Rag Doll

@beaniemaxi Dafuq is this

There's no doubt that peptides are making young people gay at an alarming rate. Our job is to capitalize long term on this trend by studying the second-order effects and investing accordingly. Here' how I'm playing this trend: Obvious buy is Grindr. And Match Group owns Hinge and Tinder which are both deep into the gay market. Bumble less gay exposure but still benefits. Gays also love and spend alot of money on pets so you want to be long Chewy. Trupanion for insurance, Zoetis, and Idexx for animal health, Freshpet for premium food. Pet spending is probably the biggest second-order effect by total dollars Gays travel more and index heavily toward urban destinations, cruises, and resort experiences. Royal Caribbean, Norwegian, Marriott, Hilton, Booking, and Airbnb. Cruise lines in particular have a long history of chartered gay cruises. Gays are heavy into personal care and grooming and spend rises materially. Estée Lauder, Ulta, and e.l.f. are all obvious beneficiaries of this trend. Gays are into fitness and adore Lululemon. And there's the publicly traded gyms like Life Time, Planet Fitness. Gym membership rates among gay men run well above the general population. Premium fashion and accessible luxury is a major gay market. Benefits Tapestry (Coach/Kate Spade), Capri (Michael Kors/Versace), Ralph Lauren, and the European luxury houses (LVMH, Kering) on foreign exchanges. You can probably short Mattel, Hasbro, Carter's, Children's Place, Kimberly-Clark (Huggies), and suburban-focused homebuilders like Lennar and D.R. Horton would face significant headwinds as gays hate the suburbs and flock to cities. P&G's Pampers business will be in trouble. Finally an asymmetric bet that fertility benefit companies like Progyny will see exponential growth as gays still want kids but through IVF and surrogacy. Hamilton Thorne makes IVF lab equipment.

@jvbornillamd Performative eh

Sa totoo lang ang hilig neto mag-press release, kaya nauunsiyami. Laging may pasintabi. Kung huhulihin, hulihin na. Gulatan. Kaya nakakaduda, parang ang dating eh, “Subpoena kita bukas, tapos next week, may arrest warrant na, kaya magtago ka na!” Diba? Nakaka-miss tuloy si General Torre 😒

@JEPAYvonHOLST @smsupermalls Ultimate landlord

Nakita ko lang sa fb. Grabeeee ganito ba talaga ang kalakalan kapag lessee ka sa isang mall like SM? Or greedy lang talaga si SM??? Matutulog na ako, nabuwisit pa ako hahahahhahaha. Sagot @smsupermalls!!!

Trump threatening Iran for weeks

Incentives drive outcomes

@BrianTycangco My friend can't even get an importation permit. It's May already by tomorrow.

People in the Philippines like to say that all the flood control projects were actually great for the economy despite the rampant corruption. Since things blew up, less money going around in the system and businesses have been feeling the effects. But just imagine how prosperous the country would be today if ALL the money slated for spending on these flood control projects were really spent on reasonably priced goods and services… instead of 50% to 70% (even 100% for ghost projects) going to line the pockets of a few. And you wonder why the peso is only at 61.60 to the dollar.

@avavidan Yay when?

50$ Oil. Bookmark it. 🇮🇱🇺🇸🇦🇪

@HarmlessHQ Will the blockade last till the midterms?

Iran said they won't negotiate until Trump removes his blockade. Trump is saying he won't remove the blockade until Iran negotiates. And at the moment, inflation figures are doubling in Iran. And they've got just a maximum of 22 days to exhaust their storage facilities and risk explosions. And Trump has successfully pulled UAE out of OPEC to free up oil price control and meet global oil demand. Between Iran and Trump, I really don't know who'll fold first but I'm sure of the one who'll first crumble.

@ogivus Where are the would memes?

Сегодня я узнал, что… Солист группы Jamiroquai Джей Кей в своё время расстался с Вайноной Райдер, потому что у актрисы была слишком большая грудь и она очень часто хотела заниматься сексом. Вот цитата из интервью 20-летней давности: «У неё просто огромная грудь — больше, чем кажется на экране. У неё была привычка вечно затаскивать меня в постель. Это выматывало». В комментариях под постом, откуда я взял фотки, шутят, что это буквально похоже на подобную фразу: «Официант, мой стейк слишком сочный и вкусный, сделайте с этим что-нибудь!»

@AssaadRazzouk I want to buy my 2nd EV

China’s clean energy transition has already saved an ENTIRE year of Saudi Arabia oil. Their EVs are above 50% of all new car sales in 2025, but they didn't just build cars: they manufactured energy sovereignty The US is doubling down on fossil fuel dominance, but China is winning by simply not needing the stuff

@RealDailyVids Nice hit

@salem16403079 @diol2n What kind of woke idiotic statement is that? Fafo.

@diol2n اذا كان الشاب مخمور لايحق للعسكري ان يضربه هكذا نعرف ان المخمورين يفعلون او يقولون اشياء خارجه عن ارادتهم ويجب التعامل معهم بطريقه خاصه الضرب ليس حل

رجل حاول ضرب جندي من البحرية، الذي تمكن من تفادي الضربة، ورد عليه برد لن ينساه الرجل طوال حياته

@mrwtffacts Based

In 1998, a 13-year-old girl was abducted and raped at knifepoint in Alicante, Spain. The rapist, 63-year old Antonio Cosme, was sentenced to 9 years in jail. 7 years later, in 2005, the victim's mother, María del Carmen García, was waiting at a bus stop when she saw a man approaching. "How's your daughter doing?" the man asked with a smirk on his face. It was her daughter's rapist. Antonio was out on day release. Enraged by what had just happened, Maria ran to the nearest store, purchased 1.5 litres of gasoline, and walked into the bar that Antonio had just entered. She doused him head-to-toe with gasoline, lit him up, and stood back and calmly watched as her daughter's rapist burned alive in front of her eyes. Maria was sentenced to 9.5 years in jail for her act of revenge, but was released in 2018 after serving 5.5 years. Today, she lives freely in Spain after being reunited with her daughter.

@elonmusk Try deflation

This collective suicide of humanity needs to turn around!

@FirstSquawk No one in the PH knows anything abt this lol

US TO CREATE HIGH-TECH MANUFACTURING ZONE IN PHILIPPINES - WSJ

@Polymarket Lol what?

JUST IN: U.S. & Philippines will partner to build a 4,000-acre “industrial hub” for AI & semiconductors.

@USronaldcarter And proceeded to make asia and australia poor.

🚨 TRUMP JUST DID WHAT NO PRESIDENT IN 40 YEARS HAD THE GUTS TO DO. AND HE DID IT ALONE. He looked at the polls. 56% disapproval. 8,000,000 protesters. Congress screaming. His own party cracking. And he launched Operation Epic Fury anyway. Let that sink in. 💀 Iran's nuclear program — DESTROYED 💀 Iran's ballistic missile stockpiles — DESTROYED 💀 Iran's navy — DESTROYED 💀 Iran's drone fleet — ELIMINATED 💀 Iran's proxy networks — CRUMBLING 💀 Supreme Leader Khamenei — GONE ⚠️ Every president since Carter kicked this can down the road ⚠️ Obama gave them $150,000,000,000 and a pathway to enrich ⚠️ Biden watched them hit 60% enrichment and froze They're showing you "reckless president starts illegal war." They're NOT showing you that Iran was 3-6 months from a functioning nuclear weapon — and NOBODY else was going to stop it. This isn't recklessness. This is the first decisive leadership America has seen in 40 years. A friend of mine who spent 22 years in military intelligence told me last week: "Every general in the building knows this had to happen. They just needed a president willing to take the heat." That's when I understood. Bookmark this. You're watching the biggest shift in Middle East security since the Camp David Accords.

@imtheatan Jeepney modernization nga di natuloy yan pa.

The OPEC oil embargo that started in October 1973 caused oil prices to quadruple globally that triggered inflation, fuel shortages, and economic disruption worldwide. That was a defining moment for the Philippines. When oil-producing nations restricted supply, global prices surged that exposed how dangerously dependent the country was on imported fuel. Pres. Ferdinand Marcos Sr pursued a comprehensive strategy to address the crisis. He established the Philippine National Oil Company (PNOC) on Nov. 9, 1973 to manage supply. He also strengthened control over refineries and expanded alternative energy through geothermal and hydroelectric development. Within this broader vision, the Bataan Nuclear Power Plant (BNPP) was conceived as a long-term solution because it would be a stable, large-scale power source that would free the country from overreliance on imported oil. Today, as Middle East tensions once again threaten energy stability, the same lesson applies: Energy security requires foresight. Reviving the BNPP is about finally completing a vision born out of crisis to ensure we won’t have to endure the effects of an oil crisis.

@Barchart Foreigners have been net sellers of stocks

BREAKING 🚨: Philippines Philippine Peso has plunged to an all-time low against the U.S. Dollar 📉📉

@DumbRockCapital Ticker