Healthcare equities L/S. This is not financial advice. May buy or sell securities without disclosure.
SoCal
Joined November 2013
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Osprey Cap II retweeted
On November 7th, 1917, the Bolsheviks seized power Russia, promising “peace, land and bread” to the people. Over the next 74 years the people were starved, killed by death squads, thrown in work camps and gulags, and other things unrelated to “peace, land and bread”.
Osprey Cap II retweeted
Hear me out. I'm increasingly thinking that @KamalaHarris is an AI bot created to troll us. No human being could be remotely this imbecilic.
Osprey Cap II retweeted
Really good resolution for $LQDA. There will be significant off-label prescribing and their next-gen product is free and clear.
$LQDA •Fully resolves all six ongoing lawsuits between the companies
•Maintains uninterrupted access to YUTREPIA® for patients with pulmonary arterial hypertension (PAH)
•Liquidia to pay net $380.7 million in multiple installments in 2026 and 2027, inclusive of payments to resolve antitrust litigation against United Therapeutics
•Strong financial position with $222.7 million in Q3’26 YUTREPIA net product sales (preliminary, unaudited), contributing to $396.1 million in cash and cash equivalents as of September 30, 2026
•Liquidia will continue to advance YUTREPIA and L606 clinical programs as previously outlined
Osprey Cap II retweeted
The middle class is gone.
According to Fed data, the top 1% of Americans now control ONE-THIRD of all US net worth.
Since 2020, the top 1% have gained +$30 TRILLION in net worth, while the bottom 50% are worth just $4.3 trillion.
What is happening? Let us explain.
(a thread)
Osprey Cap II retweeted
Be Justin Verlander.
> Get drafted No. 2 overall by Detroit.
> Earn $400+ million playing baseball.
> Marry 2014’s Sexiest Women Kate Upton.
> Win Rookie of the Year.
> Win 3 Cy Young Awards and an MVP.
> Throw 3 no-hitters.
> Win the World Series.
> Win another World Series.
> Build a first-ballot Hall of Fame résumé.
> Come back to Detroit, where it all started.
> Finish your career with your 7-year-old daughter walking you off the mound.
Absolute legend! 🫡
Osprey Cap II retweeted
Well the 10 year went from 50bps to 500bps and stocks tripled. The 30 yr fixed mortgage went from 2,5% to 7% and home equity went from $20 trillion to more than
$30 trillion. Jeffrey sees it clearly. We are in backward land.
Osprey Cap II retweeted
These 15 books will give you a better education than almost any school curriculum in the West today.
It is now normal to go from Pre-K to PhD without reading a word of Homer, Plato, Aristotle, Virgil, Augustine, Dante, or Shakespeare. This is a civilizational failure.
Our book club exists to fight back. It's time to form our own, independent reading circles to study the Great Conversation of the West. That's what we're doing at Athenaeum, in dialogue with each other.
We are just starting Augustine's City of God — possibly the greatest work of Christian thought ever written.
Join our group and study it with us. This is one of our most significant and foundational reads thus far.
Take out a paid subscription to support our mission and join the discussions directly; it makes a HUGE difference to the time and resources we can dedicate.
All paid book club members get:
- Live book club discussions (biweekly)
- Access to our incredible community chat
- Essays to guide you through the Great Books
- All past recordings, essays, and podcasts
- Ability to vote on what we read next
athenaeumbooks.com/welcome
Of course, you can also read along with us for free and tune into the live broadcasts. Let's make City of God our biggest read-along yet...
Welcome!
Osprey Cap II retweeted
The California almond crop uses 80x as much water as all data centers combined in the US.
Time to ban almonds, @GavinNewsom.
Osprey Cap II retweeted
If Dario wants to slow down the pace of AI, he should just move the company to Europe.
Osprey Cap II retweeted
55 years of inflation
Readers added context they thought people might want to know
The 1971 $3.50 ticket admitted guests to the park only. Additional tickets were needed for each ride. Modern one-day tickets include unlimited access to rides and attractions. $3.50 in 1971 has the same buying power as about $28.50 today.
whatitcosts.com/disney-world-t…
orlandosentinel.com/travel/attract…
saving.org/inflation/by-y…
Osprey Cap II retweeted
India and Asia are not the only ones dependent on Middle Eastern oil.
It appears that CA is importing around 10% of gasoline and diesel, and over 20% of jet fuel.
That is bad enough, but get this:
CA refineries still operating import over 60% of the crude they refine from the ME.
CA could have been producing most if not all of their needs but chose not to just like the UK.
Osprey Cap II retweeted
.@DavidSacks makes a good case here that the “AI will kill humanity” headlines were orchestrated: they leaped into mainstream media from the dormant X account of an Anthropic employee who quit after six weeks. David names purported perpetrators and calls out the role @WSJ played.
Chamath @chamath: how does an account with no followers get 110 million views in a day?
David Sacks @DavidSacks had an answer, on the same All-In @theallinpod taping. Within 15 minutes of the Anthropic researcher's doomsday resignation post, three policy groups amplified it: ENCODE AI's Nathan Calvin, the AI Policy Network's Peter Wildeford, and the AI Futures Project's Daniel Kokotajlo, who dropped a Rogan episode the same day using the same phrasing. All three groups are funded by Jaan Tallinn, who co-led Anthropic's Series A. The Wall Street Journal published a story on the resignation minutes before the tweets went out, meaning the paper had been briefed under embargo. The researcher had agreed to appear on the show and cancelled the morning of taping.
Our breakdown traces the funding chain and what it means for Anthropic's IPO: podcastalpha.substack.com/su…
Source: All-In Podcast - youtube.com/watch?v=cvxjqbfL…
Osprey Cap II retweeted
Remembering Jeremy Glick.
He was 31, a judo champion, a rugby captain, a new father.
He married his high-school sweetheart, Lyz.
Their daughter, Emerson, was twelve weeks old.
He was supposed to fly the day before.
On September 11, 2001, he boarded United Flight 93 in Newark.
After the hijacking he called Lyz.
He asked if it was true that planes had been flown into the World Trade Center.
She told him it was.
He understood then what the plane was being used for.
He told her the passengers were voting on whether to rush the cockpit.
He joked about butter knives.
She told him he needed to do it.
He said he loved her.
He told her not to be sad.
He told her to take care of their daughter, and that he would be all right with whatever choices she made.
Then he said they were going to rush the hijackers.
Stay on the line, he said.
I’ll be back.
He did not come back.
The plane went down in a Pennsylvania field. The Capitol was never hit.
He was a take-charge guy, his family said. In the last minutes of his life he made sure his wife knew he loved them, and then he went forward.
Say his name today.
Osprey Cap II retweeted
Robin is THE AXE. He is a must follow.
@SecScottBessent , please call your office.
@robin_j_brooks
Today is a bad day for global bond markets. The problem with trying to artificially cap long-term yields - as with Treasury buybacks - is that yields jump if markets think buybacks are too small. This tells you underlying upward pressure is intense...
robinjbrooks.substack.com/p/…
Osprey Cap II retweeted
Happy Tuesday!
If you think Doctors, Hospitals, and Healthcare leaders are SMART, remember that in the 1970s, patients were routinely given cigarettes in the hospital. Physicians walked by oblivious.
This morning on September 8th 2026 in THOUSANDS of hospitals around the country, sick and inflamed patients will be given a breakfast tray full of pancakes, muffins, sugary cereal, and fake juices. Doctors still walk by oblivious.
Have a great week everyone!
