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Jun 1
*** Ontario Virus Update | June 1 ***

Hospitalizations due to COVID have decreased from 38 to 21 in the last update. Influenza hospitalizations decreased from 51 to 44 and RSV decreased from 20 to 18 so moving in the right direction but still not finished for the season yet. 1/ This stacked bar chart displays weekly new hospitalizations in Ontario specifically attributed to COVID-19, Influenza, and RSV. The data tracks the fluctuating volume of patients over time, highlighting seasonal surges and the relative contribution of each respiratory virus to the overall healthcare burden.
Looking at age groups, those age 75+ had the highest rates of hospitalization due to COVID but decreased since last update. Tied for second place are the 0-4 and 65-74 age groups. 2/ This 100% stacked area chart illustrates the weekly proportion of COVID-19 hospital admissions per 100,000 population in Ontario across different age groups. The graph visualizes how the relative distribution of hospitalizations shifts over time among demographics ranging from infants to seniors aged 75 and older.
COVID case rates decreased across most age groups this past update except for age <1 which had a significant increase and almost matching the same levels as age 80+. The 1-4 and 60-79 age groups currently have the same rates. 3/ This multi-line graph tracks the weekly rate of COVID-19 cases per 100,000 population in Ontario, categorized by various age groups from infants to seniors aged 80 and older. The data trends highlight the fluctuations in infection rates across different demographics over the year.
Read 10 tweets
Jun 1
Dave Mac just released an interview any family dealing with Alzheimer's needs to hear.

At 58, Jodie was diagnosed with Alzheimer's and thought there was no cure to it.

3 years later, people around her can’t tell she ever had it.

This is her story:🧵
Jodie was a nurse practitioner.

Her first symptoms appeared at work:

• Documents took longer to complete
• Responded late to patient messages
• New computer system took forever to learn

They said she wasn't safe to practice and let her go.
Doctors first feared a fatal blood disease, then cancer.

In December 2023 they landed on early-onset Alzheimer's.

They also discovered her MoCa score was 14.

For context:

• 26-30 is normal
• 18-25 indicates mild cognitive impairment
• 10-17 is moderate
• <10 is severe
Read 13 tweets
Jun 1
This is closest to the intuitively correct answer. Any investment made in any activity requires real resources from somewhere. The government owning a train company doesn't mean new trains can suddenly be built without using any resources.+
+Whether the real resources to fund an investment come from equity, from borrowing, from recycled internal surpluses or from taxes, they must come from somewhere.+
+The deployment of resources in an investment project is either risk-free, involves chosen risk or involves some ineliminable risk. What does "risk" mean here? It means there will be some volatility in the net cash flows that investment project's assets generate.+
Read 14 tweets
Jun 1
Day 186 of posting a deal a day until I get a new role

Travel day so will be some commentary on a deal I was on last month… makes me think that value add investors in big cities / prestigious assets are a paradox…

Will talk through how underwriting commercial value add can be a trap🧵Image
Asset description

- 240k sf office, pretty nice but dated interior

- 80k sf in vacancy for various reasons partially due to deleasing strategy as we focused on other assets in portfolio

- a value add investor’s eyes light up because they can lease up 80k sf at $40 net and juice some insane returns not to mention all the fees you can slide through
Underwriting

- our bankers (and my friends at shops looking at this deal) were salivating because like I said … how hard can it be to lease up 80k sf in an amazing location and get to exit at like a 5 cap
Read 5 tweets
Jun 1
Everything that happened today fits my original thesis of an amicable divorce. The House and Senate and Pritzker have cover. They tried. Put on a good show.
They tried so hard and came so far
A Bears bill that can pass the Senate can't pass the house (at least with Welch's rule of 60). The one that can pass both doesn't work for the Bears.
What the Senate came up with may simply not work for the Bears.
Read 15 tweets
Jun 1
🚨 A group with ties to 🇨🇦-designated terror groups is organizing an "Assembly of Militants" in Toronto to mark the 3rd anniversary of "Al-Aqsa Flood" (the Oct 7th massacre) – which they call “the most courageous acts of resistance in our lifetimes”.
Here's who is behind it. 🧵 Image
Masar Badil regularly hosts officials from terror orgs. Recent guests have included:
• Husam Badran (Hamas)
• Ghazi Hamad (Hamas)
• Basem Naim (Hamas)
• Ammar Moussawi (Hezbollah)
• Ali Abu Shaheen (PIJ)
• Ahmed al-Shami (Houthis)
>> Image
One of Masar Badil's "fundamental pillars" is Samidoun, which 🇨🇦 designated as a terror entity in 2024.
Acc to Masar Badil, "We are honored by the participation of the Samidoun Network as one of the fundamental pillars in organizing the Alternative Palestinian Path conference." >>Image
Read 6 tweets
Jun 1
1/ The Russian occupation in Ukraine faces a "catastrophic" situation, according to alarmed Russian warbloggers. "Total drone terror" is now taking place across the entire occupied region, with no place being safe any more. ⬇️
2/ 'Donetsk MartynoVa' warns that all of Russia's gains in Ukraine are now at risk due to a "summer of bloody terror" being wrought by Ukraine's seeming air supremacy:
3/ "The saddest thing is that it's not just the facts that are frightening, but the incredible dynamics that threaten to easily wipe out all the achievements, sacrifices, and plans of a war that has been going on for 12 years.
Read 23 tweets
Jun 1
“You have gender neutral toilets at home” Image
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Which of these men would you let share your ‘gender neutral’ toilet at home ladies? Image
Read 3 tweets
Jun 1
When you get the email: "We've decided to move forward with another candidate."

USE THE GOLDEN RESPONSE:
Most candidates ruin their chances here.
They say:
"Okay, thanks anyway." (Defeated)
"Can you tell me why?" (Desperate)
"Your loss." (Bitter)

This email isn't a dead end.
It's a pivot point.

Here are 15 scripts that turn a rejection into a referral (or a future offer):
1. The "Future Radar" Play

"Thank you for the update. I’m still very interested in [Company]’s mission. If a similar role opens up in the future, or if the selected candidate doesn’t work out, I’d love to be considered."

Why it works:
• It shows resilience.
• It positions you as the "backup plan" (which often gets hired).
• It keeps you in their active pool.
Read 12 tweets
Jun 1


“Cinema?”
“Cinnamon?”
“Spice?”
“Spies??”

#TruthWillOut!

#SystemsWillHeal!

#TurnToJesusChrist!!!



[ #Earthsflat ? ]

[ #AsEarthsflatTowers ? ]

[ #ASongOfElfsAndGnomes ? ]
"#potS?"
"#sToP?"
Read 11 tweets
Jun 1
SitRep - 31/05/26 - Long-range strikes in Saratov

An overview of the daily events in Russia's invasion of Ukraine. Overnight, Ukrainian drones struck the Saratov oil refinery, damaging the ELOU AVT-6 unit.

REPOST=appreciated

1/X Image
As usual we start with Russian losses
Read 22 tweets
Jun 1
On November 21, 2024, Prime Minister Keir Starmer announced a partnership with BlackRock, the world’s largest asset manager controlling over $10 trillion in assets. The tweet showed him and Chancellor Rachel Reeves in meetings with BlackRock executives, declaring determination to “capitalise on the UK’s position as a world leading hub for investment.”

Within months, BlackRock had acquired 80% ownership of three British freeports, Felixstowe, Harwich, and Thamesport, giving the firm control over 60% of UK container traffic. BlackRock announced a £500 million UK data centre partnership with Digital Gravity Partners. The firm manages £2.3 trillion globally and £600 billion of the UK defined contribution pension market.Image
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Here’s what the majority of people understand instinctively, even if they lack the economic jargon: Companies like BlackRock behave like feudal landlords. They purchase infrastructure, water systems, ports, energy grids, data centres, at above-market rates using borrowed money. Then they transfer that debt onto the companies they’ve acquired.

You, the consumer, pay off that debt through higher bills.

The company, not the asset manager, services the debt. BlackRock and its shareholders extract profits while you’re hit with rising water bills, soaring energy costs, and inflated service charges. When systems fail (see: Thames Water’s £14 billion debt and sewage-filled rivers), taxpayers face bailouts while executives who loaded the debt have already cashed out.

This is a giant Ponzi scheme.
substack.com/@europeanpowel…
You’re paying twice: Once through higher bills servicing corporate debt you never agreed to. Again through reduced pension returns, because your pension fund (likely managed by BlackRock) is invested in these same debt-laden structures that charge you inflated bills.

When a water company collapses under debt, when energy bills spike, when infrastructure crumbles, it’s not incompetence. It’s the system working exactly as designed: wealth extraction from the many to enrich the few.
Read 15 tweets

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