Brent @bin2gray

Here mostly for investing ideas, rarely have my own, crib from others. A sucker for biotech. Sometimes I hate on Trump so stay away if that offends. Joined June 2013

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thibauld @thibauld

2 weeks ago

During his second term, Trump will have cut 2 of the US most powerful innovation and wealth creation engines: 1. skilled legal immigration 2. (non-defense) research budgets We won't see the effect of this immediately, but in 10 years it will be obvious... and it will take at least another decade to rebuild 😢 A sad day for the US.

Homeland Security @DHSgov

2 weeks ago

An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.

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Drew Harwell @drewharwell

3 weeks ago

The longer you look at this, the worse it gets

U.S. Department of Education @usedgov

3 weeks ago

SKILLS THAT PAY OFF.

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Brent @bin2gray

3 weeks ago

I’ve been saved by a community note. I was so ready to repeat this “fact” at my next family gathering because it sounded so true. Alas, not true.

Rep. Marie Gluesenkamp Perez @RepMGP

3 weeks ago

Given that Red Delicious are the worst apples, have you ever wondered why they’re in every school cafeteria? It’s because there’s a list of "approved" apple varieties allowed in schools, and it hasn’t changed since Kmart sold firearms.

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Brent @bin2gray

3 weeks ago

I get an enterprise value today of around $615M. (72.6M FD shares, $118M cash, $123M proceeds from warrants and options exercise). $tenx

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Brent @bin2gray

3 weeks ago

$tenx -- a quick reminder of what KOLs had to say on the Nov. call. Top-line readout of TNX-103 P3 LEVEL expected in Q3.

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Brent @bin2gray

3 weeks ago

prevalence in US estimated at 2M patients, of which ~770K are in management. @ say $40K/yr every 10% of that 770K give peak yearly sales of $3B. $tenx

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Eric Feigl-Ding @DrEricDing

4 weeks ago

LET THIS SINK IN—the U.S. now has no confirmed CDC director, no FDA commissioner, no Surgeon General, an NIH director with no medical license, and the last Acting CDC Director was a George Bush speechwriter. In fact—the only doctor/scientist we have in the White House is… Dr Oz.

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Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion

4 weeks ago

This is how extremist spaces evaporate. The least extreme person defects and is pushed out, leaving the remaining members more extreme on average, increasing the incentive for the next defection.

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NYTPitchbot @DougJBalloon

4 weeks ago

Doctors say that a Vitamin K injection given at birth saves hundreds of lives. A guy who snorts cocaine off toilet seats and takes raccoon penises home for "further study" says the injection creates mitochondrial challenges. For busy parents, it can be hard to know who to trust.

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Brent @bin2gray

a month ago

I think it very possible that for the first week ever $BMNR did not sell any of its shares. The cash draw-down + staking rewards can completely account for the weekly reported change in ETH holdings.

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TheRealThelmaJohnson @TheRealThelmaJ1

a month ago

The new Banksy sculpture in London is brilliant

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Brent @bin2gray

a month ago

@A_May_MD like the movie business where they keep funding production of yet another superhero sequel/mash-up because they think they know how to make certain money from them instead of funding original ideas.

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Brent @bin2gray

a month ago

It always drives me crazy when people lionize investors, great or otherwise, by citing all the things they got right without reporting all the things they have also gotten wrong. I will never forget when PTJ was on CNBC in late March 2020 confidently saying that the worst case scenario for Covid deaths would be about 40k. He was pretty dismissive of every fact of that day that it would be FAR higher. He was wrong by a factor of 20? Yes he is far richer than me so a better investor I’m sure but he is no oracle.

Patrick OShaughnessy @patrick_oshag

a month ago

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100%

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Sleeperkid @DProds

a month ago

@WUTangKids I can smell who he voted for.

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Bill Madden @maddenifico

2 months ago

It was true when Frank Zappa said it, and it's true today. 🎯🎯🎯👇

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Brent @bin2gray

2 months ago

@A_May_MD I see. sadly I don't have my own biotech start-up. am relegated to investing in existing public ones.

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Brent @bin2gray

2 months ago

@monsieurcount @nexta_tv $NKTR rezpeg treats conditions related to the immune system. Alopicia A is one of those. Male pattern baldness is not.

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Brent @bin2gray

2 months ago

@meremrtl you do understand what 'blinded' means right? from the transcript; Mary Tagliaferri @ $NKTR

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Brent @bin2gray

2 months ago

Sick

g. @GeauxGabrielle

2 months ago

One of the Sandy Hook families lives in hiding 1500 mi away from their baby’s grave due to people stalking them. The graves of multiple children have been defaced. One of the fathers had to submit DNA evidence to prove his son was a REAL HUMAN BEING after Alex Jones’ book