Walter T Dec CFA

[JD Vance @JDVance]

Our administration owes a debt of gratitude to Nick Shirley for exposing one of the most egregious cases of fraud this country has ever seen.

If the media was worth their salt, they would take notes from Nick and other citizen journalists who care about investigating stories that affect the American people instead of trying to silence them.

[The Rabbit Hole @TheRabbitHole]

How many people have left America to escape Capitalism?

VS

How many people have come to America while escaping socialism?

[Erick Erickson @EWErickson]

The French, the Russians, and the Chinese all believed they could perfect human nature if they just broke enough eggs. Our founders believed the opposite. They believed man was fallen, that power corrupts, that no one — no king, no assembly, no vanguard of the proletariat — could be trusted with unchecked authority. So they built a system that assumes the worst about us and protects us from each other and from ourselves. They didn’t dedicate the nation to a perfect man. They dedicated it to a proposition. That all men are created equal. Endowed by their Creator. Not by the state, not by the party, not by the revolution — by their Creator, which means no revolution can take those rights away, because no revolution granted them in the first place.

That is why people are willing to die to get here — and I mean die. They cross deserts. They pile into boats that have no business on open water. They wait years in line for a piece of paper. Nobody, and I mean nobody, is dying to break into Russia. Nobody is stacking themselves into a shipping container to reach the People’s Republic of China. The traffic runs in one direction, and it has for two hundred and fifty years, and that one fact tells you everything the propagandists on the left and the isolationists on the right don’t want you to know. The poor of the earth, the persecuted of the earth, the ambitious of the earth — they vote with their feet, and they vote for us. A refugee understands what a tenured professor cannot: that this is the best there is, because he has seen the alternatives up close, and the professor has only read about them in a book he misunderstood.

https://t.co/A0CQHBGpvY

[Crémieux @cremieuxrecueil]

Today's a great day to remind everyone:

American workers are far and away the richest in the world!

[Yogi @Houseofyogi]

Mamdani got the whole American dream in eight years. Came here as a kid, got citizenship in 2018, now he runs the biggest city in the country.

And on America's 250th birthday he sat down at George Washington's desk and told us everything wrong with the place.

I'm not even angry. I'm disappointed.

Here's the picture he painted:

He mocked the people who supposedly think America "becomes less the more people it welcomes."

Said it belongs "only to those with the right accent or the right shade of skin."

Called our streets a place where "masked agents" are "terrorizing" people.

Said the country's wealth was built by "calloused, dirt-streaked hands" and then left to rot.

Looked out from Washington's desk and called the Americans who built this economy "small" and "weak."

Okay Mamdani. You hate it so much, why'd you come here?

Let's put that picture up against the actual country.

He's a Muslim kid born in Uganda and he's the mayor of New York. A guy back in his own birthplace said it plainly: over there he'd have had to claw his way in. Here we held the door open.

We've got the most diverse Congress in our history. It was never about skin color, no matter how many years the left spent forcing that story onto a country that kept proving them wrong.

A machine that grinds immigrants down? Nearly half the Fortune 500 was started by immigrants or their kids. 231 companies.

Apple, son of a Syrian.

Google, a kid who came over from the Soviet Union.

Amazon, son of a Cuban.

Put them together and they out-earn Japan, out-earn Germany. That's not a country grinding people into the dirt. That's a country handing them the keys.

It's been and always will be the land of opportunity.

And more people want in here than anywhere else alive. 53 million immigrants live here, the most of any nation on earth. We're 4% of the world's people and we hold 17% of the world's migrants.

Every year since 2007 you ask the whole planet where it'd go if it could go anywhere, the answer comes back the same. America. Number one. The line to get in wraps around the globe.

Here's the line he won't draw. I will.

Legal immigration built this country. The strivers. That's the front door working the way it's supposed to, and I'll defend it all day. You need to earn your spot, respect our laws and customs.

But that's not what we're running anymore.

Four years of Biden's open border blew the doors off. The foreign-born share of this country just hit 15.8%. An all-time high. Higher than Ellis Island, more than triple what it was in 1970.

The Census Bureau didn't expect that number until 2042 and we smashed past it. And on top of it, a record 14 million people here illegally, who cut in front of every single person who did it the right way.

The front door built America from Ellis Island to today. The fence is a different thing. Pretending they're the same is how you end up calling every American who wants a secure border a bigot.

And we've earned the right to standards. This is the most wanted country on the planet. We get to choose who walks in. You want in? Build something. Contribute. Earn it. Nobody's owed anything.

You come illegally, you commit crimes, you steal from taxpayers, you should get deported. That's not terrorizing the streets.

Mamdani walked through that front door in 2018. He of all people should be defending it. Instead he stood at Washington's desk and spent his speech blurring the line between the people who came the right way and the ones who broke in.

The man even admitted out loud that America is exceptional. Then spent the rest explaining why it isn't. On the one day the whole country stops to celebrate itself, he reached for the darkest story he could find.

That's not a man who's lost about America. That's a man who's angry at the country that gave him everything he has.

You don't like it here? Nobody made you come.

Nobody's stopping you from leaving. But you won't. They never do. Because there's nowhere else on earth that hands a person this much of a shot.

This country took him in and made him a mayor. He owes it. It doesn't owe him a thing.

We're not perfect. We're the best odds a human being has ever been handed. 250 years old, the richest and freest country alive, and the whole world is still clawing to get in while nobody's trying to leave.

They hold America to a standard they'd never hold anyone else to, then act shocked it falls short.

It's nonsense.

Respect the country. Especially when it's the reason you're standing at that desk at all.

[Polymarket @Polymarket]

BREAKING: The NSA confirms Mythos “broke into almost all of our classified systems, not in weeks, but in hours”

[The All-In Podcast @theallinpod]

POD UP! 🚨

Besties are back to discuss:

-- SpaceX's record IPO, Cursor deal, and the first trillionaire

-- The modern politburo and the new oligarchy (@friedberg cooks)

-- Behind the scenes of the Anthropic Fable ban

-- Iran War peace deal

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions

(33:34) Behind the scenes of the Anthropic Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

[Jimmy’s Famous Seafood @JimmysSeafood]

Today’s the day we honor all those who didn’t come home. This is not 4th of July. It’s not a celebration - but rather a day which reminds us the true cost of freedom.

The land of the free because of the brave. Wishing everyone a safe & meaningful Memorial Day.

🇺🇸 God Bless America.

[BiotechTV @BiotechTV]

𝐈𝐏𝐎 𝐍𝐞𝐰𝐬: Biotech saw two key IPO filings late Friday: @SeaportTx and @Hemab_Tx. $SPTX $COAG

[Mike Lee @BasedMikeLee]

Early next week, the Senate will resume debate on the SAVE America Act.

We need to stay in it until it’s passed.

Spread the word if you agree.

[BioHunter @TheBio_Hunter]

$PRTC --PureTech Founded Entity Seaport Therapeutics Announces Positive Proof of Concept Topline Results from Ongoing Phase 1 Trial of GlyphAgo™ in Healthy Volunteers - https://t.co/TZv0LyrA4L

[Walter T Dec CFA @Wtdec]

@TheBio_Hunter Agree. A hidden gem, but hard to buy in any size w/o seriously impacting price. Took me months of nibbling to build a decent position.

[Walter T Dec CFA @Wtdec]

@JamesEKrause Hi Jim. Have no medical knowledge/advice to offer, but I want you to know I'm praying and rooting for you. Please keep us posted on your progress. ❤️

[Vivid.🇮🇱 @VividProwess]

BREAKING: Thousands of BRAVE Iranians are taking to the streets on the 11th day of the uprising against the Islamic Republic's terrorist regime.

The mainstream media is IGNORING this.

Make it go viral. Share it everywhere.

[Elon Musk @elonmusk]

This is essential to a functioning and trusted democracy

[SeaportTx @SeaportTx]

Our Co-founder & CEO, @daphnezohar, will present at #JPM26 on Jan. 12 at 9:30AM PT. She’ll be joined by Steve Paul, M.D., Co-founder & Chair & Michael Chen, Ph.D., Co-founder & CSO, during the Q&A portion of the presentation. https://t.co/W6aMQYFovI

[El gordo edición @GordoEdicion]

- "A quienes dicen que a Estados Unidos solamente le interesa el petróleo, a esas personas les pregunto: ¿Qué creen que querían los rusos y los chinos? ¿La receta de las arepas?"

JJAJAJAJAJJAJAJAJAJJAJAJAJJAJAJJ, se pasó.

[Ray Dalio @RayDalio]

"I promise to not raise your taxes" and "I promise to not cut your benefits" are the two popular political promises that are inconsistent with the much more needed promise "I promise to cut the budget deficit to about 3 percent of GDP" that is required to prevent a big debt/dollar crisis. There is no way that the deficit/debt bomb problem can be sustainably dealt with unless there is a mix of tax revenue increases and spending decreases that are determined in a bipartisan way. Our representatives in Washington, DC, both Republicans and Democrats, know this is true. They understand the need to reduce the deficit by having those from both sides chip in a bit (e.g., a 4 percent increase in tax revenue and a 4 percent spending cut) which would lead to a supply/demand balance improvement for US debt which in turn would lower interest rates. Lower interest rates would help reduce the budget deficit as well as help the markets and the economy. But because politics have become so absolutist, they feel they can't go down this obviously best path because both their constituents and their parties will throw them out of office if they explored this more balanced approach. To me, that’s a tragedy.

[BioHope Pawcio @pawcio2009]

In case you have not seen this video yet, it needs to be seen by every American. You need to be outraged by this.

[Crémieux @cremieuxrecueil]

GDP up 4.3%, murders down 20%, suicides and opiate deaths down too, life expectancy recovered and rising again, cancer survival up and disability down, bee populations coming back...

It's been an incredible year.

Merry Christmas everyone!