November 5, 2026

By Nigam Arora

To gain an edge, this is what you need to know today.

Unrealistic Expectations

Please click here for a chart of healthcare ETF (XLV).

Note the following:

• As a reminder, The Arora Report is politically agnostic.  Our sole job is to help investors generate high risk adjusted returns.
• The momo crowd is now betting Democrats have magical powers to fix healthcare, housing, and everyday living expenses.  Here are the realities investors should not overlook:
  • Unlike periods when one party controlled the White House and both chambers of Congress, this time Democrats do not have a free run.  President Trump is still the president, and the Constitution gives him veto power.