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DoctorDueDiligence
@DueDoctor
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Come for the memes, stay to learn and Investment Takes. 100+ Free articles, never charged one cent. NFA
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Joined April 2021
I don't want to brag too much but I have literally called every single negative catalyst in order for $NVO for months including IRA announcement that happened this morning
Who could have possibly seen this coming? The biggest company in Europe $NVO crashing? And mainly because of Cagrisema and other risks (next being IRA) And understanding Trump's dislike of being charged for $6 tap water (Danish 🇩🇰 custom) All the analysts I read were pumping..
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@conksresearch I hear that if you say Reverse Repo 3 times Conks shows up and says "this is my Quant."
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@bradloncar Here's the ad, Not many people know but LL Cool J (rapper) has a close experience with his Wife, Simone Smith, being a cancer survivor. Earlier this week he posted he is now a $PFE Partner.
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@houndcl And Singapore for Nvidia H100s Japan Apple stores stopped Tax Free offerings because it got so bad. Majority of Sales can't be explained by overseas buying though. Resellers make up a fraction of total sales.
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@RepAuchincloss Nuclear>>>wind Stop cronyism for districts. Build a nuclear power plant in your district if you want to help US energy
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@RepAuchincloss Jake, if you're going to run it's these types of posts which are going to be pulled up. Americans are sick of politicians not reigning in costs. Musk is a special government employee. You are on the wrong side of this, is it because your parents got USAID funds?
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RT @DueDoctor: @MarketMacher Yes and the FT article. As you know I wrote about it before the journalists. I liked the article, but I wish…
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Yes and the FT article. As you know I wrote about it before the journalists. I liked the article, but I wish they would speak in short form 1.) McKinsey report that helped China decide what they needed to be self sufficient (read if cut off from the Western world a la Russia 2022) which led to Made in China 2025 2.) Industrial policy which is Subsidizing Biotech (which led to rapid unusual development) including the theft of IP, training in the US, money, propping up areas, building infrastructure, thousand talents, paying off US Experts and bringing them over, how Pharma is encouraging, and much more. In long form 1.) the history of Biotech in China (original bioterrorism programs with help of USSR and US under Nixon and Deng), and the history of other sectors which China has moved in and created state sanctioned monopolies (steel, solar, EVs). Essentially how economic Statecraft in a free trade world limits competition by changing the rules. An overview of WTO would help with this. 2.) Realistic policy changes the US could make to help Biotech survive and thrive 3.) What China is doing well, that the US could learn from I love journalism, and a free press is needed to inform the public. It is an important job. Part of the reason why I started this Anon account is try to inform journalists (this is something that should have been written about in 2019, 2020) and my followers. The fact that this is finally gaining traction (my white paper has like 70-80k views at this point) and those in industry are starting to discuss openly, is a good thing. The first thing that must be done is inform, then discuss, then admit there is a problem, then address it. The worst thing the US Biotech Sector could do is continue as is, because it will ultimately lead to a loss of jobs, know how, and strength in an area that has civil and military implications. 🫡🫡🫡 Dr. DD
I don't want to come off as offensive but do you realize the difference between Economic Statecraft and competition? If you don't then I don't really want to hear you talk about competition because competition implies an even playing field. When a state subsidizes an entire industry it is intent on destroying other countries' industries. Look at EVs for another recent example of how China went from 0 to dominant in overnight destroying "competition." If you are serious about wanting to learn about it then I can give you a few books and white papers to read but right now the US should be focusing on industrial policy not platitudes and boomerisms about "competition" when the Chinese government is doing every industrial policy hack to kill American Biotech unfairly. It's already put EU on life support minus a few companies.
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@Hired_Sellout Lol I'll stick to my economic reports, earnings calls, and speaking to those who live there.
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@Biohazard3737 This book covers the battle in full detail from letters written and sources of those who fought.
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@Hired_Sellout Exactly. When you have a worker class if there is a shortage, it is beneficial to have scarcity because it causes competition, until it becomes unrealistic, then it causes apathy. The best carrot is just out of reach, not so far the horse becomes uninterested.
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