dwy000

It's the whole crypto argument. If you start a company there's probably something underpinning the shares that people are buying into. Here's there's nothing. At least DJT pretends there's a business behind it for people to buy into.

Keep in mind that if you add from the cash flow statement, for that same year (Jan 2024), in addition to the tax expense of $4,058 they also paid down $2,489 in deferred income tax (a cash expense) and another $2,783 in cash taxes related to restricted stock units. So combined thats $9,330 in cash taxes on $33.8bn of pretax income.

It does make me wonder how big of a fundamental shift is actually going on in the booze market and where the bottom lies. Especially when the recent studies show the drop in drinking by teens and 20's has been enormous. Restaurants are hurting from lower alcohol sales (while non-alcoholic drinks are taking off), nightclub attendance has been hammered, and it increasingly appears to be a long term shift not a short term wave. STZ takes share but that's gonna come at the cost of margins at some point. It's an appealing cash flow story if you can get comfortable there's a bottom nearby.

While robotics will undoubtedly be a huge industry the winners will be the companies building custom robots for specific use. The number of companies that have produced awesomely cool robots that have never gone anywhere is a long list. Boston Dynamics being the poster child (and Tesla's humanoid will be.the same). You never want to invest in a solution looking for a problem. You want the company that solves a massive problem for their customers using robots. And that usually means custom, problem-specific robotics.

From the 2 minutes of research I did it would appear that the 12%+ difference between the YTD returns on the S&P 500 and the DJIA might be the largest ever (or at least in a very long time). Trying to figure out what the takeaway from that should be. Historically there's been almost lockstep reversion in these. Is it likely that the DJIA outperforms over the coming year(s) or is this the new normal as the Mag 7 continue to dominate?

What the hell kind of attack is that? It looks more like target practice. North Korea might be doing more damage to their reputation as a credible military threat than anything by showing how woefully unprepared and unskilled they are.

I just added some more CI

Yes. But if theres a murder a day (and NYC has one of the lower violent crime rates of large US cities) how many do you actually hear about if you're not actively searching it out? That guy at McDonalds who called him in was in a whole different state and would never have even known what to look for if it wasn't such a high profile case.

Certain cases capture the public's attention more than others. Natalie Holloway, Gabby Petito, Alex Murdaugh, etc. This one had all the hallmarks to do so - targeted brazen shooting with a silencer in NYC, high profile rich target, CEO of a maligned industry that would please a lot of people, a suspect who was attractive and eluded police, etc. It's straight out of a Dateline episode. High media profile results in a lot of police attention, much more than a case that nobody hears about.

Is there any reason the industry is taking it on the chin today? Was there an analyst downgrade of the major players? I dont normally care about daily moves but this was large and across the board. Worried i missed some news. They are all down like 4-5%.

Absolutely would!!! Unfortunately those with low income, those over 50, those overweight and those with chronic disease would still be unable to afford care. Insurance is a nightmare. But in the current system they are the only party putting a brake pedal on costs.

Look at how much the large health insurers plummeted this year when their utilization rates on Medicare rose a couple of points. And they're repricing and dropping Medicare coverage for coming years. They can be less of an asshole, just pay out and charge for it but they'd lose half their customers on higher premiums. Everyone wants phenomenal coverage and every drug.and every test and treatment when their family is sick. And hospitals want to over care and over charge. So the only brake pedal is insurer. But then people also want low premiums and deductibles and no exclusions. It's just an impossible bridge to gap. The craziest name on that denials chart was Kaiser. They combine insurance and hospital. And they're denying their own coverage!

I don't think that's entirely true. The providers will be capped on what the insurers will pay but they generally will directly charge the consumer for an excess. If you go to hospital you will get a bill showing headline price, negotiated discount price for that insurers customers, how much the insurer paid and then you are supposed to pay the difference.

They reconfirmed 2025 earnings last night in advance of the investor update so it would probably reflect that

Without a national healthcare system (which has its own major issues) it's never going to change. Providers want maximum care at maximum price. Insurers want minimal care at minimum price. And people want maximum care at minimal price. The factors will never gibe.