Archive Category: Green Zone Fortunes Updates

Hello, and happy Fourth of July week! I’m currently writing to you from a much-needed vacation … or at least what passes for a vacation when you have three small children in tow. We’ve also got an especially short week with U.S. markets closing at 1:00 p.m. ET tomorrow, so I’ll keep today’s update quick…

2025 has been an exciting year — but we’re only halfway through it! The Fourth of July is right around the corner, so we have the perfect opportunity to check in with our overall strategy, review our progress, and decide which stocks are most likely to lead us through the second half of the year. With that in mind, this month’s issue will serve as a mid-year market outlook for our portfolio instead of solely focusing on adding a new stock to our mix.

Something fishy is going on here… After only two months, Danish pharmaceutical giant Novo Nordisk and Hims & Hers Health (HIMS) have ended a deal that looked like a home run for both companies. Hims would distribute Novo’s hit GLP-1 weight-loss drug Wegovy, providing broader access to the popular treatment — and a windfall of new revenue for both companies.

Palantir Technologies (PLTR) has been absolutely crushing the market since I recommended adding it to your portfolio last March. Shares are currently up 500%, and I sincerely hope you took the opportunity to position yourself for that move. (If you did act, I’d obviously love to hear about it! Shoot me a quick email at GreenZone@MoneyandMarkets.com and tell me how much you invested and are up.)

My recommendation of Sterling Infrastructure (STRL) in October of 2020 is perhaps the best example of the great things that can happen when we nail our three-pillar Green Zone approach, those being: