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Retatrutide is such an incredible drug. Every other company is competing for second place against tirzepatide while Lilly is jumping ahead to maintain first.
The internet and mobile changed “mentorship”. Post, you have access to print media archives, audiobooks, online forums, podcasts, etc. Recently listened to interviews of Ken Griffin, Steve Mandel, Jared Kushner. $BRK shareholder mtg on $AAPL podcasts. How lucky are we?
Sprinkling Maduro out YE’25 on Kalshi x.com/javierblas/sta…
COLUMN: Donald Trump is eyeing an oil prize in Venezuela. If the White House engineers regime change in Caracas, the nation could become a major source of incremental oil supply in 2030-2040. Venezuela has the world's largest oil reserves. @Opinion bloomberg.com/opinion/articl…
$DB.V is a jockey bet gents. A lot of ink is spilled on “excellent, aligned management teams” blah blah. Here is one IRL, at a cash flow inflection point, available for like 4x ‘25E EBITDA and teens % ‘25E UFCF yield You make the most money from “shitco” -> “not an awful biz”
Here is Frederico Gomes, Institutional Research at ATB Capital Markets, pitching Decibel Cannabis $DB.V at @PlanetMicroCap Toronto 2025 youtu.be/CjtwwrenBfI?si…
youtube.com
YouTube
Frederico Gomes Pitches Decibel Cannabis Company (DB.V) at Planet...
Is there a more perfect way to bet on US/China decoupling than long dated $AAPL puts? - Asian hardware supply chain - American consumer good - cascading pricing unwind if global capital gets skittish re: S&P 500 Maybe long China info tech via HK shares?
Trump Administration foreign policy weaponizes LNG, which transforms a regional market into a global market
Trump says China agreed to buy more American energy 🇺🇸🤝🇨🇳 This would be a big turnaround, as China basically halted US oil/gas imports. China last imported US crude in May and LNG in February (Trump hinted that China may consider buying from the long delayed Alaska LNG plant)
Soft men create hard times (you are here)
.@Polymarket - NYC Mayoral Race (chance of winning) 🟦 Zohran Mamdani: 94% (new high) 🟨 Andrew Cuomo: 5% 🟥 Curtis Sliwa: 0.5%
Buckle up, kids. @ENERGY is directing @FERC to assume jurisdiction over the interconnection of data center loads and others >20 MWs to the transmission grid, superseding state authorities in this realm. (And fwiw, that is probably not the worst idea!)
Too much attention on the Fed. Not enough attention on China
⚡️What’s unfolding inside the PLA is a preemptive decapitation of the military hierarchy by Xi Jinping, driven by fear, internal fracture, and existential paranoia at the top of the Chinese state. Let’s break it: 1. The scale: this is not routine. It’s surgical regime…
"The BHP-RMB deal is the most geopolitically charged trade settlement since the petrodollar era began." -Travis Ricciardo, 2025
The Iron-Dollar Crack: BHP's Quiet Surrender to the Yuan Late Friday afternoon, while markets were closing and Canberra was clocking off, BHP agreed to something that may define the decade. From the fourth quarter of 2025, the world’s biggest miner will settle 30 per cent of…
Bessent is a master at the dark art of political messaging. Framing a complex set of laws as intended to stop “too big to fail” but creating conditions for “too small to succeed” is brilliant
The purpose of Dodd-Frank was to end “too big to fail.” But it ended up creating “too small to succeed.” The post-2008 regulatory framework entrenched the dominance of the largest banks by rewarding economies of scale and lucrative lobbying operations in Washington. What…
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