NEW AMA PRESIDENT: Robert Mukkamala MD

Posted on June 27, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

NEWS UPDATE!

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On June 10th, Bobby Mukkamala was inaugurated as the 180th president of the American Medical Association (AMA).

An otolaryngologist from Flint, Michigan, Mukkamal chairs the organization’s substance use and pain care task force, won the AMA Foundation’s Excellence in Medicine Leadership Award last June, and served on the AMA board of trustees in 2017 and 2021.

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INVESTMENT ADVISORY: Portfolio Second Opinions for Physician Colleagues

Posted on June 27, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

INVESTMENT PORTFOLIO REVIEWS

By Dr David Edward Marcinko MBA MEd CMP™

http://www.MarcinkoAssociates.com

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“FROM CHAOS-TO-CALM”

If you’re looking at this tab, chances are you are fed up with your financial brokerage accounts, thinking of finances, investing, retirement or all of the above.

And so, we can help

An investment portfolio second opinion, also called a “ portfolio review,” is an analysis of your financial holdings and associated strategies, allocations, fees and performance to determine whether the most effective instruments and methodologies are being utilized to reach your goals.

No Worries! You may have come to the right place.

E-Mail Ann Miller RN MHA CPHQ for an Initial Appointment: MarcinkoAdvisors@outlook.com

The purpose of this initial appointment is for you to ask a lot of questions to make sure you are comfortable with potentially working with us. It also helps if you are prepared to provide a verbal summary of your current situation.

Here are some questions to consider asking us during your first meeting:

1) Can you tell us about your financial qualifications, experience, education and training; if any?

2) Can you provide some information about your current financial advisory team?

3) On what type of investments do you typically purchase and own?

5) How much do pay your financial management firm?

6) How long have you been working with your current financial management firm?

8) What other services does your financial team provide?

9) What is your own investment philosophy?

A Fiduciary Opinion At Your Service

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SOVEREIGN WEALTH FUND: Defined

Posted on June 27, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

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A SWF is essentially an investment fund run by the government. Similar to how a hedge fund or a private equity firm operates, the government would set aside a pot of money and invest it in assets such as stocks, bonds, startups, or real estate.

The idea of the US establishing a sovereign wealth fund akin to Norway’s or Abu Dhabi’s gained momentum recently across the political spectrum. Former President Trump endorsed the concept during a speech on his economic policy agenda for a second term, and the Biden administration has been quietly cheffing up a proposal for a wealth fund over the past several months, Bloomberg reported.

Trump and Biden officials described the fund as a key tool the country could deploy to win the global technological arms race and better compete against geopolitical rivals like China.

For example, the wealth fund could finance capital-intensive sectors such as shipbuilding, nuclear fission, and quantum cryptography that don’t offer near-term ROI for private investors.

However, disadvantages of a SWF include:

  • Non-Guaranteed Returns, with the Risk of Total Loss
  • Influence on Foreign Exchange Rates, Introducing Uncertainty
  • Potential Mismanagement of Funds Due to a Lack of Transparency
  • Dependency on Global Economic Conditions, Impacting Fund Performance
  • Challenges in Maintaining Accountability and Addressing Ethical Concerns

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Stocks, Deals and Commodities

Posted on June 27, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

BY A.I.

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Stocks: The S&P 500 briefly traded a few cents above its February all-time closing high yesterday afternoon, but couldn’t sustain the gain and fell just short at the end of the day. The NASDAQ remains inches away from its record high as well.

Deals: The end of the 90-day tariff pause is less than two weeks away, but the White House said that the July 9th deadline “is not critical.”

Meanwhile, the Treasury Department is doing everything it can to make the dreaded “revenge tax” in the big, beautiful bill irrelevant.

Commodities: Gold and oil had muted moves upward but copper climbed to a three-month high after Goldman Sachs analysts warned of shortages ahead

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DAILY UPDATE: Nvidia and MSFT Reach New Highs as Stock Markets Surge!

Posted on June 27, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

MEDICAL EXECUTIVE-POST – TODAY’S NEWSLETTER BRIEFING

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Essays, Opinions and Curated News in Health Economics, Investing, Business, Management and Financial Planning for Physician Entrepreneurs and their Savvy Advisors and Consultants

“Serving Almost One Million Doctors, Financial Advisors and Medical Management Consultants Daily“

A Partner of the Institute of Medical Business Advisors , Inc.

http://www.MedicalBusinessAdvisors.com

SPONSORED BY: Marcinko & Associates, Inc.

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Daily Update Provided By Staff Reporters Since 2007.
How May We Serve You?
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CITE: https://www.r2library.com/Resource

CITE: https://tinyurl.com/2h47urt5

🟢 What’s up

  • Nvidia and Microsoft both set new record highs as the AI trade continues to revive. Nvidia rose 0.46%, while Microsoft climbed 1.05%.
  • Core Scientific exploded 33.01% on reports from the Wall Street Journal that the bitcoin miner may be acquired by AI company CoreWeave.
  • Serve Robotics gained 9.87% after the delivery robot maker launched its service on the streets of Atlanta today.
  • McCormick is looking spicy: The consumer goods company rose 5.31% after earnings outpaced analyst forecasts.
  • Penn Entertainment rose 4.94% after the gambling company was upgraded by analysts at Citizens, who think the stock’s underperformance is about to reverse.
  • Solar stocks may be thrown a lifeline by the Senate, which is considering keeping some clean energy tax credits in the spending bill. Enphase Energy popped 12.83%, SunRun rose 6.46%, and SolarEdge Technologies climbed 5.11%.
  • Copper miners popped as prices of the precious metal rose today. Freeport–McMoRan jumped 6.85%, Southern Copper Corp. climbed 7.79%, and Anglo American plc added 7.16%.

What’s down

  • Micron Technology lost 0.98% despite the chipmaker reporting fiscal third quarter results that beat Wall Street’s expectations.
  • Kratos Defense and Security Solutions sank 2.36% after the military tech company announced it will sell $500 million worth of stock to raise money for capital spending.
  • Equinix crumbled another 9.56% after a terrible fiscal outlook pushed Raymond James and BMO analysts to downgrade the internet services company.

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Visualize: How private equity tangled banks in a web of debt, from the Financial Times.

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