THINKING IS NOT ENOUGH: “THE ONLY 2 RULES THAT MATTER = WHAT A MAN WILL DO AND WHAT A MAN WON’T DO.”


Headline:
“Thinking” = Irrelevant + Meaningless + Worthless…Without Conforming Actions.

**************************

Consider How Many Times Per/Day You Begin A Verbal Expression With I Think…”

Which Implies That Your Thought[s]…At That Moment…Are Merely PASSIVE OPINION[S]

Defined As…

“A View Or Judgment Formed About Something…Not Necessarily Based On Fact Or Knowledge.”

**************************

So Then…Unless Specifically Asked For Your Opinion…

Why Do So Many/So Frequently….

Volunteer The Worst Type Of Opinion?

That Is…The Dreaded “Unsolicited Opinion...”

Dreaded For 2 Primary Reasons =

1. Unsolicited = Nobody Likes To Be Lectured.
2. Opinions = Not Necessarily Based On Facts And/Or Knowledge.

Thus…Most Unsolicited Opinions = Best Suited For The Trash…

Since They Are Likely…Both Annoying + Inaccurate.

**************************

In Contrast…Most Successful ACTION[S] Result From The Following Sequence:

1. Curiosity/Interest +
2. Fact Based Research +
3. Outline Course Of Action[s] +
4. Execute Project/Task

…Rather Than The Predominantly…

1. Imprecise +
2. Righteous +
3. Sloppy +
4. Uninformed

Unsolicited OPINION[S].

**************************

Notably…The Opinion[s] Are Subsequently Displaced By Passivity…

Since Unsolicited Opinion-ators =

Largely Incapable Of Transmitting Opinion[s] Into Legitimate + Productive Action[s]/Solutions…

As Their Intellectual Ammunition…Customarily…Lacks A Firing Pin.

**************************

Yet…For Some Reason…The Opinion-ators Keep Opinion-ating…

Seemingly Believing/Perceiving Their Opinions Provide Some Value.

Because…Why Else Share The Opinion[s]?

Perhaps The Social Media Engagements…

1. Emojis +
2. Forwards +
3. Hashtags +
4. Likes…

Embolden And Validate Their Opined Views.

But A 1 Character Stamp Of Approval…

Does Not Necessarily Imply Value.

**************************

Especially Because Opinion-ator Views Are Usually Offered For Free.

And If “It” [The Opinion] Is Offered At No Cost…

Then Those Giving “It” Away…Do Not Value “It”.

**************************

In Fact…The Unsolicited Opinion Is Worth Even Less Than The Di Minimis Merit Assigned To It By The Opinion-ator…

As…The Opinion…Actually Produces Negative Value…

Since The Substantially…

1. Annoying +
2. Inaccurate +
3. Proffered 

Opinion[s]…Selfishly Consume Finite + Prized Time Of The Listener[s] …

And…Time = Money.

**************************

Not Surprisingly…Unsolicited Opinions Rage Like A Swollen River On Wall Street.

Endless + Redundant Speculations Regarding Future Price Directions Of Financial Assets…Primarily…

1. Bonds +
2. Commodities +
3. Equities +
4. Real Estate

…And Are Delivered…Almost 24/7…

By Both The Buy Side + The Sell Side.

**************************

The Vast Financial Media Then Piles On…

Repeatedly Regurgitating Retreaded Opinions By…

1. Hosting +
2. Interviewing +
3. Parsing

The Opinions Of The Vain Opinion-ators…

To Principally Fill “Air-Time” With A Tsunami Of Tiresome Platitudes.

**************************

So…Will You Or Won’t You…

Filter Out ALL The B.S. + Noisy “Unsolicited Opinions” On Wall Street?

And Just Boldly + Judiciously… Commit L/S Capital.

Because Simply Having An Opinion + “Thinking” About Future Price Directions Of Financial Assets…

Bereft Of Monetary Action =

A SENSELESS WASTE OF BRAIN-POWER.

**************************

Contact The Author: [email protected]

FAT + LAZY + OVER-EATERS…CATCH A HUGE BREAK



Headline:
LLY + NVO + PFE Plan To Capitalize + Feast On The Fat Majority.

********************

Senior Executives At Major Pharmaceutical Companies Certainly Understand Healthcare Markets…

And The Potential For Blockbuster Drugs…To Produce Lucrative Financial Returns For Company Stakeholders…

Repeatedly Identifying Substantially Unaddressed Medical Conditions/Diseases…Combined With Prospectively Large Patient Populations.

Then…Researching + Creating + Testing + Delivering New Drugs/Therapies To Tend To The Afflicted.

********************

Further…Many Already Treat-Able Ailments/Diseases Are Involuntary…

And For Those Effected…That’s Plain Bad Luck.

However…Some Conditions Can Be Successfully Combatted…Even Prevented…Via Lifestyle Choice.

For Example…Alcohol + Tobacco…When Excessively Consumed…

Can Result In A Lengthy List Of Brutal Health Issues…

Yet Are Entirely Avoidable…As They Are Voluntarily Consumed.

But Then…Free Will Reigns.

********************

Still…Beyond The Combined Alcohol + Tobacco Fixes/Habits…

There Is An Even More Destructive Lifestyle Choice…

That Seemingly Knows No Boundaries…

And May Be Loosely Defined As…

Caloric Intake > Caloric Burn

To An Extreme Point…Of Being So Overweight + Obese…

That It Presents As A Primary Health Risk…For Much Of The U.S. Adult Population.

Even According To The “Light-Weight” Standards Of The U.S. Government’s Centers For Disease Control + Prevention [CDC].

********************

The CDC Utilizes Body Mass Index [BMI] To Calibrate The “Quality” Of A Person’s Weight…

Body Weight [lbs] / Square Root Of Body Height [inches]

1. BMI 18.5 = Underweight.
2. BMI 18.5 – 24.9 = Healthy Weight.
3. BMI 25.0 – 30 = Overweight.
4. BMI 30+ = Obesity.

Further…A BMI Of 25+…Typically… Indicates High Body Fat Content…

And High Body Fat Content = Strongly Associated With Increased Risks Of Certain Cancers + Heart Disease + Stroke + Type 2 Diabetes…

As Well As Premature Deaths From These Cruel Health Dangers.

Plus…With Respect To Type 2 Diabetes…Obesity Accounts For 80-85% Of Condition + Uptake Risk.

********************

Consider The Following U.S. BMI Data Points…For Adults

1. 31.3% = BMI Overweight.
2. 43.6% = BMI Obese.

So…74.9% Of Adult Americans Are Either Overweight Or Obese…

AKA…THE FAT MAJORITY.

********************

For A Highly Educated + Wealthy Nation…

The Overweight + Obesity Problem =

NATIONAL EMBARRASSMENT

With Heavy Monetary Implications Too…$150B+/Year…According To Some Estimates.

All Of Which Is Seemingly Dismissed By The Vast Majority Of…

Beer Gutted Father’s + Fat Ass Soccer Mom’s + Otherwise Wide Variety Of Sedentary Couch Potatoes…

Frequently Motivated To OVER CONSUME…For So Many Terrible Reasons [Including Sub-Standard Mental Health].

Still…Their Over-Indulgences Would Not Matter Much…

If Their Enormous Caloric Intake Were Countered By A Corresponding Amount Of Caloric Burn

But Collectively + Unfortunately…It Is Not.

********************

Just As Disturbing…But Not Surprising…

U.S. Children Also Carry Excess Body Weight…

1. 16.6% = BMI Overweight.
2. 19.7% = BMI Obese.

So…36.3% Of U.S. Children Are Either Overweight Or Obese.

********************

BMI Data Compiled By The CDC…Can Be Dissected Further…

Vis-A-Vis…Ethnicity + Socio-Economic Status…Et Cetera…

However…The Universal Bottom Line =

THERE SURE ARE A LOT OF FAT AMERICANS.

********************

Thus…What A Wonderful Opportunity For The Active Lifestyle + Fitness Industry…

To Improve The Quality Of Life…For So Many…By Tackling The Caloric Burn Side Of The Equation…

And For Decades…These Companies Have Attempted To Inspire All…To Engage In Vigorous Exercise…

Or At The Very Least…To Simply Move At A Pace To Increase Heart Rate + Burn Calories…

With Comfortable/Functional/Stylish Apparel + Wonderfully Designed Stationary Bicycles/Treadmills Et Cetera…

That Can Also Be Easily Replicated…By Simply Stepping Outside Almost AnywhereTo Walk/Run.

Companies Have Also Integrated Entertainment  [Audio + Visual] + Fun [Professionally Lead/Trained Classes + Experiences] Into The Exercise Regimen.

Even More…Sophisticated Mobile Phones/Watches Are Now Capable Of Real Time Distance Metrics + Health Measurements.

Countless Studies…Regularly Validated By The U.S. Department Of Health And Human Services…

Also Indicate…Physical Activity Broadly Improves Mental Health…By Reducing Stress…Et Cetera.

********************

Yet…According To The CDC’s Body Mass Index Data…The Fitness Industry Has Failed To Motivate The Majority Of Adult Americans…

As The Propensity To Be Overweight + Obese Is Not Only Alarmingly High…

But Also…On The Rise…Versus 10/20/30/40 Years Ago.

********************

Now…Ironically…The Active Lifestyle + Fitness Sectors Have Effectively “Thrown In The Towel” + Surrendered To The FAT MAJORITY

For Example… NIKE…Formerly The Domain Of The Athlete + Weekend Warrior…

Now Markets To The Overweight + Obese As An Effective Way To Cushion The Foot’s Burden From Excess Body Weight…

And Also Produces Super “Plus Size” Athletic Apparel…

In Response To Ridiculous Protests That The Company Discriminates Against The FAT MAJORITY.

********************

Which Brings Us Back To The Pharmaceutical Industry…

As Perhaps + Unfortunately…The Only Plausible Solution To The U.S.’s Massive/National Fat Problem…

Further Cemented By The Depressing Reality…

That The BMI Overweight + Obese…

Do Not Appear To Care…Nor Execute…

On ANY Plan…To Pursue Even A Modestly Disciplined Diet + Exercise Regime To Slim Down + Reduce BMI.

********************

Thus…Pharmaceutical Executives Are “Licking Their Chops Over A Portfolio Of Blockbuster Drugs [$100B Potential Revenue Over The Next Decade] Designed To Assist The Fat Majority…With Dramatic Weight Loss.

Technically…The Class Of Drugs = GLP-1 Agonists…

Suppressing Appetite By Mimicking A Gut Hormone Released After Eating …Initially Approved + Targeted To Those With Type 2 Diabetes…

Produced + Marketed By Both Euro/Danish Drug Giant Novo Nordisk [NVO] + U.S. Pharmaceutical Behemoth Lilly [LLY].

NVO Broadened The Injectable Application Of Ozempic/Wegovy…

To Also Counter Weight Gain For Those Without Type 2 Diabetes

Which Has Already Been U.S. FDA Approved + Available Since June ’21…Capturing Much Company Revenue + Patient Attention.

And Investors Are Betting That LLY’s Injectable Mounjaro…

Will Also Be Accepted By The FDA In The Very Near Future…For The Same Specific Weight Loss Indication As NVO’s.

Moreover…Just Late Last Month…

Both NVO’s Ozempic/Wegovy + PFE’s Danuglipron…Were Demonstrated + Presented…As Orally Delivered Drugs [aka Pills]…From The Same GLP-1 Agonist Class…

And Appear To Be Just As Effective As Present Injectables…

Which Could Further Expand The Total Addressable Market [TAM]…As Many Prefer “Pill Popping” Versus “Needle Jabs.

********************

What A Brilliant + Creative Solution…

Crafted By Pharmaceutical Mammoths…For The Fat Majority

Playing To The Dubious + Primary Habits Of The Overweight/Obese To…

1. Consume Copious Food/Drink.
2. Inactively Preside Through Life.

…By Offering Them The Holy Grail Of Weight Loss Treatments.

Consuming Pound Reducing Drugs…While Lethargically Lounging.

********************

Contact The Author: [email protected]