Zane Stilwell

[Dana Perino @DanaPerino]

The WWII vets featured in the President’s speech watched the fireworks from their memorial. ❤️🇺🇸🙏🏻🎆

[Jason Beale @jabeale]

Re CSAR and para-rescue personnel in general: I had an Air Force PJ in my SERE class - he was the only AF guy there amongst Army SF, Ranger and TF-160 guys - and he was an absolute baller. Had a nervous smile, which got him roughed up pretty regularly by the Bearded One, but the man was singularly unflappable.

During one of the last hard-sell sessions my interrogator used him as an emotional lever - had him kneeling, shivering uncontrollably in the People's Pond in front of me as he asked me the same question over and over. Each time I gave my cover-story answer he'd have the PJ assume another position in the water (this was early-March North Carolina) until he was face-first, blowing bubbles. When they had him roll onto his back he caught my eye and winked at me - told me all I needed to know as to whether or not to stick to my story.

When it was over and we were all sitting around a table at Bennigan's trying to eat more than two bites of the banquet feast spread out in front of us, I told the guys what he did that night. When I told them about the wink, the PJ piped up and said, "A wink? That wasn't a fucking wink - I was having a hypothermic seizure."

Got a chance to work with five or six more PJ's during my time there as an instructor and they all shared the same vibe - these guys are truly special.

If the PJ's are involved in finding and recovering an American on the ground in enemy territory, I have every confidence that they won't rest until the mission is successfully completed.

[Zane Stilwell @zbstilwell]

@ScottJenningsKY Unfortunate what happened to @abbydphillip show. Started out strong and w/ great concept that has now completely failed due to her overtly biased moderating. @NewsNation is doing a much better job than any other network. When CNN is unbiased again, ratings will soar.

[Zane Stilwell @zbstilwell]

@JClipperton_CP Basic math would say it was not the team that lost. #USA

[Andrei Roman @andrei__roman]

Starting today, I will be posting every day a new piece of evidence of how under @gelliottmorris 538 polling averages were systematically manipulated throughout this election cycle to create the “right” narrative rather than reveal the actual truth about what the numbers were.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US personal savings rate dropped to 2.9% in July, its lowest print in 2 years.

Savings as a percentage of disposable personal income are is at its second lowest level since the 2008 Financial Crisis.

Now, the savings rate has declined for 14 consecutive months.

To put this into perspective, savings rates average ~6.0% in the 2009-2019 period and ~11.0% in the 1980s.

On top of high inflation, wage growth has stalled which has led to record usage of credit cards and low savings rates.

Consumers feel like we are in a recession.

[Linda Yaccarino @lindayaX]

If freedom of speech is taken away, then dumb and silent we may be led, like sheep to the slaughter.
- George Washington

[Robert Sterling @RobertMSterling]

Let’s say a scientist invents a product that costs $5 per unit to mass produce—just five bucks for the raw materials and the direct labor costs of manufacturing it.

What’s a fair price to charge? Should she be allowed to charge $10, for a 50% gross margin? What about charging $500, for a 99% gross margin?

On top of that, what if I told you the scientist expects to sell 1M units per year. Is it equitable that the scientist will generate nearly $500M of gross profit, off of just $5M in direct costs?

Sounds unfair, right? Why should she be allowed to gouge her customers that badly?! Why should we permit her to extract that much surplus value out of her employees? It sure sounds like exploitation!

Before you answer, though: What if I told you the inventor had first invested $1B of her own money to create the product? Would that change your answer, knowing that her gross profit (before overhead) is generating just a 50% return on her invested capital?

What if I also told you that, in addition to the $1B she invested on R&D for this product, she had also spent $1.5B on R&D for products that didn’t work, or which never received regulatory approval? Would your answer change, knowing that her overall return on total invested capital is now 20% at the most?

Lastly, what if I also told you the inventor could have taken her $2.5B and invested it in real estate, for a 15% ROIC? Would you change your answer, knowing that our brilliant inventor could have easily just taken her money, deployed it into passive opportunities, and sat on a beach, rather than investing her funds—in addition to her time and her talents—into a highly risky venture?

If you don’t understand these why these questions are relevant—if you don’t grasp the concept of ROIC, or why investor returns matter more than just product margins, or how dead-project costs factor into pricing for products that do make it to market, or how incentives affect capital-allocation decisions—you might want to put your phone down, log off Twitter, and never again offer such an uniformed opinion about prescription drug pricing.

[WRAL NEWS in NC @WRAL]

Raleigh homicides up 78% so far in 2024 compared to last year, survey shows https://t.co/SGnsqhfRuy

[greg @greg16676935420]

When I die I want Jim Cramer to lower me into my grave so he can let me down one last time

[Zane Stilwell @zbstilwell]

@brianonorio @TravisFain It's not the Food Lion, Donna's Cafe in the Piggly Wiggly.

[Elon Musk @elonmusk]

the bird is freed

[Zane Stilwell @zbstilwell]

@JonathanFelts @CheriBeasleyNC @springsteen @davematthewsbnd Is this your lead-in to announcing a GOTV concert with Ted Nugent?

[Zane Stilwell @zbstilwell]

#Federer

[CNBC @CNBC]

'It's belt-tightening time' — 5 ways to save as food prices rise at the fastest pace since 1979 https://t.co/gmr5ptml6I

[Zane Stilwell @zbstilwell]

U.S. household wealth suffers record drop in second quarter - $6.2 Trillion https://t.co/l4irWbj3QC

[Zane Stilwell @zbstilwell]

CNBC: Student loan transfer to cost taxpayers average of $2,000 and drive further inflation. https://t.co/bjGUMg2avl

[Zane Stilwell @zbstilwell]

For all the folks that went to work instead of college or paid their own debts, what do they get? Other than a tax bill, of course.

[Lorraine Bracco @Lorraine_Bracco]

I am utterly shattered to hear this terrible news about my Ray.
I can be anywhere in the world & people will come up & tell me their favorite movie is Goodfellas. Then they always ask what was the best part of making that movie. My response has always been the same…Ray Liotta.

[Zane Stilwell @zbstilwell]

@brianonorio “Mat’r sandwich”