Non-Political Market/Economy/Finance/etc. Thread

[Stupid Fitz]

I assume they have a finite window to use them because they either arent safe for continuous useage or the drug companies know they will lose efficacy in prolonged settings or both.

Yeah, this seems ripe for the potential, "we made 600 billion dollars, but got fined 2 billion dollars, because a bunch of wieners fell off after taking it for 10 years straight."
Oopsie, we totally won't do it again with the next drug that comes out.

[steve dave]

I assume they have a finite window to use them because they either arent safe for continuous useage or the drug companies know they will lose efficacy in prolonged settings or both.

they talk about this on CNBC all the time. my understanding from there is that there are still no known long term real negative side effects (acid reflux being the only one I've heard) and that the weight loss does plateau at some point (ie. you don't shrink to zero lbs) but that the efficacy doesn't seem to wane.

[mocat]

Coke needs to come up with their own version of the drug and just put it in coke. Same for Yum Brands, McD’s, etc.

It is truly transformative, and the impact to fast food and junk food will be immense. When I am on it, I have no craving for food.  If you offer me something good to eat, I'll eat it and enjoy it, but I won't want more than a few ounces. I was viewing food more as fuel, and would just as soon pound a couple premier protein shakes as bother to eat a "meal."

What about when you're super baked?

California glp1

[wetwillie]

Honestly if my options are everyone continues to eat highly processed nutrient deficient food unchecked at current pace or the same plus weiner falling off drugs to combat it I'd choose the weiners falling off. We could just stop eating the shitty food and avoid all the weiner falling off stuff but we have proven we won't do that.

[steve dave]

Well, good news, because apparently you can both keep the wiener and lose the weight


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[Stupid Fitz]

Well, good news, because apparently you can both keep the wiener and lose the weight


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[sys]

other than losing muscle as well as fat, i haven't heard of a single concern re. glp-1 use.  on the contrary, every story that comes out on them is is like "welp, we found another thing these drugs cure without even trying".


i think i'm gonna try to buy some of the oral version the next time i'm in mexico.

[Pete]

I have gained and lost weight many times in my life. Most of my 40’s I was very fit, but last few years after Covid I gained a ton. Using the GLP-1 helps me be happier while I lose the weight. I started trying to get back in shape in January and work out nearly every day, but using the glp1 drug allows me to reduce the agonizing struggle of hoarding and splurging on caloric “points” each day.

Having tried a glp1 drug, I am CONVINCED it’s the best way to live for me. I hope I have access to it, and the fund to afford it for the rest of my life.

[Pete]

https://twitter.com/yahoofinance/status/1785676405419708895?s=46&t=odWzhuZU7P443NcVwlC1iQ


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I only buy index funds, but if I had the money to take big bets, I’d bet this trend continues and I’d be shorting brands like this (assuming they have upticks against which to enter into a short!).

[IPA4Me]

Inflation pressure killing that market while pizza and the like thrive. Look at places where $10 will cover a couple of meals. They're kicking ass.

[Pete]

Yeah, it’s probably not smart to bet against the American appetite until glp1 drugs go generic.

[wetwillie]

Inflation pressure killing that market while pizza and the like thrive. Look at places where $10 will cover a couple of meals. They're kicking ass.

Where will $10 cover two meals?

[star seed 7]

You can probably get at least 10 meals for $10 in India

[IPA4Me]

Inflation pressure killing that market while pizza and the like thrive. Look at places where $10 will cover a couple of meals. They're kicking ass.

Where will $10 cover two meals?

Domino's etc

[Stupid Fitz]

I have gained and lost weight many times in my life. Most of my 40’s I was very fit, but last few years after Covid I gained a ton. Using the GLP-1 helps me be happier while I lose the weight. I started trying to get back in shape in January and work out nearly every day, but using the glp1 drug allows me to reduce the agonizing struggle of hoarding and splurging on caloric “points” each day.

Having tried a glp1 drug, I am CONVINCED it’s the best way to live for me. I hope I have access to it, and the fund to afford it for the rest of my life.

Yep, this is the way to do it Pete. The issue is, many people will just take it not do anything else. It will still help them so that rules, but being active/exercising is still the best drug on the planet. You are going to be an elite specimen doing both, but i'm still not convinced your wiener isn't going to fall off in 10 years.

[CNS]

other than losing muscle as well as fat, i haven't heard of a single concern re. glp-1 use.  on the contrary, every story that comes out on them is is like "welp, we found another thing these drugs cure without even trying".


i think i'm gonna try to buy some of the oral version the next time i'm in mexico.

I think the muscle loss could be prevented if you eat enough protein, unless there is something about the drug itself that makes protein vulnerable, the reason ppl lose it is because they aren't eating enough of it when they are in deficit.  However, to do that you would have to track macros, and most folks aren't going to do that.

Pete, make sure you are getting enough protein.

[steve dave]

Yeah, 100% it’s just that you’re in a calorie deficit. I think Pete keeps the protein industry in business and think he’ll be just fine.


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[Pete]

What is the economic case for assessing 100% (Biden proposed) or even 200% (Trump proposed) tariffs on Chinese EV’s?

I had to read this book a long time ago for Macro and it convinced me free trade was great.

https://www.amazon.com/Choice-Fable-Free-Trade-Protection/dp/0131433547

What am I missing? Cheap reliable electric cars seem like a huge win for everyone.

[steve dave]

What is the economic case for assessing 100% (Biden proposed) or even 200% (Trump proposed) tariffs on Chinese EV’s?

I had to read this book a long time ago for Macro and it convinced me free trade was great.

https://www.amazon.com/Choice-Fable-Free-Trade-Protection/dp/0131433547

What am I missing? Cheap reliable electric cars seem like a huge win for everyone.

tariffs are a tax on the country imposing them and stupid in almost every economic scenario.

[sys]

What is the economic case for assessing 100% (Biden proposed) or even 200% (Trump proposed) tariffs on Chinese EV’s?

I had to read this book a long time ago for Macro and it convinced me free trade was great.

https://www.amazon.com/Choice-Fable-Free-Trade-Protection/dp/0131433547

What am I missing? Cheap reliable electric cars seem like a huge win for everyone.

1.  if you think china has unfairly subsidized their ev industry and you want to impose punitive tariffs to induce them to remove subsidies.
2.  if you think china is a geopolitical adversary and the ev industry has strategic importance and you don't want us demand to be used to help subsidize the development of chinese heavy/semiconductor industry and/or you don't want us producers to be eliminated via competition with chinese producers.

since neither political party really believes in free trade currently, i think it's clearly the second one, although we might at times argue the first as a fig leaf.

[pissclams]

What is the economic case for assessing 100% (Biden proposed) or even 200% (Trump proposed) tariffs on Chinese EV’s?

I had to read this book a long time ago for Macro and it convinced me free trade was great.

https://www.amazon.com/Choice-Fable-Free-Trade-Protection/dp/0131433547

What am I missing? Cheap reliable electric cars seem like a huge win for everyone.

1.  if you think china has unfairly subsidized their ev industry and you want to impose punitive tariffs to induce them to remove subsidies.
2.  if you think china is a geopolitical adversary and the ev industry has strategic importance and you don't want us demand to be used to help subsidize the development of chinese heavy/semiconductor industry and/or you don't want us producers to be eliminated via competition with chinese producers.

since neither political party really believes in free trade currently, i think it's clearly the second one, although we might at times argue the first as a fig leaf.

as per usual, sys nails it

[Pete]

I definitely like the idea of trying to slow China’s tech capabilities.

[Kat Kid]

I think we should increase government support for green industry but we mumped that up over the last decade and a half so some sanctions paired with government support is ok, but I would rather just play the same game as the Chinese and have a strategic national investment in R&D and manufacturing rather than trying to put tariffs on their superior/cheaper EVs only.

[steve dave]

China EVs are unquestionably BITB


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