John

A little finance mixed with sports. Please excuse the occasional hot take.

[claire rogers @kclairerogers]

Corn dog for Sungjae at the turn

[Polymarket @Polymarket]

NEW: TSA warns World Cup visitors not to pack oversized bottles of ranch dressing in their carry-ons, as ranch mania spreads among foreign fans.

[Stephen L. Miller @redsteeze]

He is literally the heavyweight champion of the narrative that America is one of oppression and exclusion.

[Mark Cuban @mcuban]

I just read through @Alison_Galvani papers and testimonies, including her new one where she compares US drug pricing to a group of western countries. But unlike the @FTC did, she uses estimates for pricing, rather than using @costplusdrugs actual costs where they match. But that’s a topic for another day ✌️

Back to M4A and her paper.. Nothing wrong with it at all. She uses population data, and estimates of costs, tax revenue, etc to come to her conclusions. It’s well written.

She even does a great job having a tool where you can change values and see the impact on the model.

It’s very similar to a project I did with Rand. The numbers were great. The implementation was going to be hard.

It’s the same issue for her. It’s a model. As a model, she does not deal with any of the issues I raised.

She didn’t interview hospitals, doctors, employers, care navigators, benefits officers at companies, etc. She did no behavioral analysis or analytics at all. (If I missed them @Alison_Galvani , please let me know where I can find them)

Her model , like the legislation, pretty much assumes that everyone will do what the legislation tells them to do. Insurance companies, PBMs, TPAs, RCM, Hubs, Switches, etc, etc will just fire everyone and go out of business. The model accounts for retraining and job costs like it’s a given and they will do nothing.

All hospitals are assumed to be the exact same. The model doesn’t account for any differences in operating costs, personnel, investment, at all. Which makes it a fun place to speculate from, but it doesn’t get from here to there. I

I’m not for or against Universal Care, Single Payer, M4A. The goal is to be in a position where we can actually determine what it would take to provide everyone, with the best possible healthcare, at a cost to the individual, employer, city , state, country, that creates as little stress as possible for all stakeholders.

You can’t do that by plugging numbers. You can’t just write legislation and tell people they will follow it. In this country ? Are you kidding me. lol

You need to account for all of those stakeholders, how they will respond, what might or might not change. It will be incredibly difficult.

So no. It’s a great political slogan to say “Medicare For All”. But it is currently nothing more than that.

[Daniel Yerger, Ph.D., MBA, CFP®, ChFC®, AIF® @DrDanielYerger]

Is wealth management the only industry in which there's a vocal minority that believes they've solved business by thinking they can offer a Ritz Carlton service for Walmart prices?

[Stephen L. Miller @redsteeze]

Not a single prediction in Al Gore's movie has come true.

[Clay Travis @ClayTravis]

“Wear the ribbon!” MLB players are all Kramer now.

[Stephen L. Miller @redsteeze]

Bernie Sanders talking points, nine years after an assassination attempt of members of Congress on a baseball field. No different than a Platner rally speech.

[New York Post @nypost]

SPLC boss funneled $1.2 million to lover in neo-Nazi group - pair even had joint bank account https://t.co/TJWL3LzWc3

[Frank Luntz @FrankLuntz]

Oil prices are plummeting in time for summer. ⛽️

[Erick Erickson @EWErickson]

That's really, really bad for the Democrats.

[John @JCA_MS]

Lol

[New York Post @nypost]

Mysterious 'cold blob' in Atlantic is a sign of weakening ocean currents - and could lead to cooler climates in our future: scientists https://t.co/7M6EJze5Wn

[John @JCA_MS]

Nobody is more afraid of dying than this guy

[Defiant L’s @DefiantLs]

Bryan Johnson: "As our lifespans are extended they get longer and longer and longer till we can't see the end... We are at that point with technology we may be the first generation that don't die"

[John @JCA_MS]

Kids don’t know what Facism means and most adults don’t

[Dom Lucre | Breaker of Narratives @dom_lucre]

🔥🚨LATEST: These liberal children were seen leading a protest in Los Angeles against ‘facisim’ at Elon Musk’s Tesla restaurant, these children threw heavy profanity at anyone opposing their views as they encouraged customers to jump from the top of the building.

The young boy with nail paint and a bandanna appears to be leading even the adults, this is what the media has created.

Bandanna Bandit: “You racist fascist f*cks! You’re supporting a predator file who wants to r*pe children!l”

[End Wokeness @EndWokeness]

"World Cup — who are you rooting for to win it all?"

Rep. Adriano Espaillat (D): "Mexico"

Darializa Chevalier (D): "Senegal"

[Adam Housley @adamhousley]

As I have reported several times and now acknowledged by the Governor of California...Gavin and his wife are under federal investigation... what he failed to tell you... This began during the Biden Admin. Kind of a big detail.

[Emily Zanotti 🦝 @emzanotti]

If nothing else, the whole Graham Platner thing has finally freed us to accept that these guys don’t actually give a shit about any of this and it’s all just hilariously performative.

[TaraBull @TaraBull]

Sometimes we forget how lucky we are to live in the US

[The White House @WhiteHouse]

Just the beginning of a legendary night at the People’s House. 📸🇺🇸

[John @JCA_MS]

Incredible

[U.S. Air Force @usairforce]

A rare Super Delta formation featuring the Thunderbirds and the @USNavy Blue Angels soared above @UFC fans to kick off #UFCWhiteHouse. #Freedom250

🎥 by @whitehouse