OK with deportation, not OK with Uganda.

said in TrumpRx: Interestingly Pfizer, GSK, Sanofi, and JnJ are all up today. Maybe they’re just screwing the retailers and the PBMs. There seem to be two theories as to why big pharma stocks are up. Theory A: “This represents a win for” Pfizer, Akash Tewari, a Jefferies analyst, wrote in a note to clients Wednesday. He estimated that offering some new drugs at internationally comparable prices could cost Pfizer up to $723 million a year. That would amount to just over 1 percent of Pfizer’s $63.6 billion revenue last year. Pfizer “may have done the rest of the industry a favor by giving a framework for a bespoke solution that we feel would be very tenable” for other big pharmaceutical companies and “would have a de minimis impact on their business going forward,” Tewari wrote. Details on the pact are scant and terms remain confidential: of the three Pfizer drugs to be sold at discounts and announced at this week’s news conference, none are top sellers. Many of the cuts Pfizer is promising are aimed at the government Medicaid program, which analysts say account for less than 5 percent of the company’s U.S. revenue. And Pfizer’s agreement to list discounted drugs for direct purchase on the president’s TrumpRx website resembles an initiative already being promoted by the industry. Theory B: A White House official characterized the rising Pfizer stock price as evidence that investors believe other countries will now “pay their fair share” as part of an international rebalancing of prices.

I paid $50 for skirt steaks for the three of us.

Memories of my folks outside on the patio. Kinda makes me smile. I was mixing Caesars, martinis for my parents from a pretty young age.

Some more background https://fortune.com/2025/10/01/charlie-javice-frank-jpmorgan-chase-fraud-prison-sentencing-speech/ Charlie Javice, the 33-year-old entrepreneur who once promised to revolutionize college financial-aid applications, tearfully apologized to JPMorgan Chase, its shareholders, her friends and family, and former employees of her startup, Frank, as she was sentenced to just over seven years in prison on Monday for orchestrating a $175 million fraud. “Not a day passes that I do not feel profound remorse,” Javice said through tears before U.S. District Judge Alvin Hellerstein in Manhattan federal court. Standing to address the court, she said she was “haunted that my failure has transformed something meaningful into something infamous” and admitted to making “a choice that I will spend my entire life regretting.” The sentencing marks a dramatic fall from grace for Javice, who once graced Forbes’ “30 Under 30” list in 2019 and was celebrated as a rising star in financial technology. Her startup Frank, founded in 2017, was designed to simplify the complex process of filling out the Free Application for Federal Student Aid (FAFSA) for college students seeking financial assistance. JPMorgan Chase acquired Frank in September 2021 for $175 million, believing the platform served more than 4 million students across 6,000 higher education institutions. However, prosecutors proved that Javice had fabricated the vast majority of those customers, with the actual number being fewer than 300,000. The deception unraveled when JPMorgan attempted to market its banking products to Frank’s supposed customer base. When the bank sent marketing emails to 400,000 purported Frank customers, approximately 70% bounced back as undeliverable. The bank’s investigation revealed that Javice had enlisted the help of a data science professor, paying him $18,000 to create fake customer data.

https://www.reuters.com/legal/litigation/nirvana-again-defeats-child-pornography-lawsuit-over-nevermind-cover-2025-10-01/ A federal judge again threw out a lawsuit by a man who accused iconic grunge rock band Nirvana of distributing child pornography by using a photograph of him as a naked, swimming baby on the cover of its breakthrough 1991 album "Nevermind." U.S. District Judge Fernando Olguin tossed out the lawsuit, filed by plaintiff Spencer Elden, for a second time after finding that no reasonable jury would consider the picture pornographic.

Have a great trip. I would like to go back to London some day. Very cool city.

@taiwan_girl said in Go Magat, Go Broke - Mike Lindell edition: @Horace said in Go Magat, Go Broke - Mike Lindell edition: It seems unlikely that he knew he was wrong. If you tell a lie long enough (to yourself), it will be believed (by yourself). That’s true. And controversial subjects are only rarely provable with pure logic and evidence. One can honestly develop high conviction beliefs, but pure undoubted beliefs are just a figment of human psychology that shouldn’t be taken as seriously as the believer takes them. Humans are not truth finding machines, but they are believing machines.

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@Axtremus said in Economy expands 3.8% second quarter, higher than expected: https://www.cnn.com/2025/10/01/economy/adp-private-jobs-report-september US private-sector businesses lost 32,000 jobs in September, according to the report. August’s previously estimated 54,000 payroll gains were downwardly revised to negative 3,000. According to ADP. Biden never had a negative month of private sector non-farm employment. Trump has had two in a row.

Join Kalshi and place your bet, I assume.

No.

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What are they thinking? ARE they thinking?

I wonder if it’s occurred to him that if instead of steel plate they made the battleships out of solid steel they’d be completely impenetrable, even to bullets.

Great, now some idjit’s going to have sex with it and wham, bam, thank you, m’am, it’s COVID II Electric Boogaloo…

Because there’s nothing to read of any substance on any of the pages between the book’s front cover and back cover.

https://fortune.com/2025/09/30/what-happened-soybean-farmers-argentina-china-scott-bessent-phone-texts/ According to a photo of a private text on the phone of Treasury Secretary Scott Bessent, Argentina responded to the treasury secretary’s $20 billion bailout by turning around and removing its export taxes on soybeans and striking a huge new deal with China. That diminished the price of U.S. soybeans and weakened U.S. trade leverage with China, which immediately pulled out of its existing arrangements with soybean farmers in America’s heartland. The photo taken by Angelina Katsanis for the Associated Press last week shows Bessent reading a text that appears to be from Agriculture Secretary Brooke Rollins. “Finally—just a heads up, I’m getting more intel, but this is highly unfortunate,” the text said. “We bailed out Argentina yesterday and in return, the Argentine’s [sic] are removing their export tariffs on grains, reducing their price, and sold a bunch of soybeans to China, at a time when we would normally be selling to China. Soy prices are dropping further because of it. This gives China more leverage on us.” [image: AP25268801206056-e1759238604667.jpg?w=1440&q=90]