcare jobs to continue supporting the entire economy [6] Investment Strategy - A significant risk factor exists within the US economy [7] - International markets offer a way to sidestep the risk present in the US [7] - Tariffs are benefiting some high-quality non-US companies by reducing competition from US multinationals [8] - Dollar weakness provides an additional tailwind for international investments [8] - International markets offer a valuation discount, making them a value play [8] - Bankree Capital Advisers launched an international ETF (BCIL) [8]