Macro Pancakes

Allocation & investment: mostly equities, FI, VC. Long of long -term cycles and underappreciated social themes. Food, Ag, geopolitics, shitposting
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[Macro Pancakes @MacroPancakes]

This is breakfast, not investment advice.

[Macro Pancakes @MacroPancakes]

@moseskagan There are neighborhoods and regions that seems reasonable to me...say Gowanus for example. California sure isn't one of them though.

[Macro Pancakes @MacroPancakes]

@Karl_Schamotta @TheStalwart I thought that was just an aside he did for the video. Love that he put it in print 😂. Michael is getting delightfully unhinged. You love to see it

[Macro Pancakes @MacroPancakes]

I am actually going to hand it to Boston in this particular instance.

[Intelschizo @Schizointel]

The Boston police did not do this with the Scottish and in fact the city changed the ordinances to keep the bars open till 3 am

[Macro Pancakes @MacroPancakes]

@NickNemo17 Thoughtful additional details on the personal leverage. Well done.

[Macro Pancakes @MacroPancakes]

@PatrickHeizer They don't have additional room to push prices onto consumers like they did over previous years and they're pricing commodity/packaging inflation from the war. Their margin tailwind of pre 2025 is now a headwind. Walmart is very happy to grocery at negative margin to take share

[Macro Pancakes @MacroPancakes]

@vividvoid Think this is only even a debate now now because it's downstream of the Trans bathroom hysteria. Folks have made a lot of political hay with that over the past years.

[Macro Pancakes @MacroPancakes]

@StatisticUrban Think that actually might end up being his superpower as a mayor. He doesn't need to worry about his next gig. For some reason people always seem to think the NYC mayor's office to bigger and better things and it's literally one of the biggest political dead ends in our system.

[Macro Pancakes @MacroPancakes]

I don't think it's time for $DIS to have a proper turnaround yet. They're still playing it too safe milking these franchises which never made them big returns. That being said...it's as cheap as it's been in the last decade and putting off a ton of fcf...might be time to nibble🐭

[Macro Pancakes @MacroPancakes]

If you haven't caught on that we're in new paradigm when it comes to war and defense, idk what to tell you at this point.

[OSINTtechnical @Osinttechnical]

Ukrainian defense manufacturer Fire Point’s booth at the Eurosatory defense tradeshow today, playing footage of their drones hitting the Moscow Oil Refinery just hours prior.

[Macro Pancakes @MacroPancakes]

@BlacklionCTA Whatever you might like of Powell, he absolutely earned that moment in the Capital Grille yesterday.

[Macro Pancakes @MacroPancakes]

@biggercapital Not even kidding, I literally thought to myself this morning "a chunk of that print has to be Bigger".

[Macro Pancakes @MacroPancakes]

@pourteaux This is why the Knicks weren't allowed to have a championship for a generation. It would have made us far too powerful.

[Macro Pancakes @MacroPancakes]

@rhunterh @GoodGuyGuaranty Same as it ever was (for the last 20 years). *sigh*

[Macro Pancakes @MacroPancakes]

If you had to put a post knicks championship/ hot girl summer premium on an NYC residential property for 2026 what would it be today, ballpark % range? I don't know what that number is, but it ain't 0%. Asking for a friend @GoodGuyGuaranty @rhunterh

[Macro Pancakes @MacroPancakes]

@GoodGuyGuaranty @rhunterh We have some pretty unique cross currents right now to put it mildly. I'm usually pretty good at putting numbers on things but this is a genuine conundrum. We're in unprecedented territory here. Reverse 9/11 + socialist mayor=?

[ash⋆˙⟡ @scxrbus]

THE FINISHED SIGN

[mike @mike98572986]

$qure $clpt

Hell yeah SUNG, he just said this drug works

The patients Sung treated, all in the early stages of Huntington disease, have now been followed for more than 4 years.
“All of my patients who were working full-time are still working full-time,” he said. “Generally, everyone is stable. That is not what we expect to see over this length of time in untreated Huntington disease.”

Victor Sung, MD, director of the Huntington’s Disease Clinic at the University of Alabama at Birmingham and a principal investigator in the trial, treated seven participants: Six received the high-dose infusion, and one initially had the sham procedure and later received AMT-130.

Sung said the FDA’s decision adds a significant hurdle, but the results he observed continue to reinforce his confidence in the treatment signal

“Families, researchers, and doctors have been waiting generations for a breakthrough,” said Sung, who serves on the steering committee for uniQure’s clinical program evaluating AMT-130. “This multiyear delay of a highly promising, progression-slowing treatment is a massive blow to patients who do not have time to wait.”

Sung described the treated group’s course as striking even without focusing on the 75% figure or the external comparator. The progression over 3 years, he said, was “closer to zero than it is to one point of progression.”

“We provided MHRA with the 3-year follow-up results,” Kapusta said. “They encouraged us to include those results as part of an application for a license.”
Sung said the possibility of approval outside the US raises difficult questions for patients and families, including whether some might travel for treatment if AMT-130 becomes available elsewhere first. Because the therapy requires specialized neurosurgical delivery and intraoperative MRI, broad access would take time even if it were approved.
“This is not going to go like wildfire,” Sung said. “It will go very slow because of the invasiveness of the procedure.”

Even with those constraints, Sung said, the patient community’s response to the FDA decision has been clear. “If I could summarize their stance, it has been ‘let us be the arbiter of our own risk tolerance,’” he said.

“I was literally riding a roller coaster when I found out that the trial data had been rejected,” he said. “There is something symbolic in that.”

@peter_mantas @Tim_Corr @biggercapital @Prof_Dollar @DesertDweller93 @laurencurehd @Christina4HD

https://t.co/miGPLIy9Wf

[Desus MF Nice💯 @desusnice]

New Yorkers, Avoid the bookings beloved

[OddStats @OddStats]

You all can't possibly be this fucking stupid.

[Macro Pancakes @MacroPancakes]

@thepupil11 I think if anything you have people selling BTC to buy the IPOs. The BTC story is much less appealing than the tech utopian oligarchy we're being sold with the IPOs. BTC is a chameleon, its story changes over time. However it feels very off trend for now and PA confirms it imo.