Biotech, Commodities, etc. A like is not necessarily a like.
United States
Joined July 2014
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Jack Hall retweeted
No, it isn’t.
If you go to bed on election night and don't know who won a midterm congressional race, that's normal. And if you wake up the next morning and find that a candidate who was behind hours earlier has since pulled ahead, that's normal, too. (via @PolitiFact) to.pbs.org/4zqnWBa
Jack Hall retweeted
In 2001, Jim Chanos shorted Enron before it collapsed. He says the AI bubble is worse than dot-com.
The entire dot-com infrastructure buildout, telecom and fiber combined, totaled $100 billion over five years. Today, individual companies raise more than that in a single week.
SpaceX just filed a $75 billion IPO and followed with $25 billion in debt the same week. Google raised $85 billion.
The return on every dollar the hyperscalers spend is falling. 40% last year. 20% today. Chanos says it is heading to 10%.
"we could earn that on treasuries."
Chips they bought from Nvidia are sitting in warehouses, not plugged in, not depreciating. The accountants let it hide on the balance sheet as "construction in progress."
"in bull markets you put a premium on promises. in bear markets you put a discount on reality. we are clearly in the former right now."
Do you believe Chanos, or do you believe the market?
Jack Hall retweeted
Dear Minnesota, there is a reason why Tim Walz is not running for re-election.
You have a chance to vote for a different Minnesota. DO IT.
Jack Hall retweeted
Even Nancy Pelosi can't defend this.
On Donny Deutsch's podcast, Pelosi first said she doesn't "know of anybody there on our side who is engaged in antisemitism."
Then Deutsch named NYC Mayor Zohran Mamdani and Michigan Senate nominee Abdul El-Sayed.
Pelosi: "No, it's more than concerning. It's wrong. It's wrong."
Then her spokesman said she still supports El-Sayed's candidacy.
It's wrong, but vote for him anyway? That's today's Democratic Party.
Jack Hall retweeted
Father Informs Daughter Of New Tax On Unrealized Halloween Candy Gains buff.ly/JSfjbXb
Jack Hall retweeted
The "stealth" bear market is in full-swing.
While the Nasdaq 100 erased -$4 trillion in 25 days, the "S&P 500 Excluding AI" hit a RECORD high on Friday.
AI stocks fell over -13% in October while the S&P 500 Excluding AI gained+8%.
What's happening? Let us explain.
(a thread)
Jack Hall retweeted
革新的な新薬をメガファーマが作ることはできないのか？
よく議論されるネタです。
新しいモダリティはもちろんバイオテック発が多いけど、実際去年売れたトップ10の薬（肥満薬が2つあるので8種類の薬剤）を見るとDupixent, Darzalex, Biktarvy以外5つははメガファーマが創薬してるんですよね。
Jack Hall retweeted
BREAKING NEWS: INOVIO has announced the FDA accelerated approval of its plasmid DNA-based immunotherapy to reduce the frequency of surgery in adults with Recurrent Respiratory Papillomatosis (#RRP), a rare, debilitating HPV-related disease. The approval represents a major milestone for the RRP community and for INOVIO.
Read the full announcement here: bit.ly/approvalPR
Join a live webcast on Monday, November 2, to learn more about the approval: lnkd.in/eZJJ8wYG
Jack Hall retweeted
“Ilhan Omar married her brother” joins notable entries like
- Joe Biden is unfit for office
- COVID came from a lab
- Russiagate is fake
- Hunter Biden’s laptop is real
On the Conservative "Conspiracy Theories" That Were Actually True list
Jack Hall retweeted
I am a lifelong, loyal Democratic voter. I served President Clinton on the National Security Council, Madeleine Albright at the State Department, and Joe Biden in the U.S. Senate.
I desperately want Democrats to win majorities in the House and Senate, but not at any cost. That’s why I’m calling on my fellow Democrats to support patriotic Democratic Senate candidates across the country while opposing Abdul El-Sayed in Michigan. In my judgment, his words and actions make him unfit for the United States Senate.
We rightly condemned Republicans who failed to stand against the January 6 insurrectionists. We must hold ourselves to the same standard and reject toxic candidates who put our democracy and national interests at risk. Putting country first means upholding our principles even when the candidate we must oppose is one of our own.
Jack Hall retweeted
Ilhan Omar was so confused by marriage to 'brother' she crossed out her own name twice on official application trib.al/2qi7kOx
Jack Hall retweeted
BREAKING: 🇵🇱 Coup d'état underway in Poland
Coup d'état underway in Poland after EU-aligned Prime Minister Donald Tusk sent police forces to the Constitutional Tribunal in Warsaw right after President Nawrocki left for Senegal for a diplomatic visit.
Nawrocki is currently headed back to Poland.
The President of the Polish Constitutional Tribunal in Warsaw, Bogdan Swieczkowski, was suspended and possibly arrested. He is a known support of President Nawrocki.
Several right-wing Polish MPs and their supports are reportedly on their way to the Constitutional Tribunal to defend the institution from being taken over by Donald Tusk.
Warsaw's police forces are preventing the President of the Constitutional Tribunal Bogdan Święczkowski, members of the Sejm and protesters from entering the Constitutional Court.
Jack Hall retweeted
FDA Approves First Plasmid DNA-based Immunotherapy for Adults with Recurrent Respiratory Papillomatosis #Inovio Platform finally receives long sought-after regulatory approval--hopefully the first of many to come.
fda.gov/news-events/press-an…
