Michael S. Crockett

Not a Financial advisor, Not an advisor of any kind.

Organ Transplant Recipient 2016. @costplusdrugs customer/fan

All opinions are my own.

[Dudes Posting Their W’s @DudespostingWs]

This Storm chaser and photographer captured one of the most beautiful supercell skies you’ll ever see over the small town of Lorenzo, Nebraska.

[Mark Cuban @mcuban]

Actually, some form of Universal Care could be cheaper, offer better care, and be less bureaucratic.

But the Democrats think if you just write the legislation, that makes it so. It doesn't

Because other countries do it, it must be easy for us to do it.

Problem in this country is no one really knows what medical care or drugs cost.

Everything related to the cost of care has been made intentionally opague. It's a business strategy at every step. Every healthcare contract has a confidentially clause.
Hospitals don't know how to allocate costs to determine their true cost

If you don't know what the cost of what the government wants to buy from you, and the government doesn't know what the fully burdened cost they will pay is. And we don't know how high end hospitals can offer the same level of care at Medicare pricing. Etc etc etc

And of course every insurance company and big hospital system will tie up the legislation in courts for decades.

Ideology is not a strategy. Until there is transparency so a budget can be attempted , and the influence of the huge HC conglomerates is diminished , universal healthcare isn't achievable.

[Chris Camillo @ChrisCamillo]

Stop outsourcing your AI conviction to people barely using AI.

Use it obsessively. Talk to people using it obsessively. Track real workflows across wildly different use cases.

That’s how you see what’s real before it becomes undeniable.

[Michael S. Crockett @Crockito]

@cfromhertz A Lot

[Anthony Scaramucci @Scaramucci]

I was an uptight 32-year-old who'd just left Goldman.

Barely any money when I started my own business.

So naturally my pompous little ass joined the Harvard Club — I wanted people to know I went to Harvard.

Four years of breakfast meetings, prospect after prospect.

Meanwhile Joaquin is busing my table every morning.

We'd chat often and I tipped well.

One day he comes over and says — Mr. Anthony, you manage money, right? We've had a personal injury situation.

My family just came into $35 million. You've always been kind to me.

Would you manage it?

The guy busing my table had a higher net worth than I did.

Be good to people. All of it comes back around.

[Michael S. Crockett @Crockito]

@mcuban It's keeping me alive and if you're able to make a dent in the cost of any components of health care it helps everyone.

So, thank you.

[Michael S. Crockett @Crockito]

@SantiagoAuFund Ditto

[Dudes Posting Their W’s @DudespostingWs]

Kid gets a baseball at an MLB game and immediately decides to give it to the girl sitting behind him

[Samantha LaDuc @SamanthaLaDuc]

On S&P 500 Rule Changes:

“The S&P 500 is removing long-standing profitability requirements — the “enshittification” of the index. This change potentially turns the index into a “dumping ground” for Private Equity to offload unprofitable, highly leveraged companies onto retail index investors.”

Interlude

“The S&P500 has indeed “sold out.” By proposing to kill the long-standing “profitability” requirement for the S&P500 (already weakened by the use of operating vs GAAP earnings), the S&P500 has offered itself up as the dumping ground for private equity.”

As posted by @profplum99 from his pithy & witty subStack 🎩

[Dave Portnoy @stoolpresidente]

HOF photo

[Michael S. Crockett @Crockito]

@mcuban @costplusdrugs I get my Tacrolimus, mycophenolic acid, and 12 or so other meds from @costplusdrugs for my liver transplant. Cheaper than meeting the $2100 deductible.

Although I have a drug plan for catastrophic events, like 3 prior transplant rejections.

[Chris Meloni @Chris_Meloni]

Ex-NFL player Ronyell Whitaker saves 4 lives after death with organ donations -

Sounds like an extraordinary guy https://t.co/dT8vVHjxbi

[Michael S. Crockett @Crockito]

@gmacsweeney @NJTRANSIT @FuckNjTransit Agreed

[Michael S. Crockett @Crockito]

@gmacsweeney @NJTRANSIT @FuckNjTransit NJ Transit just announced $100 round trip Tix for world cup matches..... Unverified

[Michael S. Crockett @Crockito]

@gmacsweeney @NJTRANSIT @FuckNjTransit Good call. It's going to be interesting. East Coast traffic is a marvel.

[Mark Cuban @mcuban]

Why aren’t any of these at risk hospitals publishing their full accounting so everyone can see where they spend their money ?

All but one group of hospitals that I have looked at potentially investing in, spend so much on consultants and fees that it’s no wonder they are at risk

Plus, I have NEVER seen an industry that is worse than hospitals when it comes to buying medications and items like implants, screws, other devices. They overpay for everything.

And then when you show them how to save money, their “supply chain” employees resist any change.

They are so set in their ways, it’s a shock more don’t go out of business.

Prove me wrong.

[Michael S. Crockett @Crockito]

RT @TracesofTexas: Back in 2003, Jack White of the White Striped announced on the Stubb's Austin stage "It's good to be in Texas, the home…

[JaguarAnalytics @JaguarAnalytics]

AI Basket is getting torched today

[Howard Lindzon @howardlindzon]

the tariff lows on the $QQQ last year were $400 ish (I was a buyer) - what has changed since?

Tariffs more confusing than ever

ai stress

deglobalaization acceleration

rising rates

troops on ground

I am NOT bearish but i’m a cynic and so why should I buy at $qqq $560