Investment Analyst at Gotham City Research LLC since 2012 Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”

Bear, DE
Joined February 2009
If Kamala vs Trump (somehow) yet again, who would win?
BREAKING: Kamala Harris is laying the groundwork for a third presidential run, per WSJ
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One wonders if publicly executing a paraplegic in a wheelchair (yes murderer too) may have foreseeable, unintended consequences
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One could hold the view that public executions are morally wrong or morally right. If regarded as morally right, is it beneficial or wise to do so for the first time in nearly 100 years, with a paraplegic in a wheelchair? I guess this is rocket science
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Just say no to drugs, kids
You buy yourself a whoop and next thing you know you’re stacking Reta, mt2, testosterone, hCG, HGH (or tesa), GHKcu and having to hold yourself back from touching primo or mast because you tell yourself you’re a responsible health-conscious adult who cares about their hairline.
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Pulitzer Prize Winner, 2026, please
not even done and the boston globe article about the lesbian bar and masking requirements might be one of the best articles ever
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The original Boston Globe story is real. And the below Bluesky account is from a real person.
I had to check the mood on Bluesky about the lesbian bar and wow.
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If we’re all $5,000 richer… We’re all $5,000 richer, haters! My House My Rules!
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Has anyone solved the Riemann hypothesis yet?
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This is good advice: “There have been some very hard times as well - deaths, divorce, financial pain, mistakes of omission and mistakes of commission. You can’t dwell on these things - they are weights that will pull you down if you’re not careful. Learn from them. Respect them. BUT MOVE ON.”
I turn 50 today. This is a message to my kids but I offer it to you in case any of it rings useful. I was born in Sri Lanka in 1976 in a country that, at the time, was about to enter a decades long civil war. My father was able to get stationed at the Sri Lankan High Commission in Canada for four years in the early 80s - when some of the fighting was most severe - and which from our vantage point in Canada gave us some respite from an otherwise omnipresent conflict. He came as a diplomat but then my father filed for refugee status after four years when his life was threatened by militants. We stayed in Canada as refugees. My dad never really landed on his feet and we grew up on welfare. My mom stepped up. She did an incredible thing and put our family on her back and kept marching forward. Sometimes the steps were very small but she always tried to keep moving forward. I worked at Burger King starting at 14, giving my paycheck to my mom and dad to support our family in the role that I was assigned - earn enough to pay for our bus passes because we couldn’t afford a car. I was a loser growing up. Some friends, some good memories but mostly forgettable and lonely. I wasn’t very studious but did get my act together in my final year and got into a great university. I immigrated to the US soon after graduating and found an opportunity. Things clicked and I have been traveling a path to find myself ever since. Only in America is this possible… I worked hard, followed the rules, paid my taxes and stayed in California out of loyalty for the opportunities it has given me despite its dysfunction. I found my wife here. Had my kids here. Found my tribe here. There have been some very hard times as well - deaths, divorce, financial pain, mistakes of omission and mistakes of commission. You can’t dwell on these things - they are weights that will pull you down if you’re not careful. Learn from them. Respect them. BUT MOVE ON. To think 50 years ago I could have ever gotten a chance to meet the people I’ve met and have had the experiences I’ve had would have been mind boggling to my parents. It’s mind boggling to me now. We forget often and try to convince others it’s not true but America truly is the best country in the world. Everything and anything is possible here. I can testify. Be grateful to be here. This is the only place that gives EVERYONE a chance to live a great adventure. The first 50 years have been that for me - an incredible adventure. Notice there is nothing here about accomplishments or money. Because it doesn’t matter and it won’t matter. You will be dust in less than 100 years from now and the decision to be remembered won’t be yours so stop sweating it. It’s not in your control. So what is in your control? Be kind. Have fun. Work on something meaningful to you. Find your tribe. Try to find perspective. Find an incredible partner. Have a bunch of kids. Live an adventure. Forgive your parents - they were doing the best they could even if that wasn’t what you deserved. I will do what I can to make my next 50 years a wild ride. You should too. I love you and thank you. ❤️ 🙏🏽🙏🏽
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What an amazing and true Dolly Parton and Sylvester Stallone story… RIP Dolly Parton!
Dolly Parton once revealed that Sylvester Stallone shocked her on the set of Rhinestone (1984) after pulling a shawl she had placed over a homeless man on a freezing New York night. Parton said Stallone yanked it off and called the man “scum,” prompting her to grab the shawl back and confront him: “That could have been you, you ungrateful son of a b*tch! Except by the grace of God. Who knows. It could be an angel sent to show you what an a you really are.” The next day, Parton said Stallone bought the man a blanket.
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Druckenmiller's WSJ Op-Ed seems significant: he doesn't seem like the kind of guy to publicly critique a former colleague without having tried private, backchannel approaches first. He also does not write WSJ Op-eds regularly. Maybe it's just me, this is just my deduction.
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Citadel and Druckenmiller:
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Druckenmiller's WSJ Op-Ed seems significant: he doesn't seem like the kind of guy to publicly critique a former colleague without having tried private, backchannel approaches first. He also does not write WSJ Op-eds regularly. Maybe it's just me, this is just my deduction.
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Stanley Druckenmiller renders an unfavorable opinion of Treasury Secretary Scott Bessent's use of buybacks to defend against higher yields in a market that is functioning normally. "I have spent five decades trading on a simple premise: Markets aggregate information no committee possesses, and prices are how that information reaches decision makers. The long-term Treasury yield is the most important price in the world. It is also the only fiscal disciplinarian the U.S. has left." "Every basis point of artificial yield suppression is a subsidy to procrastination." "Return buybacks to their stated purpose: small, scheduled, off-the-run liquidity operations announced at quarterly refundings, never off-cycle responses to yield levels. Term out the debt honestly and pay the price the market sets." "If the 30-year must trade at 5.5% to clear, that isn’t a crisis. It is an invoice. Then do the only thing that durably lowers long-term yields: address the primary deficit." wsj.com/opinion/let-the-bond…
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The revenue forecast also assumes that Amshepri, an experimental treatment for Parkinson’s Disease, will success with 100% probability of success. Here’s the problem with that: although Amshepri was granted “a conditional and time limited approval” in Japan as announced on March 6th 2026, 0% of drugs have succeeded under this controversial program.
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Sumitomo Pharma targets 350 billion JPY in Regenerative/iPs revenue, including from Amchepry. The company assumes 100% probability of success (in its own disclosures), even though 92% of clinical trials fail.
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CiRa, led by Shinya Yamanaka, is Sumitomo Pharma's research partner for the Amchepry program. There is a history of suspect research and fraud, particularly repeated behavior of 'image duplication concerns'. We found 2 well documented cases of fraud, but 8 that are undisclosed
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Anyone remember the $SAVA fraud? Google's AI overview isn't bad:
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4 Biotech and Pharma Frauds Similar to Cassava Sciences 1. Theranos 2. Anavex Life Sciences 3. Intercept Pharmaceuticals 4. MiMedx Group
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Common Red Flags in Scientific Fraud Delayed Data: Repeatedly missing deadlines to publish full, peer-reviewed raw data. Image Duplication: Reusing Western blot or PCR images across different papers. Endpoint Shifting: Changing what defines a "successful trial" after looking at the results.
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