DEATH BY GREED

How patriotic am I? In my perfect world Steve Jobs would have died in prison and every politician, CEO & board member who helped offshore American jobs to enrich themselves would be put on trial for treason. Hear me. Capitalism is the greatest enemy of patriotism.

MORNING BANTER

Most people could not handle being around me & my wife due to our ruthless banter. In my wife, I found my match. At 1st glance, my wife seems like a sweet choir girl who reads the bible all day, but she can play the dozens w/the best of them & takes no prisoners.

Ive said many times b4, like comedian Flip Wilson said, "When I met my wife she had a Sunday School face & I had Saturday Night thoughts." I was a frat boy running around campus half naked & she was an honor roll student athlete seduced by a bad boy who partied more than studied.

Many mouths drop at the shit I say in stand up, in speeches, articles & on social media, but if y'all could hear da shit my wife says to me, U would be on the floor howling. Supersensitive mafuckas cant crack our door seal. My wife don't give a fuck about my feelings & I LOVE IT.

So here's an excerpt from our recent morning banter. Now to set the stage, I need to give you a picture of my morning routine. I love nature, so in the morning before I have my 1st cup of coffee, I get up & refill all the bird feeders around our property & water the plants.

Oh & by the way yall dont wanna see me in that garden I'm a beast. Ive been trying 2 do a little winter greenhouse activity 2 see if I can grow certain flowers in the winter & I also have a couple of orchids that belonged 2 my cousin that were dying & I'm trying 2 nurse them back

COMPETENCE NEEDED

Remember him? I don't want to hear shit about foregiveness, love & the blood of White Jesus. Dis mafucka should rot in hell. Any black pastor that does this to black people should be hung on an upside down cross & crucified. Real talk.

I absolutely detest this shit. As a preacher, I actually joked about starting the PBI or the Preacher Bureau of Investigation where I form a group that randomly investigates preachers. In many ways, I have felt some black churches have done great damage to black people.

We need our own investigatory agency that keeps preachers under surveillance. Not like J. Edgar Hoover but more like some "To Catch a Predator" w/Chris Jansen type shit. Its more of this shit going on than U think. What's sicker is how quick Negroes quickly 4give these mafuckas.

Black folk are in dire need of a new theology. This hyperfocus on forgiveness & love will be the end of us. We have perverted the ministry of Jesus Christ. Somehow Christians have gotten a monopoly on the understanding of Christ. There were a group of people who followed Christ -

for almost 100 years before Christianity was ever institutionalized as a religion. They didn't have no church, no choir, no pastor, no offering, or no nothing. They were just armed with a witness of a black man who led a protest against the Roman government & was executed for it.

Check out Mrs. Young's words:

"I voted for Mayor Lightfoot after she came to my church because I believed in her as a Black woman."

Lori Lightfoot is a horrible human being. Not only did she attempt to do the same thing as her white predecessor &

withhold video of white police terrorizing a black person, but she lied about seeing the video and "falsely denied her administration withheld footage of the raid from Ms. Young." So miss me with this bullshit that somehow black life is safer under black politicians...

If statutorily possible, black Chicagoans should immediately launch a recall election to remove Lightfoot from office. She should never again be allowed to occupy public office. Put simply, black life isn't even safe under black leadership....

Just ask the family of Rashard Brooks why black Atlanta mayor Keisha Lance Bottoms is blocking their settlement negotiations regarding the white cop who murdered Brooks in a Wendy's drive through parking lot. I need you to comprehend precisely what Lorraine Hansberry was saying..

when she said "all my skin folk aint my kinfolk." Black people have little 2 show for their black leadership. White supremacy is so sinister that it often puts black faces on white horror. Hence, U often get the same, if not worst outcomes even when black folks are figureheads...

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WHEN MORALITY BETRAYS

I am no Democrat. I am no Republican. In general, I am not of the perspective that there is any salvation for black people in politics. To the black democrat I say, imagine if Obama fought as hard for you as Trump fights for white supremacists.

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Hear me. Politics is not a morality contest & Democrats often reduce politics to a never ending competition in a self righteous morality Olympics. Their allegiance to morality outweighs their allegiance to the public good. Morality & the public good are NOT the same thing.

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Morality is different things to different people. The public good is all things to the most people. This is not a play on words, but a mindset required to competently engage in the public square. Those who fail to heed such caution render themselves vulnerable to those-

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powerbrokers who morality factors little into their decision making. Herein, lies Barack Obama's fatal flaw. His allegiance to the moral principle of bipartisanship caused him to let Republicans run roughshod over him. He was elected w/a mandate from the American people &

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squandered it. I offer the following as evidence: Allow me to introduce you to Mr. Sureshbhai Patel, an elderly Indian man who was walking through his son's subdivision when a white neighbor called the police 2 report a "suspicious black man" casing the community.

Clock ticking. 2 years until Republicans can take back both houses of Congress. The most important branch of government is not Congress or the presidency. It's the judiciary for they have life appointment. Mitch McConnell understood this

which is why he snatched that Supreme Court appointment from Obama & used Trump to pack the courts w/conservatives. Now Biden & Democrats must respond in kind & make good on a threat FDR made decades ago. PACK THE SUPREME COURT NOW while you have the chance. I say go to 19-

justices & then start term limits of 8 years after all 19 die. No 1 deserves a life appointment for anything. There is no accountability for people w/life appointments. They can do whateva the fuck they want & there is nothing U can do about it. Notice I said after all 19 die.

This would guarantee Biden is able 2 make a serious stamp on the country's future & possible make a complete judiciary break from white supremacy or the judiciary coddling of white supremacy. Never 4get Obama appointed judges who acquitted or let off cops who killed black people.

Congressmen 2 yrs, Presidents 4yrs, Senators 6 yrs & Supreme Court Justices 8 yrs would be a better formula for good government. Supreme Court justices & other federal judges are the true royalty in this country as they serve for life & the ability to remove them by impeachment-

Antares Vision $AV.IM is the world's leading Track & Trace (T&T) and Vision Inspection (VI) solutions provider for the life science sector.

With several catalysts ahead I've initiated a position in this insider-owned small cap 🔽

1/

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2/

Antares offers - via software and hardware - the protection of products and brands through visual inspection systems for quality
control, Track & Trace solutions for anti-counterfeiting and supply chain transparency from the point of
production to the end consumer.

3/

All major governments have regulation rolling out in regards to prescription drug traceability.

Penetration, globally, is below 30% and is forecast to double by 2026.

4/

In regards to distribution of Covid-19 vaccines, IBM partnered with Antares to create a solution tracking raw materials and identify shortages. Monitor production yields across manufacturers, guarantee vaccine integrity and prevent counterfeits.

5/

The interview with CNBC of @chamath is a much watch because there is so much insight hidden underneath.

There are many things that caught my attention. The one thing was the abstraction that hedge fund strategies are all 'momentum' plays. What it seems to imply is that the marshaling of resources at an opportune time drives the future behavior of a stock.

From basic physics, we know that momentum is mass times velocity. So any 'momentum' tactic employs the variation of mass, velocity or both. Wrt stocks, mass is money and velocity is speed of trade.

We cannot argue that there are benefits of scale associated with having more money. Also, high-frequency trading has shown the value of high-speed trading. So in an abstract sense, market manipulation can involve a kind of momentum play.

The objective of stock trading is to buy a financial instrument at a low price and sell it at a higher price. The purpose of a momentum play is to front-run the decision process of other traders such that one acquires the assets before a decision is made.

THREAD: The story of the week in finance is how a group of retail traders at @wallstreetbets, with assists from @ElonMusk and @Chamath, took down the establishment short sellers at GameStop.

A thread on the underlying mechanics of the $GME saga...

1/ First, for those unfamiliar with the business, GameStop is a videogame and merchandise retailer.

It has >5,000 stores, primarily in malls, across North America, Europe, and Australia.

The business has struggled to modernize, hurting its financial and stock performance.

2/ For a variety of business reasons, a bull (i.e. optimistic) case regarding its future performance has formed.

It really came to the forefront after RC Ventures, an entity managed by Chewy founder @ryancohen, disclosed a large position and assumed three board seats.

3/ @ryancohen summarized his case, stating:

"We are excited to bring our customer-obsessed mindset and technology experience to GameStop and its strategic assets...expanding the ways in which it delights customers and by becoming the ultimate destination for gamers."

4/ At the time of that statement on January 11, $GME stock was trading at about ~$20 per share.

Since then, the stock has surged to ~$200 per share and captured the public imagination.

But how did it happen?

There are two dynamics at play: a short squeeze and a gamma squeeze.

0/ If you’re an SMB operator and want to increase the value of your business, focus on 2 things above all else.

1. EBITDA: how much $ do you make
2. Risk: how reliable is the $ you make

Enough has been written about #1. Here are 5 things you can do to tackle #2:

[THREAD]

1/ All 5 of these tactics are a function of the same guiding principle:

Spend more time working ON the business, not IN the business.

Your job as CEO is to consistently:

- Identify opportunity
- Execute once
- Set process
- Delegate
- Fire yourself

With that said…

2/ Establish your focus

Most SMBs survive in the early days through 1-2 key customers.

If you do a good job, they'll give you more business.

That's the trap.

If it's not in your core focus, resist the urge.

If you don't you'll become a consulting firm for 1 customer.

3/ Eliminate Key Man Risk

SMBs are overly reliant on a small handful of individuals to run the operation.

Implication: Most knowledge about the business sits in the heads of a few people.

Take the time to develop strong Tier 2 management - this creates redundancy in the org

4/ Institute Operating Process

Strong Tier 2 management isn't good enough. You need knowledge to live in docs and systems, not just in brains.

Every dept should have a stand alone playbook.

An easy test: "how quickly can somebody that knows nothing about the dept. plug in?"

Compliance is fundamentally at odds with innovation and continuous improvement

Compliance tends to constrain operations to narrow sets of approved sequences of tasks as the means to assure the secure attainment of certain business outcomes. But at what cost ?

🧵

Operational practices have an emergent nature to them. They’re affected by people, their expertise, their relationships, their team goals, role perceptions and also member needs as humans and professionals.
In this entangled mess of variables, aspects practice-as-done are

Constantly morphed as a response to economic pressures (deadlines, business demands), workload demands (as people tend to automate or agree patterns to reduce cognitive load of tasks and become more efficient) and understanding of safety and security related barriers.

All of these tend to be fluid and non fixed. In this continuous interaction with the environment and different pressures acting on it, there are numerous opportunities for improvements which have local relevance and emerge out of local needs and interactions of elements. However

In order to do so, and to support innovation and continuous improvement the practices need to have a requisite level of variability so practitioners exercise their Fingerspitzengefühl (fingertip feel) for what works and what doesn’t, within their constraints and pressures