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Friday, December 11, 2009

A GOVERNMENT-SPONSORED BULL MARKET


Today's chart is proof the market likes the "Everybody Wins" health care thesis from our colleague Rob Fannon.

One month ago, we profiled the new uptrend in the IHF. This investment fund is a "one-click" way to invest in the health care industry. From insurers to device makers to pharmacy managers, the IHF gets your money in the health care business.

And just last week, Rob told us why the IHF is rising much faster than the general stock market: Even if the government pressures profit margins, the health care industry will enjoy millions of new customers from health care reform. Those customers won't care a bit about the price tag. After all, their neighbors are picking up the tab. (We consider Rob's essay a "must read.")

This trend is at work below. The IHF is up 21% since July... and sports one of the strongest uptrends in the market right now.

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