Recent well liked threads
Ce thread est désinformatif.
Pourquoi ?
Commençons du début : la mésinformation, il induit le lecteur en erreur par effet d'apposition.
Il prétend dans un premier temps qu'il va adresser la question de la cancérigénicité, alors qu'il dit immédiatement qu'effectivement ...
Pourquoi ?
Commençons du début : la mésinformation, il induit le lecteur en erreur par effet d'apposition.
Il prétend dans un premier temps qu'il va adresser la question de la cancérigénicité, alors qu'il dit immédiatement qu'effectivement ...
.. il n'y en a pas.
Puis, il relativise la portée de ce fait (qui est portant assez notable, parce qu'en général il y a des études contradictoires) en écrivant "Mais absence de preuve de cancer ≠ absence de risque."
Absence de risque de cancer ? L'interprétation ...
Puis, il relativise la portée de ce fait (qui est portant assez notable, parce qu'en général il y a des études contradictoires) en écrivant "Mais absence de preuve de cancer ≠ absence de risque."
Absence de risque de cancer ? L'interprétation ...
est possible, mais on peut aussi penser qu'il parle des risques (biodiversité, etc.) qu'il détaille ensuite sur plusieurs messages.
Il finit en reconnaissant qu'il n' a pas de "preuve formelle de cancérogénicité chez l’humain à ce stade."
Il insinue qu'il pourrait ...
Il finit en reconnaissant qu'il n' a pas de "preuve formelle de cancérogénicité chez l’humain à ce stade."
Il insinue qu'il pourrait ...
We know a redacted FBI agent said "I didn't realize Bush raped him too. Ok."
We know that a redacted NYPD detective told the story of a "purported victim" of "ritualistic sacrifice" and baby dismemberment on a yacht and said "He was also raped by George Bush 1."
This thread will be about the demonic clan known as the Bushes:
We know that a redacted NYPD detective told the story of a "purported victim" of "ritualistic sacrifice" and baby dismemberment on a yacht and said "He was also raped by George Bush 1."
This thread will be about the demonic clan known as the Bushes:
At the 2:50 mark, Hunter S. Thompson addresses George Bush on Late Night with David Letterman on NBC in 1988: "George Bush is the guiltiest man in politics."
Go to the 6:55 mark, Hunter says "You want to talk about guilt? You want to talk about religion? I went to Hillbilly. I don't know too much about (unintelligible) but we share one thing in common, which is a sense of justice."
Hillbilly was the name of the Bush camp at Bohemian Grove, which included such luminaries as Walter Cronkite, William F. Buckley, Donald Rumsfeld, and the commander of Apollo 8, the first U.S. human space mission that went to the moon but did not land in 1968.
Some of these men have dark, disturbing ties to secret societies and lies that were told to the people over the decades.
Go to the 6:55 mark, Hunter says "You want to talk about guilt? You want to talk about religion? I went to Hillbilly. I don't know too much about (unintelligible) but we share one thing in common, which is a sense of justice."
Hillbilly was the name of the Bush camp at Bohemian Grove, which included such luminaries as Walter Cronkite, William F. Buckley, Donald Rumsfeld, and the commander of Apollo 8, the first U.S. human space mission that went to the moon but did not land in 1968.
Some of these men have dark, disturbing ties to secret societies and lies that were told to the people over the decades.
"Meet the Press" host Tim Russert asked George W. Bush and John Kerry about their membership in Skull and Bones, the secret society at Yale University, and both men avoid the question.
Russert even mentions "322," the secret number in Skull and Bones that stands for the year 322 B.C. when Greek populist Demosthenes died and with it Greek democracy, ushering in the rise of a class of unelected plutocrats who rule the commoners.
Tim Russert suffered a surprise heart attack at age 58 in the NBC Washington Bureau and died on June 13, 2008.
Russert even mentions "322," the secret number in Skull and Bones that stands for the year 322 B.C. when Greek populist Demosthenes died and with it Greek democracy, ushering in the rise of a class of unelected plutocrats who rule the commoners.
Tim Russert suffered a surprise heart attack at age 58 in the NBC Washington Bureau and died on June 13, 2008.
BREAKING: Don't copy and paste answers from ChatGPT.
ChatGPT writing is easily detectable.
Use these prompts instead and see the magic:
ChatGPT writing is easily detectable.
Use these prompts instead and see the magic:
1. The Professional AI Humanizer
“Act as a professional human-writing editor. Rewrite the following text to sound natural, human, and conversational. Remove robotic phrasing, stiff structure, and unnatural flow while keeping the original meaning intact. Text: [paste text].”
“Act as a professional human-writing editor. Rewrite the following text to sound natural, human, and conversational. Remove robotic phrasing, stiff structure, and unnatural flow while keeping the original meaning intact. Text: [paste text].”
2. Natural Human Tone Converter
“Rewrite this text so it sounds like it was written by a real human with experience and confidence. Improve sentence rhythm, word choice, and flow. Avoid robotic patterns or overly formal language. Text: [paste text].”
“Rewrite this text so it sounds like it was written by a real human with experience and confidence. Improve sentence rhythm, word choice, and flow. Avoid robotic patterns or overly formal language. Text: [paste text].”
Creatine is the most powerful legal supplement in the world.
However, most men have no idea what it really does.
How to use it correctly
Or if it's safe in the long term?
This thread will change that for you
However, most men have no idea what it really does.
How to use it correctly
Or if it's safe in the long term?
This thread will change that for you
What is creatine?
Creatine is a compound that is naturally found in the muscles.
It helps the body produce energy during intense activity.
It is not a steroid.
It is not artificial.
Your body already produces it.
Supplementation simply replenishes your reserves.
Creatine is a compound that is naturally found in the muscles.
It helps the body produce energy during intense activity.
It is not a steroid.
It is not artificial.
Your body already produces it.
Supplementation simply replenishes your reserves.
How does creatine work?
Creatine is converted into phosphocreatine in the body, which helps regenerate ATP (the energy currency of cells).
In summary:
More creatine = more cellular energy.
More energy = better workouts.
Better workouts = more strength and muscle.
Creatine is converted into phosphocreatine in the body, which helps regenerate ATP (the energy currency of cells).
In summary:
More creatine = more cellular energy.
More energy = better workouts.
Better workouts = more strength and muscle.
I turned Naval Ravikant's mental models into AI prompts.
It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.
Here are the 13 prompts that transformed how I build wealth:
It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.
Here are the 13 prompts that transformed how I build wealth:
1. Specific Knowledge Audit
Most people chase "skills everyone wants" and wonder why they're replaceable.
I use this to find what only I can do:
Prompt:
```
You are Naval Ravikant analyzing my career for specific knowledge.
About me: [YOUR BACKGROUND - work history, hobbies, weird interests, things you're known for]
Answer:
1. What specific knowledge do I have that can't be trained? (look for intersections no one else has)
2. What do I know from experience that can't be learned in school?
3. What would I do for free that people will eventually pay me for?
4. Where am I authentic that others are faking it?
Be ruthless. If I don't have specific knowledge yet, tell me where to build it.
```
Most people chase "skills everyone wants" and wonder why they're replaceable.
I use this to find what only I can do:
Prompt:
```
You are Naval Ravikant analyzing my career for specific knowledge.
About me: [YOUR BACKGROUND - work history, hobbies, weird interests, things you're known for]
Answer:
1. What specific knowledge do I have that can't be trained? (look for intersections no one else has)
2. What do I know from experience that can't be learned in school?
3. What would I do for free that people will eventually pay me for?
4. Where am I authentic that others are faking it?
Be ruthless. If I don't have specific knowledge yet, tell me where to build it.
```
2. Leverage Identification
Naval says wealth requires leverage: code, media, labor, or capital.
Here's how I figure out which leverage I actually have access to:
Prompt:
```
Naval defines leverage as: code (software), media (content with no marginal cost), labor (people working for you), capital (money)
Analyze my current position:
[DESCRIBE YOUR SKILLS, RESOURCES, NETWORK, ASSETS]
For each type of leverage, tell me:
- Do I have it? (yes/no + evidence)
- How could I acquire it in 6 months?
- Which type matches my specific knowledge best?
Rank the 4 types by "easiest for me to scale right now." Show your reasoning.
```
Naval says wealth requires leverage: code, media, labor, or capital.
Here's how I figure out which leverage I actually have access to:
Prompt:
```
[DESCRIBE YOUR SKILLS, RESOURCES, NETWORK, ASSETS]
For each type of leverage, tell me:
- Do I have it? (yes/no + evidence)
- How could I acquire it in 6 months?
- Which type matches my specific knowledge best?
Rank the 4 types by "easiest for me to scale right now." Show your reasoning.
```
🚨EVERY MEMBER OF THE WORKING GROUP ON ISLAMOPHOBIA HAS LINKS TO ISLAMIST ORGANISATIONS.
The controversial Working Group tasked with drafting an official definition of Islamophobia operated in secrecy.
This definition — now rebranded as “anti-Muslim hostility” — will have a chilling effect on free speech.
It will silence legitimate criticism of Islam and its practices, and deter open discussion of serious public concerns, including the grooming gangs scandal and Islamist extremism.
So who is behind Britain’s new Muslim blasphemy law?
FSU Director of Policy and Research @DavidRoseUK has published a new briefing exposing the Working Group’s members and their links to Islamists.
A thread 🧵
The controversial Working Group tasked with drafting an official definition of Islamophobia operated in secrecy.
This definition — now rebranded as “anti-Muslim hostility” — will have a chilling effect on free speech.
It will silence legitimate criticism of Islam and its practices, and deter open discussion of serious public concerns, including the grooming gangs scandal and Islamist extremism.
So who is behind Britain’s new Muslim blasphemy law?
FSU Director of Policy and Research @DavidRoseUK has published a new briefing exposing the Working Group’s members and their links to Islamists.
A thread 🧵
1️⃣ Dominic Grieve, the group’s Chair and a former Conservative Attorney-General, apparently decided to support the controversial 2018 All-Party Parliamentary Group definition of Islamophobia as “a form of racism” after seeking advice from MCB and MEND leaders when he chaired a Citizen’s Commission on Muslims in 2017.
2️⃣ Asha Affi was a council candidate for George Galloway’s RespectParty in 2010, when his policy demands included support for the Iranian and former Syrian regimes and wiping out the state of Israel. She stood in the same borough where Galloway had been an MP.
BREAKING: AI can now build financial models like Goldman Sachs analysts (for free).
Here are 12 Claude prompts that replace $150K/year investment banking work (Save for later)
Here are 12 Claude prompts that replace $150K/year investment banking work (Save for later)
1/ DCF Valuation Model
You are a Senior Analyst at Goldman Sachs. I need a complete DCF (Discounted Cash Flow) valuation model for [COMPANY NAME].
Please provide:
- Free cash flow projections: Next 5 years with growth assumptions
- WACC calculation: Cost of equity + cost of debt breakdown
- Terminal value: Both perpetuity growth and exit multiple methods
- Sensitivity analysis: How value changes with different assumptions
- Discount rate justification: Why we chose this WACC
- Key drivers: What makes cash flow go up or down
- Comparable companies: How our assumptions compare to peers
- Valuation range: Bull case, base case, bear case scenarios
Format as investment banking pitch book valuation page with clear formulas.
Company: [DESCRIBE COMPANY, INDUSTRY, FINANCIALS]
You are a Senior Analyst at Goldman Sachs. I need a complete DCF (Discounted Cash Flow) valuation model for [COMPANY NAME].
Please provide:
- Free cash flow projections: Next 5 years with growth assumptions
- WACC calculation: Cost of equity + cost of debt breakdown
- Terminal value: Both perpetuity growth and exit multiple methods
- Sensitivity analysis: How value changes with different assumptions
- Discount rate justification: Why we chose this WACC
- Key drivers: What makes cash flow go up or down
- Comparable companies: How our assumptions compare to peers
- Valuation range: Bull case, base case, bear case scenarios
Format as investment banking pitch book valuation page with clear formulas.
Company: [DESCRIBE COMPANY, INDUSTRY, FINANCIALS]
2/ Three-Statement Financial Model
You are a VP at Morgan Stanley. I need a complete three-statement model for [COMPANY NAME].
Please provide:
- Income statement: Revenue, costs, EBITDA, net income (5 years)
- Balance sheet: Assets, liabilities, equity (5 years)
- Cash flow statement: Operating, investing, financing activities (5 years)
- Link formulas: How statements connect (net income → cash flow → balance sheet)
- Working capital: How AR, inventory, and AP change
- Debt schedule: Principal payments and interest expense
- Key assumptions: Revenue growth, margins, capex as % of sales
- Error checks: Balance sheet balancing and circular references
Format as Excel-style model with formulas explained in plain English.
Company: [DESCRIBE BUSINESS, CURRENT FINANCIALS, GROWTH STAGE]
You are a VP at Morgan Stanley. I need a complete three-statement model for [COMPANY NAME].
Please provide:
- Income statement: Revenue, costs, EBITDA, net income (5 years)
- Balance sheet: Assets, liabilities, equity (5 years)
- Cash flow statement: Operating, investing, financing activities (5 years)
- Link formulas: How statements connect (net income → cash flow → balance sheet)
- Working capital: How AR, inventory, and AP change
- Debt schedule: Principal payments and interest expense
- Key assumptions: Revenue growth, margins, capex as % of sales
- Error checks: Balance sheet balancing and circular references
Format as Excel-style model with formulas explained in plain English.
Company: [DESCRIBE BUSINESS, CURRENT FINANCIALS, GROWTH STAGE]
Eilmeldung vom 14.02.2026: Während die Welt auf den Valentinstag blickt, brennt an der Front die digitale Leitung. Unverifizierte Berichte aus Geheimdienstkreisen deuten darauf hin, dass der Kreml eine Notfall-Direktive zur Requisition ziviler chinesischer Router plant – ein Akt purer Verzweiflung nach dem Starlink-Blackout. Zeitgleich kollabiert der Zugang zu Telegram. Die Fronten sind in Bewegung, die Nerven liegen blank.
🧵Ein Thread zur Lage.
🧵Ein Thread zur Lage.
1/25
Die Aktenlage am 06.02.2026 markiert den Point of No Return. Elon Musk hat die Daumenschrauben angezogen. Was monatelang als „Grauimport“ über Drittstaaten die russische Angriffsmaschinerie befeuerte, ist nun Elektroschrott. Die koordinierte Abschaltung der Starlink-Terminals für russische Einheiten trifft den Kreml ins Mark. Ein technologischer Exorzismus, der die Front in sekundenlange Paralyse stürzt. Wer ohne digitale Sicht kämpft, hat bereits verloren.
Die Aktenlage am 06.02.2026 markiert den Point of No Return. Elon Musk hat die Daumenschrauben angezogen. Was monatelang als „Grauimport“ über Drittstaaten die russische Angriffsmaschinerie befeuerte, ist nun Elektroschrott. Die koordinierte Abschaltung der Starlink-Terminals für russische Einheiten trifft den Kreml ins Mark. Ein technologischer Exorzismus, der die Front in sekundenlange Paralyse stürzt. Wer ohne digitale Sicht kämpft, hat bereits verloren.
2/25
Rechercheergebnisse vom 07.02.2026 bestätigen: SpaceX nutzt ein radikales „Whitelist“-Verfahren. Nur verifizierte Terminals der ukrainischen Verteidigungskräfte erhalten Zugriff. Russische Einheiten, die sich auf die Infrastruktur des Gegners verlassen haben, stehen vor dem Nichts. Es ist die ultimative Demütigung einer selbsternannten Großmacht, deren Kommunikation am seidenen Faden eines US-Milliardärs hing. Ein Systemfehler mit Ansage, den Moskau bis zuletzt ignorierte.
Rechercheergebnisse vom 07.02.2026 bestätigen: SpaceX nutzt ein radikales „Whitelist“-Verfahren. Nur verifizierte Terminals der ukrainischen Verteidigungskräfte erhalten Zugriff. Russische Einheiten, die sich auf die Infrastruktur des Gegners verlassen haben, stehen vor dem Nichts. Es ist die ultimative Demütigung einer selbsternannten Großmacht, deren Kommunikation am seidenen Faden eines US-Milliardärs hing. Ein Systemfehler mit Ansage, den Moskau bis zuletzt ignorierte.
Around 10 years ago, I finished my PhD. The main paper was published in 2022.
🧵 "The real effects of monetary expansions: evidence from a large‑scale historical experiment"
1/
Do monetary expansions affect the real economy—or just prices?
ʜɪꜱᴛᴏʀʏ gives us a rare experiment 👇
🧵 "The real effects of monetary expansions: evidence from a large‑scale historical experiment"
1/
Do monetary expansions affect the real economy—or just prices?
ʜɪꜱᴛᴏʀʏ gives us a rare experiment 👇
2/
Think early modern Europe (16th–18th centuries).
No central banks. No QE.
Yet massive & exogenous changes in the money supply, thanks to the findings of gold and silver in the Americas
Think early modern Europe (16th–18th centuries).
No central banks. No QE.
Yet massive & exogenous changes in the money supply, thanks to the findings of gold and silver in the Americas
3/
What caused them?
💰 Silver and gold inflows
🪙 Coinage increases / monetary shocks
These weren’t policy tweaks—they were unintentional monetary earthquakes.
What caused them?
💰 Silver and gold inflows
🪙 Coinage increases / monetary shocks
These weren’t policy tweaks—they were unintentional monetary earthquakes.
I scraped every single NotebookLM prompt that blew up on X, Reddit, and academic corners of the internet.
Turns out most people are using NotebookLM like a fancy note-taker.
That's insane.
It's a full-blown research assistant that can compress 10 hours of analysis into 20 seconds if you feed it the right instructions.
Here's what actually works:
Turns out most people are using NotebookLM like a fancy note-taker.
That's insane.
It's a full-blown research assistant that can compress 10 hours of analysis into 20 seconds if you feed it the right instructions.
Here's what actually works:
Prompt 1: The Expert Synthesizer
"You are a [field] expert with 15 years of experience. Analyze these sources and identify the 3 core insights that practitioners in this field would immediately recognize as groundbreaking. For each insight, explain why it matters and what conventional wisdom it challenges."
This forces depth over breadth. The output is immediately usable.
"You are a [field] expert with 15 years of experience. Analyze these sources and identify the 3 core insights that practitioners in this field would immediately recognize as groundbreaking. For each insight, explain why it matters and what conventional wisdom it challenges."
This forces depth over breadth. The output is immediately usable.
Prompt 2: The Contradiction Hunter
"Compare these sources and identify every point where they contradict each other. For each contradiction, explain which source has stronger evidence and why. If both are credible, explain what factors might explain the disagreement."
Perfect for literature reviews and due diligence. Saves hours of manual cross-referencing.
"Compare these sources and identify every point where they contradict each other. For each contradiction, explain which source has stronger evidence and why. If both are credible, explain what factors might explain the disagreement."
Perfect for literature reviews and due diligence. Saves hours of manual cross-referencing.
BREAKING: AI can now build financial models like Morgan Stanley analysts (for free).
Here are 12 Claude prompts that replace $200K+/year investment banking jobs
(bookmark this thread 🧵)
Here are 12 Claude prompts that replace $200K+/year investment banking jobs
(bookmark this thread 🧵)
1/ DCF Valuation Model
You are a Senior Analyst at Goldman Sachs. I need a complete DCF (Discounted Cash Flow) valuation model for [COMPANY NAME].
Please provide:
- Free cash flow projections: Next 5 years with growth assumptions
- WACC calculation: Cost of equity + cost of debt breakdown
- Terminal value: Both perpetuity growth and exit multiple methods
- Sensitivity analysis: How value changes with different assumptions
- Discount rate justification: Why we chose this WACC
- Key drivers: What makes cash flow go up or down
- Comparable companies: How our assumptions compare to peers
- Valuation range: Bull case, base case, bear case scenarios
Format as investment banking pitch book valuation page with clear formulas.
Company: [DESCRIBE COMPANY, INDUSTRY, FINANCIALS]
You are a Senior Analyst at Goldman Sachs. I need a complete DCF (Discounted Cash Flow) valuation model for [COMPANY NAME].
Please provide:
- Free cash flow projections: Next 5 years with growth assumptions
- WACC calculation: Cost of equity + cost of debt breakdown
- Terminal value: Both perpetuity growth and exit multiple methods
- Sensitivity analysis: How value changes with different assumptions
- Discount rate justification: Why we chose this WACC
- Key drivers: What makes cash flow go up or down
- Comparable companies: How our assumptions compare to peers
- Valuation range: Bull case, base case, bear case scenarios
Format as investment banking pitch book valuation page with clear formulas.
Company: [DESCRIBE COMPANY, INDUSTRY, FINANCIALS]
2/ Three-Statement Financial Model
You are a VP at Morgan Stanley. I need a complete three-statement model for [COMPANY NAME].
Please provide:
- Income statement: Revenue, costs, EBITDA, net income (5 years)
- Balance sheet: Assets, liabilities, equity (5 years)
- Cash flow statement: Operating, investing, financing activities (5 years)
- Link formulas: How statements connect (net income → cash flow → balance sheet)
- Working capital: How AR, inventory, and AP change
- Debt schedule: Principal payments and interest expense
- Key assumptions: Revenue growth, margins, capex as % of sales
- Error checks: Balance sheet balancing and circular references
Format as Excel-style model with formulas explained in plain English.
Company: [DESCRIBE BUSINESS, CURRENT FINANCIALS, GROWTH STAGE]
You are a VP at Morgan Stanley. I need a complete three-statement model for [COMPANY NAME].
Please provide:
- Income statement: Revenue, costs, EBITDA, net income (5 years)
- Balance sheet: Assets, liabilities, equity (5 years)
- Cash flow statement: Operating, investing, financing activities (5 years)
- Link formulas: How statements connect (net income → cash flow → balance sheet)
- Working capital: How AR, inventory, and AP change
- Debt schedule: Principal payments and interest expense
- Key assumptions: Revenue growth, margins, capex as % of sales
- Error checks: Balance sheet balancing and circular references
Format as Excel-style model with formulas explained in plain English.
Company: [DESCRIBE BUSINESS, CURRENT FINANCIALS, GROWTH STAGE]
1/ Russian presidential spokesman Dmitry Peskov recently said (very wrongly) that "It's difficult, if not impossible, to imagine ... frontline communications being provided via Telegram or any other messenger." Warblogger Nikita Tretyakov has a list of other 'unimaginables'. ⬇️
2/ "What else is unimaginable?
It's unimaginable that just a week ago, our troops' communications relied on an enemy country's satellite constellation.
It's unimaginable that just a week ago, our troops' communications relied on an enemy country's satellite constellation.
3/ "It's unimaginable that soldiers still obtain many essential items for war and military life (anti-thermal blankets, radios, gasoline-powered and electric tools, inverter generators, etc.) almost exclusively from their salaries or from volunteers.
Q: Are you feeling the pressure [from Trump]?
Zelenskyy: A little bit.
I understand the signals from the President. Maybe it is preparation before the Switzerland trilateral meeting.
Not losing our dignity, we can move. We made a lot of compromises speaking with Russians. 1/
Zelenskyy: A little bit.
I understand the signals from the President. Maybe it is preparation before the Switzerland trilateral meeting.
Not losing our dignity, we can move. We made a lot of compromises speaking with Russians. 1/
Zelenskyy: We are ready to speak about the stop on the contact line.
This is also a compromise because we are speaking about our territories, which are temporarily occupied, and our people, who have been killed. A lot of different compromises. 2/
This is also a compromise because we are speaking about our territories, which are temporarily occupied, and our people, who have been killed. A lot of different compromises. 2/
Zelenskyy: Even when the US proposed a free economic zone, we said it is our territory and 200,000 Ukrainians live there. We cannot just withdraw.
But we do not hear any compromises from Russia. We want to hear what they are ready to do. 3X
But we do not hear any compromises from Russia. We want to hear what they are ready to do. 3X
1) So what are they both talking about here. How are they going to do it? I think they both got overconfident and accidentally showed their hand. Because I think I discovered how they’re going to try this. And why Homeland Security is involved. Let’s begin⬇️
2) Back in February 2025, Homeland Security was already talking about elections. Basically building up a disinformation pretext under the aegis of official business. Let’s see what this says next⬇️
3) Here’s how it begins. Notice that “Federal Executive Branch Agencies”? That means controlled by Trump. They’re making that point clear. And then you see what’s said afterwards—their “roles and responsibilities” in US elections. Let’s continue⬇️
🧵THREAD: Is Brooklyn, NY a Medicaid fraud hotspot?
Brooklyn, NY has a home care billing industry that defies belief.
One zip code (11232, Sunset Park) has 30,181 residents and $3.8 BILLION in Medicaid claims. That's $143,000 per man, woman, and child.
What's even stranger is that the average income is $90K, the poverty rate is below 20%, and it is one of the younger zip codes in the area.
Receipts below.👇
As always, patience as I pull together the thread.
Brooklyn, NY has a home care billing industry that defies belief.
One zip code (11232, Sunset Park) has 30,181 residents and $3.8 BILLION in Medicaid claims. That's $143,000 per man, woman, and child.
What's even stranger is that the average income is $90K, the poverty rate is below 20%, and it is one of the younger zip codes in the area.
Receipts below.👇
As always, patience as I pull together the thread.
Case study NPI 1396051694: AssistCareHome Healthcare Services at 148 39th Street Building 19, 4th Floor.
1.4 billion in claims paid per DOGE data.
Services 6000+ unique beneficiaries a month, files 20 claims per beneficiary, bills 23MM a month.
Nothing on Google Maps about this place.
1396051694,1396051694,T1019,2024-05,6295,133302,23561537.56
1396051694,1396051694,T1019,2024-07,6240,131852,23311281.66
1396051694,1396051694,T1019,2023-03,6735,147135,23138674.52
1396051694,1396051694,T1019,2023-05,6617,146639,23112662.09
1396051694,1396051694,T1019,2023-10,6571,139728,23027910.07
1396051694,1396051694,T1019,2023-08,6632,147905,22893647.71
1396051694,1396051694,T1019,2024-01,6261,130763,22572233.74
1.4 billion in claims paid per DOGE data.
Services 6000+ unique beneficiaries a month, files 20 claims per beneficiary, bills 23MM a month.
Nothing on Google Maps about this place.
1396051694,1396051694,T1019,2024-05,6295,133302,23561537.56
1396051694,1396051694,T1019,2024-07,6240,131852,23311281.66
1396051694,1396051694,T1019,2023-03,6735,147135,23138674.52
1396051694,1396051694,T1019,2023-05,6617,146639,23112662.09
1396051694,1396051694,T1019,2023-10,6571,139728,23027910.07
1396051694,1396051694,T1019,2023-08,6632,147905,22893647.71
1396051694,1396051694,T1019,2024-01,6261,130763,22572233.74
Case study NPI 1780816991: NAE EDISON LLC at 946 McDonald Ave. Very similar number of claims paid out, similar number of unique beneficiaries. 6,000+ beneficiaries monthly being serviced at a strip mall without any reviews.
1780816991,1780816991,T1019,2024-05,6405,147364,24876517.68
1780816991,1780816991,T1019,2024-07,6308,141026,24055592.07
1780816991,1780816991,T1019,2024-04,6338,140215,23651552.47
1780816991,1780816991,T1019,2024-06,6467,135892,23404942.73
1780816991,1780816991,T1019,2024-03,6180,137448,23040261.81
1780816991,1780816991,T1019,2024-05,6405,147364,24876517.68
1780816991,1780816991,T1019,2024-07,6308,141026,24055592.07
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Contre-attaque victorieuse pour l'Ukraine 🇺🇦
Après plusieurs semaines de contre-attaques, l'armée ukrainienne a repris le contrôle de larges territoires disputés dont ~12 villages dans l'est de l'oblast de Zaporizhia.
L'armée russe 🇷🇺 a été repoussée.
🧵THREAD🧵1/18 ⬇️
Après plusieurs semaines de contre-attaques, l'armée ukrainienne a repris le contrôle de larges territoires disputés dont ~12 villages dans l'est de l'oblast de Zaporizhia.
L'armée russe 🇷🇺 a été repoussée.
🧵THREAD🧵1/18 ⬇️
Profitant de la suspension de Starling à l'armée russe (qui permettait de faire voler les drones russes et de communiquer) et de Telegram, l'armée ukrainienne a lancé une série de contre-attaques locales dans le secteur de Ternuvate et Pokrovsk'e, à l'est de Zaporizhia.
Les ukrainiens ont utilisé d'importants moyens mécanisés, une première depuis plusieurs mois, profitant notamment des mauvaises conditions météorologiques et de la suspension de Starlink qui empêchent les drones de voler.
Ces assauts ont eu lieu à l'ouest du côté de Ternuvate.
Ces assauts ont eu lieu à l'ouest du côté de Ternuvate.
1 HILO IRÁN & CHINA. CUESTIÓN DE PUNTOS DE VISTA
Peng Dehuai fue un gran general chino durante la guerra civil .
De él dijo Mao que tenía un "punto de vista puramente militar" (单纯军事观点)
La Historia ¿se repite?
Peng Dehuai fue un gran general chino durante la guerra civil .
De él dijo Mao que tenía un "punto de vista puramente militar" (单纯军事观点)
La Historia ¿se repite?
2 Xi Jinping acaba de destituir a la cúpula del ejercito y ha tomado todo el control.
¿Motivos? todos ellos son militares profesionales.
Nadie ha dado explicaciones, pero todo apunta al mismo comentario del p.1
abc.es/xlsemanal/a-fo…
¿Motivos? todos ellos son militares profesionales.
Nadie ha dado explicaciones, pero todo apunta al mismo comentario del p.1
abc.es/xlsemanal/a-fo…
3 La situación:
-La nueva doctrina USA declara a China como enemigo
- USA ha cortado el petróleo venezolano a China
-Irán apunto de entrar en guerra con USA.
-China necesita el petróleo iraní ... bbc.com/mundo/noticias…
-La nueva doctrina USA declara a China como enemigo
- USA ha cortado el petróleo venezolano a China
-Irán apunto de entrar en guerra con USA.
-China necesita el petróleo iraní ... bbc.com/mundo/noticias…
@ShaykhSulaiman 1/...They pretend to be strong but they are weak ...
Antoine de la Boetie :
Constant Paranoia: A tyrant lives in permanent fear of betrayal. As noted in the famous allegory of the Sword of Damocles, supreme power is always hanging by a thread.
Antoine de la Boetie :
Constant Paranoia: A tyrant lives in permanent fear of betrayal. As noted in the famous allegory of the Sword of Damocles, supreme power is always hanging by a thread.
@ShaykhSulaiman 2/...This insecurity pushes them to eliminate all opposition, even imaginary ones.
Information Isolation: Out of fear of displeasing them, a dictator's entourage ends up telling them only what they want to hear. This "echo chamber" phenomenon
Information Isolation: Out of fear of displeasing them, a dictator's entourage ends up telling them only what they want to hear. This "echo chamber" phenomenon
@ShaykhSulaiman 3/...makes the leader incapable of making decisions based on reality, which constitutes a major strategic weakness.
Dependence on Force: Unlike legitimate authority based on consent, tyranny relies on coercion. As soon as the apparatus of repression falters or a resource ...
Dependence on Force: Unlike legitimate authority based on consent, tyranny relies on coercion. As soon as the apparatus of repression falters or a resource ...
ÚLTIMA HORA: La IA ahora puede construir modelos financieros como los analistas de Goldman Sachs (gratis).
Aquí tienes 12 prompts de Claude que reemplazan trabajo de banca de inversión valorado en $150K/año (guárdalo para más tarde).
Aquí tienes 12 prompts de Claude que reemplazan trabajo de banca de inversión valorado en $150K/año (guárdalo para más tarde).
1/ Modelo de Valoración DCF
Eres un Analista Senior en Goldman Sachs. Necesito un modelo completo de valoración DCF (Flujo de Caja Descontado) para [NOMBRE DE LA EMPRESA].
Por favor, proporciona:
- Proyecciones de flujo de caja libre: próximos 5 años con supuestos de crecimiento
- Cálculo del WACC: desglose del costo de capital propio + costo de la deuda
- Valor terminal: métodos de crecimiento a perpetuidad y múltiplo de salida
- Análisis de sensibilidad: cómo cambia el valor con distintos supuestos
- Justificación de la tasa de descuento: por qué se eligió este WACC
- Drivers clave: qué hace que el flujo de caja suba o baje
- Empresas comparables: cómo se comparan nuestros supuestos con los de sus pares
- Rango de valoración: escenarios optimista, base y pesimista
Formatea el resultado como una página de valoración de pitch book de banca de inversión, con fórmulas claras.
Empresa: [DESCRIBE LA EMPRESA, INDUSTRIA, FINANZAS]
Eres un Analista Senior en Goldman Sachs. Necesito un modelo completo de valoración DCF (Flujo de Caja Descontado) para [NOMBRE DE LA EMPRESA].
Por favor, proporciona:
- Proyecciones de flujo de caja libre: próximos 5 años con supuestos de crecimiento
- Cálculo del WACC: desglose del costo de capital propio + costo de la deuda
- Valor terminal: métodos de crecimiento a perpetuidad y múltiplo de salida
- Análisis de sensibilidad: cómo cambia el valor con distintos supuestos
- Justificación de la tasa de descuento: por qué se eligió este WACC
- Drivers clave: qué hace que el flujo de caja suba o baje
- Empresas comparables: cómo se comparan nuestros supuestos con los de sus pares
- Rango de valoración: escenarios optimista, base y pesimista
Formatea el resultado como una página de valoración de pitch book de banca de inversión, con fórmulas claras.
Empresa: [DESCRIBE LA EMPRESA, INDUSTRIA, FINANZAS]
2/ Modelo Financiero de Tres Estados
Eres VP en Morgan Stanley. Necesito un modelo completo de tres estados financieros para [NOMBRE DE LA EMPRESA].
Por favor, proporciona:
- Estado de resultados: ingresos, costos, EBITDA, utilidad neta (5 años)
- Balance general: activos, pasivos y patrimonio (5 años)
- Estado de flujo de caja: actividades operativas, de inversión y de financiación (5 años)
- Fórmulas de enlace: cómo se conectan los estados (utilidad neta → flujo de caja → balance)
- Capital de trabajo: cómo cambian cuentas por cobrar, inventarios y cuentas por pagar
- Calendario de deuda: pagos de principal y gasto por intereses
- Supuestos clave: crecimiento de ingresos, márgenes, capex como % de ventas
- Controles de error: cuadratura del balance y referencias circulares
Formatea el resultado como un modelo estilo Excel, con las fórmulas explicadas en lenguaje claro.
Empresa: [DESCRIBE EL NEGOCIO, FINANZAS ACTUALES, ETAPA DE CRECIMIENTO]
Eres VP en Morgan Stanley. Necesito un modelo completo de tres estados financieros para [NOMBRE DE LA EMPRESA].
Por favor, proporciona:
- Estado de resultados: ingresos, costos, EBITDA, utilidad neta (5 años)
- Balance general: activos, pasivos y patrimonio (5 años)
- Estado de flujo de caja: actividades operativas, de inversión y de financiación (5 años)
- Fórmulas de enlace: cómo se conectan los estados (utilidad neta → flujo de caja → balance)
- Capital de trabajo: cómo cambian cuentas por cobrar, inventarios y cuentas por pagar
- Calendario de deuda: pagos de principal y gasto por intereses
- Supuestos clave: crecimiento de ingresos, márgenes, capex como % de ventas
- Controles de error: cuadratura del balance y referencias circulares
Formatea el resultado como un modelo estilo Excel, con las fórmulas explicadas en lenguaje claro.
Empresa: [DESCRIBE EL NEGOCIO, FINANZAS ACTUALES, ETAPA DE CRECIMIENTO]