Oh crap.
How about a day without earth shattering news?
US intelligence agencies believe @Nvidia CEO Jensen Huang had romantic relationship with alleged Chinese spy
as.ft.com/r/97c2f9f7-ad2e-44…
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A great read
Every GOP strategist, consultant, and candidate should be forced to participate in a role-playing exercise this morning.
Your name is Bob. You’re a 49-year-old blue-collar worker in Ohio. You’ve always struggled to make ends meet. The good jobs were all shipped to China and the few remaining pay a pittance wage, undercut by endless illegal labor.
You’re a 3x Trump voter because you believed he would finally make America great again.
You put your son through Ohio State. He graduated cum laude in computer science. You couldn’t have been prouder. After months searching, he landed an entry-level job at Microsoft. Beneath his qualifications, but a good start for a smart kid.
Then he got laid off. That same month, Microsoft applied for 150,000 more H-1B visas because it can’t find qualified Americans.
Your son has spent six months back in his childhood bedroom, sending hundreds of applications without landing an interview.
On TV, Trump boasts about the greatest economy in history and how many women and minorities are finding jobs.
You decide a father-son steak night might cheer him up.
Gas is $4.50 a gallon. Filling your truck costs over $100. At Kroger, ribeyes are $30/lb. You settle for hamburger, even though 70/30 ground beef still costs $10+.
At checkout, a fat black woman is screaming at the cashier because her EBT will only cover most of the filet mignon and lobster in her cart.
You think to yourself how the Iran war has made everything expensive, but at least we’re stopping their nuclear bomb. You weren’t even sure where Iran was before you googled it after we first bombed them in March.
After dinner, you take your son to the county fair. Half the people aren’t speaking English. Virtually none of the crowd looks like you. You’re forced to leave early after a “teen takeover” turns violent. A foreign born judge pledges none of them will go to jail.
Back home, you turn on the TV. Vivek Ramaswamy is lecturing the crowd about American mediocrity and why Ohio needs more foreign talent.
Your son grows upset. You change the channel.
Now a Republican surrogate, the daughter of a governor or wife of an elderly billionaire, explains that young White men are the REAL welfare queens. They’d rather play videogames in their parents’ basements than work.
Your son says nothing. He just goes back to his childhood bedroom. You turn off the TV.
Then your neighbor starts blasting reggaeton and cracking open Modelos. He brought his cousin’s family from Mexico to help with all the minority-business contracts his construction firm keeps winning. Tonight they’re celebrating his nephew’s birth, the family’s first birthright American citizen.
You sit alone in your living room.
You worked hard, paid taxes, obeyed the law, and raised your son to do everything right. You voted Republican again and again because you believed somebody in Washington would finally fight for you.
Instead, your wages are stagnant. Groceries are unaffordable. Your community is unrecognizable. Your country is fighting another foreign war.
And upstairs, the son you sacrificed everything for is lying awake in the bedroom he slept in at twelve, wondering what the heck he’s even supposed to do with his life now.
Every time you turn on the TV, the Republicans you elected are either congratulating themselves or explaining why you and your son are the problem.
For ten years, they told you America’s future depended on your vote. Now you aren’t even sure America has a future worth defending.
The Republican Party needs to answer one simple question this morning:
You’ve spent a decade demanding Bob’s loyalty. You’ve given him stagnant wages, unaffordable groceries, another foreign war, and a son who did everything right but can’t find work.
And when they complain, you call them lazy, entitled, and racist.
What possible reason have you given Bob and his son to vote Republican? Do you honestly think you deserve their vote?
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Love this story. Only in America. Show this to your Gen Z kids or friends before they vote socialist.
She was 17, working as a Hooters waitress in Jacksonville, Florida, when the cooks walked out. She didn't know how to deep fry chicken tenders or fries. She went back to the kitchen and figured it out.
Two years later, Hooters asked her to fly to Australia to help open the first franchise there. She'd never been on a plane. She didn't have a passport.
She got the passport and went. By 26, she was a vice president. She helped grow Hooters from 100 locations to over 500 in 33 countries and from $300 million to $1 billion in revenue. She never finished her undergraduate degree.
At 32, Cinnabon recruited her to be president. She was the youngest CEO to ever appear on Undercover Boss. Under her leadership, Cinnabon added 200 bakeries, expanded to 56 countries, and approached $1 billion in annual sales through partnerships with Taco Bell, Burger King, and grocery stores.
She grew up on a $10-a-week grocery budget. Three sisters. Single mom who left their alcoholic father when Kat was nine. The family survived on her mother's determination and multiple jobs.
"Every year on my birthday card, my mom writes: 'Don't forget where you came from, but don't you dare ever let it solely define you.'"
Kat was the first person in her family to attend college. She enrolled in an engineering program at the University of North Florida but dropped out to pursue her career at Hooters. She later earned her MBA from Georgia State University without a bachelor's degree, getting accepted through letters of recommendation from business leaders including Ted Turner.
After Cinnabon, she became Group President of Focus Brands (Cinnabon, Auntie Anne's, Moe's, Carvel, Schlotzsky's). Then in 2021, AG1 (formerly Athletic Greens) recruited her after the founder heard her on a podcast. She became President and COO, then CEO in 2024.
She's known for a practice she calls the "hotshot rule": every month, she asks herself, "If a hotshot took over my job today, what's the first thing they'd fix that I've been tolerating?"
Here's what Kat Cole's story makes me think about. She said yes before she was ready. Every major career leap, from the kitchen walkout to Australia to Cinnabon to AG1, happened because she said yes to something she wasn't qualified for yet and then figured it out in real time. "Saying yes before you are ready is only half of it. You have to use your hustle muscle to close the gap."
Most people wait until they feel ready. They wait for the degree, the experience, the credentials, the confidence. Kat built one of the most impressive corporate careers of her generation by saying yes first and learning second. Every single time.
I think about that in my own work. I've never felt fully ready to start any of the businesses I've built. The readiness came after the commitment.
"Saying yes before you are ready is only half of it. You have to use your hustle muscle to close the gap."
What are you waiting to feel ready for that you should just say yes to?
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$TGTX several years ago, Mike Weiss was the most reviled CEO in biotech. Today, he walks on water. Amazing how times change. Congrats to him and the team on exceptional execution.
Replying to @MAGATexanMBA
$TGTX I’ve said b4 I’m indifferent to a BO. SubQ doubles sales - Azer-cel, MG, schizophrenia programs can also substantially add to rev. MW has done what he said he’d do yrs ago -building a pipeline-I’ll let MW decide when time/price is right for a BO-SP goes up either way
$XBI in 2026, Argenx, Jazz, Incyte, Neurocrine and BioMarin all bought this year; Tarsus bought twice. Read-through: screen commercial-stage SMID for acquirer capacity, not only takeout appeal.
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Pack of lies 391, Truth 0
Ludwig von Mises is probably the best economist / philosopher of the German speaking world. However, precisely because he destroyed the leftist illusions, he was never popular. In today’s Germany, there are exactly zero public streets and places named after him. For comparison, 391 are named after Karl Marx.
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Things are getting real weird
Today we’re launching the first AI modeling agency 💅 right inside Glif.
Cast hundreds of real AI models, drop your product, idea or brief and let Glif create super compelling content for you end to end.
If you still think AI models aren’t ready for real work, watch this 👇
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Epic tweet sizing things up
So, basically, 500 million Europeans expect 300 million Americans to protect them from 120 million Russians who can’t even defeat 40 million Ukrainians while those 500 million Europeans don’t even realize they are being conquered by 2 billion Muslims who claim they are being persecuted by 8 million Israelis. Is that about right?
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$URGN Juicy nugget here: Urologists receive ~$300–800 per TURBT, while facilities—only ~25% of which are urologist-owned—receive ~$1,500–2,500. By comparison, a full Zusduri course generates ~$5,000 for the doc (average ASP +5% on ~$100K net price). Non-MD staff can also perform instillations, freeing physician time for other, potentially higher-value procedures—
Maher is a national treasure
HILARIOUS: Justine Bateman BLASTS filmmakers for making AWFUL films because they’re catering to the WOKE MOB, dropping an amazing example: “Film festivals have done this too, where they'll take a film that is where the filmmaker is a one-legged albino from Alaska with two g*y mommies, and that checks those boxes, but the film's not very good.”
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Wild and Bernie wants to emulate the same policies.
JPMorgan CEO Jamie Dimon warns Europe is falling dangerously behind America economically… and blames anti-business, anti-investment, and anti-innovation policies. 🇺🇸🇪🇺
“If you don’t believe me, go to Europe, folks. Europe used to have a GDP per person of 90% of America’s. It’s now 65%. It’s on its way to 50%.
That will jeopardize the health of Europe itself over time.
And it’s all anti-business, anti-investment, anti-innovation. They kind of know it.
If they don’t fix it—and we should help them fix it, because Europe matters—it’s really bad for the Western world, too.
We should do it wisely.”
Europe shift over the past three decades has proven decimating for their economy. Aging population forces mass immigration in order to maintain adequate growth. Crazy regulation and bureaucracy slows innovation and investment… forcing the economy further down. At the same time, the United States has pulled ahead exponentially and will continue to do so. Europe is struggling.
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Baseball is my jam. Has been for ever.
From WNBA players hiding in locker rooms to athletes working on their golf swings during the anthem, MLB continues to set the standard.
Nobody has to force these guys with a corporate mandate. Caps off, hand over heart, lined up down the baseline respecting the country they play for.
Kylie Cantrall delivered an incredible anthem for Game 2.
Weekend musings: William Howard Taft was, famously, very heavy. His favorite dish? Possum. He even had a 26 pounder delivered to his family for Thanksgiving in 1909. That's just nuts. Possums are like giant rats.
alphahistory.com/pastpeculia…
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People have always had a hard time intellectually accepting the indisputable fact that a decentralized system that encourages millions to pursue their own selfish interests (Free Enterprise) is, in fact, the best system.
The intellectual case for socialism ended in 1920.
Somehow, more than 100 years and 100 million lives later, these terrible ideas still persist in our society.
As a species, humans are not as smart as we sometimes make ourselves out to be.
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$PCVX Mizuho today: "Two things to note here: (1) By our eye, it appears that PCV 25 immune responses are below PCV20 for most of the shared serotypes (14/20 PD3, 13/20 PD4), implying increased carrier suppression and likely difficulty pushing to 31+ serotypes with this technology. (2) While not stated in the abstract, we believe the bars represent 95% confidence intervals. If so, some of the confidence intervals don't seem to overlap (e.g., ST8 PD4), further implying potential misses on non-inferiority (vs PCV20).Should be deemed a positive for Vaxcyte (potentially situating VAX-31 infants as the clear better option post data 1H27)".
$XBI and you thought this biotech pullback was tough.
In the brutal winter of 1910, deep in the Absaroka Mountains of Wyoming, 11-year-old Maggie Grayson lost everything in a single night. Her father, a trapper named Elias Grayson, had stepped outside their remote one-room cabin to check the wolf traps when a pack of nine timber wolves descended on him. Maggie heard the screams. By the time she reached the door with the lantern, her father lay dying in the snow, his throat torn open, blood steaming in the freezing air.
Her mother had died two years earlier from consumption. Now Maggie was completely alone.
Instead of surrendering to terror, the small girl did something extraordinary. She skinned her father’s body with his own knife, buried him beside her mother under a pile of rocks, and made a vow. She would not let the wolves win.
For the next four months, Maggie became a ghost in the mountains. She studied the pack’s movements, learned their hunting patterns, and set clever traps using her father’s remaining bait and snares. She survived on frozen venison and melted snow. When her boots wore out, she wrapped her feet in strips of her father’s coat. When the temperature dropped to forty below zero, she slept with the family dog curled against her for warmth.
In March 1911, Maggie finally cornered the alpha male and three others near a frozen creek.
Using her father’s .30-30 Winchester, she killed all four in a running battle across the ice. She dragged the heavy pelts back to the cabin one by one. When spring came, the local ranchers found her living alone, surrounded by wolf skins drying on the walls. She had killed seven of the nine wolves responsible.
The story spread across Wyoming. Newspapers called her “The Wolf Girl of Absaroka.” She was taken in by a distant aunt but never forgot the mountains. Maggie Grayson never married. She became a respected trapper and guide, and until her death in 1978, she kept one particular wolf pelt as her winter blanket — the same one that had once belonged to the alpha that killed her father.
She would often say quietly, “They took my pa. I took their lives. That was the only fair trade the mountains ever gave me.”
Readers added context they thought people might want to know
The story of 11-year-old Maggie Grayson and the "Wolf Girl of Absaroka" has no support in historical records, Wyoming newspaper archives from 1910-1911, or accounts of the era's wolf eradication efforts.
en.wikipedia.org/wiki/Absaroka_…
lovellchronicle.com/content/when-w…
cowboystatedaily.com/2025/01/19/mir…
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