May Ho

Wearer of many hats ... Mother of 2, Nature lover, fashionista, mountain climber & Operations Director @ 375 Park Associates. RTs are not endorsements.

[Mike Levin @MikeLevin]

ICE now admits that hundreds of children were held past the legal 20-day custody limit set to protect their safety.

Five were kept for 168 days.

Some faced unsafe conditions and went days without medical care. This crosses a moral line.

Regardless of your politics, people of integrity know that a decent country should always protect children.

https://t.co/rhBw2n6b3e

[May Ho @maysmind888]

@DonaldTrumpnq The U.S. Government

[Brian Allen @allenanalysis]

President Obama: “I’ll admit, it’s worse than even I expected; but I did warn you. You can run the tape.”

On Trump: “He’s deploying the National Guard into American cities to stop ‘crime waves’ that don’t exist. Masked ICE agents in unmarked vans are grabbing people, including U.S. citizens. It’s like every day is Halloween… all tricks, no treats.”

[Cuckturd @CattardSlim]

Erika Kirk ditched the whole trad wife routine faster than Trump ditched all his campaign promises.

[Investing.com News @newsinvesting]

Pensana to supply rare-earth materials to German firm for US plant; stock jumps

[May Ho @maysmind888]

@EYakoby Arrest Macron, Netanyahu, and this guy.

[May Ho @maysmind888]

@krassenstein They both supported genocide. There’s no difference

[May Ho @maysmind888]

@bluhue123 No

[Brian Krassenstein @krassenstein]

BREAKING: The US government has just removed sections 9 and 10 of Article I of the US Constitution from their website.

Note that sections 9 and 10 deal with:

- Writ of Habeas Corpus
- Congresses ability to control tariffs.

See screenshots below: July 1 Vs. Today.

Please share. This is sickening!

[The Onion @TheOnion]

White House Evacuated After Trans Alarm Goes Off
https://t.co/S5D7WrvMXZ

[May Ho @maysmind888]

@RpsAgainstTrump These end times cultists will be the end of us.

I don’t call them Christians because they are not.

Lord, pray for them as they don’t know what they have done.

[Brian Krassenstein @krassenstein]

BREAKING: This is SO Embarrassing.

US Soldiers are practicing in Washington D.C. for Trump's Military/Birthday Parade this weekend.

This reminds me of North Korea. How about you?

[May Ho @maysmind888]

@DemocraticWins

[See It Market @seeitmarket]

$TLT * Chart Watch *
Treasury bonds at critical juncture, especially in light of -0.3% GDP print. Will bonds become safe haven? Or are higher rates here to stay? #IBDpartner

Join @MarketSurge today and trade like a pro —> https://t.co/0GkjW3TsZf

[zerohedge @zerohedge]

*STARBUCKS TUMBLES 11% AFTER SECOND-QUARTER SALES DISAPPOINT

[May Ho @maysmind888]

This will probably be revised, but it’s a weak start to the year.

Q2 will be telling, but odds are the U.S. is already in a recession.

[Investing.com @Investingcom]

⚠️BREAKING:

*U.S. Q1 GDP FALLS -0.3%, EST. 0.2%; PREV. 2.4%

🇺🇸🇺🇸

[Marko Kolanovic @markoinny]

Bears, don't show this chart to Trump:

From Torsten Slok, Apollo

[Raoul Pal @RaoulGMI]

Everyone needs and wants a weaker dollar to service their dollar debts. No one wants it to move too fast ( it blows up VAR) but they need it lower over next 12 months. This is the purest form of global liquidity and is the largest driver of global M2 currently. The US knows this too and is a key part of trade negotiations, especially with China

[Mark Cuban @mcuban]

Gotta be honest. The @realDonaldTrump EO on healthcare and in particular, drug pricing could save hundreds of billions.

Here is how:
1. Divorce formularies from PBMs. Require them to come from independent organizations with no economic incentive from the formulary
Make them about wellness, not pay for play like a grocery store endcap. This ends rebates and allows for net pricing. It also allows for better care and wellness.

2. Require PBMs to provide ALL claims data to employers, states and manufacturers. The manufacturers need this to provide better results. It’s insane they don’t have this data to analyze and improve patient results.

Plus they current pay 5 to 10 pct of the retail price to get that data so they can do just that. Make it so it’s required and they can save 10pct of RETAIL pricing , which they can use to lower pricing.

This also stops the 340b double dipping problem.

3. Remove the specialty tier and the requirement to buy from any specified pharmacy. There is nothing special about specialty drugs. They call them special to jack up the price. And of course have them divest any that they do.

4. Require that all pharmacies get fully reimbursed for brand drugs and get rid of the Generic Cost Ratio which allows distributors to jack up pricing on generics with the threat of chargebacks and more.. We need independent pharmacies to thrive

5. Remove confidentiality clauses. They prevent companies from talking to manufacturers. It’s insane that your company can’t talk to a GLP1 manufacturer (as an example) to help you put together a wellness plan and get you a better price

6. Stop biosimilar substitution calls. PBMs know that they need to find new sources of margin. They do it by white labeling their own biosimilar versions. That’s fine.
But because that’s where all the margin is, they will put a low cost biosim on the formulary, and when they get a script for the lower cost option, they will have someone call the prescribing doctor to switch to their more expensive version they make more money on. And because employers and manufacturers don’t get their data. They never know

Put me in coach ! I’m here to help.

[Jessica Amir @JessicaDAmir]

Australia has problems. I represent a few:
• Fertility is falling. Our birth rate just hit a record low of 1.50. Japan’s is 1.3, yet they’ve introduced a 4-day work week to try and fix it.

Me? I’m paying to freeze my eggs tomorrow. In Japan, it would be fully subsidized. >>>